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

What is a methodology and why do we need one?

We need to talk about what implementing NetSuite means and how we do it. If someone knows their business and they're pretty savvy with software, they might think they can get their business or non-profit organization running on NetSuite without help from anyone outside their organization. That might be true if the company only includes a few people and they've got every single business process those people deal with well mapped out. Also, they're all in the same location, work on the same shift, their taxes are simple (or not a concern), and so on. But for most companies starting with NetSuite, for many reasons, getting help through this process makes a lot of sense.

We'll dive into that idea in this chapter, explaining how, why, and who you need to understand before you take on this challenge yourself. My goal is to pass along as many tips and tricks along the way so that you'll save time (and money!) and do...