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

Here are a few more practice questions for you to consider. As in the previous chapters, think about how you would respond in each situation:

  1. Your client is about 1 month away from going live when they let you know that they need help getting data from their expense tracking system into NetSuite. In what order should you research the options available for making this integration happen?
  2. You've started to build a list of the integration endpoints your very large client needs with NetSuite in a spreadsheet. They mention that one particular integration will need to transfer something like 1 million records from their legacy accounting system into NetSuite. What sorts of questions should you ask at this stage to make sure you understand and address this requirement properly?
  3. Just as you begin working with a new client, you learn that they will only have five accountants working in the system; there will be no other NetSuite users. They intend to integrate...