NetSuite for Consultants : a Handbook for ERP and CRM Consultants to Implement NetSuite 2021 Quickly and Easily.

Format:

Book

Author/Creator:

Ries, Peter.

Language:

English

Subjects (All):

Business--Computer programs.

Business.

Industrial management--Data processing.

Industrial management.

Business consultants.

NetSuite (Electronic resource).

Physical Description:

1 online resource (320 p.)

Place of Publication:

Birmingham : Packt Publishing, Limited, 2022.

Summary:

Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growthKey Features:Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible timeExplore the new innovations in NetSuite 2021 and leading practices for ERP and CRM consultantsAvoid the common pitfalls that consultants can run into when implementing NetSuiteBook Description:Used by thousands of organizations worldwide, NetSuite's customer and financial management solutions expedite daily financial transactions, accelerate the financial close, ensure compliance, and so much more. With companies around the world choosing to run their business on this cloud-based SaaS solution, the demand for NetSuite professionals is ever increasing. This book takes a hands-on approach to help you grasp the implementation and associated methodologies in no time.You'll start by exploring what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding a business' requirements 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 can apply your knowledge to configure accounts and test everything with the users. Finally, you'll get to grips with managing both functional and technical issues that arise post-implementation and learn how to handle them like a professional.By the end of this book, you'll have gained the knowledge necessary to implement NetSuite for businesses and get things up and running in the shortest possible time.What You Will Learn:Understand the NetSuite ecosystem, including its main modules, the platform, and related featuresExplore the fundamentals of NetSuite and get ready to implement it in any organizationDiscover how to manage gaps, data migration, and integrations with NetSuiteFind out how to minimize disruptions in finance as you migrate to NetSuiteUnderstand the steps to configure your organization's account and how development and testing fit into the implementation scheduleRefine your skills with NetSuite tips and tricks and make each implementation process a successWho this book is for:This book is for consultants (or any NetSuite users) tasked with bringing an organization live on NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.

Contents:

Cover

Title Page

Copyright and Credits

Dedication

Contributors

Table of Contents

Preface

Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features

Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features

NetSuite the company, NetSuite the product

NetSuite editions, features, accounts, and centers

NetSuite accounts

Data in NetSuite accounts

Sandbox refreshes

How NetSuite is updated

NetSuite people

sales, support, and services

and partners

NetSuite's product offerings

Other ways NetSuite is enhanced

The NetSuite SuiteCloud platform

SuiteBuilder

SuiteScript

SuiteFlow

SuiteTalk (SOAP and REST)

SuiteAnalytics Connect

Summary

Self-assessment

Chapter 2: Selecting and Applying an Implementation Methodology

What is a methodology and why do we need one?

Selecting from the many approaches

The waterfall method

The agile method

Adapting the methodology to each client

Starting with waterfall, applying agile when necessary

Chapter 3: Creating a Project Plan

What goes into a project plan?

Setting project goals

Defining the tasks in the project plan

Conference room pilots, walkthroughs, and UAT

Applying your methodology to the project plan

Living with the plan as changes occur

Section 2: Understanding the Organization You Will Implement the Solution for

Chapter 4: Understanding and Documenting the Organization's Requirements

Understanding the organization's industry

Manufacturing

Miscellaneous

Not-for-profit

Retail

Software

Services

Wholesale/distributor

Understanding the organization's business and people

The main point of contact is sometimes called the project manager

The subject-matter experts

The users/testers

Other project helpers

Use case

differences between a wholesale distributor and a software company

Gathering requirements and interviews

Project kickoff

Business process reviews

Demos, conference room pilots, and walkthroughs

User Acceptance Testing (UAT)

Go live

Documenting requirements

Chapter 5: Understanding the Organization's Users and Roles

Understanding departments, teams, managers, and users

Accounting

Accounts payable

Accounts receivable

Administrators/upper management

Information technology

Sales

Support

Warehouse

Grouping people with roles in NetSuite

Does the user need to view, create, edit, or fully manage a given record or list?

Which custom records does the role need access to?

Which reports will the role need access to?

What do you want the role's dashboard to have on it?

Which forms and searches should be the roles' preferred versions?

Managing users with multiple roles

Notes:

OCLC-licensed vendor bibliographic record.

Summary.

ISBN:

9781801818773

1801818770

OCLC:

1286430633