Handbook For ERP And CRM Consultants To Implement NetSuite 2021 Quickly And

Are you an ERP or CRM consultant looking to implement NetSuite 2021 quickly and effectively? Look no further! In this comprehensive handbook, we will provide you with all the essential information, tips, and strategies to successfully implement NetSuite, the leading cloud-based ERP and CRM solution.

Chapter 1: Understanding NetSuite

In this chapter, we will introduce you to NetSuite and its core features. We will explain the benefits of using NetSuite as an ERP and CRM solution, and how it can streamline your business processes and improve overall productivity.

Chapter 2: Pre-Implementation Preparation

Before diving into the implementation process, it is crucial to adequately prepare. This chapter will guide you through the necessary steps to conduct a thorough analysis of your client's current systems, identify potential challenges, and create a detailed implementation plan that meets their specific requirements.

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

by Peter Ries (1st Edition, Kindle Edition)

4.3 out of 5

Language	:	English
File size	:	9813 KB
Text-to-Speech	:	Enabled
Enhanced typesetting	:	Enabled
Print length	:	320 pages
Screen Reader	:	Supported

FREE

Chapter 3: Configuration and Customization

NetSuite offers extensive configuration and customization options to tailor the system to your client's unique needs. This chapter will provide you with a step-by-step guide to configure various modules, set up user roles and permissions, customize dashboards, and create workflows to automate key business processes.

Chapter 4: Data Migration and Integration

Migrating data from existing systems to NetSuite can be a complex process. In this chapter, we will discuss best practices for data cleansing, mapping, and importing into NetSuite. We will also explore methods for integrating NetSuite with other software applications to ensure seamless data flow across the organization.

Chapter 5: User Training and Adoption

Implementing NetSuite is not just about technical aspects; it is also essential to train end-users and promote adoption throughout the organization. This chapter will provide you with effective strategies to conduct user training sessions, create user documentation, and overcome resistance to change.

Chapter 6: Go-Live and Post-Implementation Support

The go-live phase is critical for a successful implementation. In this chapter, we will guide you through the final steps of the implementation process, including testing, data validation, and system transition. We will also discuss post-implementation support, including ongoing maintenance, upgrades, and troubleshooting common issues.

Chapter 7: Tips and Best Practices

In this final chapter, we will share valuable tips and best practices collected from experienced NetSuite consultants. You will learn how to overcome common implementation challenges, optimize system performance, and continuously improve your NetSuite implementation skills.

Implementing NetSuite 2021 quickly and effectively requires a thorough understanding of the system, meticulous planning, and hands-on configuration. With this handbook as your guide, you will be equipped with the knowledge and strategies to successfully implement NetSuite as an ERP and CRM consultant.

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

by Peter Ries (1st Edition, Kindle Edition)

4.3 out of 5

Language	:	English
File size	:	9813 KB
Text-to-Speech	:	Enabled
Enhanced typesetting	:	Enabled
Print length	:	320 pages
Screen Reader	:	Supported

FREE

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. to the NetSuite Ecosystem, Platform, and Related Features
2. Selecting and Applying an Implementation Methodology
3. Creating a Project Plan
4. Documenting the Organization's Requirements
5. Analyzing the Organizations Users and Roles
6. Understanding the Organization's Accounting and Finance
7. Getting to Know the Organization's Customers, Other Entities, and Items
8. Identifying 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