Solution Offering

NetSuite Implementations

We pride ourselves in delivering end to end NetSuite implementations right from the concept stage to administering and supporting the implementation. Our Business Analyst engages with your team right at the start to review existing practices, processes, systems and performs a detailed investigation and prepares a Business Requirements Document, which is followed by a blueprint of to-be processes. With this, the entire implementation plan is charted out and helps in staying in the course and budget resulting in timely deliveries. We assign a dedicated SPOC which is constant throughout the course of the Project, which minimizes repetitive KT and allows for complete accountability and task assignment. We have a mix of resources comprising business and domain specialists, techno-functional experts and purely technical developers who are all led by a single Project Lead allowing for seamless communication with the client.

Areas of NetSuite Functional Expertize

  • Advanced Financials – Amortization, Statistical Accounting, Revenue Recognition
  • OneWorld – Multi Subsidiary Multi-Country Multi Location Multi-Currency setups
  • Supply Chain – Logistics, Advanced Inventory, Multi-Location
  • Taxes – GST, VAT, and India specific TDS & GST implementations
  • SRP – Resource Allocations, Project Billing, Costing & Profitability
  • Employee Engagement – Employee Portal, HRMS, Time & Expense
  • Fixed Assets – US, India Depreciations, Custom Reporting, Asset Splits & Merge
  • Business Intelligence – Complex Reports, DashBoards, Queries & Data Analytics, Charting

NetSuite CRM

  • Marketing Automation – Campaigns, Online Forms, Promotions, Search Engine
  • Sales Force Automation – Leads Routing, Sales Workflows, Lead Pipeline, Sales Funnell, Forecasts
  • Customer Support – Cases, Issues, Resolution Knowledgebase, Escalations
  • Help Desk – Issues Log, Registers, FAQs, Routing & Workflows

NetSuite Customizations

Though NetSuite offers a plethora of built-in functions and options, an implementation also needs customizations to exploit the full potential of a system. We have in-depth experience on NetSuite Platform to plug the critical gaps and address the unique challenges of every business.

SuiteScripts

We have developed scheduled scripts to automate routines, process, change default system behavior, customize logic and aid in user interaction.

Example 1 – Scheduled script to run batch operations requiring heavy background processing

Example 2 – Client Script to change entry behavior based on user/role access

Example 3 – Form Changes and Field behavior restrictions using code

Example 4 – Billing operations automation using custom logic schedules

Example 5 – Modifying underlying business logic using User Event scripts

Example 6 – Build UI forms and screens using Suitelet scripts

Example 7 – Customized Dashboards using Portlets incorporating external feeds and data

Example 8 – Graphical representation of data using Google APIs & Charting

Example 9 – Complete automation modules available for HR automation

Example 10 – and much more ready to deploy options available

SuiteFlows

Todays growing new generation and dynamic organizations need flexible and complex workflows. From routing to approvals everything is performed using SuiteFlows.

Project 1 – Multi-Threaded Purchase approvals workflows

Project 2 – Different Sales Process Approval chain for Estimates, Invoices, etc.

Project 3 – Functional and Advanced workflows on Timesheets and Resource Allocations

Project 4 – Vacation routing and alternate approvals

Project 5 – Master Data Validation workflows on Projects, Vendors and Resources

SuiteBuilder

SuiteBuilder is a click and creates customization on offer from NetSuite and we have used it to build objects and tables not existing in the Standard Packages

1 – Custom Lists and Subtabs to show connected data on Master records

2 – Record types to create own master and transactional data sets

3 – Custom Print and Data fields on Transactions and Master data to store additional information

4 –  Forms to suit each business needs and different forms for different roles for Single record.

SuiteBundler

This is an effective way to port solutions from one NetSuite account to another. We have some ready bundles available for easy deployment for various requirements.

1 – Fixed Asset Report Registers Bundle

2- Profit and Costing saved search bundle

3- Resource allocation reports and utilizations bundle

4 – Graphs and Charts on HR related areas

5- Custom Dashboards and KPIs bundles

SuiteAnalytics

NetSuite provides SuiteAnalytics to design and develop customized reports and dashboards with their information building tools. All data that goes into a system needs a meaningful purpose and assimilation to be presented in a comprehensible format.

