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

Successfully running a business in the 21st century almost always requires integrations between systems. We like to say that NetSuite eliminates the need for a lot of integrations that used to be required, but that doesn't mean NetSuite can operate in total isolation. We want to help our clients choose the best option they can find for every business process, though sometimes that means someone will need to make two or more systems share data. In this chapter, we learned how to assist the client in the planning stages for their integrations by helping them understand each integration endpoint their business requires. Once we've done that, we can help them choose the right technologies to meet each need.

Data can be imported into NetSuite by customizations running in the account via middleware solutions, or by third parties developing custom solutions based on NetSuite's APIs. We can export data from the system via searches, CSV exports, SuiteAnalytics Connect...