Introduction to NetSuite & Client Training

During the 'initiate stage' of an Anchor Group NetSuite implementation, the project lead performs a series of client training sessions intended to help get your key NetSuite implementation stakeholders up to speed on the basics of NetSuite. The goal is to help get your team oriented to NetSuite enough to effectively navigate in order to become better with basic NetSuite user activities. 

a. Initial Login and how to grant other employees access to NetSuite
b. Home Button
c. Help and SuiteAnswers (your new best friend)
d. Global Search (including shortcuts like prefixes and % and _ wildcards)
e. Introduction to the File Cabinet
f. Recent Records
g. Customization Documentation

Need Customizations?

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

Learn how to build your own quote!

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!