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 19: Managing Integrations

For many NetSuite clients, the ERP system is the central hub for a collection of applications they use to run their business. Data needs to move securely and efficiently between each application for the business to function. A consultant needs to know how to talk to clients about integrations, as well as how to see them through development and testing.

In this chapter, we will cover the following topics:

  • Talking to clients about integrations
  • Collecting information about and documenting integrations
  • Managing data coming into NetSuite
  • Creating custom exports from NetSuite

With these skills, you will be able to talk intelligently to clients about their integration needs and help them use the right solutions.

Just as in Chapter 18, Managing Gaps and Creating Custom Automations, when we're talking about integrations with clients, we need to understand the main features of the SuiteCloud platform, and any SuiteTalk...