Verticals in Services Sector are

1. Financial Management and Fixed Assets
2. Project Management
3. Customer Relationship Management
4. Billing and Revenue
5. Budgeting
6. Order to Cash
7. Procure to Pay
8. Administration

1.	Questions on Financial Management	Answer
1a	Do you have multiple financial budgets?	☐ No ☐ Yes. Requires scoping call.
1b	Do you create budgets in multiple currencies?	☐ No ☐ Yes
1c	Will you need to bring Budgeted Financial Statements into NetSuite for comparisons?	☐ No ☐ Yes. Requires scoping call.
1d	Are you looking to bring budgeting into the system?	☐ All budgeting in NetSuite only ☐ Budgeting data into NetSuite from NSPB. Requires scoping call. ☐ Budgeting data into NetSuite from external System (e.g. Adaptive). Requires scoping call.
1e	Do you currently use statistical accounts?	☐ Yes ☐ No
2a	Do you allocate expenses today across different departments, classes, locations, or other custom segment?	☐ Yes ☐ No
2b	If yes, what criteria do you use to allocate these? Check all that apply.	☐ Full time equivalent (headcount) ☐ Square Footage ☐ Fixed Percentages or Fixed Amounts ☐ Dynamically based on hours worked ☐ Other, explain
2c	Do you require vendor expenses or employee expenses to be allocated across subsidiaries (e.g. intercompany cost allocation)?	☐ No ☐ If Yes, please describe:
2d	If yes, what criteria do you use to allocate these? Check all that apply.	☐ Full time equivalent (headcount) ☐ Square Footage ☐ Fixed Percentages or Fixed Amounts ☐ Dynamically based on hours worked ☐ Other, explain
2e	Do you require bills from one subsidiary to be paid by another/different subsidiary?	☐ No ☐ If Yes, please describe:
2f	Do you allocate Payroll Expenses across Projects? if yes, describe how this is calculated (e.g. based on hours, a percentage, etc.)	☐ No ☐ Yes Requires scoping call.
3a	Do you need to amortize your Prepaid Expenses (e.g. Insurance, rent, etc)?	☐ Yes ☐ No
3b	If yes, how many Amortization schedules do you use?	☐ <10 ☐ 10 or greater
3c	Are you currently using NetSuite vendor bills?	☐ Yes ☐ No Requires scoping call.
4a	Are you currently using NetSuite sales orders?	☐ Yes ☐ No Requires scoping call.
4b	Describe the different kinds of billing schedules you use	☐ Fixed Recurring billing (i.e. Subscription or fixed fee on date) ☐ Project milestone billing .Requires use of NetSuite Projects ☐ Project T&M billing. Requires use of NetSuite Projects, Requires scoping call. ☐ Project Progress billing. Requires charge based billing and Requires scoping call. ☐ Usage Based billing. Requires scoping call. ☐ Bill upon item shipment ☐ Upfront billing ☐ Evergreen billing (e.g. recurring billing with no end date) ☐ Others
4c	Are you using NetSuite projects or a different Project software package?	☐ NetSuite projects ☐ Other_________________
4d	When Customers are billed, do your orders contain mixed items that are billed differently?  Check all that apply.	☐ No, all items billed upfront. ☐ Yes, some orders are partially billed. ☐ Yes, some items are partially billed.
5a	For purposes of data migration, how many contracts (sales orders) are partially or pending billing?	☐ <50 ☐ 51 to 100 ☐ 101 to 500 ☐ other
5b	For purposes of data migration, how many of these contracts are already configured in NetSuite?   Depending on volume and number of remaining periods, best practice is not to update these contracts if they are already configured (e.g. one sales order that is billed over 3 years may already be in NetSuite with 3 separate line items which are billed manually.)	☐ Yes already in NetSuite – will not migrate ☐ Not already in NetSuite – will migrate

