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

Living with the plan as changes occur

Let's explore how change requests can be received from the client and how we should handle them. Knowing how to recognize one as it happens and how to respond is very important for the consultants talking to the client. We might be on a call with some of the client's SMEs, talking over how a feature will work in NetSuite, and someone from the client team might chime in, saying "Yes, and we also need to be sure that we can also track (something you've never heard of)." A good consultant is a really good listener, and so mentioning a new tool they use, or process they follow, should always sound a little warning bell in your head. I've noticed this can happen at any stage in the project, even very late in the overall schedule, so there's no time when a consultant can let a phrase like this go unnoticed.

Instead, when a client drops something new into any conversation, it's always important to explore it...