Engage Stage
- Project Manager, Delivery Lead, Lead Consultant and Consultant: Prepares for the Reverse Sales to CS Knowledge Transfer Call (KT Call).
- Tech Services Consultant: Reviews the Solution Design Document (SDD).
- During the Reverse Sales to CS KT Call:
- Project Manager, Delivery Lead, Lead Consultant, and Consultant will do the Reverse Sales to CS KT Guide with the Solution Principal, Solution Consultant, and Account Executive.
- Project Manager, Delivery Lead, Lead Consultant, and Consultant Prepare for the Project Kickoff Call.
- Project Manager Customizes and prepares the Kickoff Call Deck.
- Project Manager invites the ES Consultant to introduce NetSuite’s training support to the customer.
- During the Project Kickoff Call: Delivery Lead, Consultant, Lead Consultant, and Project Manager will do the following with customer:
- Confirm the customer’s goals and requirements.
- Review the project scope.
- Set the expectation for the next activities.
- After the Project Kickoff Call:
- Consultant, Lead Consultant Conducts the Getting Started Session with the customer.
- Consultant, Lead Consultant Start and complete the Suite App and Bundle Installation.
- Consultant, Lead Consultant Schedules the Data Migration Strategy Session and Personalization Sessions.
- During the Data Migration Strategy Meeting: Consultant, Lead Consultant will discuss the plan and procedures of Data migration using the Data Migration Guide.
- After the Data Migration Strategy Meeting: Data cleansing and the customer Populate preliminary data into Data Import Templates.
- Personalization Session:
- Validate the customer’s requirements.
- Gather requirements NOT captured in the Blueprint.
- Project Manager Finalizes the Project Plan.
- ES Consultant will discuss the following with the customer:
- Check-in the status of the Implementation Readiness Training.
- Check-in the status of the Industry Fundamentals Training.
- Discuss the User Adoption Strategy.
Drive Stage
- Consultant, Lead Consultant Start the Configuration and Scripting with the help of the Tech Services Consultant.
- Consultant, Lead Consultant Continue the Data Migration.
- Consultant, Lead Consultant:
- Plan and schedule the Process Walkthroughs 1 and 2.
- Update the Process Walkthrough Agenda.
- During Process Walkthrough 1: Consultant, Lead Consultant Demo how their configured NetSuite System works.
NOTE! Process Walkthrough 2 is conducted in the Enable stage. - Project Manager Shares the UAT Planning Agenda and Prepares the UAT Planning Deck to the customer.
- During the UAT Planning Meeting: Project Manager discusses the UAT plans and the roles and responsibilities.
- ES Consultant Develops the End User Training (EUT) and training Plan for the customer.
Enable Stage
- Consultant, Lead Consultant Continue Data Migration.
- During Process Walkthrough 2: Consultant, Lead Consultant will discuss the following with customer
- Leads the Process Walkthrough 2.
- Validate additional personalization configurations gathered from Process Walkthrough 1.
- After Process Walkthrough 2:
- Customer End Users participating in the UAT: Take and complete the Basic Usability Training ability Training.
- Customer End Users participating in the UAT: Starts with the UAT Activity.
- Project Manager Schedules the Post Go-live support meeting and Shares the Support Videos to the customer.
- Customer End Users Take and complete the End User Training.
Convert Stage
- Consultants complete the Data Migration.
- Consultants Discuss a Cutover plan and Create a Go-live Checklist.
- Customer Goes live in NetSuite and is transitioned to the Support Team and ACS Team.
- During the Transition Meeting: Delivery Lead, Project Manager, Account Manager will discuss the following with customer.
- Review completion of project milestones.
- Establish project completion and review next steps.
- After Go-live: Project Manager Complete the As Built Tab.