Roadmap to a Successful NetSuite Implementation

Team applause for the successful execution of the Netsuite Implementation Consultant’s roadmap.

Deciding to adapt Netsuite as your Enterprise Resource Planning (ERP) is a big step for any business. It requires effective planning and understanding of the whole process. A reliable NetSuite Solution Provider can accomplish this with confidence. Understanding complex processes might be difficult that is why finding the right NetSuite Implementation Services can be the right step to take.

The complete approach to NetSuite implementation project plan includes planning and preparation, configuration and data migration, testing, and training.

A good NetSuite Implementation Consultant is essential for a successful ERP rollout. You should have a NetSuite Implementation partner in place before you begin any ERP deployment. The position of NetSuite implementation consultant might become a full-time job for someone depending on the size of your organization. You'll want to choose a team leader who is skilled at project management.

What is a NetSuite Implementation Consultant?

NetSuite Consultants are in charge of the cloud-based NetSuite software solution's administration and development. They examine business processes and assist businesses in using the NetSuite system to arrange different areas of the company model. Continue reading to learn more about what a NetSuite consultant does.

Responsibilities of a NetSuite Implementation Consultant

A NetSuite consultant is in charge of a company's NetSuite system's general administration. They handle many of the technical elements of a project by accepting and dealing with any disruptions that may occur.

They give ongoing training and support to ensure that the company and its employees get the most out of the NetSuite software. Consultants have an in-depth understanding of technological solutions.

A NetSuite Consultant's responsibilities include non-business analysis of corporate processes and systems. They can assess and give recommendations so systems and new technology can help with day-to-day tasks. To make sure the software is being used to its fullest, they test company objectives and assess if they are being met. After this, they can suggest improvements.

When is the Right Time to Look for NetSuite Implementation Partners?

Now is the time to improve your operations! You need improvements if your sales team doesn't have real-time inventory visibility and your marketing department can't send out fantastic CRM emails. It is high time for an upgrade if your finance team doesn't have multi-currency alternatives and audit trail accountability.

Learning the right system management of a business is more than half the fight of achieving every ounce of profit you can. Remember, to ask the right questions to your implementation partner.

Why Do You Need NetSuite Implementation Services?

If you want to build and extend your firm, you'll need the correct software for the task. Any expanding company may benefit from enterprise resource planning software. It can help you save time and money, which allows you to improve your enterprise.

Ensuring the success of your business requires hiring the best NetSuite Administrators to implement your plans. Even if you have an e-commerce technical background, a NetSuite administrator may save you resources. Whether you need an implementation completed in three months or have a longer timeframe, you'll need to set reasonable expectations for everyone involved.

A NetSuite setup can take anything from a few months to a few years. For most clients, a six-month implementation is a good estimate.

Successful NetSuite Implementation Checklist

1. Choose the right NetSuite partner.

Work with a NetSuite partner who is familiar with your company's objectives, budget, timeline for implementation, customization requirements, and present bandwidth. Check to determine whether your partner has an excellent track record with customers and a high Net Promoter Score. This, in turn, will indicate how effectively your consultants comprehend and care about a client's company and industry requirements. A great partner will also ask you the relevant questions and seamlessly lead you through the NetSuite setup process.

2. Cultivate an open environment.

Your consultants are experts in their field and spend their days working with NetSuite software. Make sure you're open-minded about alternative approaches to handle company procedures since they know how it functions in its most efficient form. What worked in your former system can be an antiquated approach in NetSuite.

3. Ensure that the implementation team is accountable for the project.

Make sure you follow up properly and are available if your NetSuite Administrator has any queries. It is preferable to ask questions throughout the procedure rather than afterward. Make a significant investment of your time in your ERP implementation.

4. Follow the ERP NetSuite Implementation Project Plan

For most clients, this is the most difficult phase. It's thrilling to obtain a new system that will help your business function more smoothly! Jumping ahead, on the other hand, will result in unanticipated problems later. Your NetSuite consultants should be trusted since they are well-versed in NetSuite best practices.

5. Prepare a list of questions to ask.

Don't be scared to ask questions. Pose some challenging questions to your NetSuite Administrator. What business operations are included and excluded from this project's scope? Will a system analysis be required? Any of your NetSuite implementation inquiries will not surprise an experienced NetSuite implementation services partner.

Benefits of ERP Implementation

NetSuite is an ERP system that keeps your needs in mind at all times. You can track customer service concerns, manage your inventory, and more. You can also keep track of your expenditures and purchase orders with NetSuite. Despite the fact that several ERP packages provide similar functionalities, NetSuite offers advantages that you won't find anyplace else.

This platform allows you to pick and choose the features you desire, allowing you to pay just for what you require. When you utilize NetSuite, you don't have to replace your present ERP system. If you don't want to change everything, NetSuite allows you to add its functionalities to your existing software platform.

