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

This chapter shows you how NetSuite gives businesses so much room to stretch out and make their accounts unique to their processes, while also adhering to global accounting standards. You should now know how NetSuite extends its core financial, purchasing, and sales features to cover as many other related business processes as it possibly can. Work Orders and their related transactions give manufacturers the same access to quality data as other businesses get with the basics. Revenue tracking records and transactions give software and services businesses a leg up on their competition. Support Cases and Issues give the customer service teams within the business a place to track their work, and custom transactions allow us to extend the system even further.

In the next chapter, we'll take a look at how all this data inside NetSuite can be put to use, helping clients make decisions and plan for the future.