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 business and people

Moving down one layer, we need to understand the specific business we're dealing with and how the people within it are organized. Most American businesses are structured, for instance, while following a standard bureaucratic model, with senior management, departments consisting of managers and employees, and many roles within each department. Getting to know how your client's business is organized and where they differ from the standard model is key to implementing NetSuite correctly for them. They will have to live in NetSuite every day once they go live, so making sure it's set up to match their expectations is key.

In the previous chapter, we talked about the basics of the requirements gathering process. I'll repeat a shortened version of that list here, for your reference:

  • Requirements gathering
  • Data migration planning
  • Walkthroughs or conference room pilots

When you first start...