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NetSuite ERP Implementation
A ready-to-use NetSuite ERP implementation project template with predefined phases, tasks, milestones, and effort estimates to plan, configure, integrate, test, and launch NetSuite with best practices for finance, operations, and reporting.
Published February 13, 2026 by Kriyastream
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Duration
3 months
Effort
2809h
Phases
7
Tasks
252
Staffing
NetSuite / ERP
API Integration Specialist149h
ERP Configuration Specialist40h
ERP Implementation Specialist349h
Integration Architect169h
NetSuite Administrator523h
NetSuite Developer (SuiteScript)492h
NetSuite Functional Consultant705h
NetSuite Technical Consultant113h
Support Specialist / Help Desk Specialist269h
Work Breakdown Structure
| Phase/Task | Estimate | Assign To |
|---|---|---|
Discovery & Planning3w Initial phase for gathering business requirements, performing gap analysis, and creating project plan | ||
Conduct business requirements gathering1w Gather comprehensive business requirements through stakeholder interviews and process documentation | ||
Schedule stakeholder interviews1d Schedule and coordinate interview sessions with key stakeholders | 2h | NetSuite / ERP - ERP Implementation Specialist |
Map order-to-cash process2d Document the complete order-to-cash business process flow | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Interview finance team1d Conduct interviews with finance team to understand accounting and financial reporting requirements | 3h | NetSuite / ERP - NetSuite Functional Consultant |
Document system limitations2d Document current system limitations and constraints | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Interview operations team1d Conduct interviews with operations team to understand inventory and fulfillment processes | 2h | NetSuite / ERP - NetSuite Functional Consultant |
Map procure-to-pay process2d Document the complete procure-to-pay business process flow | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Interview sales team1d Conduct interviews with sales team to understand sales processes and CRM requirements | 2h | NetSuite / ERP - NetSuite Functional Consultant |
Identify manual workarounds2d Identify and document current manual workarounds and inefficiencies | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Map record-to-report process3d Document the complete record-to-report business process flow | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Interview IT team Conduct interviews with IT team to understand technical requirements and integration needs | 2h | NetSuite / ERP - NetSuite Functional Consultant |
List desired improvements3d Compile list of desired improvements and enhancements | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Define success criteria2d Define measurable success criteria for the implementation | 6h | NetSuite / ERP - ERP Implementation Specialist |
Perform gap analysis1w Analyze gaps between current system and NetSuite capabilities, identify customization needs | ||
Inventory current ERP features2d Document all features and capabilities of current ERP system | 12h | NetSuite / ERP - ERP Implementation Specialist |
Document current integrations2d Document all existing system integrations and their functionality | 12h | NetSuite / ERP - Integration Architect |
Compare NetSuite standard features2d Compare current system features with NetSuite standard capabilities | 12h | NetSuite / ERP - NetSuite Functional Consultant |
List required custom fields2d Document all custom fields required for the implementation | 9h | NetSuite / ERP - NetSuite Administrator |
Identify missing functionality2d Identify functionality gaps that need to be addressed | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Evaluate NetSuite SuiteApps1d Evaluate available NetSuite SuiteApps to address functionality gaps | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Identify custom record needs1d Identify custom record types needed for the implementation | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Identify script requirements2d Identify all custom script requirements for the implementation | 14h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Document workflow requirements2d Document all workflow automation requirements | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Create project plan and timeline1w Develop comprehensive project plan with milestones, resource allocation, and communication protocols | ||
Set phase completion dates1d Define target completion dates for each project phase | 3h | NetSuite / ERP - ERP Implementation Specialist |
Define deliverable checkpoints1d Establish key deliverable checkpoints and milestones | 3h | NetSuite / ERP - ERP Implementation Specialist |
Assign project team members1d Assign team members to project roles and responsibilities | 2h | NetSuite / ERP - ERP Implementation Specialist |
Define responsibilities matrix1d Create RACI matrix defining roles and responsibilities | 6h | NetSuite / ERP - ERP Implementation Specialist |
Set up project communication tools1d Configure and set up project communication and collaboration tools | 6h | NetSuite / ERP - ERP Implementation Specialist |
Define meeting cadence1d Establish regular meeting schedule and frequency | 2h | NetSuite / ERP - ERP Implementation Specialist |
Create status reporting template1d Develop standardized status reporting template and process | 6h | NetSuite / ERP - ERP Implementation Specialist |
Design & Configuration4w Design system architecture and configure core NetSuite modules | ||
Design system architecture1w Design and configure NetSuite system architecture including chart of accounts, subsidiaries, and tax setup | ||
Design account structure1d Design the chart of accounts structure and hierarchy | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Create account segments1d Create account segments for financial reporting | 4h | NetSuite / ERP - ERP Configuration Specialist |
Configure account numbering1d Set up account numbering scheme and conventions | 9h | NetSuite / ERP - NetSuite Administrator |
