This overview is designed for you to confidently ask critical questions prior to getting an ERP quote. Knowledge is power and we think you’ll appreciate the insights to be an aware shopper and look savvy when presenting back to the approving committee.

What is an Enterprise Resource Planning System (ERP)?

ERP is the acronym of Enterprise Resource Planning which is a software system that unifies core business operations and automates processes to help companies organize, coordinate and evaluate both external and internal activities.

ERP offers a single solution to manage all departments and processes.

The typical roles that administer the system are:

  • Chief Financial Office
  • Financial Controller
  • Accountants
  • Sales & Marketing Directors
How does the ERP system differ from multiple systems

The main difference between the ERP system and using multiple software applications is that managing great amounts of information is much easier in one central software vs a scattered environment with fragmented data.

With an ERP system, you receive full integration and communication across all departments in real time – avoiding missing information and saving time on

software applications?

manual admin.

Does my business need an ERP?

Who uses NetSuite? It’s an amazing fit for businesses which:

  • Generate revenue between 25M and 500M
  • Have a full-time accounting team of 2+ people
  • Businesses currently on QuickBooks, Microsoft Dynamics or Sage that are growing and need a scalable, robust ERP and easy to use software
  • Have transactions with the need for multiple currencies, languages and/or subsidiaries
  • Need a flexible system to integrate with other business-critical apps (like expenses, taxes, demand planning, etc)
  • Need real-time reporting and true data integrity
  • Need to reduce month end to under 5 days
  • Want to reduce the amount of custom-built to just “keep the lights on”
How do I select the right ERP?

Before searching for products and companies:

  1. Take a deep look into the company operations to understand business requirements (why you think you need an ERP). Select the processes that need to be automated.
  2. When you get a solid knowledge about your business requirements and improvement areas, it’s time to evaluate your business plan. Some software isn’t scalable, so you will need a new platform if your business grows.
  3.  Once you know exactly what the company needs, it’s easier to make a realistic comparison between the different solutions available. Remember that the right ERP has to be flexible enough to adapt to your business, not vice versa.

ERP Academy: Some Useful Links on ERP Comparisons:

  • Microsoft Dynamics vs NetSuite
  • Sage vs NetSuite
What are the most important things to look for When choosing an ERP?

When deciding on a new ERP system always start with reviewing functionality as well as its support levels.

Consider that nowadays, we live in a world where everything needs to be faster and always available. So here are some of the most important aspects to consider.

  • Mobility to run your company, you need to be able to do so anywhere and whenever. You need to have access to the software in the field or remotely.
  • Full document management is also on top of the list. As we go progressing, documents are more and more digitized than ever and you need to be able to keep up! An ERP system should enable you to manage all digital files, putting you ahead of the competition.
  • Analytics: business intelligence is vital to gain success. Making sure your ERP system offers a built-in analytics app will help you stay on top of the latter and improve your business performance.
  • Modularity: ERP’s are built from modules connected to form a centralized system. Each module functionality is different from the other and may complement each other according to their nature. Find a system where you can add-on modules will guarantee covering every side of your business as it grows.
  • Best Practice Savvy: an ERP that claims to cater to midsize to large businesses MUST have a library of prebuilt processes, report, workflows and other templates specific to popular industries.
  • App availability & ease of integration: a great ERP must be flexible to connect with applications, bringing the possibility to empower and customize the platform according to the company’s needs.

ERP Academy: What’s NetSuite and How to select the right ERP

NetSuite for Beginners
What is NetSuite?

NetSuite is an online scalable ERP system that allows companies to run all key business processes in a single, reliable and user-friendly system.

  • Over 40,000 businesses worldwide use NetSuite as a powerful cloud-based ERP.
  • NS has designed the software to have industry best practices and integration ability catered to various business types. Out of the box, it’s the most inclusive ERP solution.
  • Its financial management system is highly praised and has won prestigious awards such as:
  1. CRM Solution of the Year (Cloud Award, 2018)
  2. ERP Category Leader in (GetApp’s Q1, 2018)
  3. Best ERP Systems Software (G2 Crowd Grid, 2018)
Which are the top NetSuite benefits?

NetSuite is a flexible platform that can be applied to a wide variety of business applications.

