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
Author: Diniya A J
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
SuiteLife Demo and Delivery: Leading Practices Format
Target Markets The SuiteSuccess Financial Standard – NOAM edition is typically intended for small to medium, growing businesses across a wide range of industries that do not require complex functions such as manufacturing, warehouse management, project management, job costing, and/or corporate performance management capabilities(or will implement this functionality in a later phase). It will provide… Continue reading SuiteLife Demo and Delivery: Leading Practices Format
SuiteLife Demo and Delivery: NetSuite SKU
NetSuite Solutions NetSuite Solutions included industry-specific offerings that are mostly implemented in NetSuite. Stock Keeping Unit (SKU) This is a distinct identification of an item for sale to identify and track inventory. Importance of the NetSuite SKU Enables tracking of licensing, services, and support. Align base offerings globally. Utilized throughout the lifecycle of the project,… Continue reading SuiteLife Demo and Delivery: NetSuite SKU
SuiteLife Demo and Delivery: Edition Types of NetSuite
STARTER Edition: For customers willing to adopt NetSuite Leading Practices 100% WITHOUT customizations. For start-up companies looking for a cloud-based solution. STANDARD Edition: For lower mid-market companies looking to replace basic and aging account software with a cloud-based solution. Cover basic and core NetSuite features configured and personalized based on their business requirements. PREMIUM Edition… Continue reading SuiteLife Demo and Delivery: Edition Types of NetSuite
SuiteLife Demo and Delivery: SuiteSuccess Methodology
SuiteSuccess Four Pillars BUILD: SuiteSuccess is a complete suite built on the #1 global cloud platform. It is continually updated to support our customer’s industry. ENGAGE: SuiteSuccess streamlined the engagement through the Customer Engagement Model(CEM). OPTIMIZE: SuiteSuccess optimizes ongoing relationships with customers, and provides continuous system updates and new releases. CONSUME: SuiteSuccess allows customers to… Continue reading SuiteLife Demo and Delivery: SuiteSuccess Methodology