Self-assessment
Here are a few things related to the initial account setup for you to think about each time you get to this point in a project:
- Your client tells you they have multiple businesses and they must keep them completely separate in the system. They ask you how to enable completely separate accounts. What do you tell them? How can you help them achieve what they need with their one NetSuite account? When would you consider the idea of having more than one NetSuite account?
- While talking through the Enable Features screen, your client mentions something you've never heard before, and you know this will be a significant change in the project, affecting the schedule and budgets. In addition to letting your project managers know about this, when would you bring the sales team (your company's or NetSuite's) into the conversation?
- One day, you receive the list of departments your client uses in their current (legacy) ERP system, and notice there...