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Key benefits

Understand how to consult a new client from the kick-off meeting to their go-live and beyond in the fastest possible time

Explore the new features in NetSuite 2021 and learn best practices for ERP and CRM consultants

Avoid the common pitfalls that consultants can run into when implementing NetSuite

Description

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.

What you will learn

Understand the NetSuite ecosystem, including its main modules, the platform, and related features

Explore the fundamentals of NetSuite and get ready to implement it in any organization

Discover how to manage gaps, data migration, and integrations with NetSuite

Find out how to minimize disruptions in finance as you migrate to NetSuite

Understand the steps to configure your organization s account and how development and testing fit into the implementation schedule

Refine your skills with NetSuite tips and tricks and make each implementation process a success

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Alan Jan 20, 2022

As a former NetSuite Technical Consultant of 6½ years, this is a very good overview of all the areas to consider in implementing a new instance of Netsuite for an end user. Early chapters are great advice for consultants around gathering detailed requirements for business processes, people, specific company needs & gaps/customizations.The subject of getting item details correct early on to prevent repeatedly deleting and CSV importing of item lists, is a key often missed and takes a lot of effort to correct. The advice to direct clients to using as much native functionality as possible is worth the time. While I have written many scripts for clients, and some will always be needed, not letting users get carried away in scripting everything will be to their benefit in the long run. When you end up with 30 scripts on a sales order, don't expect it to save in 5 seconds!While I would have liked a little more detail in some areas, just for more personal knowledge, it is still solid coverage of the subject and I will be getting a copy for myself. This will be a very worthwhile addition for any NetSuite partner organization or independent consultant performing initial setup, configuration and getting users up to speed.

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Homeowner Jul 19, 2022

I have worked in the NetSuite community for 20 years now, and earlier in my career, I transitioned from being a technical writer for NetSuite to a support consultant for a partner. From there, I worked with customers and partners on many different types of requests and projects for 11 years. During those years, I could have really benefitted from this resource. I was grateful to be given a copy to review.This book is not meant to be a "How to Use NetSuite" kind of book, but instead it is a primer for consultants on how to approach a NetSuite implementation or customization project with a client. Having worked on the NetSuite documentation itself, I did wish that the author had referenced a little more prominently how to access the documentation; however, I appreciated that the author was not attempting to recreate the documentation. In my opinion, this adds value to the book - he is not trying to create something that already exists; rather, he is walking you through the very large undertaking of running an implementation project, specifically for NetSuite.The author summarizes some of the history of NetSuite for context and gives overview of the many features and add-ons available at the time of printing, and he offers some very seasoned advice for many of these while remaining agnostic on others. The advice he gives in this book after his many years of consulting is by far the most valuable piece.Each chapter generally covers a step in the implementation process, but it is not necessarily sequential - you would not be able to use it as a handbook *while* you are implementing. It is best used read in its entirety with copious notes and bookmarks in particularly helpful spots. I generally found that if something was not fully explored or explained in a section, it was because he was introducing the concept. I would later find the topic expanded upon in another chapter. The book might be improved with more cross references in these cases, but just knowing this might help encourage you to read the entire work before passing judgment, bookmarking pages that are most helpful. For example, in a section about conference room pilots and early discussions with a client, I was looking for some advice on requirements gathering and getting disappointed. However, I soon found a wealth of information on requirements gathering in chapter 4. Admittedly, a review of the Table of Contents could have saved me some worry.If you are new to NetSuite in a consulting capacity, this book has some very valuable advice that is specific to how NetSuite works and best practices for an initial setup. If you are not new to NetSuite but are new to consulting and implementations, this book has some very valuable advice on how to gather understanding and requirements about the client and their real-world use cases in the business world.

Caleb Schmitz Jun 10, 2022

This is a great book to have for new consultants on a firm read while they are learning how to be a consultant. Knowing NetSuite and learning to be a consultant are two different skillsets that need to be merged together. Obviously a single book won't teach you everything but it is a great resource to supplement your knowledge and soak up some knowledge from others. Thanks for taking the time to get content to the NetSuite community!

Marlene Feb 20, 2022

This book covers a lot of detail about everything that you need to consider when supporting a NetSuite implementation as a consultant. The author is clearly experienced in the subject matter and it is fantastic to have all aspects together in one useful guide.As an experience consultant myself, I will continue to use this book as a reference in future implementations.

Shailesh Bopche Feb 14, 2022

The book is enriching, I have been working as a Netsuite consultant since 2016 and in this book important flows are explained in simple and direct language, making it a captivating read.The information presented in the book is detailed and technical, mandatory reading for every Netsuite consultant.- Douglas Barbosa

NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

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