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

Self-assessment

When you work with a variety of clients, you know they will each have their unique requirements, and sometimes, they can present some real challenges. Think about these self-assessment questions as if you are the one who must solve the problem for a client. Be creative and have fun answering these questions:

  1. Your client provides services to legal practices. Occasionally, they must hire an outside contractor to provide the expertise they lack. Which of the purchase transactions described in this chapter might suit this purpose?
  2. ABC Co sells electronics to the transportation industry. One of their customers asks them to provide a slightly modified version of a GPS tracker. Which transaction might be the right way to track their purchase of these devices?
  3. When your client buys widgets from one of their suppliers, they must place a 50% deposit at the time of the PO. They typically place multiple orders for those parts. Can they create one VPP for all the...