This document is an effort to explain how we as a NetSuite partner can bring value to your business to solve the business pain areas, modernize the systems and processes for improving agility and thereby harness your maximum growth potential.
The implementation tenure has identified a total of 50 working days without factoring in any unforeseen issues emerging in between and any additional module implementation.
There are 5 broad phases in this implementation.
They are:
1. Project initiation.
2.NetSuite Features enabling, user’s configuration, aligning business processes.
3. Data Migration and QA
4. User Acceptance Testing.
5. Go live.
Product Description
| Product Name: NetSuite Suite Success Premium Wholesale Distribution Edition. | |
| Features | |
| User count | No Restrictions |
| Countries | 1 |
| Add on Modules | No Restrictions |
| Core ERP + CRM | yes |
| Currency | 1 |
NetSuite Suite Success Premium Wholesale Distribution Edition will include below mentioned modules, Process areas and Bundles and Suite Apps. Based on the customer requirements the scope will be identified and implemented.
| NetSuite Core ERP |
| NetSuite CRM |
| NetSuite Subsidiary Management |
| NetSuite Financial Management Cloud Service |
| Netsuite Inventory Management Cloud Service |
| NetSuite Procurement Cloud Service |
| NetSuite Demand Planning Cloud Service |
| NetSuite Adv Electronic Bank Payments Cloud Service |
| Record to Report |
| Procure to Pay |
| Design to Build |
| Order to Cash |
| Lead to Quote |
| Marketing to ROI |
| Call to Resolution |
| NetSuite Approvals Workflow |
| Application Performance Management |
| Last Sales Activity |
| Enhanced Sales Center |
| Subsidiary Navigator |
| International Tax Reports |
| Supplementary Tax Calculation |
| Tax Audit Files |
| Electronic Bank Payments |
| NetSuite SuiteApps License Client |
| Dashboard Tiles |
| Navigation Portlets |
| Supply Chain Management |
| SuitePeople Employee Directory |
| Effective Date Pricing |
| Return Authorization from Case |
| Bill of Lading |
| SCM Mobile |
| Pack Station |
| SuiteSuccess Financial Workbooks SuiteApp |
| SuiteSuccess Inventory Workbooks SuiteApp |
| SuiteSuccess Procurement Workbook SuiteApp |
| SuiteSuccess Customer360 |
| SuiteSuccess Item360 |
| SuiteSuccess Vendor360 |
Implementation Scope
The scope is limited to the implementation of features available in the NetSuite modules included in the Premium Wholesale Distribution Edition. Below mentioned points will be considered for the implementation
- Setup and configuration
- Data Migration
1.Setup and configuration
1. Personalization of Company Information
2. Rename Records/Transactions, Auto-Generated Numbers, and Preferences.
3. Installation of NetSuite Leading Practice dashboards without modification.
4. UI Forms customization
5. Configuration of Roles
6. Currency and exchange rates
7. Tax nexus configuration. Assuming that the customer would use the native tax features available in NetSuite. Any changes required to this will be scoped later and executed through change request procedure.
8. Business segments (Departments, Locations & Classes)
9. Fiscal year set up
10. Financial reporting – Native NetSuite reports are available in the system. Data filtering can be done through classifications.
11. Standard configuration for cost management
12. Journal, and journal processing will be based on the NetSuite native features. Custom approval workflows will be considered as a change request.
13. PDF template set up: Native advanced PDF templates are available in NetSuite accounts. If a customer would like to modify the templates this will be handled as a change request.
14. The scope is limited to the implementation of features available in the NetSuite module you will purchase. Features/process requirements (extended features) outside the default capability of NetSuite is Considered as customization and the customization will be planned and implemented after Go- Live.
2. Data Migration
Data migration is an essential and critical phase of project implementation. It allows the customer to use the system as a continuation of the legacy system. As a best practice, we propose the customer migrate all the open data to NetSuite through our consulting. As per the request we will do the data migration and this process includes 5 board Levels.
| Data Migration Levels | Details | Method |
| Data Migration of static lists and sample relationships data and transactions (Level 1) | Load/Create Static Lists (Departments, Classes, Locations) | CSV |
| Load Expense Categories- Not mentioned now in the scope | CSV | |
| Load/Modify Chart of Accounts (Single book accounting). Multi-Book accounting is out of scope | ||
| Data Migration (Level 2) Full list of relationships. | Employees | CSV |
| Customers | CSV | |
| Vendors | CSV | |
| Contacts | CSV | |
| Item | CSV | |
| Non-inventory | CSV | |
| Service | CSV | |
| Other Charge | CSV | |
| Accounting Lists (COA) | ||
| Data Migration Open Data (Level 4) | Opening Balances (Trial Balance) | CSV |
| Open A/R | CSV | |
| Open A/P | CSV | |
| Open Credit Memos | CSV | |
| Open Return Authorizations | CSV | |
| Open Vendor Credits | CSV | |
| Final Data Migration (Level 5) | Cutover of Lists | CSV |
| Cutover of Inventory | CSV | |
| Cutover Open Transactions | CSV | |
| Item Master Cutover, Cutover Trial Balance as of Go Live | CSV |
Add-on Migration Considerations
- Budgets
- Fixed Assets
Data Migration Assumptions
1.Customer does the data extraction, consolidation, and cleansing of legacy data and fills the templates provided. The implementer expects that the customer side team will follow the guidelines described in the data template provided.
2.Customer is required to provide the data in the format submitted by implementer for transactional and master data migration. Upon request from customer, Implementer would help extract the data and validate with customer at an additional cost.
3.Historical data migration is not included in the scope.
4.Customer agrees to conduct the necessary data reconciliation, validation, and verification before it sends the filled-in data template to the project manager of the implementer for open data migration.
5. Implementer only migrates the data of the above-mentioned data Migration List. If any change, the need for the same will be considered through a change request and the minimum alteration in the migration data is two. More than two alterations in migrated data will be considered as extra effort.
User Training
- Implementer will provide training for the staff who are officially recommended by the customer management side.
- Customer shall ensure all the functional users are mandatorily covered in the training.
- Customer shall make sure selected employees are well enough to handle their day-to-day business process and handle the software.
- Consultants will provide training on the native process of NetSuite on the implementing modules by implementer.
- This training is clearly focused on the end users at the customer place and duration required is as mentioned in the Offer page.
- Developer or Consultant role trainings would be out of scope of this program.
Project Scope Exclusions
Below mentioned points would be out of scope for this project.
- Anything not specifically documented in the NetSuite Product analysis section would be out of scope.
- Any Infrastructure support including hardware and software.
- Data extraction cleanup and data quality assurance activities.
- Organization Change Management and Business Process Reengineering.
- Decommissioning of any legacy systems.
- Engaging with the third-party vendors of the customer.
- Any cost for Hardware, Software.
- Any Integration would be part of the phase2 scope and there would be a separate proposal submitted as required.
- Any change to achieve a non-Standard or Unavailable product feature.
- Any Customization other than what is specified in this proposal would not be part of the scope. It can be taken up as a change request.
- Custom segments setup
- Custom Approval workflows or any automation in the native processes.
- Oracle Upgrade & Patching support. It is assumed that there will not be any patching or upgrade during the execution. However, as a goodwill, implementer will take care of the upgrade and patches that happen till Go Live. Please note that NetSuite releases happen yearly twice, and it is an automated process.
- Any historical data migrations other than mentioned in the scope to NetSuite. It is a change request and implementer would submit a budget and time quote after analyzing the details of the migration project.