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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 growth Key Features Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible time Explore the new inn...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited,
2022.
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
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