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

Self-assessment

Here are a few things I hope will help you think about how to understand your clients and how you will help them implement NetSuite:

  1. Which industry would you say makes and sells a line of cosmetics both in a few of their retail stores and in many others' stores as well: retail or wholesale/distribution?
  2. Think of a time when you've had trouble working with someone – a co-worker, a client, or a customer – and think about what you learned from that experience. Now, imagine if that person was the key stakeholder at your NetSuite client, in charge of evangelizing NetSuite among the entire company. What strategies would you implement to ensure that person performs that role well? How would you deal with them if they do not?
  3. When gathering requirements, which is the better way to start asking a client about their purchasing process?
    • How do you handle purchase orders now?
    • Do your employees have to submit purchase requests before a PO is...