Book Image

NetSuite for Consultants

By : Peter Ries
Book Image

NetSuite for Consultants

By: Peter Ries

Overview of this book

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Table of Contents (27 chapters)
1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section 2: Understanding the Organization You Will Implement the Solution for
11
Section 3: Implementing an Organization in NetSuite
21
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Self-assessment

Take a moment now to think back over this chapter's contents and test your own understanding of the topics covered here. Think about how you would apply these concepts in your day-to-day work. Consider the following questions:

  1. You know you're to set up your client's sales roles with access to the Sales center since it is designed with them in mind, but they ask you for more customization to the screens, fields, and so on. What other options does NetSuite offer to enhance the salesperson's experience of the system?
  2. Your client has a group of employees who install their hardware and software in the field. They're located in regional offices all over the United States (US). They don't need to sign in to the system for operations on a daily basis, but they do need to be able to share a calendar so that everyone can see who's going to be on vacation each week. How can you help them with this?
  3. As part of an implementation...