NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily
暫譯: NetSuite 顧問手冊：ERP 和 CRM 顧問快速輕鬆實施 NetSuite 2021 的指南

Ries, Peter

NetSuite for Consultants: A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

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商品描述

Key Features

  • Understand how to take a new client from the kickoff meeting through to their go live and beyond in the fastest possible time
  • Explore the new innovations in NetSuite 2021 and leading practices for ERP and CRM consultants
  • Avoid the common pitfalls that consultants can run into when implementing NetSuite

Book Description

Used by thousands of organizations worldwide, NetSuite's customer and financial management solutions expedite daily financial transactions, accelerate the financial close, ensure compliance, and so much more. With companies around the world choosing to run their business on this cloud-based SaaS solution, the demand for NetSuite professionals is ever increasing. This book takes a hands-on approach to help you grasp the implementation and associated methodologies in no time.

You'll start by exploring what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding a business' requirements is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you can apply your knowledge to configure accounts and test everything with the users. Finally, you'll get to grips with managing both functional and technical issues that arise post-implementation and learn how to handle them like a professional.

By the end of this book, you'll have gained the knowledge necessary to implement NetSuite for businesses and get things up and running in the shortest possible time.

What you will learn

  • Understand the NetSuite ecosystem, including its main modules, the platform, and related features
  • Explore the fundamentals of NetSuite and get ready to implement it in any organization
  • Discover how to manage gaps, data migration, and integrations with NetSuite
  • Find out how to minimize disruptions in finance as you migrate to NetSuite
  • Understand the steps to configure your organization's account and how development and testing fit into the implementation schedule
  • Refine your skills with NetSuite tips and tricks and make each implementation process a success

Who this book is for

This book is for consultants (or any NetSuite users) tasked with bringing an organization live on NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.

商品描述(中文翻譯)

#### 主要特點

- 了解如何在最短的時間內，將新客戶從啟動會議帶到正式上線及其後的階段
- 探索 NetSuite 2021 的新創新及 ERP 和 CRM 顧問的最佳實踐
- 避免顧問在實施 NetSuite 時可能遇到的常見陷阱

#### 書籍描述

NetSuite 的客戶和財務管理解決方案被全球數千個組織使用，能加速日常財務交易、縮短財務結算時間、確保合規性，還有更多功能。隨著全球各地的公司選擇在這個基於雲端的 SaaS 解決方案上運營業務，對 NetSuite 專業人士的需求不斷增加。本書採取實作導向的方法，幫助您迅速掌握實施及相關方法論。

您將首先探索 NetSuite 是什麼、如何運作，以及帳戶、支援和更新在其生態系統中的運作方式。了解業務需求是完成任何軟體產品實施的關鍵第一步，因此您將學習如何撰寫業務需求，了解客戶組織中的各個部門、角色和流程。一旦您對 NetSuite 和客戶有了扎實的理解，您就可以應用您的知識來配置帳戶並與用戶進行測試。最後，您將學會如何管理實施後出現的功能性和技術性問題，並學習如何像專業人士一樣處理這些問題。

在本書結束時，您將獲得實施 NetSuite 所需的知識，並能在最短的時間內使業務運行起來。

#### 您將學到什麼

- 了解 NetSuite 生態系統，包括其主要模組、平台和相關功能
- 探索 NetSuite 的基本原理，並為在任何組織中實施它做好準備
- 發現如何管理與 NetSuite 的差距、數據遷移和整合
- 瞭解在遷移到 NetSuite 時如何最小化財務上的干擾
- 了解配置組織帳戶的步驟，以及開發和測試如何融入實施計劃
- 通過 NetSuite 的技巧和竅門來提升您的技能，使每次實施過程都能成功

#### 本書適合誰

本書適合負責將組織上線至 NetSuite 的顧問（或任何 NetSuite 使用者）。需要具備基本的 NetSuite 培訓和對其功能的一般理解，以便充分利用本書。

作者簡介

Peter Ries is currently employed as a consulting technical director at Oracle NetSuite. He has been providing high-quality consulting for innovative software solutions for many years.He enjoys solving problems, developing new software tools, and integrating applications to make his clients' businesses run on NetSuite. He works with all sorts of up-to-date technologies and loves the fact that he can continue to do so. When he is not working, he likes to read a lot, blog, and ride bikes as much as time allows. --This text refers to the paperback edition.

作者簡介(中文翻譯)

彼得·瑞斯（Peter Ries）目前在 Oracle NetSuite 擔任顧問技術總監。他多年來一直提供高品質的創新軟體解決方案顧問服務。他喜歡解決問題、開發新的軟體工具，並整合應用程式，以使客戶的業務能夠在 NetSuite 上運行。他使用各種最新技術，並喜歡能夠持續這樣做的事實。當他不在工作時，他喜歡閱讀、寫部落格，並在時間允許的情況下騎自行車。--此文本提及的是平裝本版本。

目錄大綱

Table of Contents

  1. Introduction to the NetSuite Ecosystem, Platform, and Related Features
  2. Selecting and Applying an Implementation Methodology
  3. Creating a Project Plan
  4. Documenting the Organization's Requirements
  5. Analyzing the Organizations Users and Roles
  6. Understanding the Organization's Accounting and Finance
  7. Getting to Know the Organization's Customers, Other Entities, and Items
  8. Identifying the Organization's Main Transactions
  9. Custom Forms, Records, and Fields
  10. Centers and Dashboards
  11. Items and Related Lists
  12. Customers, Vendors, Contacts and Other Entities
  13. Financial Transactions and Period Closes
  14. Procure-to-Pay Transactions
  15. Order-to-Cash Transactions
  16. Other Transactions and Custom Transactions
  17. Analytics, Reports, and Data Exports
  18. Managing Gaps and Creating Custom Automations
  19. Managing Integrations
  20. Managing Data Migrations

目錄大綱(中文翻譯)

Table of Contents


  1. Introduction to the NetSuite Ecosystem, Platform, and Related Features

  2. Selecting and Applying an Implementation Methodology

  3. Creating a Project Plan

  4. Documenting the Organization's Requirements

  5. Analyzing the Organizations Users and Roles

  6. Understanding the Organization's Accounting and Finance

  7. Getting to Know the Organization's Customers, Other Entities, and Items

  8. Identifying the Organization's Main Transactions

  9. Custom Forms, Records, and Fields

  10. Centers and Dashboards

  11. Items and Related Lists

  12. Customers, Vendors, Contacts and Other Entities

  13. Financial Transactions and Period Closes

  14. Procure-to-Pay Transactions

  15. Order-to-Cash Transactions

  16. Other Transactions and Custom Transactions

  17. Analytics, Reports, and Data Exports

  18. Managing Gaps and Creating Custom Automations

  19. Managing Integrations

  20. Managing Data Migrations

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