NetSuite Implementation Guide: Phases and Methodology

A complete NetSuite implementation guide has a checklist of tasks as the project goes along, from pre-implementation to final execution. It is not unusual for various NetSuite implementation partners to follow their own NetSuite implementation guide. Let us dive into the most common best practices they have:

Step 1: Discovery

The more time you give into research and raising important questions the less likely you’ll have to redo it again. This step clarifies many important questions of how NetSuite works, such as: High-level goals, Possible integration systems, Data migration processes, and NetSuite gap analysis.

Step 2: Planning

This stage of the NetSuite Implementation guide involves establishing an ERP implementation timeline. The NetSuite Implementation consultant must identify key resources and responsibilities for the internal and external teams. There are a lot of scheduled work sessions during this phase, such as plotting various business scenarios and meeting with stakeholders.

The objective of this stage is to make a blueprint as you establish the timeline and responsibilities of team members. Your NetSuite implementation partners prepare user test cases and business requirement documents during this phase.

Step 3: Execution

This is the point of the NetSuite Implementation Guide wherein you get hands-on experience with NetSuite ERP. The activities covered at this stage include:

  • Migration of data from the previous system (if needed)
  • Configuring key processes and configuring NetSuite modules (as needed)
  • Developing key customizations and integrations in accordance with BRD documents.

Step 4: Training

Training begins as soon as the NetSuite app is configured and may continue after the project goes live. It is important to provide key stakeholders with appropriate training so that they can maximize the benefits of the application. Users need proper training to get the most out of their investment in order to achieve desired results.

Step 5: Testing

Testing is an important process of implementation, just like training. Rigorous testing is vital for the confirmation of the business requirements outlined the BRD (business requirements document). Generally, there are two types of testing: 

Use-Case Testing

This is done to verify that all the processes and customizations are configured correctly and working according to the requirements established in the BRD.

User Acceptance Testing

Users ensure that all processes and customizations have been set up according to the requirements given during the planning phases of the project.

Step 6: Go-Live

Once all testing is complete, the NetSuite Implementation guide process can start. You can achieve your goal if everything goes according to plan. When that happens, you can begin using NetSuite for actual business purposes. Your NetSuite ERP system can go live if all your data and tools/technologies are successfully integrated. This will make managing multiple applications systems much easier, save you money and time, and enhance your business operations.

Step 7: Post-Go-Live Support

It may take some time or even months for problems to arise after testing and go-live. Moreover, full ROI will not happen instantly. It requires extra customizations and upgrades from time to time to adapt to the business needs. Hence, you may need a Netsuite Implementation consultant to keep around even after the project launch.

This is a broad implementation guide with step-by-step instructions. Some businesses, for example, are fresh new and will not require data migration. Some firms may require a series of technological adaptations that would necessitate unique coding. Others may not require anything beyond what NetSuite has previously developed for a particular sector.

NetSuite has the advantage of running on the same version for all customers. Unlike other ERP software, you won't need to keep adding connectors over time. As a result, it's critical to plan ahead of time with your NetSuite installation partner. This is to ensure that they can contribute their expertise to make the process go as smoothly as possible. Adding more NetSuite features than originally intended can cause your go-live date to be pushed back.

4 Reasons for Failed Netsuite Implementations

These are the top 4 reasons why businesses don't have successful Netsuite Implementation. We included ways to make sure it doesn't happen to your business.

1. Unrealistic expectations and lack of executive inputs.

During an ERP implementation project, all key stakeholders must be active members at all times. If all members participate and adhere to basic standards you can be sure that the implementation project can be successful.

2. Implementation of an inefficient data migration strategy.

Inexperienced teams may not have the right expertise to implement multiple modules and add-on features. This process involves many technical considerations, such as data migration. Migrating data from an old system to a new system should be free of duplicates. You should take into account that all relevant data needs migration without omitting any important information.

In most cases, NetSuite partners will claim that they have provided solutions for successful implementation projects and worked on data migration challenges. You should verify this through references and reviews from previous clients.

3. Poor management of organizational change.

Deciding to implement a new system requires understanding your business processes. Your organization must be prepared to handle the radical change that a new system will demand. Issues arise in the absence of a commitment on the part of key members at the top of the hierarchy level. The implementation partner would find it hard to make a new system work. The process of managing organizational change should start right at the beginning of the planning stage. If it fails at the planning stage, it won't launch correctly and can lead to ineffective, or dead-end, methods.

4. Involvement of key stakeholders.

Despite the importance of the project, many executives are unable to grasp the key nuances. This is because they do not have time to digest what ERP needs in order to integrate the data of the organization. Participating key stakeholders is crucial to the success of the project. This ensures that the implementation team can align the functional and technical aspects of ERP with the organizational goals and vision. Ultimately, if ERP software does not result in the organization or its members meeting key goals, then the implementation is considered a failure.

