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NETSUITE IMPLEMENTATION

Designed for Faster time-to-value yet Cost Effective

Stairway and Value Chain Assessment

Align pre-built leading practices to your requirements

Optimize implementation strategy

Turn-on prebuilt product with any add-on features

dotSolved's

SuiteSuccess Delivery

dotSolved's

SuiteSuccess Delivery Options

Activate - Get live quickly with key processes

Objective:

To engage with the customer, and set expectations and framework for a successful implementation

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Successfully set expectations and framework

Activities:
  • Activation Introduction
  • Fundamentals Training
  • System Preparation Configuration
 
  • Bundle Installation
  • Data Extraction and Cleansing
 
     
TOOLS & INPUTS:
  • Bundle Installation Guide
  • Data Migration Plan & Procedures
  • Activation Introduction Deck
  • Job Record
 
  • Opportunity Record
  • Pricing Calculator
  • Project Plan
  • PS Engagement Details
 
  • Sales to PS KT Guide
  • Solution Design Document
  • SuiteSuccess Checkpoint Deck
  • Data Migration Templates
Objective:

To engage with the customer, and set expectations and framework for a successful implementation

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Successfully migrate customer legacy data to NetSuite environment

Activities:
  • Migration Kickoff
  • Data Migration – List Data
  • Solve Data Discrepancies
 
  • Data Review and Sign-Off
 
     
TOOLS & INPUTS:
  • Data Migrations Templates
  • Leading Practices
  • Solution Design Document
 
  • SuiteSuccess Checkpoint Deck
 
     
Objective:

To engage with the customer, and set expectations and framework for a successful implementation

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Complete all walkthroughs and remaining data migration

Activities:
  • Core Process Walkthrough
  • Data Migration – Open
  • AR/AP & Transaction Data
 
  • Customer Success Check-In
  • Support Introduction
  • End User Training
 
     
TOOLS & INPUTS:
  • Configured System
  • Data Migration Templates
  • Process Walk-through Agenda
 
  • Leading Practices
  • Solution Design Document
  • SuiteSuccess Checkpoint Deck
 
     
Objective:

To engage with the customer, and set expectations and framework for a successful implementation

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Convert customer to a referenceable customer

Activities:
  • Go-Live Checklist
  • Go-Live
  • Post Go-Live Support
 
  • Activation Completion
  • Next Steps Discussion
 
     
TOOLS & INPUTS:
  • Go-Live Check List
  • Cutover Checklist
  • Data Migration Templates
 
  • Solution Guide
  • SuiteSuccess Checkpoint Deck
 
     

Implement - With focus on Personalization, Training and User Adoption

Objective:

To engage with the customer, and set expectations and framework for a successful implementation

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Successfully set expectations and framework

Activities:
  • Staff Project
  • Engage AMO
  • Conduct Kick-Off Meeting
  • Complete Getting Started Session
  • Install SuiteSuccess Bundles
  • Finalize Project Plan
 
  • Hold User Adoption Discussion
  • Develop Data Migration Strategy
  • Confirm Project Team Training: Industry Fundamentals
  • Discuss User Enablement Strategy
 
  • Conduct Personalization Sessions
  • Develop Requirement Traceability Matrix
  • Develop Solution Design Document
  • Build Awareness
  • Complete Engage Checkpoint
TOOLS & INPUTS:
  • Bundle Installation Guide
  • Data Migration Plan & Procedures
  • Blueprint
  • Functional Requirements Document
  • Getting Started Deck
  • Job Record
 
  • Kickoff Meeting Deck
  • Opportunity Record
  • Personalization Workbook
  • PS Engagement Details
  • Project Plan
  • PS Engagement Details
 
  • Requirements Traceability Matrix
  • Sales to PS KT Guide
  • Solution Design Document
  • Statement of Work (SOW)
  • SuiteSuccess Checkpoint Deck
Objective:

To drive customer through configuration requirements and initial walkthrough of NetSuite

  • Adoption Services Lead
  • Education Practice Manager
  • Functional Consultants
  • Project Manager
  • Delivery Lead
Milestone:

Customer understands configuration requirements and initial NetSuite walkthrough​

Activities:
  • Complete Configurations
  • Develop Scripts
  • Complete Data Migration
  • Conduct Process Walkthrough(s)
 
  • Develop Training Approach and Materials
  • Develop User Acceptance Plan
  • Confirm Project Team Training: Administrator Fundamentals
 
  • Drive Understanding
  • Complete Dive Checkpoint
TOOLS & INPUTS:
  • Data Migrations Templates
  • FDDs (if appropriate)
  • Leading Practices
  • Personalization Workbook
  • Process Walk-through Agenda
 
  • Solution Design Document
  • SuiteSuccess Checkpoint Deck
  • Training Plan Template
  • Training Templates
  • UAT Planning Meeting Agenda
 
  • UAT Planning Meeting Presentation
  • UAT Templates
Objective:

Enable customers by supporting customers through UAT and providing end user training

  • Functional Consultants
  • Project Manager
  • Adoption Services Lead
  • PS Delivery Lead
  • Education Consultant
Milestone:

Complete UAT and end user training

Activities:
  • Complete Data Migration
  • Conduct Final Process Walkthrough
  • Conduct Education Services KT
  • Provide User Acceptance Testing (UAT) Guidance
 
  • Basic Usability Training for UAT
  • Conduct Pre-UAT Training
  • Conduct UAT
  • Conduct End User Training
  • Provide Support Video
 
  • Empower End Users
  • Complete Enable Checkpoint
TOOLS & INPUTS:
  • Configured System
  • Data Migration Templates
  • Developed Scripts
  • Education Services Knowledge Transfer Template
 
  • Leading Practices
  • Personalization Workbook
  • Process Walk-through Agenda
  • Solution Design Document
  • SuiteSuccess Checkpoint Deck
 
  • Training Plan Template
  • Training Templates
  • UAT Templates
Objective:

Conduct final data migration, perform final cutover activities and convert to a referenceable customer

  • Functional Consultants
  • Project Manager
  • Adoption Services Lead
  • PS Delivery Lead
  • Account Manager
Milestone:

Convert customer to a referenceable customer

Activities:
  • Complete Data Migration
  • Confirm for Additional Project Team Training
  • Complete Cutover Checklist
  • Conduct Cutover
 
  • Provide Post Go-Live Support
  • Enter Info in “As Built”
  • Deliver Solution Design Document/li>
  • Conduct Customer Transition Meeting
  • Harness Ownership
 
  • Post Go Live Follow Up Training Sessions
  • Complete Convert Checkpoint
TOOLS & INPUTS:
  • Completed Personalization Workbook
  • Customer Transition Meeting Template
  • Customer Working Session
 
  • Cutover Checklist
  • Data Migration Plan & Procedures
  • Data Migration Templates
 
  • Solution Guide
  • SuiteSuccess Checkpoint Deck

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