NetSuite Implementation Process: 7 Key Steps

Plumb’s NetSuite Implementation Process

After careful consideration, and flushing out all concerns, you have decided to purchase NetSuite and replace your existing ERP or CRM software.  Now, you must face down the path of NetSuite implementation, knowing that it is inevitably disruptive and a big commitment for your company.  Luckily, the benefits of deploying NetSuite outweigh any concerns. Therefore the NetSuite implementation process should be set-up by a dedicated and experienced team to ensure long-term success.

At Plumb, our NetSuite implementation process combines today’s best practices with a customized experience for our clients, based on their specific requirements.  Our experienced functional and technical NetSuite consultants learn about your unique business needs. They then configure and optimize NetSuite, in order to leverage the software’s functionality.  The NetSuite consulting services that Plumb provides during the implementation can range from creating customized business processes, complex workflows, set-up of advanced modules,  software integration with third-party applications, and data conversion.

In addition to providing NetSuite functional and technical consultants, Plumb’s NetSuite outsourced accounting team also includes a project manager, who manages the process and provides regular communications and updates on the progress of the implementation.

Plumb provides outsourced accounting services for companies using NetSuite accounting software.

NetSuite Implementation: 7 Key Steps

  1. Requirement Definition and Business Process Review:
    • Planning, Discovery and Research – discuss the client’s goals and key challenges
    • Business Requirements – conduct an onsite business review and complete a Business Requirements Documents (BRD), which baselines the project’s unique business needs
      • Download Business Process Review Questionnaire
  2. NetSuite Configuration:
    • Basic set-up – implement basic NetSuite functionality and add client-specific settings and content
    • Customization – leverage native NetSuite features as well as create workflows and develop scripts
  3. Data Migration:
    • Import key data, such as customers and vendors in NetSuite
    • Migrate historical data from a legacy system (custom solutions)
  4. Testing/UAT:
    • User Acceptance Testing (UAT) Documentation – develop customized UAT’s for key NetSuite business processes
    • Quality Assurance Testing – both Plumb and their clients participate in rigorous testing of NetSuite before deployment to ensure readiness
  5. Client Training:
    • Train clients on the use of NetSuite to ensure that their team is prepared to use the new functionality
      • View specific NetSuite training services
  6. Go Live Implementation:
    • Plumb is onsite to work with their clients to answer questions and ensure a successful NetSuite implementation
  7. Post Launch Support & On-Going NetSuite Consulting
    • Plumb is with you for the long-term, assisting after implementation and continuing the partnership as your company and business needs grow

Learn NetSuite and get NetSuite accounting support from Plumb.  Learn more >>

Contact Us to Learn More Today:

About Plumb:

Plumb is an authorized NetSuite Solution Provider and full-service web design agency that combines back-office commerce solutions with creative front-end design to deliver highly effective ecommerce websites. Plumb’s partnership with NetSuite provides a revolutionary solution for companies in any stage of growth.  Plumb is located at 1227 Prospect Street, Suite 200, La Jolla, CA  92037, with additional offices in Newport Beach, Rancho Santa Fe, Ontario, CA and Reno, NV.