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

Documenting requirements

How you document the requirements coming out of these sessions is up to you, but write them down and make sure that all the members of your team have access to the requirement document(s).

Not everyone can join every call, but if you have one person helping the client with procure to pay and another consultant working on order to cash, they need to be able to compare notes and look for any overlapping concerns as they work things out.

You need to share these files with the client as well, of course. We commonly share files via the account's File Cabinet since this is a secure way to get information to all parties, and everyone has access to the account.

Next, decide on an approach that fits with your overall project methodology. If you're working with the waterfall method, you might decide to capture all the requirements in a single document (MS Word or Google Document, for instance).

You will want to keep revisions of that document as...