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


In this chapter, I've tried to convey the main ways we can help clients gather their data, display it in meaningful ways, and share it with others. Searches and views are quick and simple to create for almost any user with a little training, but they can be so important to the flow of the client's business. Reports, workbooks, and datasets allow us to take a deeper look into the data and format it in standardized ways. To export the data, we put it in shareable forms such as PDFs and Excel files so that NetSuite's data isn't trapped in the system. Speaking of that, SuiteAnalytics Connect allows us to export data in a regular, industry-standard way to other systems. Many clients rely on this to feed data into their data warehouse or another centralized reporting system. The freedom NetSuite clients have in working with their data should be clear from all of these options.

With that, we've finished talking about the native transactions and main features...