A NetSuite implementation is the process of setting up and configuring the NetSuite software to meet the specific needs and requirements of a business. This includes tasks such as customizing modules, integrating with other systems, and training users on how to use the software effectively.
NetSuite Implementation Steps
- Discovery
- planning
- Execution
- Training
- Testing
- Go-live
- Post-Go-Live
Planning – The planning process establishes the timeline and identifies key resources, and responsibilities for the internal and external teams.
- Key team members and responsibilities established (project manager, executive sponsor, subject matter experts, developers, analysts, and others as needed)
- On-boarding key users (controller, CIO, others as needed)
- Project timeline established; complete with weekly or monthly status meetings and key milestones
- Process engineering – outline how old processes will be converted into new processes congruent with NetSuite
- Business Requirements Document (BRD) completed, reviewed, and signed by key stakeholders
Execution – This is where you start getting hands-on with the NetSuite software.
- Migrate data from the previous system, if needed
- Configure Key NetSuite processes like “procure-to-pay” and “order-to-cash” and other business-specific processes outlined in planning the phase
- Set up a chart of accounts and account balances
- Configure NetSuite settings such as accounting, shipping, cost, and security preferences
- Configure NetSuite module settings based on requirements established in previous phases
- Build automation, integrations, workflows, and customizations according to requirements
- Set up roles and permissions
- + more depending on unique requirements
Training –This is an often underrated step that we find is a huge factor in the success of the implementation after the external resources have left.
It’s best to start the training process during the execution phase of the process and before the testing phase. This way, users will have more time to get used to the platform before they have to sign off that the implementation has met the requirements.
Testing – The testing process is another often overlooked part of the NetSuite implementation process.
The testing process is another often overlooked part of the NetSuite implementation process. Rigorous testing is required to make sure that the result matches the agreed-upon business requirements set up during the BRD. There could be multiple phases of testing, depending on the needs of the business.
Go-Live – Cross your fingers and “flip the switch.”
This is when you find out if all that hard work and planning has paid off as you begin to use NetSuite for real business purposes.