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

NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily by Peter Ries. paperback edition. ISBN: 9781801818773.

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 youll learn how to write business requirements by learning about the various departments, roles, and processes in the clients organization. Once youve 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, youll 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 Introduction to the NetSuite Ecosystem, Platform, and Related Features Selecting and Applying an Implementation Methodology Creating a Project Plan Documenting the Organizations Requirements Analyzing the Organizations Users and Roles Understanding the Organizations Accounting and Finance Getting to Know the Organizations Customers, Other Entities, and Items Identifying the Organizations Main Transactions Custom Forms, Records, and Fields Centers and Dashboards Items and Related Lists Customers, Vendors, Contacts and Other Entities Financial Transactions and Period Closes Procure-to-Pay Transactions Order-to-Cash Transactions Other Transactions and Custom Transactions Analytics, Reports, and Data Exports Managing Gaps and Creating Custom Automations Managing Integrations Managing Data Migrations