Services

Defining Project Goals and Objectives
Clearly outlining project scope, timelines, and budgets is essential to ensure a successful outcome.

• Conducting business process assessments to identify areas where NetSuite can improve efficiency and reduce costs
• Gathering requirements from key stakeholders, including sales, marketing, customer service, and finance teams
• Identifying key performance indicators (KPIs) and metrics for measuring success
• Developing a comprehensive project scope statement and implementation plan
• Establishing a realistic project timeline and budget for the NetSuite implementation

Evaluating and Selecting the Right NetSuite Configuration to Meet Business Needs
Careful consideration of existing business processes, systems, and infrastructure is crucial to selecting the most suitable NetSuite configuration.

• Conducting a thorough analysis of existing business processes and identifying areas where NetSuite can improve efficiency and reduce costs
• Evaluating NetSuite modules, such as Accounting, Inventory, Order Management, and CRM, to determine which ones are best suited for each business unit or department
• Configuring custom forms, fields, and workflows to meet business requirements
• Setting up integration with other systems, such as CRM, e-commerce platforms, or inventory management systems
• Developing a detailed design document outlining the NetSuite configuration

Deploying and Configuring NetSuite to Meet Business Needs
Careful planning and execution are crucial to ensuring a successful NetSuite implementation.

• Conducting a thorough configuration of NetSuite modules, such as Accounting, Inventory, Order Management, and CRM
• Setting up custom forms, fields, and workflows to meet business requirements
• Integrating NetSuite with other systems, such as CRM, e-commerce platforms, or inventory management systems
• Configuring financial and accounting settings, including chart of accounts, fiscal periods, and currency
• Ensuring proper security and access controls are in place for users and roles

Verifying NetSuite Functionality and Performance to Meet Business Requirements
‍Rigorous testing is necessary to ensure the solution meets business requirements and performs as expected.

• Conducting thorough testing of NetSuite modules, including Accounting, Inventory, Order Management, and CRM
• Testing integration with other systems, such as CRM, e-commerce platforms, or inventory management systems
• Verifying that NetSuite meets all business requirements and KPIs
• Confirming compliance with regulatory requirements and industry standards
• Obtaining user acceptance and sign-off on the final solution