There are two ways to approach resource allocation in NetSuite, centralized or decentralized. In a centralized process, the resource manager role allocates resources to all projects. In a decentralized process, each project manager evaluates and allocates resources to their own projects.The centralized resource allocation process has two main roles involved, project manager and resource manager.… Continue reading Resource Allocation Overview
Author: Sandhra Simon
Financials First Evolution
While the Financials First Evolution outlines a proven path to success, the Financials First Value Chain is designed to dive deeper into your processes and workflows that can potentially be improved. Many of the on-premise solutions in the market are only focused on one piece of the puzzle, which means companies today often have 3,… Continue reading Financials First Evolution
Stairway Approach of NetSuite
Through thousands of successful implementations, NetSuite has developed a deep understanding of the challenges business leaders face in today’s marketplace. Those relying on outdated, disjointed on-premise ERP systems find themselves unable to keep up with today’s pace of change. As business leaders look to position themselves for the future, they are wondering: What is the… Continue reading Stairway Approach of NetSuite
SuiteSuccess and Mid-Market Packages
Difference between suite success and Mid-Market solutions provided by Oracle is as below If quick implementation of a cloud-based ERP software program (in 100 days or less) is important to your organization, then a NetSuite SuiteSuccess Edition is a must! Regardless of the size of your business, saving time is saving money. This is where… Continue reading SuiteSuccess and Mid-Market Packages
Webinar
Webinar Activities to be done Define the Webinar’s Purpose and Objectives: Clearly articulate the purpose of the webinar (e.g., educational, promotional, training, etc.). Establish specific objectives to guide the content and structure of the webinar. Determine the Target Audience: Identify the intended audience for the webinar, including their demographics, knowledge level, and interests. Tailor the… Continue reading Webinar
Questionnaire: Customer Relationship Management
Lead to Quote ☐ In Scope ☐ Out of Scope # Question Answer 1 Will you be loading leads through csv import? Do you have an integration for lead generation? ☐ Manual, CSV ☐ Integration 2 Do you need to sales territories and automatic routings configured? ☐ No ☐ Yes, define routing rules:… Continue reading Questionnaire: Customer Relationship Management
Questionnaire: Suite Tax
NETSUITE ACCOUNT INFORMATION Are you a new or existing customer? Existing customer means production account with transactions Company Name Sandbox Account ID (if you have one) NetSuite Production Account ID Which account do you want SuiteTax enabled in – Production or Sandbox? We strongly… Continue reading Questionnaire: Suite Tax
Questionnaire: Fixed Asset Management
Scope Validation # Question Answer 1 How many Fixed Assets do you currently have? ☐ <5000 across all subs. ☐ >5000 across all subs. How many? __________ 2 How many subsidiaries? Enter quantity of Subsidiaries that have assets: ________ 3 If using Multi-book, is Fixed Assets depreciation needed for secondary set of… Continue reading Questionnaire: Fixed Asset Management
Questionnaire : Project Management
Overview This document is intended to collect scoping information from your customer or prospect. Accurately filling out this document will expedite SOW and pricing turnaround. Once completed, attach this document to the PSER. Scope Validation: Project Management and Time Entry # Project Management Timesheet Questions Answer 1 Is customer already live on Projects, Timesheets… Continue reading Questionnaire : Project Management
NetSuite modules
Now let’s focus on the modules! NetSuite is a broad and powerful business management system, which can support a wide range of functionality using modules that provide rich ‘out of the box’ functionality. Of course, each module has a price to add to your subscription, but for most of the modules, that price is fixed,… Continue reading NetSuite modules