Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
NetSuite for Consultants

You're reading from   NetSuite for Consultants A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

Arrow left icon
Product type Paperback
Published in Jan 2022
Publisher Packt
ISBN-13 9781801818773
Length 320 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
Arrow right icon
View More author details
Toc

Table of Contents (27) Chapters Close

Preface 1. Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Chapter 1: Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Chapter 2: Selecting and Applying an Implementation Methodology 4. Chapter 3: Creating a Project Plan 5. Section 2: Understanding the Organization You Will Implement the Solution for
6. Chapter 4: Documenting the Organization's Requirements 7. Chapter 5: Analyzing the Organization's Users and Roles 8. Chapter 6: Understanding the Organization's Accounting and Finance 9. Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items 10. Chapter 8: Identifying the Organization's Main Transactions 11. Section 3: Implementing an Organization in NetSuite
12. Chapter 9: Custom Forms, Records, and Fields 13. Chapter 10: Centers and Dashboards 14. Chapter 11: Items and Related Lists 15. Chapter 12: Customers, Vendors, Contacts, and Other Entities 16. Chapter 13: Financial Transactions and Period Closes 17. Chapter 14: Procure-to-Pay Transactions 18. Chapter 15: Order-to-Cash Transactions 19. Chapter 16: Other Transactions and Custom Transactions 20. Chapter 17: Analytics, Reports, and Data Exports 21. Section 4: Managing Gaps and Integrations
22. Chapter 18: Managing Gaps and Creating Custom Automations 23. Chapter 19: Managing Integrations 24. Chapter 20: Managing Data Migrations 25. Other Books You May Enjoy Appendix: My Answers to Self-Assessments

Chapter 4: Documenting the Organization's Requirements

Understanding requirements is a critical first step toward completing any software product's implementation. For a NetSuite implementation, we need to understand the organization's business and people, as well as their business processes – how they're similar to others in the same industry, and how they might differ from the leading practices.

We'll cover the following topics in detail in this chapter:

  • Understanding the organization's industry
  • Understanding the organization's business and people
  • Use case – differences between a wholesale distributor versus software companies
  • Gathering requirements and interviews
  • Documenting requirements

Now that you have a good idea of what a NetSuite implementation project should consist of, and you've decided on what the project's main goals are, it's time to dig further into the concept of requirements...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime