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


In this chapter, we've covered how we usually walk the client through the initial configuration choices in their account and get things such as segmentation and preferences set up. This is key to the entire implementation since the choices we make now will have a large effect on how we can use the rest of the account later. Most of these choices can be tweaked if things change later, but knowing about the ones you cannot change or can't delete later is important too. Apply the things you learned in the requirements and roles and users phases earlier as you help the client define their lists of subsidiaries, locations, departments, and so on. If you do this, you should have no trouble getting through this work for each of your clients. You should also have the users set up the screens whenever possible so they get the hands-on experience they need to feel confident when working in the system.

In the next chapter, we'll learn how to analyze your client&apos...