NetSuite Implementation
This NetSuite implementation template is designed for new implementations and outlines the key activities required for a successful project.
Who Can Benefit from This Template?
This template is ideal for NetSuite implementation partners who are already familiar with NetSuite and its SuiteSuccess implementation methodology. It follows the SuiteSuccess approach but has been refined and expanded based on experience from more than 50 NetSuite implementations. When used together with BasicOps, more activities are captured in a structured tool so that tasks, communications, and data are stored in a single shared workspace.
How to Use this Template?
The template includes more than 250 tasks covering most areas of a NetSuite implementation. Tailor the outline to the specific project scope defined in the Statement of Work by removing or adding tasks as needed.
Assign consultants and due dates so the plan aligns with the overall timeline agreed with the customer.
The Project Summary is useful to quickly see the current status of the implementation.
Why Use this Template?
The template provides a well-structured starting point for a NetSuite implementation and includes tasks that many partners might otherwise overlook. It is easy to adapt to the actual scope by adjusting tasks before releasing the project to the consulting team and customer users.
Key Features
- Sections that align with the main milestones of a NetSuite implementation outlined in the Statement of Work.
- Subtasks that break larger activities into manageable steps for smoother execution.
- Important reminders for critical activities such as go-live preparation.
- The ability to assign a responsible consultant to each task and collaborate with internal team members and customer users directly at the task level.
- Due dates on tasks to help ensure milestones are met on time.
- Use of BasicOps’s integrated chat for quick questions and answers internally and with customer users.
- Predefined task lists that help managers and consultants stay on top of overdue tasks, unassigned work, and tasks due in the next 7 days.
- Time tracking directly on each task, allowing you to see current time spent per task.