Procedures and Methods

During the initiate stage of an Anchor Group NetSuite implementation, the project lead and client key stakeholders meet to discuss their company terminology and how it relates to NetSuite terminology. This helps start the conversations of the two teams with a common language around business processes. During this stage, the client will also be getting access to their collaborative project management board. This is a collaboration board used to document the status of the project and provide a platform to collaborate offline. 

a. Share project management Monday board for the client to view and collaborate
b. Set up and confirm meeting cadence with all key implementation stakeholders
c. Glossary of Differing Terms (Client terminology = NetSuite terminology)

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

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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!