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

Section 2: Understanding the Organization You Will Implement the Solution for

To begin a new project, we spend time talking to the client, understanding their requirements, who their users are, and how they want to organize their accounts, customers, and transactions within their new NetSuite account.

This section has the following chapters:

  • Chapter 4, Documenting the Organization's Requirements
  • Chapter 5, Analyzing the Organization's Users and Roles
  • Chapter 6, Understanding the Organization's Accounting and Finance
  • Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items
  • Chapter 8, Identifying the Organization's Main Transactions