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

Summary

In this chapter, we've covered how to go about beginning the conversation with a client about configuring roles in a NetSuite account, and some of the things that can be tricky about implementing them. Taking the time to find out about any groups of employees the client has at this stage (even if they won't be NetSuite users) will prove valuable for you in the long run, since they can still affect how you configure the account in subtle ways. Also, don't forget what we said about handling users with multiple roles or who need a new custom role to be created just for them. We usually start this process with each client fairly early on in their implementation and then come back to it and tweak the plan as needed right up until going live. Leading your client through this process gives them confidence in your abilities too.

Now that we have this overview in mind and a few people are assigned to a few roles, we can dig into more meaty configuration tasks. So...