Understanding the organization’s business and people
Moving down one layer, we need to understand the specific business we’re dealing with and how the people within it are organized. Most American businesses are structured, for instance, following a standard bureaucratic model, with senior management, departments consisting of managers and employees, and many roles within each department. Getting to know how your client’s business is organized and where they differ from the standard model is key to implementing NetSuite correctly for them. They will have to live in NetSuite every day once they go live, so making sure it’s set up to match their expectations is key.
In the previous chapter, we talked about the requirements-gathering process we usually follow. I’ll repeat a shortened version of that list here for your reference:
- Requirements gathering
- Data migration planning
- Walkthroughs or conference room pilots
