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NetSuite for Consultants, 2e
NetSuite for Consultants, 2e

NetSuite for Consultants, 2e: Your comprehensive guide to becoming a successful NetSuite consultant in 2023 , Second Edition

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NetSuite for Consultants, 2e

Introduction to the NetSuite Ecosystem, Platform, and Related Features

Welcome to NetSuite for Consultants. In this book, I trust that you’ve already started to learn about NetSuite’s ERP and CRM products, and I will cover everything you should know when starting to implement the product for your own company, or as a solution provider or consultant. I’ll explain the soft skills a consultant should have, how to get to know the client’s business and people, how to analyze and document client requirements, and much more. We’ll then dig into the process we follow when implementing NetSuite and break that down by the business process. Finally, I’ll cover how to handle gaps you find between the client’s requirements and NetSuite’s features, so you know how to handle whatever comes your way.

To implement NetSuite, you’ve got to understand a lot of details about the company, the product, the customization platform, and so on. We’ll provide some of those details in this chapter, before we dig into all the remaining details in the rest of the book.

In this chapter, we’re going to cover the following topics:

  • NetSuite the company, NetSuite the product
  • NetSuite editions, features, accounts, and centers
  • NetSuite people – sales, support, and services – and partners
  • The NetSuite SuiteCloud Platform
  • NetSuite’s mobile apps

This chapter will introduce you to all those topics and more, ensuring you go down the right path to NetSuite consulting.

NetSuite the company, NetSuite the product

NetSuite is both a company and a product. The company was founded as NetLedger in 1998 by ex-Oracle employees, with the dream that someday, a complete ERP system running in the cloud would be a good fit for many small and mid-sized companies. At that time, only larger enterprises were offered a single application offering – everything a company would need to run its business. Smaller companies had to piece together applications such as accounting, warehouse operations, and billing themselves, with the help of system integrators. The accounting software of the day was either like QuickBooks, which ran on a personal computer with a local database, or a much more complicated server application with a relational database, which required a team of IT specialists to set up and maintain. When companies outgrew QuickBooks, they had to move up to the larger, on-premises-installed applications. The market was not geared toward mid-sized companies at that time, though options from Microsoft and others did fit the bill for some of the main ERP functions.

NetSuite’s founders’ vision was to build a web-based application to replace those on-premises applications and, in the process, relieve their customers of all the IT headaches that come with running servers as well as installing, maintaining, and integrating many complex business applications. And so, NetSuite was born!

NetSuite initially offered the simplest options for basic company accounting and customer record management, under the name NetLedger.com. It has, however, grown over the years to truly be a massive suite full of useful options for nearly every type of business and non-profit organization. In 2017, Oracle acquired NetSuite and the product has continued to grow and cover more ground since then.

Since NetSuite is cloud-based, you can access it from almost any internet-connected device with a web browser. With your PC or tablet (or maybe even your phone), you can log in and do whatever you need in your NetSuite account to run your business. NetSuite maintains many separate data centers around the world, thanks to Oracle’s expertise and reach in this industry. Whether your employees are all in one city, or your people are spread across continents, they can easily share one common interface, any day of the week. NetSuite’s multi-tenant approach to cloud computing means that you never have to worry about which server your account is running on; you trust that NetSuite is making sure that your account will always be online, 24 hours a day, every day.

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Key benefits

  • Pick up the best ways to identify a client's needs by asking the right questions in the initial interviews.
  • Explore the new features in NetSuite 2023, including the Supply Chain Control Tower for managing inventory and gathering performance reports.
  • Avoid pitfalls and get the implementation right first time by following the advice of a Consulting Technical Director at Oracle NetSuite.

Description

ERP and CRM consultants can effectively implement NetSuite for a client organization with the aid of NetSuite for Consultants, revised with the latest features and best practices for NetSuite 2023. After reading this book, you’ll have a thorough understanding of how to configure the NetSuite ecosystem for any business. You’ll learn how to apply new features such as the Manufacturing Mobile application, NetSuite budgeting features, and tools for handling rebates and trade promotions. This edition also includes expanded coverage of technical topics such as SuiteQL and the SuiteTalk REST API. Understanding what a business requires is a crucial first step toward completing any software product deployment, and this NetSuite guide will teach you how to ask meaningful questions that ascertain which features, basic and new, you will need to configure for your client. Most importantly, you’ll not only learn how to perform a NetSuite implementation; you'll also learn how to prepare clients to use the software confidently, which is the true test of a great consultant.

Who is this book for?

This book is aimed at new NetSuite consultants who are tasked with guiding an organization through their NetSuite implementation. To make the most out of this book, you are expected to have already completed the basic NetSuite Foundations training course.

