NetSuite for Consultants

Peter Ries

• Verlag: Packt Publishing
• Jahr: 2022
• ISBN:
  9781801819916
• Thema: Business
• Thema: Business Intelligence

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.

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Inhaltsverzeichnis

• NetSuite for Consultants
• Contributors
• About the author
• About the reviewer
• 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
• Chapter 2: Selecting and Applying an Implementation Methodology
• Chapter 3: Creating a Project Plan
• Section 2: Understanding the Organization You Will Implement the Solution for
• Chapter 4: Documenting the Organization's Requirements
• Chapter 5: Analyzing the Organization's Users and Roles
• Chapter 6: Understanding the Organization's Accounting and Finance
• Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items
• Chapter 8: Identifying the Organization's Main Transactions
• Section 3: Implementing an Organization in NetSuite
• Chapter 9: Custom Forms, Records, and Fields
• Chapter 10: Centers and Dashboards
• Chapter 11: Items and Related Lists
• Chapter 12: Customers, Vendors, Contacts, and Other Entities
• Chapter 13: Financial Transactions and Period Closes
• Chapter 14: Procure-to-Pay Transactions
• Chapter 15: Order-to-Cash Transactions
• Chapter 16: Other Transactions and Custom Transactions
• Chapter 17: Analytics, Reports, and Data Exports
• Section 4: Managing Gaps and Integrations
• Chapter 18: Managing Gaps and Creating Custom Automations
• Chapter 19: Managing Integrations
• Chapter 20: Managing Data Migrations
• Appendix: My Answers to Self-Assessments
• Other Books You May Enjoy