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

Self-assessment

Here are a few things related to roles and permissions for you to think about when you're implementing a client:

  1. If you're working with a client who is very new and doesn't have departments or groups yet, but tells you that they want to start setting things up in NetSuite according to best practices, how can you guide them to the right solution, without creating too much extra hierarchy and so extra work for them now?
  2. While implementing a client, John, a senior product engineer, tells you that he needs to have the Administrator role to be sure he can get his work done and adjust anything he doesn't like about how NetSuite is set up. How should you respond, and who else from the client's implementation team should be involved in deciding how best to help John work in NetSuite?
  3. If we say that we won't get every role set up perfectly at the start of a project, when exactly do you think they should be set up? It could be that...