Top ERP Benefits include:

  • Dramatically Improved Visibility: You are capable of making informed decisions thanks to real-time reporting & global visibility.
  • Reliable: It has been designed to include industry best practices and module flexibility. You can reach your information around the clock knowing that it’ll be safe since the system ’s security is constantly being upgraded.
  • Spend less on IT and dedicate more resources to your business. Allows the user to save money in a digital framework. Plus, there is no hardware to procure, no large, up-front license fees, no maintenance fees associated with hardware or software and no complex set-up.
  • Cloud computing base offers the user the possibility to log in and manage data from every point on the planet while saving money in a digital framework. Constantly adding improvements thanks to the biannual auto updates.
  • Process Efficiency Across Your Organization: In your daily operations you have several key processes you may use that are fragmented. Netsuite allows you to have one integrated system where your business information seamlessly moves throughout your entire company, avoiding wasting employee productivity.
  • Customizable: NetSuite offers platforms for different business sizes and different verticals. This way, in case you have distinctive requirements or needs of special features, there’s always a partner who can assist you.
  • Accelerated growth: You can rapidly expand to multiple locations and sales channels because of unified order and accounting management process and data.
  • User-Driven Innovation: You can quickly implement changes and the user community is strong.

Biannual upgrades: Twice a year the system upgrades automatically to ensure platform security and proper functionality through time.

Is NetSuite a hosted (On Demand) service?

Yes, NetSuite is a Cloud-based On Demand service provider, which means that you can access your ERP from anywhere in the world at any time.

In fact, most companies are migrating to cloud solutions because they want this flexibility that comes with being able to access your business from everywhere. For most businesses, a Cloud-based On Demand service works much better than on-premises services because of the possibility to reduce operational costs and at the same time increase the effectiveness of IT processes in your business.

What are the core modules or features?

In one single database, Netsuite covers seven inter-related modules of businesses, such as:

  1. Revenue Recognition  NetSuite, an industry leader in financial management, has gained position thanks to this module and features like fair value allocation as part of the advanced revenue management (ARM) module.
  2. Service Resource Planning supports operations and helps you drive profitability by optimizing the entire services business lifecycle.
  3. Project Management offers additional value-added features like resources, timesheet and expense management.
  4. Resource Management enables you to optimize your staffing and utilization by minimizing your bench and ensuring that qualified resources are working on the right projects.
  5. Inventory Management provides very powerful inventory management modules contributing to NetSuite’s large presence in the manufacturing industry.
  6. Supply Chain Management provides consolidated, real-time data for various supply chain processes.
  7. Warehouse Management similar to a Warehouse and fulfillment app with stand out features like real-time data visibility.
  8. Manufacturing provides inventory, warehouse management, accounting, and financial management, order management, customer relationship management, and e-commerce capabilities.
  9. CRM: can be accountable for providing Actionable Customer Insight, High-Performance Sales Tools and Collaboration on an Enterprise Level to help ensure your organization’s success. NetSuite CRM gives you a 360° view of your customers in real-time.

Project Accounting connects project activities with company financials, facilitates accurate accounting and billing throughout project lifecycles, provides extensive reporting capabilities and streamlines time and expense management.

Does the software offer role-based views or dashboards?

Yes, it does. Each user has a different dashboard depending on the role permission and configuration. Roles and their permissions determine the pages that users can see in the NetSuite interface and the tasks that they can complete.

The system is totally customizable. You can modify pretty much everything including :

  • Dashboard
  • Templates
  • Company logo
  • Time format
  • Color schemes
  • Fonts

The views are also customizable and can be turned into portlets and panes associated with the dashboard or fields within the software.

What specific aspects of our operations and reporting will NetSuite improve or enhance?

Netsuite will help your financial team get more accurate and automated financial statements by offering real-time financial analysis, gaining a modern financial reporting experience.

The improvement will depend on the operations you selected, but the regular benefits are:

  • Time-saving
  • Cost reduction
  • Increase in productivity
  • Reduction of manual work

Netsuite is committed to helping your business stay on top, so it is important to have a deep understanding of your business necessities in order to make an informed decision on where NetSuite can help you improve your business.

ERP Academy:

  • What’s NetSuite & Why Financial Teams need it


Why should I pick NetSuite over competitors?