If your organization or its members can avoid these pitfalls, you are on the right path to a successful NetSuite implementation.

Frequently Asked Questions

No FAQs Yet

Latest Articles

NetSuite ACS vs Partner Support: Which One is the Best for You?

NetSuite ACS vs Partner Support: Which One is the Best for You?Getting the proper NetSuite support can make or break your implementation and ongoing success with the platform. But how do you know which support option best fits NetSuite ACS and NetSuite partners? This blog post breaks down the key differences between NetSuite’s Advanced Customer Support (ACS) and NetSuite partner support to help you make the choice that aligns with your business needs.Is your NetSuite implementation being held back by subpar support? Don’t leave your success to chance—understand the differences between NetSuite ACS and partner support to get your business's expertise.This blog post compares NetSuite ACS and partner support to help you determine the right support approach for your organization. We’ll explore the pros and cons of each option, from availability and response times to advanced expertise and cost considerations.‍What is NetSuite Support?NetSuite support assists with the range of ERP and omnichannel commerce capabilities within the NetSuite platform. This includes troubleshooting issues and answering usage questions on:‍NetSuite Financial ManagementNetSuite Order and Billing ManagementNetSuite Inventory and FulfillmentNetSuite CRM and MarketingNetSuite SuiteCommerce SitesNetSuite Reporting and DashboardsNetSuite Workflow AutomationNetSuite Customizations and Integrations‍Reliable support coverage for all NetSuite components is crucial for businesses to keep their systems stable, meet compliance needs, scale growth, and continuously optimize their platform utilization.NetSuite Advanced Customer Support (ACS)‍NetSuite ACS enables self-service access to the company's knowledge base with operational best practice content for finance, orders, inventory, and other areas. Users can also submit tickets for technical issues across modules like financial reporting, order workflows, and custom scripts.‍Dedicated account managers provide guidance on ACS entitlements and bundle purchases. But the support itself is siloed across topic-specific teams versus taking a holistic view of each customer's business priorities.NetSuite Partner Support‍Skilled NetSuite partners have extensive knowledge of the same core areas covered by NetSuite ACS, including:‍Troubleshooting platform errors and bugsAssisting with configuration and customization issuesProviding guidance on standard functionality ‍Additionally, the best NetSuite partners supplement ACS with a wider range of complementary support strengths, such as:‍Faster response times based on focused NetSuite expertiseDirect senior-level support unavailable through standard ACSVertical domain perspective tied to industry best practicesPersonalized account management aligned to business KPIsProactive solution checkups and optimization recommendationsOngoing training aligned to changing user rolesObjective guidance untethered from NetSuite sales ‍Customers benefit from comprehensive support coverage by leveraging both ACS and a partner like Seller Universe. ACS provides the backstop of direct vendor access while partners deliver specialized knowledge and context for greater productivity. The combined approach enables issues to be resolved faster while unlocking more platform value.‍NetSuite ACS: A Complete Overview‍NetSuite Advanced Customer Support (ACS) is the vendor's own technical support offering provided to NetSuite customers. It equips users with guidance and assistance to optimize configuration, utilization, and ongoing enhancement of their NetSuite ERP platform.‍Key features and services of ACS include:‍24/7 phone and email access to NetSuite support techniciansGuaranteed initial response times based on case severity Designated account managers for support planning and entitlementsDifferent support tiers aligned to customer needs‍Levels of ACS Support‍NetSuite ACS provides varied support levels to match unique customer requirements:‍Advise: Entry-level support ideal for new customers covers basic troubleshooting and product guidance to ensure a solid onboarding foundation.Monitor: Hands-on support with a designated functional consultant who monitors milestones are met across key workflows and processes. Optimize: For customers with more complex configurations, Optimize delivers deeper and proactive support for maximum utilization. This adds a Customer Success Manager and performance assessments.Architect: The highest tier designed for global and highly customized deployments. Adds an assigned Technical Account Manager for strategic oversight.‍Benefits of NetSuite ACS‍The main benefits NetSuite customers gain through ACS include:‍Direct access to NetSuite product experts who know the software inside and outProactive monitoring and regular platform checkupsGuidance on new functionality and process optimization‍Limitations of NetSuite ACS ‍Some downsides or constraints of reliance solely on vendor ACS:‍Incremental cost increases based on higher tiers of access and supportImpersonal support issues due to high volume of aggregate customers Locked into an annual contract regardless of actual usage or value gained‍Many customers switch to NetSuite Partners for maximum ROI for their support needs.Overview of Partner SupportNetSuite partners are expert implementation and support firms focused exclusively on the NetSuite platform. They provide a range of specialized services designed to help customers get maximum value from their ERP investment. Partners play an integral role by delivering solutions tailored to each organization's unique industry, business model, and objectives.Types of