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

Chapter 3: Creating a Project Plan

In the previous chapter, we learned how methodologies affect the outcome of any NetSuite implementation and how to evaluate your approach using one. Every time you start a new NetSuite implementation, you'll need to develop a project plan, spelling out the steps in the process, that is, showing your methodology in action. We will cover some tips for making each implementation project a success.

In this chapter, we will learn about the following:

  • What goes into a project plan?
  • Applying your methodology to the project plan
  • Conference room pilots, walkthroughs, and UAT
  • Living with the plan as changes occur

With this understanding, you should have a clearer idea of how a project plan can help you kick off your implementation projects on the right foot, and you should complete them successfully if you follow this plan throughout the project. Using the ideas here, you will learn how to test whether your team is on track...