1 – Custom KPIs

2- Bespoke Financial Dashboards

3- Custom Charts and Graphs

4- Complex Queries and Analytical Reporting

5- Financial Reports Builder for custom Balance Sheets, Cash Flows and Income Statements

Rest APIs/SuiteTalk

No system is complete without providing options to interconnect with other systems. We have executed projects to provide real-time and batch integration of NetSuite with external applications

  • WebService Integrations using SuiteTalk and Java/ASP.Net
  • Building RestLet and generating URLs for external application calls
  • Bi-Directional sync with CRM, HR and other applications
  • Configuring ODBC/JDBC connectors with NetSuite data
  • XML/SOAP/JSON based data interchange

NetSuite Integrations

We understand that there are specialized systems available for specific functions like timekeeping, expenses, external hr, payroll, etc . serving business and organizations in their own unique ways. It can be legacy systems or more user-friendly employee facing systems which need to integrate and work closely with NetSuite.

To address challenges like this we have a team of integration experts who can integrate NetSuite to any other system through the platform provided integration architecture like Web Services, SOAP, XML, Rest APIs, and ODBC/JDBC.

Here are some of the integration projects that we have successfully executed

  • SalesForce – SalesForce is a leading CRM platform worldwide. We have integrated the CRM data like Customers, Orders to NetSuite. There is also a real-time inventory data sync to SalesForce to update item availability while booking orders.
  • Concur – Concur is a favorite tool for expense and travel management for employees. It automates employee expenses from receipt to reimbursement. We provide Concur integration with NetSuite to make the necessary GL impacts into the financials.
  • Expensify – Expensify is a very employee friendly expense management solution having a great mobile application and provides for a slick interface for fast expense booking while on the go. We integrate NetSuite with Expensify in 2 ways – one to only make the accounting entries and the second option is to bring in the expense booking entries also into NetSuite.
  • BambooHR – BambooHR serves as a simple HR solution for many organizations in the small to medium sectors. We integrate NetSuite and sync all employee records with BambooHR with real-time updates. We also sync master data like locations, categories, departments with BHR in batches or scheduled daily/weekly basis as desired by customers.
  • Banking/Credit Card integrations- Banks and Credit Card vendors need a very secure mechanism to integrate receipts and payments data with an external system. The volume of these transactions are also high and need encryption and safe transfer protocols to be followed. We have executed and implemented Banking integrations with leading banks in the US.
  • FTP based integrations – This is a popular method to integrate with any external systems who do not expose integration APIs due to security or technical concerns. FTP is best suited for batch integrations to generate files using NetSuite data and encrypt/upload to a secure FTP portal. This is then picked for processing and results and send back in a file format to the FTP which needs to be read and updated into NetSuite.
  • Integrations to Oracle/SQL data warehouses – NetSuite is preferred across the world for its fast deployment and short implementation time frames, so there are many Business Groups who use different Central ERP and NetSuite for their subsidiaries. This needs for integrating NetSuite with their systems which have Oracle/SQL as backend databases. We deliver on such integrations which require working with several technologies along with deep experience on complete NetSuite data architecture.

NetSuite APPLICATIONS

Apart from customization and implementation services we also have developed applications on NetSuite Platform which are available to deploy readily. These applications are fine-tuned and developed with a focus on areas requiring automation for general businesses otherwise not provided or supported by NetSuite. Some are special application packages for local geographies like India, EMEA, and the US Pacific.

Employee Portals and Notice Board

We have the application available in which Employee center has been customized and converted to an Employee portal. This portal displays Company Notice Board, support File Downloads, displays surveys and results and has many more functions customizable to each client needs.

Supervisor Change requests

Every organization undergoes changes in reporting manager, approvers, and supervisors. We have automated this using Supervisor change module which allows for submitting a request, approvals by past and new supervisors and updating the employee record in NetSuite with the change completed.

Resource Requisition

Resource requisition module is a collection of functions to monitor resource assignments, check for under and overallocated resources, find resources based on skill sets and assign them to projects. There is a collection of reports available to track resource time and engagement within an organization.

Attrition and Resignation Management

Employee attritions are a key factor to monitor and act upon in any service or software company. We have developed a complete module to track employee resignations and exits. We also store reasons for exit and cases to consider for retaining and re-hires. There are a variety of reports and dashboards available to track attritions and headcounts based on department, managers, and roles.

Learning and Development Automation

We have developed a small module to schedule training to a targeted audience, register applicants,  record training feedback and attendance and associate training completion to employee skills. Reports are available on metrics like trainer score, attendance, skills development for HR analytics.

Google Charts and Maps with NetSuite data

NetSuite charting and graphing capabilities are pretty limited and many organizations use 3rd party tools or BI applications for making Graphs and charts which can be used in corporate reports and presentations. We have integrated Google Charts and other popular Google APIs to work with NetSuite data. This allows having custom graphs and charts available with advanced options on standard as well as custom record queries.

