Project Preparation

During this time, the project lead will be working offline to continue to build out the project plan and reviewing any documents provided by the client (ideally a high level process flow map is created by the client outlining their current processes). The project lead or functional consultant will begin some initial configuration primarily geared around creating custom roles based on the standard since they will be customized to the business needs during the NetSuite implementation. Finally, the project lead will send the client key stakeholders initial homework documents to help the client begin in their education journey learning of NetSuite. 

a. Review the current state of the client's business process (client to provide current business process flow maps throughout their organization)
b. Setup copies of standard roles that the client will be using for Go-Live based on current types of employees needing access to NetSuite
c. Send the client Anchor Group's homework document


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!