Summary

In this chapter, we started by understanding your client's business processes by breaking them down into categories (PTP, OTC, and so on). Then, within each category, we got to know how the business functions – who does the work and how they do it. It's at this stage in every implementation project that we get to understand what makes our clients unique, and this allows us to tailor the system to their exact needs.

Once you've completed a few NetSuite implementations for a variety of clients, you start to think you've seen it all, but don't fall into that trap – every business has at least a few elements that make them unique and it's part of your job to make sure you hear your client's description of their processes fully, and then to ensure those elements are mapped into NetSuite successfully. You have to understand their processes first so that you can move on to the next phase, which is where we start to configure the...