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 started by understanding your client's business processes by breaking them down into categories (PTP, OTC, and so on). Then, within each category, we got to know how the business functions – who does the work and how they do it. It's at this stage in every implementation project that we get to understand what makes our clients unique, and this allows us to tailor the system to their exact needs.

Once you've completed a few NetSuite implementations for a variety of clients, you start to think you've seen it all, but don't fall into that trap – every business has at least a few elements that make them unique and it's part of your job to make sure you hear your client's description of their processes fully, and then to ensure those elements are mapped into NetSuite successfully. You have to understand their processes first so that you can move on to the next phase, which is where we start to configure the...