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

Chapter 20: Managing Data Migrations

Since most clients have some kind of system they had been using before NetSuite, successful data migration is almost always required before a client can go live. Migrations don't happen right at the end of the project, though. You and your clients must carefully plan for a successful migration, and that plan needs to include test imports long before the exciting go-live date arrives.

In this chapter, we will cover the following topics:

  • Planning for the data migration process
  • Performing imports for testing and other reasons
  • Planning the cut-over activities
  • Performing the final data imports before go-live

After completing this chapter, you should be able to talk to a client about their data migrations and help the client plan them. Most clients can't do this on their own, so experienced guidance is always necessary to get through this milestone.

When planning, testing, and executing a data migration, you...