Category: Presales

Creating FSM Assets: FSM assets represent serviceable items and the locations where service is performed. There are two types: Site Assets: These represent a customer location or site. A site asset is linked to a customer record and can have multiple site assets for different locations or shipping addresses. Equipment Assets: These represent individual serviceable… Continue reading FSM Process Flow

NetSuite Business Sales Motion is achieved in 3 steps.- Introduce Introduce Align Close Introduce Attendees Account Executive Solution Consultant (If Needed) Objectives Provide NetSuite Introduction and Value Proposition Determine Qualification & Fit Introduction to Stairway Approach Activities Introductory Call Rep Led Demo or Recorded Demo Qualification Document Budget Discussion Collateral Business Discussion Deck Stairway Joint… Continue reading NetSuite Business Sales Motion

The NetSuite Quality Management System (QMS) is a robust module within Oracle NetSuite’s cloud-based ERP platform, designed to streamline and optimize quality control processes across manufacturing and supply chain operations. It enables businesses to deliver high-quality products with minimal overhead by formalizing and automating quality policies, standards, and practices. Below is an overview of its… Continue reading NetSuite Quality Management Module

What is a Business Requirements Document (BRD)? A Business Requirements Document (BRD) is a formal document that outlines the business needs, objectives, and functional requirements for a project. In the context of NetSuite implementation, a BRD serves as a blueprint that ensures all stakeholders—business users, IT teams, and implementation partners—are aligned on the project scope… Continue reading Business Requirment Document (BRD)

A well-structured NetSuite implementation demo helps potential clients understand how the ERP system can solve their business challenges. The demo should be tailored to their industry and specific needs. Demo Flow & Key Details 1. Introduction & Business Challenges Briefly introduce NetSuite and its capabilities. Discuss the client’s pain points and business goals. Highlight how… Continue reading Pre-Sales – Conducting a NetSuite Implementation Demo

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 Define Business Objectives – Clearly outline the goals of implementing NetSuite. Scope of Implementation – Specify which modules and features will be deployed. Customization Needs – Identify any required… Continue reading Presales – How a Good Proposal/SOW is created !

Optimize Production with NetSuite’s Advanced Manufacturing Module NetSuite’s Advanced Manufacturing Module empowers manufacturers to manage complex production processes, reduce costs, and gain real-time control. Built on native NetSuite ERP, it integrates seamlessly with financials, inventory, and supply chain for end-to-end visibility. Here’s a rundown of its key features Work Order Management Create, track, and manage… Continue reading NetSuite’s Advanced Manufacturing Module,

NetSuite’s Advanced Financials Module empowers businesses to optimize financial operations, ensure compliance, and gain real-time insights. Tailored for complex financial needs, it integrates seamlessly with NetSuite ERP. Here’s a rundown of its key features General Ledger Flexible, multi-dimensional chart of accounts supports detailed tracking across departments, locations, and subsidiaries, enabling customized reporting and analysis Accounts… Continue reading NetSuite’s Advanced Financials Module