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

When you're working on a client's implementation, you're helping them learn to use NetSuite and also helping them configure their account for their specific business needs. Setting up their customers is probably the most important aspect of this, since you need to have all of the customer data easily accessible and viewable, and you want to take advantage of all the NetSuite features that will use this data, saving the users time and effort. Taking the vendors and other entities into account can be more straightforward, and can be nearly as important for some clients.

Hopefully, you've seen how we can help the client do this in many ways, and the longer you work with NetSuite, the more ideas you'll have for making the system work for each of your clients.

In the next chapter, we will move into transactions. We'll start with the financial teams' work for things such as Journal Entries and Period Closes.