You should pick NetSuite because:

  • fast to deploy
  • easy to use
  • flexible enough to support all aspects of your business
  • offers multiple options and features in just one place

The other great thing about NetSuite is that the software was built solely to work with cloud technology in mind, while other competitors were adapted to this kind of platform. Also, With NetSuite’s real-time information, businesses can work anytime, from a smartphone, tablet, desktop, with an internet connection.

ERP Academy:

  • Compare NetSuite easily with other ERP vendors
Can I run my eCommerce shop on NetSuite?

Yes, you can. NetSuite has its own templates so you won’t need to know HTML to build your own site! Its templates facilitate the whole process of delivering engaging brand experiences to online shoppers anywhere from any device.

NetSuite SuiteCommerce is a flexible and feature-rich module designed specifically for eCommerce, who will help you:

  • Drive more traffic to the store
  • Convert browsers into customers
  • Increase online revenue

Some of the key benefits are:

  • Unified operational cloud-based business system.
  • Adaptable for selling from a variety of brands, languages, and currencies.

Enhance your operational business experience, creating a cross-channel content strategy to improve your experience across in-store, web, and mobile channels.

What are the top advantages of NetSuite ERP for accounting?

It is no mystery that when it comes to Netsuite’s popularity as the leading cloud-based ERP platform,  the company succeeded in designing a software that would include both best industry practices and customizability.

And here are some of the top advantages of NetSuite ERP for accounting:

  • Flexibility: cannot be found in traditional on-premises software applications. Within NetSuite, if you have the correct application security you can add fields to specific record types; match your company’s business processes, and manage your business from a single system without incurring in costly integrations between systems.
  • Scalability: helps your business-growth process. You don’t need an installation to add users or modules. The only thing you have to do is to purchase the application and upload the install codes from Netsuite. At this moment, you won’t need help from consultants and IT unless you need further configuration or enhancements.

Another part of Netsuite scalability is that during a cyclical business cycle you will be able to add users with no extra cost. This gives you the opportunity to scale up or scale down your user count whenever is needed.

  • Workflow automation: a lot of companies put their trust in workflow and business process automation to manage their business because the standardization of process and automation of events helps to ensure consistency in customer management and execution. And since consistency is an important requirement in successfully management, workflow automation can help your company to be more proactive in customer management by early identifying problems and providing the right action.
  • Single application: From the lead to the cash collection and repurchase of additional services, Netsuite has been designed to run and manage your business. To make it easier to understand, let’s say Netsuite is a unified application elaborated to give you a starting point when managing all the other important aspects of a business such as customers, financials, employees, projects, service execution, etc.
  • Collaboration: provides a platform where you can easily collaborate between departments. Being able to share knowledge and information within your business can help you gain a strategic competitive advantage. On this regard, the collaboration also is important when it comes to customer relationships.
  • Having constant communication with your clients can significantly improve service delivery. With the help of NetSuite’s customer center, your clients have access to relevant information and as a result, they are continually satisfied.

ERP Academy:

  • 5 Ways you can manage auditors with NetSuite ERP
  •  NetSuite Business Intelligence & Billing Revenue
Is NetSuite geared for small, medium or large companies?

Since NetSuite can be customized it offers the possibility to be implemented in every type of business. NetSuite meets the evolving business requirements of companies of all sizes. From small, mid-market businesses to large multinational enterprises, NetSuite empowers modern businesses, both private and public, to accomplish their growth potential.

ERP Academy:

  • NetSuite pricing per Industry size
How does NetSuite work?

Netsuite merges many management and business capabilities into one platform, integrating all key business processes missing in traditional ERP systems:

  • Financials
  • CRM
  • Marketing
  • Operations
  • Human resources management
  • E-commerce.

Traditional ERPs often lack one or several modules that are required for a modern company to function properly which leads to companies usually having valuable information in different places, leading to double work and duplicated data.

Netsuite however, works as a unified platform for all business data, it can be the main system of reference for all the company’s departments and tie every activity, directly to the appropriate records and to the general ledger in real time.

Also, Netsuite is cloud-based, which means that employees can access and edit the information needing only an internet connection and a device with a web browser.

How do I know if NetSuite will fit my business model?

NetSuite can fit any size business as its platform is highly customizable and scalable, this means that you can tailor it to any form of business, adapting it to your business as it grows.

Trajectory’s consultants are experts in understanding the power of NetSuite and how it can be tailored to help our customers!

