Our NetSuite Implementation Process

Our NetSuite implementation process combines best practices gleaned from our own implementation experience as well as NetSuite’s SuiteSuccess implementation methodology.

It is designed to provide us with complete understanding of your business, so we can configure and optimize NetSuite to provide the best solution for your needs. The services we provide in our NetSuite implementations typically range from creating complex workflows & customized business processes, to setup and configuration of advanced modules, data conversion, and integration with third party platforms and applications.

Our NetSuite implementation process comprises of seven key phases which are consistent across all our implementation engagements. Project management extends across all seven phases to ensure adherence to the project’s schedule and the quality of the deliverables promised. Our proprietary NetSuite implementation process is described in detail below.

Our NetSuite Implementation Process

Our NetSuite implementation process comprises of the following phases and deliverables

Requirements & Business Analysis

  • Solution Discovery – understand your business processes, challenges & goals
  • Requirements Scoping – on site business review & the development of a detailed scoping document for the project’s key requirements, deliverables & timelines
NetSuite Deployment & Setup

  • Standard Deployment – setup and configuration of standard NetSuite functionality along with client-specific settings and content
  • NetSuite Customization – implementation of custom scripts, features and workflows based on client requirements
Data Migration

  • Data Import – import of client data into NetSuite such as orders, customers, transactions, etc.
  • Historical Data Migration – Migration of historical data from the former system to NetSuite
Testing, UAT & Training

  • Quality Assurance Testing – to ensure everything works as desired
  • User Acceptance Testing – by the client to ensure the solution works as per their expectations
  • System Training – for the client’s users on how to use the NetSuite system
Go-Live (Production Deployment)

  • Sandbox to Production Shift – migration of artifacts from sandbox to production
  • Setup of Live Site Domains
  • CDN Enabled – to enhance site performance
  • Item Categories & Item Setup
  • SEO
Post-Deployment

  • Post Deployment Support – to assist with any additional requirements or changes.
  • On-going Support (optional) – by a dedicated team is also provided for clients looking for long-term assistance

NetSuite Implementation Process Flow

implementation-methodology-process-diagram

What Our Customers Say

Folio3 is an excellent partner as they take the time up front to understand the business flow, so that the implementation work they do is optimized to meet those needs. As with any 3rd party implementation partner, communication is critical to success. Good communication from the team at Folio3 makes them a valued partner.

Richard Cockrell
NetSuite Administrator, Hawk Ridge Systems

Folio3 has been an unstoppable NetSuite implementation partner! Working through the ambiguities associated with complex integrations, they have skillfully supported our multiple business units, from production to retail. Their command of the NetSuite product and scope of supporting services is truly impressive, and they continually work to develop novel and comprehensive solutions for our most challenging needs. Going beyond outstanding technical skills, their people are highly responsive, kind and informative, at every turn!

Adam Marquart
COO, Juice Shop
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