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Implementation Methodology

NetSuite implementation methodology approach

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Project / Programme Management


Strategy Development

  • Review Statement of Work (SOW)
  • Determine Internal Shared Services Needs: Technical & Training Services
  • Identify External Key Players at Client
  • Define Scope of Implementation: Confirm Limits

Discovery Session

  • Prepare Project Collateral: Introductions & Methodology
  • Identify Migration Strategy
  • Set Expectations from Interviews: Confirm Limits of Project
  • Setup Project Plan: Target Level of Detail to Client

Process Mapping

  • Define "As-Is" Business Process: How Business Runs Today
  • Define "To-Be" Business Process: How Business Runs Tomorrow
  • Perform Gap Analysis
  • Submit Issues & Associate Cases

Configuration & Customization

  • Configure NetERP Back Office
  • Configure NetCRM Front Office
  • Configure NetCommerce Web Presence
  • Review Customization Needs: Fields, Forms, Records & Code

Data Migration

  • Confirm Technical Services Resources
  • Setup & Attend Data Discovery Session
  • Client Extracts & Cleanses Data
  • Technical Services Imports Clean Data: Quick, Reliable Turnaround

End User Training

  • Confirm Training Services Resources
  • Setup End-User Online Training
  • Setup End-User Onsite Training *
  • Develop Custom Training *
  • * If applicable

Support Transition

  • Show NetAnswers Knowledge Base
  • Review Filing Support Cases: Access NetSuite Support Centre
  • Discuss Creating Role Access: Standard, Custom & NSSC
  • Send 'Welcome' Task to Support Manager
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