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

During implementation projects, we're typically on a very short schedule, and time is always tight. It might be tempting to skip a lot of customization and configuration around the things covered in this chapter—centers and dashboards. You could, for instance, just make sure the roles are set up with the right default center and then use the default dashboards that come with those. You could tell the client they need to figure out how to customize those things, or (worse!) tell each user they need to do this for themselves. But that, in my opinion, is the wrong approach.

As administrators of the system, we have a responsibility to use these advanced features NetSuite offers to really turn the system into a much easier-to-use and efficient tool, to allow users to get more work done in less time. These features can do that if they're set up well by experienced guides such as you.

In the next chapter, we'll move on to talk about how we set up something...