Project Management

“Advanced Projects” – Track projects during your sales process, define and manage project plans, assign resources, and integrate project activity into your order-to-cash process Adv. Projects Projects incorporated into the Sales process Adv. Projects Use Project as workspace to identify work tasks, plan and price resources, balance margin and risk, and define billing behavior Adv.… Continue reading Project Management

Go Live Check Lists

Final Application and User Stages Final UAT Signoff required Delete Test Data from Production Import Historical GL Extract and manipulate/format into NetSuite template: GL Takeons and movements to prior month Import all GL Takeons and Movements to prior month Reconcile Monthly Trial Balances to legacy system Reconcile Monthly Profit & Loss to legacy system Reconcile… Continue reading Go Live Check Lists