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

Summary

In this chapter, we learned how to start talking to your client about who their customers and other related entities are, and what their items list will consist of. When we talk to clients about leads versus customers, just remember they might use different terms, but you can help them translate their terms into NetSuite features in all cases. When you gather the client's vendor, partner, and competitor requirements, focus on how the data will be used within the system to make sure things stay on track.

When it comes to your client's items, talk initially about what they're used for, and how they're purchased, sold, and distributed. This will be your guide to how they should be set up in NetSuite, including their type and the other important features you'll need to enable for each.

In the next chapter, we'll learn how to collect the requirements around the client's business processes, which will lead to the creation of transactions in...