ERP Academy:

  • What’s NetSuite & Why Financial Teams need it
Why would a company switch from Salesforce to NetSuite

Even though SalesForce is a CRM it can’t handle other core processes like an ERP.

NetSuite allows integration with SalesForce (and tons of other platforms) so clients can give the next step without the need of migrating their CRM.

Because of this, many companies are integrating Salesforce to NetSuite. Generally, the reason why they are getting started with this integration can be traced to some of the following causes:

  • NetSuite has a very powerful ERP and financials component.
  • Revenue options are also great in NetSuite.
  • The currency reporting is better in NetSuite.
  • Salesforce costs, performance or limits.
Why do NetSuite implementations fail?

During the implementation process, no matter how much time, money, and resources you dedicate to the project,  you are still at risk for it not working out. Here are some examples of NetSuite Implementation Mistakes:

  •  Undefined Goals/Objectives: It is very easy to get overwhelmed with the whole sales process and their sales pitch!. Instead of looking at the architecture of it all, focus on the final results you expect for your business process.
  • Engaging without having an articulated plan: Purchasing without a Plan happens far too often. A clear plan of how the work will be done and who will do that work is key when it comes to getting service providers with consistency and qualified teams to do the work.
  • Ignoring the plan of adoption and Engagement: Upon launching is very common to ignore what will happen post-implementation. How your users will adapt to the new technology should be considered and reviewed by just having the implementation phase planned.
  • Getting an Under-Qualified Vendor: Having a trusted partner is essential in times of critical system failure, mandatory feature enhancements, workflow updates, resource management, and ongoing maintenance.
    So, there are many things to take into consideration when determining how qualified your vendor is in terms of general expertise, but also as to whether the vendor is the right fit to work with your business.

ERP Academy:

  • Guide to select the right NetSuite Consultant Implementation Partner
How often does NetSuite sync data?

NetSuite sync data every time you click save. Also, the system feeds its dashboard and reports in real-time so you’re never stuck looking at outdated data.

Where can I find a NetSuite implementation partner?

If you want a tailored implementation done right, come with us!
Trajectory is an owner operated ERP solutions provider, with years of experience helping businesses run efficiently and grow faster.

NetSuite Pricing and Licenses
How much does NetSuite Cost?

There’s no standard price. It will depend on your business needs. However, on our NetSuite pricing page you can review the estimated cost according to industry sizes.

NetSuite cost is determined by 5 key factors:

  • Industry type and company size
  • Quantity of user roles
  • Modules
  • Customization
  • Implementation

NetSuite allows users to design their right ERP, offering three different suites designed to fulfill your business needs. These are :

  • NetSuite Limited Edition is NetSuite pricing for small businesses. It is ideal for companies that have a single legal entity and do not require more than 10 user licenses and have less than 50 employees.
  • NetSuite Mid-Market Edition is the right fit for companies that require more than 10 named users and/or have two or more legal entities that need to perform consolidated financial reports across multiple currencies.
  • NetSuite Enterprise Edition is designed for companies with more than 1,000+ named users.

Each of the NetSuite editions is identical in terms of the underlying code base and deployment model. Therefore as your company grows and scales you simply adjust your NetSuite subscription size or include new users, features and modules to meet your needs, the transition is seamless.

With NetSuite you never have to worry about a system migration once you’ve outgrown your current edition, you simply just change your pricing model.

ERP Academy:

  •  NetSuite cost factors
Do I need to pay extra for additional modules/features after the implementation of the ERP?

In order to add modules/features, you would have to pay an extra amount for the additional modules/features and integration. But there is no price when it comes to getting better at what you do!

Any additional module/feature is provided by Third Party companies (Netsuite Partners), the ones who develop and sell the extra modules to you through Netsuite.

Some of the most popular partners include::

  • FloQast is the fastest and most accurate way to close your books.
  • Avalara helps unify sales tax automation, use tax calculation, document management, and returns preparation under a single platform.
  • Dell Boomi is a popular & reliable integration partner for NetSuite.
  • Adaptive Insights, the world’s first business planning cloud, is another partner for NetSuite. It allows you to broaden and enrich our solution capabilities

ERP Academy:

  • NetSuite Pricing and how to save in implementation
What is included in the NetSuite price?

Netsuite offers different software editions depending on your business requirements. What is included in the price will depend on the type of edition you choose for your business.

