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)
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 2: Understanding the Organization You Will Implement the Solution for
Section 3: Implementing an Organization in NetSuite
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Chapter 17: Analytics, Reports, and Data Exports

At this point, you should have helped your client enter various types of data into their NetSuite account. Always remember, though – people don't use computers because they like looking at numbers, dates, names, and so on; they use computers to gain insights from data.

In this chapter, we will explore all the ways a client might want to use their data for analysis, decision making, and to feed other processes outside of the system, and how you can help them achieve this.

In this chapter, we will cover the following topics:

  • Using searches and views to find information
  • Creating reports for in-depth analysis
  • Utilizing datasets and workbooks to look even closer
  • Creating exports with SuiteAnalytics Connect

You might need to work with most of the client's users on these features since everyone has data in the system and most need to find it and use it for a wide variety of purposes. As always...