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

Managing customizations over time, including their deployments

Once you have added any custom things to an account, including custom records and searches and forms and roles and potentially so much more, you need a way to manage those things outside of the system. This should be part of the client's change management process, and you will probably be asked to help them get that set up. If you've just created a couple of scripts and a workflow, it's not hard to help the client find those things in their account and to keep track of them in a simple spreadsheet or similar document. The document you choose to use just has to list all of the custom things your solutions are using, including fields and searches and so on, and the workflows or scripts they use too. That can be one large document listing everything, or one customization-specific deployment document for each custom solution you've delivered. Handing this documentation to the client near the end of their...