Presales – How a Good Proposal/SOW is created !

A well-crafted NetSuite implementation proposal ensures clarity, sets expectations, and aligns business goals with the ERP system.

Here’s how to structure an effective proposal:

Key Points

1. Define Business Objectives – Clearly outline the goals of implementing NetSuite.
2. Scope of Implementation – Specify which modules and features will be deployed.
3. Customization Needs – Identify any required customizations or integrations.
4. Data Migration Strategy – Plan how existing data will be transferred to NetSuite.
5. User Training & Adoption – Ensure employees are trained for a smooth transition.
6. Implementation Timeline – Set realistic milestones and deadlines.
7. Budget & Cost Estimates – Provide a detailed breakdown of costs.
8. Post-Go-Live Support – Outline ongoing maintenance and support plans.

Essential Features to Include

• Financial Management – Automate accounting, reporting, and compliance.
• Inventory & Supply Chain – Optimize stock levels and procurement.
• CRM & Sales Automation – Enhance customer relationship management.
• Workflow Automation – Streamline business processes.
• Analytics & Reporting – Provide real-time insights for decision-making.