NetSuite

Web-based business applications to run your entire company

  • Complete sales, accounting, inventory, purchasing, and distribution
  • Anytime, anywhere access
  • Integrated ecommerce
    web store
  • Credit card processing
  • UPS/FEDEX shipping
  • New! eBay integration

NetSuite Implementation Process

Our approach will help put NetSuite to work for you fast.

Click each tab below for details of each step.

Step 1: Define

Business Processes Mapping

  • Marketing and Sales
  • Customer Relationship Management
  • Sales Force Automation
  • Partner Management
  • Quotas/Commissions
  • Quotes/Estimates
  • Order Management/Fulfillment
  • Accounts Receivable
  • Customer Support
  • Purchasing
  • Inventory Management
  • Accounts Payable

Products/Services Offering

  • Categories
  • Kits/Assemblies
  • General & Custom Pricing
  • Promotions & Discounts
  • Stocked/Drop Shipped
  • Lots/Serialized Items
  • Billing Schedules

Web Requirements

  • Employee, Vendor, Customer Portal
  • Webstore

External Interfaces

  • UPS
  • Credit Card Authorization
  • Electronic Funds Transfer

Step 2: Design

Data Conversions

  • Customers, Leads, Prospects
  • Vendors
  • Chart of Accounts
  • Products/Services

Workflow

  • Customer Statuses
  • Quote/Order Approval
  • Sales Order Fulfillment
  • Purchase Requisitions
  • Commission Approvals
  • Time & Expenses
  • Customer Support Escalation

Web Design

  • Categories
  • Products/Services
  • Navigation

Forms

  • Purchase Order
  • Sales Order
  • Picking/Packing Slip
  • Invoice/Statement

Dashboards

  • Key Performance Indicators
  • Custom Searches
  • Snap Shots
  • Graphs/Trends

Step 3: Develop

Setup

  • System Features
  • General Preferences
  • Users/Permissions

Configuration

  • Accounting
  • Marketing
  • Sales
  • Customer Support
  • Order Processing
  • Inventory Management
  • Purchasing
  • Web Site and Web Store

Customization

  • Entities: Customers, Vendors, Items
  • Transactions: Order, Invoices, POs
  • Scripts
  • Forms and Graphics

Scrub Data

  • Duplicates
  • Out Dated

Testing

  • Customization
  • Data Conversions
  • Transactions
  • Forms
  • Interfaces

Step 4: Deliver

Training

  • Administrator
  • End Users
  • Front Office
  • Back Office

Convert Data


Go Live!