  • NetSuite Limited Edition
  • NetSuite Mid-Market Edition
  • NetSuite Enterprise Edition

Nevertheless, Each of the editions includes the following features:

NetSuite CRM Includes:

  • Marketing Automation
  • Sales Force Automation / Opportunity Management
  • Case Management / Customer Service Management
  • Partner Relationship Management

NetSuite ERP Includes:

  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Acceptance of Credit Cards, ACH, EFT
  • Bank Management & Reconciliations
  • Multi-Currency & Multi-Language
  • Item & (basic) Inventory Management
  • Project Management (basic capabilities)
  • Order Management
  • Purchasing
  • Employee Center (Time & Expense Management)

In case, you happen to have a CRM license that you’re happy with, NetSuite allows you to integrate your current CRM with the system, Therefore you can choose to get just NetSuite ERP!

ERP Academy:

  •  What’s NetSuite and Why Financial Teams Need It
There's a limit of users I can have in my ERP?

The sky ‘s the limit! NetSuite is a totally scalable solution which supports any number of users ranging from one to into the thousands.

  • NetSuite Limited Edition: if you have up to 10 users this type will suit perfectly.
  • NetSuite Mid-Market Edition: geared for organizations with 11 to 50 users.
  • NetSuite Enterprise Edition: for an organization with more than 50 users, with no upper limit.

The great thing about NetSuite is that your ERP grows side by side with business, which means that you can also add as many users and roles according to your current needs.

What are add-on modules and do I need them?

Add-on modules deliver additional functionality for specialized needs without the need for customization.

There are many different add-on modules available. For our clients, we identify when an add-on module is a good business decision during the requirements discussions and project scoping, so you’ll know early if an add-on module will benefit your business.

Top 6 Popular Add Ons and their Key benefits::

  1. OneWorld:
  • Enable the management of multiple subsidiaries, business units, and legal entities.
  • Support consistent processes across countries.
  • Support global compliance of internal and external processes.
  • Provide real-time global business insight
  1. MultiBook Accounting:
  • Optimize the financial close process with concurrent posting to all books as your business transaction occurs, rather than waiting ‘after the fact’ until the end of the period to replicate data entry and post adjustments.
  • Ongoing compliance to make the necessary customizations in your accounting processes.

Real-time visibility to see accurate flash report financials for anybook, anytime.

  • Effective financial management across the enterprise with subsidiary book relationship mapping capabilities to perform financial reporting and analysis accurately.
  1. Advanced Procurement:
  • Reduce work and errors associated with multiple buyer/vendor phone conversations and emails for every purchase.
  • Enforce compliance by requiring purchases to be made only through contracted vendors.
  • Minimize transaction costs by consolidating multiple requisitions into fewer purchase orders.
  • Take advantage of negotiating quantity-based terms and discounts for bulk purchases.
  1. Suitebilling:
  • Consolidated invoices including one-time, project-based and subscription charges.
  • Scheduled changes for pricing and subscriptions with effective dates and pro-rating.
  • Multi-currency flexibility for subscriptions.
  • Real-time reporting including audit logs and change tracking.
  • Flexible generic and customer specific subscriptions with volume, tiered and flat pricing models.
  1. SuiteCommerce:
  • Accelerate your time-to-market by quickly launching a full-featured online store.
  • Provides an optimized online experience on any device.
  • Easily add new features and functionality to your site as they become available.
  • Support both individual (B2C) or business (B2B) customers from the same platform.
  • The e-commerce directly to your operational business systems with a single cloud-based platform.
  1. Advanced Inventory:
  • Tighten control over your full inventory lifecycle across multiple locations.
  • Slash costs for procurement, warehousing, shipping, and fulfillment.
  • Boost customer satisfaction by eliminating stock-outs and speeding deliveries.
  • Continuously monitor and improve performance with real-time dashboards and analytics.
NetSuite Implementation and Integration
How does a typical NetSuite implementation look like?

As your business is unique, so is your implementation. The implementation requirement depends on every project.

Implementing Netsuite takes careful planning and time to execute, it is important for you to make sure your project is scoped appropriately to accelerate the implementation process. Here are the basic steps needed to implement an ERP:

ERP Academy:

  • Maximizing the value of your NetSuite Implementation
How long does it take to setup/implement NetSuite?

In terms of implementing Netsuite, Trajectory offers a 100-Day Implementation which occurs within tight timeframes, with the least interruption to your business processes.

