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

Suggested answers

In each chapter in this book, I included questions to get you thinking about how you would handle various situations that might arise while you are helping a company through their NetSuite implementation. Here are my suggested answers to those questions, though these are definitely not the only valid answers. In most cases, you can solve problems in more than one way, and as long as you're thinking about the best solution long term, you should be fine.

Chapter 1

  1. NetSuite's base tier allows most small businesses to run effectively on the system, but when a business processes more than the base number of transactions per month, they should talk to their NetSuite sales team about higher tier levels.
  2. The easiest way to move something custom, such as a search or a role, is with the Copy to Account feature. Once it's enabled in both the source and destination accounts, any administrator can move the object with just a few clicks in the UI...