Our NetSuite Implementation Methodology

CEBA's team of certified NetSuite consultants will work with you to assess your business needs and objectives, and then design and implement a NetSuite solution that fits your specific requirements. Whether you're looking to replace your legacy ERP system, or you're a growing company needing a more robust solution than your current accounting software can provide, CEBA has the experience and expertise to help you get the most out of NetSuite.

Discovery and Planning

We work with you to understand your business needs and objectives, and then create a project plan that outlines the scope of the project and the proposed solution. Our approach to discovery and planning is highly collaborative, and we make sure to involve key stakeholders from your organization throughout the process.

NetSuite Solution Design and Configuration

Once the discovery and planning phase is complete, our team will begin designing and configuring your NetSuite instance. The design phase will take into account the needs of your businesses various departments and ensure that all required functionality is captured in the solution.

NetSuite Configuration

After the solution has been designed, our team will begin configuring NetSuite to meet your specific business requirements. Our team of functional consultants will work with you to ensure that all business processes are captured accurately in the system.

Data Cleansing and Migration

If you're migrating from an existing ERP or accounting system, our team will handle all aspects of data migration. We will work with you to understand your current data structure and map it to NetSuite's database. We will then provide you with a data migration plan and schedule to ensure a smooth transition of your data into NetSuite.

Data Cleansing and Migration

If you're migrating from an existing ERP or accounting system, our team will handle all aspects of data migration. We will work with you to understand your current data structure and map it to NetSuite's database. We will then provide you with a data migration plan and schedule to ensure a smooth transition of your data into NetSuite.

NetSuite Proof of Concept Demonstration

Once the NetSuite configuration is complete, our team will conduct a demonstration of the proposed solution for each business department. This will give you an opportunity to see how NetSuite will work for your specific business needs and to provide feedback on the proposed solution.

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System Customization

We can customize NetSuite to match your company's branding, including creating custom forms, reports, and dashboards.

System Configuration

We can help you configure NetSuite to meet your specific business needs. This includes setting up custom fields, workflows, and user permissions.

Data Management

We can assist you with importing and exporting data, as well as managing data within NetSuite. This includes creating and updating records, resolving duplicates, and maintaining data integrity.

Security and Compliance

We can help you maintain the security of your NetSuite account and ensure compliance with company policies and external regulations.

User Management

We can manage NetSuite user accounts, including creating and updating user profiles, resetting passwords, and assigning permissions.

Role and Permission Management

We can manage NetSuite roles and permissions, including creating and updating roles, assigning permissions to users, and managing access to NetSuite features and functionality.

Workflow Management

We can manage NetSuite workflows, including creating and updating workflows, assigning tasks to users, and monitoring workflow activity.

Report and Dashboard Creation

We can create custom reports and dashboards in NetSuite, based on your users specific needs.

Form Customization

We can customize NetSuite forms to match your company's branding and add custom fields, workflows, and user permissions.

Download Our NetSuite Implementation Guide

A NetSuite ERP implementation can be complex, so it’s important to have a clear understanding of the process before you begin. This guide will take you through the entire process of NetSuite ERP implementation, from start to finish. We’ll cover everything you need to know about NetSuite ERP, including how to select the right implementation partner, how to plan and execute your NetSuite ERP project, and how to troubleshoot common implementation issues.

NetSuite Implementation Approaches

NetSuite ERP Experts at Your Service

There are many ways to go about implementing the NetSuite ERP system. The approach that we take will be based on the specific needs of your business and the objectives of the project. Our team has experience with a variety of NetSuite implementations, both large and small, and we will work with you to find the best solution for your business. Whether your priority is to go live as fast as possible, or whether your business would suit a slower and more steady approach, we can accommodate.

Waterfall Approach

The waterfall approach is a traditional linear method of software implementation and development which is suited to projects with well-defined requirements and deliverables. This approach involves completing each phase of the project before moving on to the next phase.  The advantage of this approach is that it allows for a more predictable timeline and cost estimate for the project. The disadvantage of the waterfall approach is that it does not allow for much flexibility and can be quite rigid if changes need to be made to the project scope or requirements.

Agile Approach

The agile approach is a more flexible and iterative method of software development that is well suited to projects with ever-changing or undefined requirements. This approach involves breaking the project down into smaller pieces or 'sprints' and working on each sprint individually. The advantage of the agile approach is that it allows for more flexibility and can accommodate changes to the project scope or requirements. The disadvantage of the agile approach is that it can be more difficult to predict the timeline and cost for the project as the requirements may change during development.