2	Questions on Fixed Assets	Answer
1	How many Fixed Assets do you currently have?	☐ <5000 across all subs. ☐ >5000 across all subs.  How many?  __________
2	How many subsidiaries?	Enter quantity of Subsidiaries that have assets: ________
3	If using Multi-book, is Fixed Assets depreciation needed for secondary set of books (per book depreciation)?	☐ No. ☐ Yes.  Requires scoping call.
4	What depreciation methods do you use?	☐ Straight line depreciation only.   Another method.  Indicate all that apply: ☐ Sum of Years Digits, ☐ Asset Usage, ☐ Fixed Declining, ☐ Straight Line Remaining, ☐ Sum of Years/ Straight Line, ☐ 150DB & 200DB, or ☐ Tax Depreciation Method ☐ Other Custom Method: Describe: ________
5	Lease Accounting needed?	☐ No ☐ Yes
6	If using Multi-book, is Lease Accounting needed for secondary set of books (per book depreciation)?	☐ No ☐ Yes. Requires scoping call.
7	Are Projects and Services Capitalized?	☐ No ☐ Yes
8	Import Assistance.	☐ NetSuite will assist with CSV Templates. Customer will perform CSV imports.   ☐ NetSuite will do everything.
9	Will you import only active assets or will you import historical accumulated depreciation for older assets as well (e.g. 500 assets by 1,000 assets on books).	☐ Only Active Assets ☐ Active Assets and Historical Assets
10	How many historical assets will you be importing (e.g. assets that have a depreciation balance?)	Enter value:
11	Unique Fixed Asset reporting or tracking fields needed?	☐ No ☐ Yes.  Please explain.  __________________________________
12	Does customer currently have a Sandbox?	☐ No ☐ Yes

Scope Validation: CRM-Lead to Quote

3	Question	Answer
1	Will you be loading leads through csv import? Do you have an integration for lead generation?	☐ Manual, CSV ☐ Integration
2	Do you need to sales territories and automatic routings configured?	☐ No   ☐ Yes, define routing rules: ___________________
3	Do you need an online lead form to capture leads? i.e. “contact us” If yes, how many forms do you require? Please provide a sample image or link to the form	☐ Yes , how many? ☐ No
4	Online Lead form: Do you have an internal resource with HTML knowledge to develop the form?	☐ Yes, we will do it ourselves ☐ No, but we require HTML help ☐ No, but we will use the standard NetSuite form layout without HTML
5	How many users are responsible for creating opportunities?	☐ less than 15 ☐ 16-50 ☐ 50+
6	What is the average number of items entered on an opportunity?	☐ less than 10 ☐ 10-50 ☐ 50+
7	Do you plan to create quotes in NetSuite or do you use a third party software or quoting tool?	☐ NetSuite Quotes ☐ External quoting tool
8	How many users will be responsible for creating and maintaining the quotes?	☐ less than 15 ☐ 16-50 ☐ 50+
9	Do you need a customer facing estimate/quote template? If so, please provide a sample	☐ Yes, quotes will be sent using a specific format ☐ Yes, quotes will be sent but the NetSuite format is sufficient ☐ No, quotes are for internal tracking only
10	How many subs will require a quote form?	☐ Indicate number:_____
11	Do you manage sales rep quotas?	☐ Yes these are tracked ☐ No quotas will be used
12	Will you be using the customer center?	☐ Yes, describe expectations for the customer portal: ________ ☐ No
13	Do you require iPhone/Android setup for Sales reps?	☐ Yes sales reps are always out in the field ☐ Not required
14	Do sales reps need to log their time or expenses?	☐ Yes both time and expenses ☐ Neither time or expense ☐ Just time ☐ Just expenses
15	Localization: Are there other sales processes in other countries or regions that will require different configuration? Such as: Approval routing for opportunitiesSpecial item selections per regionsSpecial forms per region	☐ Not applicable ☐ All regions will share the same lead to quote process ☐ Regions have different local requirements. Scoping call Required.

Scope Validation: CRM- Marketing to ROI

3.1	Question	Answer
1	What are they types of campaigns you run?	Describe:
2	How many users will be creating campaigns?	Enter number:
3	How many target campaigns do you send monthly?	Enter Quantity:
4	What is the size of the largest group of people to be marketed to?	☐ 10,000 ☐ 50,000 ☐ 100,000
5	Do require promotions codes tracked by marketing campaigns?	☐ No ☐ Yes
6	Do you need to track Return on Investment (ROI), using the cost of campaigns against revenue from leads generated from that campaign?	☐ Yes ☐ No
7	Do you required custom campaign reporting	☐ None ☐Yes: sample provided

 

