Education on Dashboards (Client Training)

Anchor Group tries to slowly introduce elements of training throughout the implementation to build on the client's understanding of NetSuite as the discussions progress. These are some of the topics that are often discussed to provide additional training.

a. Customize Dashboard
b. Personalize Menu
c. Add Shortcuts
d. Naming Conventions and Tips for Internal ID (eg. starting with an underscore because of the prefix) 
e. Editing a View
f. Edit records in-line
g. Export list results
h. Saved Searches
i. Recommend Oracle NetSuite Learning Center Courses for supplemental lessons

Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:

• Size of the business (either number of employees or the annual revenue)
• Industry 
• Complexity of your business processes in your industry
• How savvy are your employees and key stakeholders with ERP systems
  • Experience implementing ERP
  • Experience working in ERP
  • Ability to be curious and a self-learner when hitting roadblocks
• Number of NetSuite modules that need to be implemented
• How good your team is at providing detailed requirements
  • Include conditions for certain scenarios
  • Ability to know general technical architecture and flow of data
  • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?

•  Add to quote and provide additional requirements for customization needs during the process. 

Learn how to build your own quote!

This NetSuite training section is designed for the 'analyze stage' of Anchor Group NetSuite implementations