Phased Approach

The phased approach is a hybrid of the waterfall and agile methods and can be used for projects with well-defined requirements that need to be delivered in stages. This approach involves breaking the project down into smaller phases and working on each phase individually. The advantage of the phased approach is that it allows for more flexibility than the waterfall approach and can accommodate changes to the project scope or requirements. The disadvantage of the phased approach is that again, it can be more difficult to predict the timeline and cost for the project as the requirements may change during development.

Talk to an Expert

System Customization

We can customize NetSuite to match your company's branding, including creating custom forms, reports, and dashboards.

System Configuration

We can help you configure NetSuite to meet your specific business needs. This includes setting up custom fields, workflows, and user permissions.

Data Management

We can assist you with importing and exporting data, as well as managing data within NetSuite. This includes creating and updating records, resolving duplicates, and maintaining data integrity.

Security and Compliance

We can help you maintain the security of your NetSuite account and ensure compliance with company policies and external regulations.

User Management

We can manage NetSuite user accounts, including creating and updating user profiles, resetting passwords, and assigning permissions.

Role and Permission Management

We can manage NetSuite roles and permissions, including creating and updating roles, assigning permissions to users, and managing access to NetSuite features and functionality.

Workflow Management

We can manage NetSuite workflows, including creating and updating workflows, assigning tasks to users, and monitoring workflow activity.

Report and Dashboard Creation

We can create custom reports and dashboards in NetSuite, based on your users specific needs.

Form Customization

We can customize NetSuite forms to match your company's branding and add custom fields, workflows, and user permissions.

Our Implementation Methodology

Project Commencement

The first step is to meet with you and your team to discuss the project in detail. We’ll review your current business processes, systems, and data to fully understand your needs.

Project Planning

After we understand your specific needs, we’ll develop a detailed project plan outlining the work scope, deliverables, timeline, and budget.

Solution Design

Once the project plan is approved, our team will start working on the solution design. This includes mapping your current business processes to NetSuite and designing any customizations or integrations that may be required.

Deployment & Configuration

Our team of functional and technical consultants will work our your NetSuite account to configure the modules, features and functionality to align with your businesses processes.

System Demonstration & User Acceptance Testing

Once the system is configured, we’ll provide you with a demonstration of the solution. Once you’ve signed off on the demonstration, we’ll start working on your user acceptance testing (UAT) environment.

Go-Live & Support

After UAT is complete and you’re happy with the solution, we’ll go live with your new NetSuite system. And even after go-live, our team will be there to provide training and support as needed.

System Customization

We can customize NetSuite to match your company's branding, including creating custom forms, reports, and dashboards.

System Configuration

We can help you configure NetSuite to meet your specific business needs. This includes setting up custom fields, workflows, and user permissions.

Data Management

We can assist you with importing and exporting data, as well as managing data within NetSuite. This includes creating and updating records, resolving duplicates, and maintaining data integrity.

Security and Compliance

We can help you maintain the security of your NetSuite account and ensure compliance with company policies and external regulations.

User Management

We can manage NetSuite user accounts, including creating and updating user profiles, resetting passwords, and assigning permissions.

Role and Permission Management

We can manage NetSuite roles and permissions, including creating and updating roles, assigning permissions to users, and managing access to NetSuite features and functionality.

Workflow Management

We can manage NetSuite workflows, including creating and updating workflows, assigning tasks to users, and monitoring workflow activity.

Report and Dashboard Creation

We can create custom reports and dashboards in NetSuite, based on your users specific needs.

Form Customization

We can customize NetSuite forms to match your company's branding and add custom fields, workflows, and user permissions.

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NetSuite Implementation

CEBA Solutions is an Oracle NetSuite Solution Provider and a leading provider of NetSuite implementations. With over 10 years of experience, CEBA has implemented NetSuite for companies of all sizes in a variety of industries.

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Signs It's Time for a Second Opinion

If you are in the process of implementing NetSuite but feel that things aren't going quite to plan, it might be time to seek a second opinion.

Common signs that your project progress needs to be reviewed include:

The project is behind schedule

The project is over budget

There is a lack of clarity around objectives and deliverables

There is friction between the implementation team and other stakeholders

You are not seeing the expected return on investment

Client Success
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Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story
Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story

Reasons Why Projects Fail

There are many reasons why projects fail, but when it comes to NetSuite implementations, there are some common mistakes that we see over and over again:

Not Defining Objectives Early Enough

One of the most common mistakes we see is that clients don't define their objectives early enough in the process. Without clear objectives, it is difficult to scope out the project properly and set realistic expectations. This can lead to surprises later on down the line as additional functionality is required that wasn't accounted for in the initial budget.

