The NetSuite Implementation Process that Ensures a Successful NetSuite Deployment

The NetSuite Implementation Process that Ensures a Successful NetSuite Deployment

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Following a proper NetSuite Implementation Process is one of the critical keys to a successful NetSuite deployment. The preparation for implementation is the most important part, think about it as doing the initial research for an essay. In this blog, we will break down the best way to approach your implementation project. It’s unusual for different NetSuite partners to have their own approach to NetSuite setup. All approaches have a few key components in common, such as planning, execution, testing, and going live.

Let’s have a look into each phase, in detail!


The Discovery Phase

In this step of implementation questions such as goals, project scope, potential integration systems, NetSuite gap analysis, customization options, and requirements are identified and discussed.

The Planning Phase

When planning businesses must establish timelines, identify key resources and responsibilities for both internal and external teams. Factors such as team members’ responsibilities must be determined, how onboarding key users look like, project timelines must be established with goal setting and status check-ins. Process engineering needs to be looked at by creating an outline of how old processes will be converted to new processes within NetSuite.

The Execution Phase

Getting hands-on with NetSuite involves migrating data from the previous system, configuring key processes such as “procure to pay” or other specific processes that were outlined in the planning phase. Other parts of the execution include setting up charts of accounts and account balances, configuring settings such as accounting or shipping & costs. In this phase many configurations must be made, such as building automation, integrations, workflows, and customizations, even setting roles and permissions within the organization.

Training Phase

If you’ve read our previous blogs, you’d know that we always stress the importance of training. This is an often-overlooked stage that we have found to be critical to the implementation’s success after the external resources have departed. How can users be expected to utilize the software after the specialists have left if there is no appropriate training? Proper training enables users to get up and running quickly and identify issues sooner.

Testing Phase

The testing process can also be an overlooked step. Testing is a must to ensure that the goals set are matching. Depending on the business, there may be many phases of testing to ensure company requirements are being met.

Use-Case Testing – When the development team and external teams ensure that all processes and customizations are set up during the execution phase and are in a working manner according to goals and requirements established in the planning phase.

User Acceptance Testing – When users test processes and customizations that are set up during the execution phase. This is where training comes in and the reason we suggest an appropriate training session before testing begins. How are employees testing the new system if they are not able to navigate the new software?

The Go-Live phase

Once everything is deemed ready, is when you find out if all the planning and work will pay off as you begin to utilize NetSuite in your day-to-day business activities.


Make sure you have external resources to refer to during the first few months. There are things that may have been missed during testing and when you initially go live that won’t appear right away. Furthermore, maximizing the platform’s ROI is a continuous process that will need adjusting and updates in the years ahead to maintain and keep up with business changes. If you’ve gotten this far with your implementation partner, it’s definitely a good idea to keep them around because they’ll be the most experienced with your environment and can discuss future updates with you.

Partner Implementation

Having a NetSuite partner to handle your implementation is the most recommended option. You can choose the best partner for your needs with experience in your industry, and most of the partners are smaller organizations that can provide top-tier customer service with a personal touch and quick response time.

What mistakes to look out for in a NetSuite Implementation

What mistakes to look out for in a NetSuite Implementation

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When introducing a new system into a firm, whether that be changing CRM software, transitioning to a cloud-based platform, or initiating an ERP implementation may be difficult. If you don’t take the time to thoroughly integrate the project into your business operation, you’ll discover that problems are more likely to arise. Of course, you want your implementation to be successful and a breeze, so having well thought out plan is crucial. Any large system transition will have an impact on your company’s day-to-day operations, but to avoid obstacles becoming huge, we recommend learning what typical mistakes cause delays and how to minimize the possibilities of them hurting your implementation project.

During implementation projects, about 43% of organizations face some sort of delay. This is due to poor project planning, unplanned modifications, and data transfer challenges. Delays can result in higher implementation services for a business owner. According to NetSuite partners, these are the most typical causes of delaying a company’s NetSuite adoption.

