NetSuite - An Overview
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This webinar provides an overview of NetSuite and its capabilities for managing business processes. It includes a demonstration of managing orders, customers, procurement, and expenses. The presentation lasts approximately one hour, with time for questions. NetSuite offers tools to help with change management, user adoption, reporting, and real-time process control across the organization. Attendees can contact Net@Work representatives after for any additional questions.
NetSuite - An Overview
- 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
- 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has questions during this webinar – please type them in your Questions Box located at the bottom of your GoToWebinar panel
- 3. Introductions Sean Munzert| Net@Work Client Care Manager Michelle Donaldson | Net@Work Senior NetSuite Solutions Consultant Seth Ellertson | Net@Work Vice President, Sales
- 4. 200+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. Today’s Agenda NetSuite Overview Demonstration Introduction to NetSuite •Managing the Business & Change •Efficient Order Management & Customer Service •Effective Procurement & Expense Management Time to Consider NetSuite? •4 Trigger Points •Net@Work Overview • NetSuite Unified Platform
- 6. Where are you today?
- 7. #1 Business Goal = Growth Source: Aberdeen Group, 2017
- 8. IT Solutions as Enabler for Growth and Expansion ➢ Growth brings success but also increases the need for internal support ➢ Successful companies invest into their internal support structure (e.g. modernize their IT solutions) to drive expansion and to stay ahead of their competition ➢ Failing to do so and keeping the status-quo hold many organizations back from achieving their full potential to expand their business “Inefficiencies are spreading and undermine our profits and growth potential.” “We have outgrown our existing system(s) and we lack insight into our operations.” “Our processes have become complex and are slowing us down. We’ve lost our agility and responsiveness”
- 9. 4 Trigger Points – It’s Time to Change 4 possible trigger points when organizations explore upgrading to NetSuite Your business has changed Your solution is limiting your business Your data is rapidly expanding Your user productivity is slowing down
- 10. The impact of disconnected systems… Warehousing Accounting Support SFA Web Marketing Inventory NetSuite: Designed for Global Business Management
- 11. © Copyright 2017 Role-Based -Speed up user adoption IAAS, PAAS, SAAS: -Refocus IT on the business Extends out to your trading partners for true End to End process control Supports Vertical Solutions & Advanced Functionality Why NetSuite? Designed for Business Operations
- 12. © Copyright 2017 NetSuite Automatic Upgrade Process RELEASE PREVIEW RELEASE PREVIEW RELEASE PREVIEW RELEASE PREVIEW NETSUITE UPGRADE 10% UPGRADE 30% UPGRADE REMAINING UPGRADED PHASE 1 PHASE 2 PHASE 3 PHASE 4 PHASE 1 CUSTOMERS PHASE 2 CUSTOMERS PHASE 3 CUSTOMERS PHASE 4 CUSTOMERS ACCOUNTSNAPSHOT
- 13. © Copyright 2017 Secure at every level Data Center Network and Host Database Application • Guarded premises • Managed physical access • Separation of duties • Continuous monitoring through multiple intrusion detection systems (IDS) • Third party scans and penetration tests • DDOS protection & redundant backbone connections • Operations Security Team • No direct access to database • Real-time replication between data centers • Opt-in access for services & support • Per-account virtual private database • Anomaly detection • Application Security Team Security Features • Granular roles and permissions system • Per-role authentication requirements • IP address restriction • Configurable password policies • Two-factor authentication • SAML • Full audit log available via built- In reporting
- 14. © Copyright 2017 Managing the Business & Change
- 15. © Copyright 2017 NetSuite – Let’s take a look… • Users + Roles + Dashboards • Dashboard KPI’s, Reminders, Portlets • Tools for speedy User Adoption • Reporting Live Demo:
- 16. Change Management Users & Roles: Access, Security, Checks & Balances Workflow: Order to Cash Procure to Pay Custom Fields Custom Forms Audit Trails: Track Changes, drill down/around/ across and record level Ownership of your Solution
- 17. User Adoption Saved Searches: Dashboards, Print, Email Portlets: 1-Click Access Shortcuts for User Favorites Global Search Suite Answers: Online Help Recent Records Reporting: Customized, Built in Analytics Productivity & Empowerment Tools
- 18. Process Management Entity Records: Accounts, Items, Vendors, Customers, Employees Transactions Records: PO’s, Vendor Bills, Quotes, Sales Orders, Invoices Workflow: States & Cases Communication Records: Events, Tasks, Calls, Attachments, Email, Suite Social Real-time Process Control
- 19. © Copyright 2017 Efficient Order Management & Customer Service
- 20. © Copyright 2017 NetSuite – Let’s take a look… • Lead to Opportunity and Quote to Order • Order Fulfillment • Case Management for Customer Service Live Demo:
- 21. © Copyright 2017 Effective Procurement & Expense Management
- 22. © Copyright 2017 NetSuite – Let’s take a look… • Items, Locations, and Attributes • Planning & Purchase Order Generation Live Demo:
- 23. © Copyright 2017 Deployment Approach
- 24. © Copyright 2017 Any Questions? Please type in your questions
- 25. © Copyright 2017 Thank You For Attending! 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork.corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with Contact us for any questions or concerns. Or you can reach out to us via the information below! Email: [email protected] Sean Munzert | Net@Work “Clients for life champion” (P) 646-293-1781 (E) [email protected] Seth Ellertson | Net@Work Vice President, Sales (P) 623-748-1616 (E) [email protected]