Not Utilizing an Experienced Implementation Partner

Trying to save money by not utilizing an experienced NetSuite implementation partner is another common mistake that can lead to project failure. This usually leads to issues further down the line as businesses realize they need more support than they anticipated. It is important to remember that a successful NetSuite implementation can lead to long-term cost savings, so it is important to invest in the right team from the start.

Lack of Effective Change Management

Another common issue we see is a lack of change management. Implementing a new ERP system is a big change for any organization, and it is important to have a plan in place to manage this change. This includes training employees, and establishing new processes, and communication plans. Without proper change management, it is difficult to ensure that everyone is on board with the new system and knows how to use it effectively.

Our Implementation Methodology

Project Commencement

The first step is to meet with you and your team to discuss the project in detail. We’ll review your current business processes, systems, and data to fully understand your needs.

Project Planning

After we understand your specific needs, we’ll develop a detailed project plan outlining the work scope, deliverables, timeline, and budget.

Solution Design

Once the project plan is approved, our team will start working on the solution design. This includes mapping your current business processes to NetSuite and designing any customizations or integrations that may be required.

Deployment & Configuration

Our team of functional and technical consultants will work our your NetSuite account to configure the modules, features and functionality to align with your businesses processes.

System Demonstration & User Acceptance Testing

Once the system is configured, we’ll provide you with a demonstration of the solution. Once you’ve signed off on the demonstration, we’ll start working on your user acceptance testing (UAT) environment.

Go-Live & Support

After UAT is complete and you’re happy with the solution, we’ll go live with your new NetSuite system. And even after go-live, our team will be there to provide training and support as needed.

NetSuite Frequently Asked Questions

What is a NetSuite implementation?

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Implementing NetSuite is a process tailored to integrate the NetSuite system into a business's operations. It starts with careful planning to understand the specific needs and objectives of the business. This phase is crucial to determine the scope and requirements of the project. Following the initial planning, the actual setup of NetSuite involves configuring the software to align with the business's processes, which includes setting up financials, CRM, e-commerce, and other NetSuite modules. The final stages involve data migration, where existing business data is transferred to NetSuite, and user training, ensuring that the staff are equipped to use the system effectively. Testing is also a critical phase, where the configured system is rigorously tested to iron out any issues before going live.

Can I implement NetSuite myself?

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Implementing NetSuite yourself is possible, especially for simpler business models or those with in-house IT expertise. However, it can be challenging due to the complexity and extensive features of NetSuite. A DIY approach requires a solid understanding of both your business processes and the NetSuite platform. For most businesses, especially those with complex needs or limited IT resources, partnering with a NetSuite implementation specialist is recommended. These professionals can ensure a smoother, more efficient implementation process, tailored to your specific business needs. They bring expertise in best practices, system configuration, and can help avoid common pitfalls that might delay or complicate the implementation.

How difficult is it to implement NetSuite?

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The difficulty of implementing NetSuite largely depends on the specific needs of the business and the complexity of its operations. For smaller businesses with straightforward processes, the implementation might be less challenging. However, for larger enterprises or those with intricate workflows, customizations, and integrations, the implementation can be quite complex. Challenges may arise in areas such as data migration, system integration, and NetSuite user training. The implementation process also requires a careful balance between adapting the system to the business's needs and altering business processes to leverage NetSuite's functionalities effectively. This complexity is why many businesses choose to work with implementation partners who can navigate these challenges and ensure a successful deployment.

What is this page about?

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NetSuite, implementation, ERP system, CRM capabilities, cloud-based, data migration, system configuration, user training, project planning, business processes, customization, integration, testing, deployment, financial management, professional services, technical support, software setup, workflow optimization, operational improvements, cost estimation, consultant partnership, business analysis, user adoption, system testing, go-live support, post-implementation review, ongoing maintenance, performance monitoring, business growth strategy, NetSuite partner, industry solutions, technology investment.

What is the difference between NetSuite implementation and professional services?

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NetSuite implementation services are focused on helping you get your system up and running. Once the system is live, our professional services team can help you optimize your use of NetSuite and ensure that you are getting the most out of the software. At times you may find you require additional support even after the initial NetSuite implementation is completed, and that’s where our professional services team comes in.

If you have any questions about our NetSuite professional services, or would like to learn more about how we can help your business, please contact us today.

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