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

NetSuite is a great product, combining so many disparate parts together into one streamlined system — CRM/ERP/Web Store, and so on. But since every business that uses the system is unique, it's not uncommon to find reasons why they need either customizations or automations to make their processes even more efficient. Workflows are great for approval and for many other processes where we just want a relatively simple condition applied to some data. They include branching flows in one of multiple directions so we can really model the system's behaviors closely on what they need.

However, when a workflow can't do what is needed, we turn to SuiteApps from partners, and then to creating our own custom scripts. They add complexities and schedule delays and usually also costs to an implementation project, so we keep scripts as a last resort in all cases, but sometimes there is no alternative. NetSuite doesn't charge extra to have a script running in...