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NetSuite for Consultants Cover

NetSuite for Consultants

A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

Publisher:Packt Publishing Limited
By: Peter Ries  
Paid access
|Jan 2022
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Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growth

Key Features

  • Understand how to consult a new client from the kick-off meeting to their go-live and beyond in the fastest possible time
  • Explore the new features in NetSuite 2021 and learn best practices for ERP and CRM consultants
  • Avoid the common pitfalls that consultants can run into when implementing NetSuite

Book Description

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.

What you will learn

  • Understand the NetSuite ecosystem, including its main modules, the platform, and related features
  • Explore the fundamentals of NetSuite and get ready to implement it in any organization
  • Discover how to manage gaps, data migration, and integrations with NetSuite
  • Find out how to minimize disruptions in finance as you migrate to NetSuite
  • Understand the steps to configure your organization s account and how development and testing fit into the implementation schedule
  • Refine your skills with NetSuite tips and tricks and make each implementation process a success

Who this book is for

This book is aimed at consultants, NetSuite users, and partners who are tasked with guiding the organizations to get their business up and running with NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.

Table of Contents

  1. Introduction to the NetSuite Ecosystem, Platform, and Related Features
  2. Selecting and Applying an Implementation Methodology
  3. Creating a Project Plan
  4. Documenting the Organization
  5. Analyzing the Organizations Users and Roles
  6. Understanding the Organization
  7. Getting to Know the Organization
  8. Identifying the Organization
  9. Custom Forms, Records, and Fields
  10. Centers and Dashboards
  11. Items and Related Lists
  12. Customers, Vendors, Contacts and Other Entities
  13. Financial Transactions and Period Closes
  14. Procure-to-Pay Transactions
  15. Order-to-Cash Transactions
  16. Other Transactions and Custom Transactions
  17. Analytics, Reports, and Data Exports
  18. Managing Gaps and Creating Custom Automations
  19. Managing Integrations
  20. Managing Data Migrations
PDF ISBN: 978-1-80181-991-6
Publisher: Packt Publishing Limited
Copyright owner: © 2021 Packt Publishing Limited
Publication date: 2022
Language: English
Pages: 320
Related subjects:
Computer sciences,
Computer sciences, other

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