Scope Validation: CRM-Call to Resolution 

3,2	Question	Answer
1	How many different types of support contracts do you manage?	Enter types:
2	Do you require an online form for customers to submit cases?	☐ Yes ☐ No
3	Do you have an internal resource to create HTML online forms?	☐ Yes, we will do it ourselves ☐ No, but we require HTML help ☐ No, but we will use the standard NetSuite form layout without HTML
4	Do you capture time on cases worked? Do you need to bill that time back to client?	☐ Yes we track time but only for internal purposes ☐ Yes, we track time and rebill using an hourly bill rate ☐ Yes, we track time and rebill using an hourly bill rate via a project in NetSuite ☐ No time tracking
5	Do you keep a repository of support topics to help with case resolution?	☐ Yes ☐ No
6	Does your support organization maintain a knowledge base for information about the products you offer?	☐ Yes ☐ No
7	Do you need to automate the escalation of support cases? Do you have SLA’s?	☐ Yes: describe: ☐ No
8	How many users will using case management?	Enter Quantity:
9	Will you be using the customer center to enter cases?	☐ Yes ☐ No

4	Questions on Planning & Budgeting	Answer
1a	How much time do you spend collecting and validating data for planning, budgeting and forecasting purposes?	☐ Three months ☐ Six Months
1b	How do you get financials into a format that is useful for planning?	☐ Flat Files ☐ Excel ☐ Others
1c	How often do you re-forecast?	☐ Once a month ☐ Twice a month. ☐ More than that
1d	What is the process for department owners to get budgets approved and sent back to you?	☐ Email ☐ Others                      Requires scoping call.
1e	What are you doing to identify financial trends in the business? Is there any method available now?	☐ Yes ☐ No
2a	Do you allocate expenses today across different departments, classes, locations, or another custom segment?	☐ Yes ☐ No

Forecasting / Budgeting Variables

The pre-configured solution is activated with ‘Forecast’ for the default starting scenario. The purpose of this is to identify whether the customer wants to do Forecast first OR Budget. (Not related to bringing over Budget data). If they will start with the Budget Scenario, then the default scenario needs to be switched by the activation team in NetSuite Planning and Budgeting.

Starting Scenario:

☐ Forecast ☐ Budget

The default values in NetSuite Planning and Budgeting Starter for Start Month is September and 2018 for Actual and Plan Start Year. These are all related to when the customer starts the Forecast, and the Forecast Scenario’s Start Date and Year will need to be adjusted accordingly in NetSuite Planning and Budgeting. Confirm with customer the following:

Start Month:	☐ Jan ☐ Feb ☐ Mar ☐ Apr ☐ May ☐ Jun ☐ Jul ☐ Aug ☐ Sep ☐ Oct ☐ Nov ☐ Dec
Actuals Start year:	☐ 2018 ☐ 2019 ☐ 2020 ☐ 2021 ☐ 2022
Plan Start year:	☐ 2018 ☐ 2019 ☐ 2020 ☐ 2021 ☐ 2022

Set Up

NetSuite Planning and Budgeting Starter activation only supports one Global Reporting Currency. NetSuite Planning and Budgeting will utilize the Global Reporting Currency that is being used in the NetSuite ERP environment. Confirm the Global Reporting Currency with the customer.

5.	Project Management Timesheet Questions	Answer
1	Is customer already live on Projects, Timesheets and Expense Reports? * (Skip to Job costing and Resource allocation section if Yes)	☐ Yes Projects only ☐ Yes Projects + Timesheets ☐ Yes Projects, Timesheets & Expense reports ☐ Expense Reports only (not tied to Projects) ☐ None ☐ Other, explain:
2	How many total users will log into NetSuite for Timesheet and Expense Report entry?	☐ 5-20 users  ☐ 20-100 users ☐ 100+ users, indicate:
3	For purposes of licenses and end user training, how many users are in the following groups: 1. Project managers 2. Time and Expense (e.g. consultants) 3. Resource Managers 4. Finance 5. General Admin	1. Project managers 2. Time and Expense (e.g. consultants) 3. Resource Managers 4. Finance 5. General Admin
4	Describe how users are categorized? (e.g. by vertical, by service, by job code, department or managing director, etc.)	Describe:
5	How many different subsidiaries are users in?	☐ 1 Subsidiary ☐ 2-4 subsidiaries ☐ 5 or more subsidiaries
6	How many active projects do you have today?	☐ Less than 60 ☐ 60 to 100 ☐ 100+, indicate:
7	Describe the different types of projects you have. (e.g., implementation, training, technical development, document review, etc.)	☐ 1- 2 types ☐ 3 or more
8	Do you manage a project plan (e.g., work breakdown structure “WBS”) for your project? If so, how many tasks are in a typical project (e.g., 5-10, 20-100, etc.)	☐ Little to no tasks, up to 10 tasks ☐ up to 30 tasks ☐ more than 30 tasks
9	How will Project Tasks be assigned? Do you assign resources to tasks/milestones of your project?	☐ No task assignment ☐ Yes task assignment
10	Do you have existing scripts or integrations impacting the Project process?	☐ Yes  ☐ No
11	What are the requirements for time entry? Do they vary by subsidiary/geography?	☐ Same timesheet rules per region, no overtime tracking, no integrations, weekly timesheets ☐ Different rules per region
12	How is time approved	☐ 1-2 level timesheet approval ☐ 3 levels of approval
13	How will time sheets be adjusted?	☐ Timesheet is rejected and end user adjusts ☐ Administrators move timesheet entries
14	Will you track a blended labor cost rate per resource for purposes of cost reporting?	☐ Either not tracking or using a blended rate ☐ Using actual cost rate
15	Integration – do they need an export of hours for Payroll calculation?	☐ No integration ☐ Export via saved search
16	Is project profitability reporting required?	☐ Yes, for revenue/billing and labor and expense costs ☐ No, only tracking labor cost ☐ No, only tracking billing

