NetSuite for Consultants - Second Edition

Experience first-hand how NetSuite integration, customization, and implementation services can automate processes and boost organizational development with the newest features in NetSuite for 2022 and 2023

Key Features

• Discover the quickest possible way to consult a new client from the kick-off meeting through their go-live and beyond.
• Explore the new features in NetSuite 2023 and learn best practices for ERP and CRM consultants.
• Avoid the usual mistakes consultants make while implementing NetSuite.

Book Description

ERP and CRM consultants can efficiently integrate NetSuite with the aid of NetSuite for Consultants, which helps you get a deeper understanding of the implementation process.

After reading this book you'll have a thorough understanding of what NetSuite is and how it functions, as well as how accounts, support, and updates fit into its ecosystem. This book has been updated with the newest features of 2022 and 2023.

You will learn how to develop business requirements by becoming familiar with the different departments, responsibilities, and procedures in the client's company. Understanding what a business requires is a crucial first step toward completing any software product deployment. You can utilize your expertise to configure accounts and test everything with users after you have a firm grasp of NetSuite and your customers. Additionally, you'll discover how to manage post-implementation functional and technical concerns and solve them efficiently.

By the end of this book, you'll have acquired the skills and information required to adopt NetSuite as a consultant and get things up and running as soon as possible.

What you will learn

• Understand the NetSuite ecosystem, including the platform, its primary modules, and associated features.
• Learn about the NetSuite foundations and get prepared to utilize it in any company.
• Discover how to manage gaps, data migration, and integration with NetSuite.
• Utilize the all-new features updates in NetSuite 2022 and 2023.
• Find out how to minimize disruptions in finance as you migrate to NetSuite.
• Recognize the procedures for setting up the account for your company and how testing and development fit into the implementation plan.
• 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 will be 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's Requirements
5. Analyzing the Organization's 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 Cu
17. Analytics, Reports, and Data Exports
18. Managing Gaps and Creating Custom Automations
19. Managing Integrations
20. Managing Data Migrations

Dettagli