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

Planning the cut-over activities

Data migration is typically the most important thing that happens just before going live, but it is in no way the only thing both your team of consultants and the client's team are working on in those days. Depending on the size and complexity of the project, we might start the so-called cut-over activities 2 days before going live, or a week, or sometimes more in some rare cases. The most important factor in this schedule is how long it will take to perform the imports. For most client accounts, there are a limited number of import queues we can perform CSV imports with, so we need to plan (as I mentioned in the previous section).

Aside from the data migration steps, we like to create a list of other steps we'll need to take right before the go-live and make sure everyone knows their assignments as part of that planning. Each part of the system – ERP, CRM, the web store, the warehouse, payroll, HR functions, and so on –...