What is a methodology and why do we need one?

We need to talk about what implementing NetSuite means and how we do it. If someone knows their business and they’re pretty savvy with software, they might think they can get their business or non-profit organization running on NetSuite without help from anyone outside their organization. That might be true if the company only has a few people and they’ve got every single business process those people deal with well mapped out. Also, it helps if they’re all in the same location, work on the same shift, their taxes are simple (or not a concern), and so on. But for most companies starting with NetSuite, for many reasons, getting help with the implementation process makes a lot of sense.

We’ll dive into that idea in this chapter, explaining how, why, and what you need to understand before you take on this challenge yourself. My goal is to pass along as many tips and tricks along the way so that you’ll...