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

Understanding the organization's industry

Your first step in this process should be understanding the type of company you're dealing with and their industry. All businesses and not-for-profit companies have similar traits, in that they all do some sort of internal accounting, they hire people to perform their day-to-day tasks, and they must report on their business activities to one or more levels of government. Knowing the industry they fit into can help you quickly learn a few key things, though, including whether they provide products, services, or both to their target market, whether they are selling things Business to Business (B2B) or Businesss to Consumer (B2C), and so on. With that knowledge, you can then quickly assess which NetSuite features they are most likely going to need and which features you can skip over.

There are many lists of well-known industries in the world online, but we typically use a shorter list when we're categorizing NetSuite clients...