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


Take a moment now to think back over this chapter's contents and test your own understanding of the topics covered here. Think about how you would apply these concepts in your day-to-day work:

  1. How would you respond to a client who tells you that sometimes they buy things from a company, but they also sell things to that same company, and they want to have them set up just once within their account?
  2. Your client lets you know that they have one company they consider a customer, which has over 2,000 people working within it, and they want to enter/track all of those people in NetSuite. They need to be able to sell items to any of those people, but bill them to the company. How would you recommend they set up this company?
  3. A client has individuals they work with who are employees of multiple businesses, all of which might be their customers. Is there a way to set up these contacts in NetSuite so they can be associated with more than one customer?
  4. ...