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

Conference room pilots, walkthroughs, and UAT

Once the client's requirements have been gathered, and their NetSuite account has been configured to match the business' needs, it's time to show it off to the business' users, take note of any new concerns they raise, and eventually, get their sign-off that everything is ready for them. We don't want to wait for a conference room pilot or walkthrough to start checking in with the client on these things. So, let's break down what this process usually looks like.

A good implementation should always start from the knowledge of what works best for most companies. We will call them best practices here, but you can call them whatever you prefer to; the aim is to start every implementation with these practices as a starting point.

These best practices should also align well with the native features and settings in NetSuite. It's no good telling a client they should set up their accounting in a way that...