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 5: Analyzing the Organization's Users and Roles

To really know how a business or any other group works, we have to understand who does the work, how they name each person's role in the various teams, and how they work together. Implementing groups of people in NetSuite by function (accounting, warehouse, and so on) is a good start, but you must also understand how they interact and who's in charge.

In this chapter, we will cover the following topics:

  • Understanding departments, teams, managers, and users
  • Grouping people with roles in NetSuite
  • Managing users with multiple roles

With this chapter, you'll learn how to analyze the groups within your client's company, and apply them to roles for use in their NetSuite account.

Important Tip

A quick note here – now we're getting to the content that ties into NetSuite and its various screens. For the remainder of this book, I'll be assuming that you have access...