Unsuitable NetSuite Partners

When deciding which partner to team up with for a NetSuite deployment, examine the industry your firm operates in and analyze whether the partner is well versed in your industry. You’ll need someone who has worked for a company like yours before. Various partners may have worked in various sectors. A manufacturing and distribution company’s NetSuite deployment will differ from a business services company’s goals and day-to-day operations. A helpful tip to gain some insights can be speaking with other businesses that have worked with the partner to get a firsthand insight into how their project went. This will prove that you have picked the ideal implementation partner best suited for your business model.

Failure to Run a Data Cleanse

Consider your current system. Does it appear to be in working order? Is there any outdated information that needs to be archived? Is there data laying around in the incorrect locations that need to be sorted? Before you even consider moving data from old legacy systems to your new system, you must first clean up, sort, and archive everything, so that you avoid missing files once you have migrated. Failing to do this step will result in current problems being carried over to the new system. After a new system is implemented, people frequently criticize it for not operating well and wish for the old one to return. One typical cause is that the data that was moved was not properly organized to avoid this mistake for long-term success.

Failure to Document Your Present Business Needs

Wanting to jump right into the new system you were shown when you originally decided on your solution can be exciting, but desiring all of the benefits the new platform delivers without a strategy may lead to problems. When it comes to business process transfer, this is one of the most common mistakes firms make. If you rush ahead, focusing just on how your business operations are carried out today, you may suffer pain and incur more costs later, in the case that something was overlooked must be included in your system development at a later point. Without thoroughly reviewing what you currently do, you risk just replicating your company’s current systems. This may lead to potentially losing out on new and exciting process options inside the NetSuite platform that will help your organization function more smoothly and meet business requirements. Take the time to learn about and comprehend the NetSuite platform and all of its features.

Dismissing the Opinions of Your Employees

Make sure that everyone who really uses the system has the opportunity to discuss what they use the present legacy systems for in their day-to-day job while deciding on the overview of the system requirements. Many companies will develop a new system based on what the management team believes the existing systems are being utilized for. Inquire about each user’s necessities, management may be unaware of certain their employee’s processes for their everyday routines.
You must devote time and resources to adequately teaching your employees how to utilize the new system. If you don’t, outdated procedures will quickly resurface since they are more convenient for the users. NetSuite is supposed to provide simple user interaction. It’s doubtful that your employees would immediately embrace and embrace a new system, but solid training plans and support will make the implementation timeline go much more easily.

Failure to Form a NetSuite Implementation Team

Implementing a NetSuite system isn’t a one-time task that you can forget about after implementation. It isn’t as simple as that. At the very least, your company will require at least one NetSuite expert who can maintain and improve your system in the future as needed. If you’re a bigger organization, you could require an entire internal team. You’ll need a full-time dedicated team or NetSuite Administrator who can maintain your NetSuite system running well. Software implementations require the most skilled team members.
Companies must carefully plan their implementation methodology as it is a critical factor in a successful deployment for this digital transformation. The implementation process requires many insights from both internal and external teams for optimal user adoption and to enjoy a path to success. The entire process relies on execution phrases with proper training and a key team of implementation consultants.

Benefits of NetSuite & Salesforce Integration

Benefits of NetSuite & Salesforce Integration

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Businesses invest in NetSuite ERP and Salesforce CRM on a regular basis for a variety of reasons. These solutions assist businesses in automating a variety of important operations such as financial management, revenue tracking, inventory tracking, and more. This will assist a company in keeping more accurate records and reducing mistakes. It will also assist them in operating more efficiently. These platforms will also make it easier for a company to sell itself and build stronger connections with clients. Both NetSuite and Salesforce CRM, when used together, can and will help a company grow.

NetSuite ERP

NetSuite ERP is a scalable cloud ERP system that helps mid-sized companies expand into larger operations. Both front and back-office business processes can be automated using this solution. Financial management, revenue management, fixed asset tracking, order management monitoring, billing, and inventory management are some among them. NetSuite ERP delivers a view of key performance metrics and reports to the whole business, from top management to warehouse & shop workers.

