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

Grouping people with roles in NetSuite

Our goal in understanding a client's people and organization is to allow us to divide them up into roles in their NetSuite account, and then assign permissions to those roles. Since security is a critical element of running your business in a cloud application, we want to make sure that each user with a login to any NetSuite interface has only the permissions they need and no more.

We can model pretty much any business structure we need in NetSuite, via the feature known as roles. Roles in the application have permissions and also establish a set of preferences and default views, and we use them to avoid configuring the account specifically for any individual. In other words, even if you know there is just one person who will have a set of permissions and preferences, it's best to set up a role for them.

The groups shown in the previous section are typical, but again, we're not forced to use them in NetSuite. We always...