NetSuite Partner Consultant Bootcamp

Transcription

1 NetSuite Partner Consultant Bootcamp Key Tasks How do I: Complete setup tasks and define account preferences? Define custom user roles based on standard roles? Enable accounting features and preferences? Use reports, saved searches, and dashboards to access data? Customize the UI by creating tabs, lists, and fields? Set up workflows to automate business processes? Course Description This three-week training program provides the core knowledge required to be a proficient NetSuite Consultant. Through hands-on exercises, selfstudy and a case study built around a real-life implementation example, you learn to match NetSuite solutions to business requirements, and how to apply that knowledge while configuring a sample production account. During the first two weeks of training, you gain an understanding of core NetSuite ERP features and standard processes, financial reporting and analytics, workflow automation, and customization and integration capabilities. During the third week, you apply that knowledge by completing a case study exercise simulating the tasks and activities of a NetSuite implementation. Finishing this intensive training accelerates your learning as you complete the content of multiple SuiteTraining courses in only three weeks. Combined with your on-the-job experience, this course will also help you prepare to take the ERP Consultant Certification exams. Note: NetSuite ERP Consultant Certification exams are not part of this course and need to be registered for independently. More information can be found at: Who Should Attend The NetSuite Partner Consultant Bootcamp is designed for experienced ERP consultants who are new to the NetSuite product and need to understand core NetSuite functionality and technologies. Subject Areas NetSuite ERP: accounting and finance capabilities. SuiteAnalytics: reports, financial statements, saved searches, KPIs and dashboards. NetSuite OneWorld: subsidiary structures and global implementations. SuiteCloud Platform: customizations, business process automation, and integrations. Data strategy: data migration and structure. NetSuite

2 Related Courses Take this course to prepare for the ERP Consultant Certification Exam: NetSuite Certification: ERP Consultant Study Session Course Objectives Understand the implications of implementing in a Software-as-a-Service (SaaS) environment. Recognize why implementing an integrated system is unique. Identify how NetSuite supports business processes. Explain the best practices for data migration and cutover. Describe the NetSuite release cycle and how to preview releases ahead of upgrade. Examine security, performance and architecture in a Software-as-a- Service model. Practice configuration with a hands-on case study. Weekly Agenda Summary The NetSuite Partner Consultant Bootcamp is a concentrated three-week learning program. This program is taught virtually the first week with the following two weeks taught in-person in a classroom environment. Week 1: NetSuite Core Functionality Accounting and Back-Office Processes Using NetSuite Basic Functionality How Does NetSuite Fit Chatham s Business (Case Study) Overview of OneWorld Navigate the Application Set Up Company Preferences Understand NetSuite Data Model Roles, Permissions and Users Customization: Subtabs, Lists and Fields, Forms and Records Migrate Your Data Data Integrity NetSuite NetSuite Partner Consultant Bootcamp 2

3 SuiteAnswers Get answers to your support and training related questions: Go to the Learning Center to find related self-paced training videos. Take New Feature Training to learn about the latest NetSuite release. Accounting Management Multiple Currencies Tax Information Items Pricing Order Management Fixed Assets Accounts Receivable (AR) Purchasing Accounts Payable (AP) Perform Banking and General Ledger (GL) Tasks Period and Year-End Revenue Recognition Expense Allocation Reports and Searches Design Dashboards Sales Force Automation and Online Customer Forms Customer Support and Case Management Week 2: Implementation, SuiteAnalytics and SuiteCloud Partner Implementation Training Partner attendees are taken behind the scenes on how to successfully implement NetSuite solutions. Building on functional product knowledge learned in NetSuite Essentials, students learn about key differences in implementing a fully integrated suite vs. more modular enterprise packages and how the Software-as-a- Service delivery model impacts traditional approaches. Learn limits and best practices for data migration and cutover activity; learn NetSuite s Release Cycle and how you can preview the release ahead of customer upgrades; discuss security, performance, and architecture of the NetSuite service. Best practices for managing data imports and key considerations for golive are also addressed. NetSuite NetSuite Partner Consultant Bootcamp 3

4 Live Training Webinars Participate in free Webinars to get practical tips and tricks for using NetSuite better: Go to suitetraining.com > Webinars and Events to view the schedule and register for an event. Financial Reports, Searches and KPIs Using Standard Reports Customizing Standard Reports Financial Statements Overview Financial Statement Layouts Standard Matrix Reports Financial Matrix Statements Creating Saved Searches Create Saved Searches Add In-Depth Analysis Publish Saved Searches Key Performance Indicators Using Standard KPIs Create and Use Custom KPIs Analyzing Operational Performance Set-Up KPI Scorecards Realize Smart Dashboards Customization and SuiteCloud Development Tools Introduce NetSuite Architecture Introduce SuiteCloud Platform SuiteBuilder Tailor your Business SuiteFlow Automate Business Processes SuiteScript Extend NetSuite with JavaScript SuiteTalk Integrate Applications Identify Integration Options Evaluate Customization Tools SuiteBundler Package Customizations NetSuite NetSuite Partner Consultant Bootcamp 4

5 Week 3: Case Study Case Study and Toolkit The tools provided to students in this course include demo accounts, an extensive workbook with exercises and best practices, and a case study to fast-track configuration in a controlled environment. Students will receive access to the NetSuite Partner Implementation Toolkit which contains the following tools and templates: Scoping Guide Sample Project Plan Business Process Mapping Questionnaires Visio Diagrams CSV Import Templates Quick Reference Card Job Aids for End User Training In addition, students will have access to their demo accounts for up to 90 days after the completion of the course for further review and reinforcement of the content. Requirements Prior ERP consulting experience Laptop with Wi-Fi capability The ability to consume information quickly A desire to contribute to a team learning experience NetSuite reserves the right to adjust the stated course content to reflect changes to the NetSuite application and to meet the expressed needs of course attendees. Features and functions covered in this course might not reflect those in your purchased NetSuite account. NetSuite NetSuite Partner Consultant Bootcamp 5