The 100-days Netsuite implementation is considered one of our best practices and standards to:

  • Ensure for a best practice based project
  • Better ROI
  • Fast user adoption

Trajectory can help you organize and prioritize your requirements concerning all your key business processes into an actionable game plan for evaluating cloud solution options. As certified partners, Trajectory will ensure for competitive total project cost to manage your expectations.

What resources will be committed to our NetSuite implementation project?

Trajectory has certified developers and consultants who will help you on every aspect of your company and specific modules. From the developer team, consultants until project managers we will be by your side at all times.


Will we require any custom development to achieve our objectives?

There are companies that need customization even if they didn’t have a previous ERP. Therefore, It depends on your business requirements and objectives. NetSuite does have out-of-box solutions for many common industry types such as professional services, software & tech, logistics, marketing & education.

If you have never used an ERP before, chances are that Netsuite will suit you right out of the box.

Why is it recommended to use add-ons with NetSuite?

Because add-ons (SuiteApps) can help a company adapt the system to their internal processes, or add functionality that the company needs and the system doesn’t have out of the box.

Also, in case NetSuite does not have a SuiteApp for your favorite third party, you can utilize the Boomi connector to integrate NetSuite with other solutions.

Why are there apps for NetSuite, if it's supposed to be an inclusive ERP?

It’s impossible for a single ERP to offer every single functionality that all companies need. Therefore there’s always going to be something that the system cannot do “Out of the box”. This is true for every existing ERP in the world, not just Netsuite.

More than an ERP, Netsuite is an extensive platform. Apps can be developed to either add new functionality or enhance what the system already does.

NetSuite Security
Is my data safe in the NetSuite cloud?

YES! The safety of your data is the number one priority of NetSuite, the cloud environment is optimized to provide the best security possible. The data will always be yours!

  • Protected by 128-bit domestic SSL encryption
  • 64-bit international SSL encryption
  • Different passwords needed for the system itself and your database
  • Backup servers in various physical locations
What if the internet goes down while I’m running NetSuite in the cloud?

Even though NetSuite contractually commits to a 99.5% uptime (and has historically maintained 99.8%!) that doesn’t help you if your own internet provider decides to take a vacation.

  • Check if your company has a second internet provider, as many companies do provide that important back-up.
  • Keep entering using Excel, and push what you’ve entered into NetSuite once you reconnect.
  • Access from any other device. Which means you don’t need to be at the office – go to your local Starbucks for internet while your internet provider is busy getting services restored.
What kind of security does NetSuite provide during data transmission?

NetSuite provides 128 bit SSL encryption. SSL creates a secure connection between a client and a server, over which any amount of data can be sent securely.

Is the E-commerce platform secure as well?

The e-commerce platform can be secured by requesting a domain with Netsuite.

Does NetSuite provide security to restrict viewing of reports and screens based on the User?

NetSuite provides role and permission-based security that allows administrators to control visibility, actions, and data. There are approximately 20 default roles, each of which can be modified by the clients.

Does NetSuite support IP address access control?

NetSuite enables you to implement IP address level security. With IP Address Rules you can restrict employee access to certain computers for logging into their account. This ensures that your most sensitive roles, e.g. controller, are only accessed on your premises or at the controller’s home.

Does NetSuite provide Audit Trail functionality?

Yes. The audit trail lists all the accounting entries for each transaction. The audit trail lets you verify information, track changes and search for errors or suspicious activity in your financial accounts.

I’d like to test drive / get a demo version of NetSuite, who do I ask?

Trajectory Inc can help you! Our objective is to bring valuable ERP solutions to help with your business grow! We also provide test drives and demos to facilitate your decision making.

Is NetSuite’s data model?

NetSuite’s has a relational model, which means it provides a declarative method for specifying data and queries.

  • The system is presented in an object model for API programming.
  • Offers a consistent model to select information and create relations thought its query tool, Saved Search.
  • It has an optional ODBC connector for a read-only database view. This view will be limited depending on the role of your database connection.

NetSuite’s database is customizable, which means you can extend it with custom fields and tables to make it a powerful application development environment.


My NetSuite
Who provides ongoing installation-related support and who determines when the installation is complete?

Always seek help from a certified NetSuite Partner for post-project support (ideally for implementation too).

