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

Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features

Welcome to NetSuite for Consultants. In this book, I trust that you've already started to learn about NetSuite's ERP and CRM products, and I will cover everything you should know when starting to implement the product for your own company, or as a solution provider or consultant. I'll explain the soft skills a consultant should have, how to get to know the client's business and people, how to analyze and document client requirements, and much more. We'll then dig into the process we follow when implementing NetSuite and break that down by the business process. Finally, I'll cover how to handle gaps you find between the client's requirements and NetSuite's features, so you know how to handle whatever comes your way.

To implement NetSuite, you've got to understand a lot of details about the company, the product, the customization platform, and so on.

In this chapter, we're going to cover the following main topics:

  • NetSuite the company, NetSuite the product
  • NetSuite editions, features, accounts, and centers
  • NetSuite people – sales, support, and services – and partners
  • The NetSuite SuiteCloud Platform

This chapter will introduce you to all of those topics and more, ensuring you go in the right direction down the path to NetSuite consulting.