NetSuite Implementation Checklist
Prepare your team for a successful NetSuite implementation
A NetSuite implementation involves much more than configuring a new ERP. From assembling the right project team and preparing your data to defining integrations, reporting requirements and testing plans, there are countless decisions that need to be made along the way.
Our NetSuite Implementation Checklist from helps you organize those decisions and make sure important details don’t get overlooked.
Use the checklist to prepare for your project and identify the people, information and decisions you’ll need to address throughout your implementation.
The download also includes a preview of our NetSuite implementation methodology – something we’ve refined using our more than 30 years of ERP consulting experience. Learn more about organizing your NetSuite implementation project around these five key areas:
- Initiate – Project launch
- Analyze – Diving deeper into business requirements and technical considerations
- Configure – Solution design and configuration
- Deploy – Carefully orchestrated go live
- Optimize – Ongoing support for NetSuite success
NetSuite Implementation Checklist
SETTING UP FOR SUCCESS
What’s Included in the Checklist?
The checklist covers key areas of NetSuite implementation planning, including:
Project readiness
Identify your executive sponsor, project manager, core team, business process owners, decision-making authority, project objectives and success criteria.
Current-state information
Document your business structure, existing systems, processes, approval requirements and known pain points.
Data preparation
Determine what data needs to be migrated, assign data owners and establish responsibilities for data cleansing and preparation.
Integrations and external systems
Identify the systems that need to exchange data with NetSuite and document their purpose, data flows, frequency and ownership.
NetSuite configuration decisions
Begin identifying requirements related to subsidiaries, accounting, inventory, pricing, workflows, user roles, security and reporting.
Reporting and analytics
Identify the financial, operational, management and KPI reports your business relies on to run the business.
Testing and training
Plan for user acceptance testing, test scenarios, training, new-process documentation and go-live support.
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