Bundle:Pre-packaged sets of configurations or customizations deployed to a NetSuite account. Common Types of NetSuite Bundles Suite Success Bundles: Aligns with common configurations based on SuiteSuccess Leading Practices. Platform Solution Group (PSG) Bundles: Extensions of the NetSuite platform with features built using custom record and SuiteScript. Address functionality that is common but not part of… Continue reading SuiteLife Demo and Delivery: Bundle Deployment Types
Tag: SuiteLife
SuiteLife Demo and Delivery: Personalization Session Roles
Project Manager Schedules the Personalization Sessions after the Kickoff call. Ensures all key roles can attend the sessions, and all action items post-sessions are executed on time. Functional Consultant Owns and leads the Personalization Sessions with the customer. Reviews the Blueprint and resaves it as the Personalization Worksheet. Starts the offline configuration of NetSuite after… Continue reading SuiteLife Demo and Delivery: Personalization Session Roles
SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved
Project Manager Organizes the UAT Planning Meeting with the customer to set expectations and discuss the UAT process and templates to be used Functional Consultant Provides support and guidance throughout the testing period Works with the customer stakeholders in addressing the issues captured and logged by the testers Customer Stakeholder Leads and manages the UAT… Continue reading SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved
SuiteLife Demo and Delivery: Cutover Planning
What is Cutover? Cutover is the process of transitioning from one system to another. Business Process Cutover Planning Customer end-user Preparation. Define and agree any documentation plan of any issues and resolution, including escalation process, communication process, and communication plans. Identification of key roles involved for each cutover activity. Timing and method to communicate completion… Continue reading SuiteLife Demo and Delivery: Cutover Planning
SuiteLife Demo and Delivery: Data Migration Roles
Customer: Cleans and extracts their legacy data Maps extracted data correctly into the Data import Templates Validates, verifies, and reconciles all imported data Project Manager Monitors and oversees all implementation activities Supports the Consultants and ensures all tasks are accomplished on time Secures that the project team complies to data security Lead Consultant Drives the… Continue reading SuiteLife Demo and Delivery: Data Migration Roles
SuiteLife Demo and Delivery: Data Migration Process
Plan: In this step, the customer team and Delivery Team create an end-to-end plan for all data migration activities. Extract: In this step, the customer extracts data from their legacy system. Map: In this step, the customer maps the extracted data into the Data Import Templates. Cleanse: In this step, the customer validates and cleans… Continue reading SuiteLife Demo and Delivery: Data Migration Process
SuiteLife Demo and Delivery: Alignment Call Discussion Areas and Roles
Area of Discussion Solution Overview: Explains the overview of the SKU offering Finance Management Item Management Order to Cash Return to Credit Procure to Pay Return to Debit Lead to Quote Data Migration Implementation Overview Next Steps Alignment Call – NetSuite Roles Solution Architect: Asks questions to validate exceptions or out of scope requirements. Solution… Continue reading SuiteLife Demo and Delivery: Alignment Call Discussion Areas and Roles
SuiteLife Demo and Delivery: Delivery – Implement Cycle
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… Continue reading SuiteLife Demo and Delivery: Delivery – Implement Cycle
SuiteLife Demo and Delivery: Delivery – Activate Cycle
Initialize Stage Account Executive and Solution Consultant, prepares for the Reverse Sales to CS(Customer Support) Knowledge Transfer Call (KT Call). Before the KT Call: Account Executive, uploads the completed Scope Validation Document. During the KT Call: Account Executive and Solution Consultant share customer information with the Consultant and Delivery Lead. Consultant and Delivery Lead prepare… Continue reading SuiteLife Demo and Delivery: Delivery – Activate Cycle
SuiteLife Demo and Delivery: Customer Engagement Model
NEW BUSINESS Determine the fit and qualification of the prospect. Prospect signs a contract with NetSuite and becomes a customer! For prospects willing to adopt NetSuite Leading Practices 100%, aligned with the SuiteSuccess Starter Edition. For prospects willing with additional phase 1 requirements/customizations, aligned with the SuiteSuccess Standard and Premium Editions. GETTING STARTED Hand-off From… Continue reading SuiteLife Demo and Delivery: Customer Engagement Model