The installation would be considered as completed once your team tested and every detail has been checked and you have signed off on the fact that what was promised to you in the requirements, has been delivered on.

Can I control when the software is upgraded and do I get any interruptions on my daily activities when these updates happen?

Sorry, you can not control that! But there is no need as NetSuite upgrades are done automatically for you by NetSuite. The scheduled downtime for the upgrade is normally scheduled for a time that will not interfere with your business.

You can check the New Release portlet offered by Netsuite to learn more about when your system’s upgrade  is scheduled and how you can log in to the preview site to see how you can use NetSuite’s new and improved features prior to the upgrade.

Trajectory consultants are constantly monitoring upgrade dates and keeping customers notified with these dates. Our consultants review the Release Notes and make a fast review of the client’s environment to check for critical effects.

Once they finish this quick review, consultants inform our clients about the important changes that would affect them. This time is non-billable since it is part of Trajectory’s complement services.

Does NetSuite have a mobile app?

Yes, Netsuite offers multiple views for mobile devices. In fact, Netsuite has improved support for mobile devices to facilitate your working experience. Addressing this matter, Netsuite for Android makes it easy to keep track of time, key business metrics and expenses whenever you need to.

Does the vendor provide tech support at a monthly fee?

The tech support provided will depend on the type of agreement you reach at the moment of purchase. NetSuite offers a full range of support offerings, from Basic to Premium and each option provides specific service levels.

No matter what SuiteSupport level you select, NetSuite provides the SuiteAnswers portal, which delivers a comprehensive knowledge base, online case submission and much more. NS clients normally rely on Certified Consultants and partners for on-demand and quality support.

ERP Academy:

  •  7 ways to find ERP support beyond NetSuite
Who provides my NetSuite software/license?

Your software license is provided by NetSuite, under their standard Terms of Service. You will sign a NetSuite Subscription Agreement, and you’ll pay NetSuite directly.

For our clients, we facilitate that process, ensuring that your NetSuite quote/proposal contains everything you need (and not one thing more). The software agreement is between you and NetSuite directly.

If I should cancel my contract with NetSuite how can I access my data?

Customers can export their data to Excel or to a Comma Separated Value (CSV) file via their NetSuite application. NetSuite also provides ODBC access for direct access to the database.

How do I hire a NetSuite administrator or consultant?

You need to contact a NetSuite Solution Provider partner.

Actually, most companies prefer to have a NetSuite solution partner instead of hiring an internal consultant because of the different levels of support (develop, consultation, etc).

Can we integrate with other platforms?

Today is your lucky day!

NetSuite is well known for its easy integration process. Thanks to our Boomi partnership we can integrate with almost all platforms and 3rd Party Applications.

What are the most popular value-added SuiteApps?

Some of the most popular value-added SuiteApps:

  • Fixed Asset Management allows you to manage the complete asset lifecycle, integrate asset management with accounting; report on all fixed assets and eliminate manual effort and multiple spreadsheets.
  • Advance Electronic Bank Payments provides a single payment management solution worldwide. It brings complementary electronic banking functionalities. It includes payment batch queuing, rollbacks, reversals with notations and automated notifications.
  • Advanced Manufacturing has been designed to help manufacturers delivering a single integrated cloud solution capable of replacing disconnected systems, improving operational effectiveness; reducing ‘cost to produce’ and reliance on third parties. It helps increase revenue and better management of your business.

Resource Allocation offers deep visibility into all aspects of your resource management needs. So you can optimize your staffing and utilization, making smart allocations based on your staff’s ability and experience, ensuring the right allocation of your qualified resources

Where can I find NetSuite support?

When it comes to getting the support you need – make sure to find the right partner. Having the right partner in terms of support is key to user adoption & speedy response times. Trajectory offers flexible & cost-effective support services.

ERP Academy:

Guide to select the right NetSuite Implementation Partner

What are the top problems financial teams face with NetSuite?

What are the top problems financial teams face with NetSuite?

  • Boring UI:
    1. Netsuite’s UI seems dated It takes some training for a person to become productive on it.
    2.Although Netsuite has a wide range of customization options, these are usually complicated to understand and most of the times require the experience of a consultant.
  • Netsuite’s support costs are generally high
    1. Support plans are a little pricey and it’s always better to choose to work with a partner as consultants specialize in working with various industries.

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