Implementing an ERP system can feel overwhelming, especially when every business has its own way of working. NetSuite addresses this challenge through its Personalization Worksheet, a structured discovery tool used during the Engage phase of SuiteSuccess delivery.
The worksheet is more than just an Excel file — it’s a guide for consultants and customers to align on requirements.
📂 Structure of the Worksheet
- Instructions Tab: Provides an overview of how to use the file.
- General Preferences: Covers system-level settings like fiscal year, subsidiaries, and accounting periods.
- Process Tabs: Organized by business processes such as Record to Report, Procure to Pay, Order to Cash, and more.
🎤 Why It’s Useful
- Talk Track Column – Contains pre-written questions to ask customers, making it easier to lead discovery even if you’re new to NetSuite.
- Feature Description Column – Explains each NetSuite feature in simple terms, often including navigation tips. This helps bridge the gap between system capabilities and customer processes.
- Filter by Module – Consultants can focus on specific areas like procurement or finance, streamlining the conversation.
🚀 Benefits
The Personalization Worksheet ensures:
- Alignment with NetSuite leading practices
- Identification of areas needing personalization or future-phase planning
- Faster, structured discovery sessions
- A foundation for the Joint Execution Plan
In short, this tool helps shift conversations from “What does NetSuite do?” to “How does NetSuite fit our business?” — making implementations smoother and outcomes clearer.