Expense and Vendor Bill Entry

5.1	Expense Entry Questions	Answer
1	Do you incur expenses against projects (e.g. travel, airfare, hotel, etc.).	☐ Yes Typical travel and airfare ☐ No (if not, then out of scope)
2	Are expenses rebilled to customers? If so, is there a markup applied?	☐ No billing of expenses  ☐ Yes expenses are billed, but no markup ☐ Yes expenses are billed, with markup
3	If so, are these incurred on a company card?	☐ No company card  ☐ Yes company credit card
4	How are expenses approved?	☐ Standard Header level Expense approval workflow ☐ Other approach such as Line level expense approvals, explain:
5	Do you track taxes on expenses?	☐ Yes ☐ No
6	Will foreign currency expenses be entered?	☐ Yes ☐ No
7	Are you currently entering vendor bills in NetSuite?	☐ Yes ☐ No
8	What kind of vendor expenses are tracked at the project level? (e.g. subcontractor costs, materials, etc)	☐ Sub-contractor only ☐ Sub-contractor and materials (inventory, other purchases, finished goods)
9	Do you have existing scripts or integrations impacting the AP process?	☐ Yes  ☐ No

Job costing

5.2	Job Costing Questions	Answer
1	How will project budgets be tracked? Do you have any custom categories to budget by?	☐ Project Header level only ☐ Task Level via Activity Code ☐ Custom Segment ☐ GL Account ☐ Other, explain:
2	Do you post labor cost based on time entries to the GL? If so, define the accounts used. Are these accounts project specific?	☐ No will not Post Time ☐ Yes will Post Time, describe accounting:
3	How frequently is budget entered?	☐ Once at project creation ☐ Weekly/Monthly for duration of the project
4	Do you track different cost overtime, regular time, double time etc?	☐ Yes ☐ No
5	Please provide a sample project budget vs actuals and profitability report	☐ Sample provided ☐ Sample not provided
7	Are you currently using NetSuite Payroll?	☐ Yes ☐ No
8	Describe any planned integrations with NetSuite projects and third party budgeting software if applicable	Describe:

 Resource Allocations

5.3	Resource Allocation Questions	Answer
1	How many total users will log into NetSuite for resource allocations? Of these, how many will staff resources (e.g. resource managers)?	☐ 5-20 users  ☐ 20-100 users ☐ 100+ users, indicate: ☐ Total Resource Manager Count:
2	Approach: Resource Manager assigns resources to projects (top down approach) or PMs request resources for projects (bottom-up approach)	☐ Top Down Approach ☐ Bottom Up Approach ☐ Undefined approach
3	Specific criteria is used when assigning resources	☐ Yes ☐ No
4	There is an approval process for assigning project resources	☐ Yes ☐ No formal approval routing
5	Resource skills are tracked. Skills are further delaminated into levels – Advanced, Intermediate, etc.	☐ Yes ☐ No
6	How frequently are resources changed on projects?	☐ Infrequent change – e.g. Assigned once for duration of project ☐ Frequent changes, weekly ☐ Extremely frequent, daily or hourly. Scheduling projects directly into resources calendar