Services Offered‍NetSuite partners offer various services spanning the customer lifecycle including:‍Deployment - New implementations, data migration, integrationsCustomizations - Enhancements for specialized functionalityManaged Services - Ongoing administration and support packagesOptimization - Improving and evolving usage over timeSupport - User training to troubleshooting and upgrade guidanceBenefits of NetSuite Partner Support‍Partnering with a skilled NetSuite service provider yields many benefits:‍Customized Support: Partners provide individualized guidance based on deep understanding of customer goals and contexts. This enables more impactful solutions.Flexibility: Leading partners offer flexible and modular services. Customers can mix and match offerings to meet budget and requirements.Dedicated Attention: Partners provide senior-level, high-touch engagement and accountability across a customer's journey.Types of Support Plans‍NetSuite partners mostly offer two types of support plans:Ad-Hoc PlansFor more transactional or tactical needs, NetSuite partners offer flexible Ad-Hoc support plans. Under this model, customers pay per incident or project for needs as they arise. If an organization only has periodic platform issues or minor enhancements, paying only for specific partner engagements is often the right fit both functionally and economically. The Ad-Hoc approach provides nimble support refinements without unnecessary managed services overhead.Full Managed ServicesFor companies that rely heavily on NetSuite to run business operations, Full Managed Services delivers reliable support coverage on an ongoing basis. This proactive model includes regularly scheduled platform reviews, a technical account manager, and continual optimization to improve business process maturity over time. Instead of reactive troubleshooting, managed services provide end-to-end lifecycle enablement so technology fully aligns to ever-evolving functional requirements. The highest-performing partners offer Managed Services bundled to meet budget thresholds based on company revenue or headcount.‍Comparing ACS vs Partner SupportService Flexibility‍ACS offers tiered support packages but limited ability to customize service levels. Partners provide more tailored and modular options spanning ad-hoc firefighting to optimized managed services. This empowers a better fit to needs and budget. Customization and Personalization‍While ACS furnishes access to technical experts who understand NetSuite intrinsically, the vendor relationship limits customized enhancements aligned to strategic business goals. Specialized partners both conceptualize and deliver personalized solutions factoring industry contexts. Cost Efficiency‍ACS packages risk overspending without full utilization, as high-touch options have high labor costs. Partners enable pay-as-you-go flexibility or bundled managed services, driving higher ROI. The long-term TCO with partners can be lowered by distributing costs against value and outcomes vs. fixed ACS subscription fees.Response Time and Availability‍With massive customer volumes, ACS struggles to match partners’ rapid response times aligned to individual user priorities. Partners average 2-hour SLAs for P1 issues, while ACS urgent response is 8 hours. Users praise partners for 24/7 access and hyper-care during deployments.Strategic Guidance and Expertise‍While ACS resolves tactical issues, partners excel at strategic visioning and capability enhancements per business objectives. ACS acts as a platform mechanic, while partners serve as virtual CIOs. ‍‍Why is Seller Universe the Best NetSuite Support Partner?Comprehensive Solution BreadthSeller Universe provides an unrivaled breadth of solutions spanning financials, integration, automation, analytics, and custom application development. This enables a tailored fit to address diverse pain points out-of-the-box.Global and Local ExperienceWith skilled resources across North America and APAC, Seller Universe delivers in-region support backed by an intimate knowledge of local regulations, languages, and business norms. Our teams blend deep NetSuite expertise with on-the-ground insights.Industry and Process SpecializationSeller Universe offers pre-configured solutions fine-tuned for manufacturing, eCommerce, logistics, demand planning, AP automation, and more. With 300+ projects delivered, we furnish proven, repeatable models aligned to how you operate.Technology Depth and Platform ExpertiseWith 350+ NetSuite certifications and direct participation in NetSuite's product council, our consultants offer an unparalleled technical command of the platform's multidimensional capabilities. We match this with pragmatic implementation experience.Commitment to Continuous InnovationSeller Universe builds on NetSuite's core functionality through 250+ custom SuiteApps, integrations with leading complementary solutions, and our AutomationDrive RPA practice. We commit to continuously expanding what's possible, year after year.Final ThoughtsIn conclusion, NetSuite customers have options for supplementing the vendor’s Advanced Customer Support (ACS) offerings. However, realizing maximum value requires a partner that goes beyond basic break/fix services. The ideal support partner is a strategic advisor guiding customers through the ongoing enhancement of their ERP investment. This drives innovation aligned to business goals versus just maintaining the status quo.‍Of all specialized NetSuite partners, Seller Universe stands out as the clear market leader. By combining technical prowess with pragmatic implementation experience across hundreds of deployments, Seller Universe delivers unmatched ROI. We offer more than software support – We provide customers with a trustworthy, forward-thinking partner ready to evolve systems as needs grow and change.‍