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

Talking to clients about integrations

We need integration whenever we need to bring data into NetSuite or send data out to another system. Integrations are very common in the NetSuite world, so every consultant helping a client through an implementation should be at least a little familiar with the topic. Gathering a client's requirements around any integration can be a challenge since the client doesn't usually have technical experience with integrations (most of my clients had someone else build the integrations they're using in their legacy ERP system) and we don't have experience with running their business. But so long as someone from the business can speak about the types of data they need to see coming into and going out of the system, and you bring your technical understanding to the conversation, it usually works out just fine. We, as consultants, need to always remember to speak without letting technical terms get in the way of the client's understanding...