Salesforce CRM

Salesforce CRM is a cloud-based customer relationship management tool for businesses. It has the ability to speed up every aspect of a company that interacts with customers. This includes marketing, sales, commerce, and customer service. Businesses will be able to more effectively deliver better service to clients as well as improve their marketing skills using Salesforce CRM. Salesforce allows organizations to communicate with customers and prospects more effectively, as well as track customer behavior and receive a detailed perspective of the customer journey and sales cycle.



Increase Efficiency of Cash Flow & Productivity

The two systems will assist increase cash flow efficiency and team productivity, which is one of their key advantages. NetSuite provides accounting software that allows businesses to create financial statements, track spending management, monthly bookkeeping, and manage income. There is also visibility of important information about a company’s financial performance. Other programs, like order management, inventory monitoring, and managing e-commerce services, are also simply integrated with NetSuite.

NetSuite and Salesforce together will be able to boost overall productivity as well. The two programs work to make it easier for staff to collaborate. All members of the customer service, marketing, and supply chain teams will be able to communicate effectively and provide information on items like available inventory, and processed orders. Using NetSuite and Salesforce ERP and CRM software, a company may have more productive employees that work together more efficiently and improve the customer experience.

Streamline Procedures

Another advantage of NetSuite and Salesforce is that they assist businesses to streamline various operations that must be completed on a daily basis. The two business applications will assist businesses in a variety of ways. These include integrating all aspects of a company, providing visibility for better decision-making, providing a workflow to standardize procedures, assisting in the growth of organizations, and providing a platform for improved collaboration.

The two programs will help a company better manage its inventory by reducing operations. This includes keeping track of products that have been sold as well as those that have recently been acquired. Businesses will be able to know the precise amount of inventory they have available in order to execute orders using the two software packages.

Both firms can assist businesses in improving order management and customer service. The program will enable a business to automate the order process, allowing personnel to know exactly what was bought and begin sending it to the consumer. A corporation will be considerably less prone to make mistakes if it has a more efficient system. They will be able to better serve their clients improving their user experience is an integration benefit.


Critical Client Information Is Now Available

Salesforce and NetSuite are software systems that may help firms by making vital and valuable customer information more accessible. These two systems together will be able to give customer data, scalability, subscription renewals, referral tracking, and pending orders tracking, as well as upsell and cross-sell items between departments.

These business opportunities can keep better track of their clients with more conveniently available client information. They will be able to find critical client data faster and more efficiently due to the integration solutions. As a consequence, they will be able to obtain the information they require to better serve their clients.

Both software options can give consumer data as well as increased scalability. Obtaining information about previous and current consumers might help business leaders with decision making in marketing campaign scenarios for example.

Based on the roles they are responsible for, supply chain managers can create a custom view of the orders for supply or demand on one single page to help with monitoring and regulation. The custom page views can also be saved for any future need to refer to any trends in supply or demand that may affect the business processes.

Data Accuracy

Making the appropriate strategic pivots in corporate strategy requires reliable data. When it comes to finances and accounting, data integrity is crucial; businesses should be able to trust the figures that are recorded in NetSuite and Salesforce. It’s difficult to tell whether the tool is correct or if either is correct when the data in two critical systems don’t match.

In research, it was determined that human error is responsible for 41% of incorrect data, which is unsurprising given that many businesses still rely on manual operations. Businesses can guarantee that data is trustworthy across the board by eliminating manual data entry and connecting accounting software with Salesforce.

360 Financial Visibility with Reports & Dashboards

Salesforce offers powerful reporting capabilities, allowing users to produce reports and dashboards on data in real-time.

Teams may also use financial data from NetSuite to produce reports and dashboards by linking their accounting software to Salesforce. Many finance teams do their forecasting and data monitoring in spreadsheets, which requires exporting data from a variety of sources. Not only will this take a long time, but it is also very possible that human mistakes will occur during the procedure. You may increase efficiency and receive more meaningful financial reports by combining Salesforce and NetSuite.