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

Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growthKey Features:Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible timeExplore the new innov...

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Detalles Bibliográficos
Autor principal: Ries, Peter (-)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Birmingham : Packt Publishing, Limited 2022.
Materias:
NetSuite (Electronic resource)
Business > Computer programs.
Industrial management > Data processing.
Business consultants.
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009644293406719
Tabla de Contenidos:
  • Cover
  • Title Page
  • Copyright and Credits
  • Dedication
  • Contributors
  • Table of Contents
  • 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
  • NetSuite the company, NetSuite the product
  • NetSuite editions, features, accounts, and centers
  • NetSuite accounts
  • Data in NetSuite accounts
  • Sandbox refreshes
  • How NetSuite is updated
  • NetSuite people
  • sales, support, and services
  • and partners
  • NetSuite's product offerings
  • Other ways NetSuite is enhanced
  • The NetSuite SuiteCloud platform
  • SuiteBuilder
  • SuiteScript
  • SuiteFlow
  • SuiteTalk (SOAP and REST)
  • SuiteAnalytics Connect
  • Summary
  • Self-assessment
  • Chapter 2: Selecting and Applying an Implementation Methodology
  • What is a methodology and why do we need one?
  • Selecting from the many approaches
  • The waterfall method
  • The agile method
  • Adapting the methodology to each client
  • Starting with waterfall, applying agile when necessary
  • Summary
  • Self-assessment
  • Chapter 3: Creating a Project Plan
  • What goes into a project plan?
  • Setting project goals
  • Defining the tasks in the project plan
  • Conference room pilots, walkthroughs, and UAT
  • Applying your methodology to the project plan
  • Living with the plan as changes occur
  • Summary
  • Self-assessment
  • Section 2: Understanding the Organization You Will Implement the Solution for
  • Chapter 4: Understanding and Documenting the Organization's Requirements
  • Understanding the organization's industry
  • Manufacturing
  • Miscellaneous
  • Not-for-profit
  • Retail
  • Software
  • Services
  • Wholesale/distributor
  • Understanding the organization's business and people
  • The main point of contact is sometimes called the project manager
  • The subject-matter experts
  • The users/testers
  • Other project helpers
  • Use case
  • differences between a wholesale distributor and a software company
  • Gathering requirements and interviews
  • Project kickoff
  • Business process reviews
  • Demos, conference room pilots, and walkthroughs
  • User Acceptance Testing (UAT)
  • Go live
  • Documenting requirements
  • Summary
  • Self-assessment
  • Chapter 5: Understanding the Organization's Users and Roles
  • Understanding departments, teams, managers, and users
  • Accounting
  • Accounts payable
  • Accounts receivable
  • Administrators/upper management
  • Information technology
  • Sales
  • Support
  • Warehouse
  • Grouping people with roles in NetSuite
  • Does the user need to view, create, edit, or fully manage a given record or list?
  • Which custom records does the role need access to?
  • Which reports will the role need access to?
  • What do you want the role's dashboard to have on it?
  • Which forms and searches should be the roles' preferred versions?
  • Managing users with multiple roles

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