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

Summary

We typically spend anywhere from 2 weeks to a month working with a client, getting their items list set up in the system initially. We then tweak the items' definitions throughout the rest of the implementation, right up until we go live. Most of the details you set initially can be changed later, but some are tougher to modify, such as the item's type. Following this book's order of events, you should have clear requirements documented before you start to define items in an account. However, we're always open to changing our plans as our understanding of the client's business changes over time.

This chapter should make it clear that the order in which we perform setup steps in an account is very important, and you should note that we need to have a good, solid first pass on the full item list that's imported into an account before we tackle setting up and processing transactions. We'll start that work in Chapter 13, Financial Transactions...