What you will learn

  • Understand the NetSuite ecosystem, including the platform, its primary modules, and associated features.
  • Learn about the NetSuite foundations and get prepared to utilize it in any company.
  • Discover how to manage gaps, data migration, and integration with NetSuite.
  • Utilize the all-new features updates in NetSuite 2022 and 2023.
  • Find out how to minimize disruptions in finance as you migrate to NetSuite.
  • Recognize the procedures for setting up the account for your company and how testing and development fit into the implementation plan.
  • Refine your skills with NetSuite tips and tricks and make each implementation process a success.

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 29, 2023
Length: 346 pages
Edition : 2nd
Language : English
ISBN-13 : 9781837639076
Vendor :
Oracle
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Product Details

Publication date : May 29, 2023
Length: 346 pages
Edition : 2nd
Language : English
ISBN-13 : 9781837639076
Vendor :
Oracle
Tools :

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Table of Contents

26 Chapters
Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features Chevron down icon Chevron up icon
Introduction to the NetSuite Ecosystem, Platform, and Related Features Chevron down icon Chevron up icon
Selecting and Applying an Implementation Methodology Chevron down icon Chevron up icon
Creating a Project Plan Chevron down icon Chevron up icon
Section II: Understanding the Client’s Organization Chevron down icon Chevron up icon
Documenting the Organization’s Requirements Chevron down icon Chevron up icon
Analyzing the Organization’s Users and Roles Chevron down icon Chevron up icon
Understanding the Organization’s Accounting and Finance Chevron down icon Chevron up icon
Getting to Know the Organization’s Entities and Items Chevron down icon Chevron up icon
Identifying the Organization’s Main Transactions Chevron down icon Chevron up icon
Section III: Implementing an Organization in NetSuite Chevron down icon Chevron up icon
Custom Forms, Records, and Fields Chevron down icon Chevron up icon
Centers and Dashboards Chevron down icon Chevron up icon
Items and Related Lists Chevron down icon Chevron up icon
Customers, Vendors, Contacts, and Other Entities Chevron down icon Chevron up icon
Financial Transactions and Period Closes Chevron down icon Chevron up icon
Procure-to-Pay Transactions Chevron down icon Chevron up icon
Order-to-Cash Transactions Chevron down icon Chevron up icon
Other Transactions and Custom Transactions Chevron down icon Chevron up icon
Analytics, Reports, and Data Exports Chevron down icon Chevron up icon
Section IV: Managing Gaps and Integrations Chevron down icon Chevron up icon
Managing Gaps and Creating Custom Automations Chevron down icon Chevron up icon
Managing Integrations Chevron down icon Chevron up icon
Managing Data Migrations Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.8
(16 Ratings)
5 star 81.3%
4 star 18.8%
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Amazon Customer Jun 13, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Whether you are just starting on your first NetSuite implementation or implemented before, this book has insightful information for a variety of skill sets. I found the questions and considerations for each subject area helpful. Highly recommend!
Amazon Verified review Amazon
AkberA May 29, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is the updated version with the latest information. I have been preparing for my NetSuite Consultant exam and am happy to say this is the guide I was looking for. It has covered in detail some important elements of the exam as well as how you can become or go toward being a Consultant.
Amazon Verified review Amazon
Mayuresh Kushwah Nov 09, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Awesome Book, helping me a lot in my NetSuite Projects.I always wanted a book from where NetSuite can be understood this is the perfect book...........
Amazon Verified review Amazon
Lea Columna Jun 15, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Peter Ries' book "NetSuite for Consultants", is an invaluable resource for anyone seeking to dive deep into the world of NetSuite implementation, whether you're an experienced professional or just starting out.He doesn't hold back on his knowledge! He covers every aspect of the implementation process, providing a solid foundation for the readers. Ries ensures that you're equipped with the knowledge to create a well-structured project plan, get familiar about the technical specifics of NetSuite and navigate the complexities of going through the implementation process itself.Ries also encourages readers to think critically and apply the concepts they learned to real-world scenarios by adding sample use cases and questions. This interactive approach not only reinforces comprehension but also fosters a deeper understanding of the material.Truly, this book is a treasure trove of knowledge that caters to both experienced professionals and beginners alike. The author's meticulous attention to detail, inclusion of practical examples, and clear explanations make this book an indispensable guide for anyone interested in mastering the art of NetSuite implementation. Highly recommended!
Amazon Verified review Amazon
Sai Teja Jun 16, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
From discovering what NetSuite is to implementing it for customers from multiple verticals itself is a challenging task. This book does a great job of laying the ground work not only for Consultants who are implementing NetSuite but also for Clients looking to get NetSuite implemented. I found that as a NetSuite user myself it gets challenging to gather requirements internally before handing it over to consultants to decipher them - this is where this book will give Customers looking to implement NetSuite an overview of the functionality the cloud platform has to offer by setting expectations, offering insights and tips on how to engage a NetSuite implementation and to make the most out of the design, data migration, testing and training sessions with their implementation partners. My key takeaway is that it’s a great book for anyone looking for guidance to maximize NetSuite’s capability, be it a Consultant or a Client.
Amazon Verified review Amazon
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