SuiteLife Demo and Delivery: Alignment Call Discussion Areas and Roles

Area of Discussion

1. Solution Overview: Explains the overview of the SKU offering
2. Finance Management
3. Item Management
4. Order to Cash
5. Return to Credit
6. Procure to Pay
7. Return to Debit
8. Lead to Quote
9. Data Migration
10. Implementation Overview
11. Next Steps

Alignment Call – NetSuite Roles

Solution Architect:

• Asks questions to validate exceptions or out of scope requirements.

Solution Principal:

• Supports the Solution Consultant in aligning the prospect’s requirements to Leading Practices
• Asks questions about prospect’s requirements and exceptions

Solution Consultant:

• Leads the Alignment call
• Explains the solution overview
• Advocates the SuiteSuccess Leading Practices and how it aligns to the prospect’s business
• Shares common business challenges the Leading Practices address

Account Executive:

• Organizes the Alignment call
• Sets the purpose and expectations of the Alignment call