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

Adapting the methodology to each client

Both waterfall and agile have advantages and disadvantages that can cost you a successful project and the client their go-live if mishandled. In my opinion, a combination seems to work best for most organizations implementing NetSuite.

Starting with waterfall, applying agile when necessary

Most companies will know what they need to achieve in NetSuite before they can start running their business on the product/platform. If your sales team is savvy, they can gather most of that information from them during the sales cycle and get a fixed bid contract written up describing exactly what is needed from the implementation team to support that goal. This makes the most sense to all parties from what I've seen since the costs and delivery schedule can be well planned based on a well-written, fixed-bid contract. Clients appreciate this clarity since most see the NetSuite implementation as a big expense and a time-consuming affair for their...