Employee Surveys

Surveys are an essential tool to gather feedback from customers, employees, and users to understand and chart action plan based on the results. In service companies, employees are assets and one needs to ensure that HR has a platform to conduct surveys. We have a full-fledged application which allows to create surveys, questions and record the statements from each employee.

7 NetSuite Implementation Mistakes Finance Professionals Make

7 NetSuite Implementation Mistakes Finance Professionals Make

Netsuite mistakes – the 7 biggest NetSuite Implementation mistakes

If you want to Implement NetSuite with Relative Ease and avoid the NetSuite Implementation mistakes that stop most people dead in their tracks, read this immediately because the mistakes and what to do instead, are inside this article.

Mistake #1: Replicating Your Legacy Accounting System Without A Strategy For A Phased Roll-out Of A Full Blown ERP System.

1-Plan
NetSuite Implementation

What is the mistake?
The mistake here is to replicate your legacy accounting system without utilising the full capability of NetSuite as an ERP. Replicating your legacy system such as MYOB, is not in and of itself a mistake, on the contrary, it’s a good start on the PROVISO that Clear, High Priority plans are in place for the roll out of additional functionalities. These plans need to be funded and signed off at all the required levels/stakeholders. More importantly, these plans need to align with the company’s strategic 3-5 year plan.

Why is it a mistake?
This is a mistake because the true value of NetSuite will not come to the fore if only basic functionalities are used. The risk is that when NetSuite goes live, the promises made by the sales people do not come to fruition, which infuriates and frustrates staff to the point that successful project delivery within $ and Time budgets becomes virtually impossible. This system, like any other is only as good as the people that operate and administer it

What should you do instead?
You should have a clear strategy for a phased roll-out of NetSuite’s full capacity as a “Cloud Business Management Software Suite” ERP, CRM, eCommerce, Payroll, Fixed Assets, Inventory, manufacturing, the list goes on. You need to decide what you want versus what you can afford to start with and then budget for ongoing improvement and maintenance.

The cloud brings us materially closer to the Nirvana of a prefect system, but the truth is that for the vast majority of businesses around the globe there is almost constant change due to staff structure, process and other changes. Your plan should be a Strategic Information Systems plan aligned with your company business plan.

We suggest spreading your plan over 3 phases as a NetSuite Implementation Methodology, for example: 1) NetSuite Initiation, 2) NetSuite Implementation, and 3) NetSuite Improvement.

Mistake #2: Limiting Your Team Members’ Time On NetSuite Implementation Project

2-Busyness
NetSuite Implementation Project

What is the mistake?
The mistake here is to not CREATE enough time for core project team members to play and test in your NetSuite Sandbox. There will no doubt be a range of new entities, transactions, process flows etc. that will be brand new to new NetSuite users. Specifically the accounting department staff that are traditionally heavy system users.

Why is it a mistake?
This is a mistake because users will ultimately own this mission critical system, and without the required level of expertise, which can only be gained from working with the system, the integrity of the financial records may come into question.

What you should do instead?
What you should do instead is stretch out the implementation project over a longer period of time. The reality is that very few staff have the capacity to take on a project of this magnitude and significance, specifically not over a short period within tight, strict deadlines. The longer staff have to test, the more comfortable they will feel with the new environment. Once they get through the initial pain that goes hand in hand with all new systems or major changes they will start seeing the benefits coming through rather than just the pain of more change and stress. It’s absolutely key to have staff on board.

Mistake #3: Not Building A Prototype In Sandbox Quick Enough for Exploring, Learning, and Testing

3-Sandbox-ls-v2
NetSuite Implementation

What is the mistake?
The mistake here is to not to have a prototype built ASAP (+-within one month) in your NetSuite Sandbox. At least one Sandbox is absolutely crucial for Testing and Development.

Why is it a mistake?
This is a mistake because watching training videos and reading articles, best practice in SuiteAnswers, will only get you so far. A working prototype with a material number of ACTUAL Company information, employees/users, subsidiaries, reporting segments, Customers, Creditors, Items, General Ledger Accounts etc. is the best way to get Users to accept the system than a total blank canvas or dummy entity setup. Without user acceptance of the new system project budgets and timelines will suffer. Your Total NetSuite Implementation Cost WILL BE HIGH.

