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

Identifying gaps and needs for automation in requirements

In the earlier chapters on gathering requirements, we talked a lot about how you can't help a client solve their real-world issues without first really understanding their processes and people. For a consultant, that always involves being a good listener, asking the right questions, and suggesting the best solutions. Knowing the system well is a requirement (and yes, there's a lot to know!), but sometimes, you're going to run into situations where either no native feature does what your client needs, or where users don't want to perform a set of steps manually. As a reminder from previous chapters, your solutions to problems like these should always flow in this order:

  1. Look for native features. Try to convince the users to use them.
  2. If possible, create a SuiteFlow to streamline the work.
  3. Look for partner solutions (also known as SuiteApps) that can meet the client's requirements or automate...