Dashboards 2.0 (Client Training)

Additional training sessions on building custom dashboards for the NetSuite end users, creating saved searches, and how to use basic NetSuite tools to keep their day-to-day life efficient. This is also covered during the beginning of the NetSuite implementation, however, this is geared towards additional key stakeholders. Anchor Group has found that clients tend to absorb more information better when the project is getting closer to the end and as a result, we often need to perform the same training twice so that the content is correctly absorbed. This is strategically positioned directly before the user acceptance testing portion of the project as that will be the part of the project where key stakeholders will be in the system more and notice the need to leverage skills for building customized dashboards that fit their personalized preferences. 

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 task is designed for the validate stage of an Anchor Group NetSuite implementation.