What you should do instead?
What you should do is include a sandbox in your implementation budget so that you can setup a Prototype within+- 1 month. Give your key users access to system and get them playing around in system and getting to know what NetSuite can do. Make sure all users nominated cover all the transactions across the business. It is also recommended these nominated users sign off the testing throughout the project and not at the end of the project.
Given we mention transactions we may be able to use transaction list excel example here AGREED – Will insert next week when download page setup.

Mistake #4: Spending Improvement Phase Budget On Core Implementation Phase

4-High Cost
NetSuite Implementation

What is the mistake?
The mistake here is to contract Contractors at too high a rate. This is guaranteed to add significantly to your Total NetSuite Implementation Cost.

Why is it a mistake?
This is a mistake because high rates means less hours on fixed budget. As pointed out in Mistake #1 above, the Improvement Phase is Key, so if you spend budget on Implementation only you will not have the budget to execute a phased Improvement strategy.

What you should do instead?
Source contractors at lower rates. Most NetSuite Partners source lower cost resources from Near- or Right shore, the differentiating factor lies in whether these savings are passed on to you, the customer. Lower cost means more time to stretch the project window which will no doubt, increase chances of a successful Implementation.

Mistake #5: Not having Medium To Long Term Access To A NetSuite Team, As Part Of Your Organisation.

5-TeamWhat is the mistake?
The mistake here is to think that implementing NetSuite is a one off implementation project by NetSuite consultants and then it’s over and done and “business as usual” when completed.

Why is it a mistake?
This is a mistake because without an experienced team on your side – one that has a deep and wide skill-set, you will not be able to get the most out of NetSuite. Skills required are varied and includes NetSuite (system administration, programming and development), Accounting, Business Analysis, etc.

What you should do instead?
What you should do instead, is view NetSuite as an ongoing project that requires continuity with the same business partner from the outset. Once your vision is clear, find a business partner that you trust and enjoy working with. Develop short, medium and long term plans and budgets with this partner. The Key here is Continuity and retention of experience from the same business partner all through all 3 phases of the NetSuite’s Life Cycle which is Initiation, Implementation and Improvement Phases. Plans should span over a 3, 5 and even 10 years and be underpinned by a continuous improvement culture.

Mistake #6: Not Addressing The People Side Of  The NetSuite Implementation

6-People FrustratedWhat is the mistake?
The mistake is to not and promptly address the people in your organisation (outside of core Implementation team) that will be affected by implementation of NetSuite.

Why is it a mistake?
This is a mistake because at the end of the day it’s the people who use the system who will determine the success of the system and not the system itself. If people do not feel included from the very early stages of an implementation they will be more resistant to change than if they feel they have input and that their voices are being heard.

What you should do instead?
What you should do is appoint an internal change leader and have a communication plan that keep people up to date with what’s happening in a way that they want to hear about it. This plan could involve regular email communications, weekly announcements at staff meetings, or any way that suits your organisation. There should be a clear and direct channel of communication between the core implementation team and all the other users.

Mistake #7: Not Accepting Responsibility For Understanding NetSuite From The Early Stages

7-Magic Consultants-v1What is the mistake?
The mistake here is the notion that the external consultants will “do everything” and that the NetSuite implementation will “magically happen” while you do your day job. The fact is…You will need to own the NetSuite implementation internally from the beginning. You will not be successful if users do not get stuck in from day 1.

Consultants know NetSuite…not your business. Most businesses cannot afford a full-fledged old school detailed implementation which means an Agile approach is really your only option. This needs to be a joint effort from day 1. At the end of the day, users will have to design, test and sign off before Go Live.

Why is it a mistake?
This is a mistake because without early and constant input and advice from within the business the implementation will not run anywhere close to budget. Because issues are not picked up, tested, debated and solutioned early, a lot of work has to be redone, which is timely and expensive. More importantly you only have one chance to get it right with users, user acceptance gets materially harder when first contact with the system leaves users frustrated and confused.

What should you do instead?
What you should do is to make the project high priority by getting respected high ranking people involved all across the organisation so that failure is simply not an option which should incentivise users to take responsibility. Coming up with incentive schemes might not be simple but without some kind of incentive, users will not want to take responsibility.

The benefits of a well setup system operated by well trained staff will ultimately have so many benefits that users will without a shadow of a doubt experience this. This is in itself the biggest incentive as it makes life easier and better.

Now that you know the top 7 NetSuite Implementation mistakes and how to avoid them, I’d like to invite you to make a comment below and tell me what you think. Do you agree? Have I missed anything?

Do you have any burning questions about NetSuite you’d love to ask me? Then feel free to ask them here https://integrisuite.com/contact and I’ll get back to you as soon as I can. I WILL answer your question.