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

Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growth

Key Features

• Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible time
• Explore the new innovations in NetSuite 2021 and leading practices for ERP and CRM consultants
• Avoid the common pitfalls that consultants can run into when implementing NetSuite

Book Description

Used by thousands of organizations worldwide, NetSuite's customer and financial management solutions expedite daily financial transactions, accelerate the financial close, and ensure compliance. With companies around the world choosing to run their business on this cloud-based SaaS solution, the demand for NetSuite consultants 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 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 your account and test everything with the users. Finally, you'll get to grips with managing both functional and technical issues that arise post-implementation and handling them like a pro consultant.

By the end of this book, you'll have gained the knowledge necessary to implement NetSuite software and be able to get 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 implementation and get ready to implement NetSuite in your 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 overall 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 for consultants tasked with bringing clients live to the NetSuite product and platform. 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. Understanding and Documenting the Organization’s Requirements
5. Understanding the Organizations Users and Roles
6. Understanding the Organization’s Accounting and Finance
7. Understanding the Organization’s Customers, Other Entities, and Items
8. Understanding the organization’s main transactions
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

Peter Ries is currently employed as a consulting technical director at Oracle NetSuite. He has been providing high-quality consulting for innovative software solutions for many years.He enjoys solving problems, developing new software tools, and integrating applications to make his clients' businesses run on NetSuite. He works with all sorts of up-to-date technologies and loves the fact that he can continue to do so. When he is not working, he likes to read a lot, blog, and ride bikes as much as time allows.