Create subsidiary structure2d Create and configure subsidiary hierarchy | 3h | NetSuite / ERP - NetSuite Administrator |
Set up account hierarchies1d Configure account parent-child relationships | 4h | NetSuite / ERP - ERP Configuration Specialist NetSuite / ERP - NetSuite Administrator |
Set up tax codes2d Configure tax codes for different tax jurisdictions | 8h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - ERP Configuration Specialist |
Configure intercompany rules1d Set up intercompany transaction rules and relationships | 9h | NetSuite / ERP - ERP Implementation Specialist |
Set up location hierarchy1d Configure location structure and relationships | 3h | NetSuite / ERP - NetSuite Administrator |
Configure tax groups1d Set up tax groups for different transaction types | 9h | NetSuite / ERP - Integration Architect |
Configure location-specific settings1d Set up location-specific preferences and settings | 3h | NetSuite / ERP - NetSuite Administrator |
Set up nexus tracking1d Configure tax nexus tracking for multi-state operations | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure tax schedules1d Set up tax schedules for recurring tax calculations | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure core modules2w Configure accounting, inventory, order management, and CRM modules | ||
Configure fiscal year settings1d Set up fiscal year configuration and calendar | 3h | NetSuite / ERP - NetSuite Administrator |
Set up accounting periods1d Configure accounting periods for the fiscal year | 4h | NetSuite / ERP - ERP Configuration Specialist |
Configure currency settings1d Set up multi-currency configuration if applicable | 3h | NetSuite / ERP - NetSuite Administrator |
Set up item types and categories1d Configure item types and category structure | 6h | NetSuite / ERP - NetSuite Administrator |
Configure inventory costing methods1d Set up inventory costing methods (FIFO, LIFO, Average) | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Set up accounting preferences1d Configure general accounting preferences and defaults | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure sales order workflow1d Set up sales order processing workflow | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Set up warehouse locations1d Configure warehouse and location structure | 4h | NetSuite / ERP - NetSuite Functional Consultant |
Set up purchase order workflow1d Configure purchase order processing workflow | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Configure bin numbering1d Set up bin numbering system for warehouse management | 3h | NetSuite / ERP - NetSuite Administrator |
Configure fulfillment processes1d Set up order fulfillment and shipping processes | 9h | NetSuite / ERP - NetSuite Functional Consultant |
Set up inventory reorder points1d Configure reorder point rules and alerts | 2h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - NetSuite Functional Consultant |
Set up customer records1d Configure customer record structure and fields | 6h | NetSuite / ERP - NetSuite Administrator |
Set up shipping methods1d Configure shipping methods and carriers | 4h | NetSuite / ERP - NetSuite Functional Consultant |
Configure lead management1d Set up lead capture and management processes | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure return processes1d Set up return and refund processing workflows | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Set up opportunity tracking1d Configure sales opportunity management | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure sales forecasting1d Set up sales forecasting and pipeline management | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Configure user roles and permissions1w Set up user roles, permissions, and access levels | ||
Map business roles to NetSuite roles2d Map existing business roles to NetSuite standard roles | 9h | NetSuite / ERP - ERP Implementation Specialist |
Create role structure document1d Document the role hierarchy and structure | 6h | NetSuite / ERP - ERP Implementation Specialist |
Design custom role permissions2d Design permission sets for custom roles | 9h | NetSuite / ERP - NetSuite Administrator |
Review standard NetSuite roles2d Review and evaluate standard NetSuite role permissions | 7h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Administrator |
Create custom roles in NetSuite2d Create custom roles with appropriate permissions | 6h | NetSuite / ERP - NetSuite Administrator |
Configure form access1d Set up form-level access controls by role | 3h | NetSuite / ERP - NetSuite Administrator |
Set up field-level security1d Configure field-level security and visibility rules | 6h | NetSuite / ERP - NetSuite Administrator |
Test custom role access1d Test and validate custom role permissions | 4h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - NetSuite Functional Consultant |
Configure record access1d Set up record-level access controls and restrictions | 6h | NetSuite / ERP - NetSuite Administrator |
Set up dashboard access1d Configure dashboard access and visibility by role | 5h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - NetSuite Administrator |
Data Migration3w Extract, transform, and load data from legacy systems into NetSuite | ||
Prepare data migration plan1w Create comprehensive data migration plan with mapping and validation rules | ||
Map customer data fields1d Map source customer data fields to NetSuite customer record fields | 4h | NetSuite / ERP - NetSuite Technical Consultant NetSuite / ERP - NetSuite Functional Consultant |
Map vendor data fields1d Map source vendor data fields to NetSuite vendor record fields | 6h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Technical Consultant |
Map item/product data fields1d Map source item/product data fields to NetSuite item record fields | 6h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Technical Consultant |
Map transaction data fields1d Map source transaction data fields to NetSuite transaction record fields | 5h | NetSuite / ERP - NetSuite Technical Consultant NetSuite / ERP - NetSuite Functional Consultant |
Define required field rules1d Define validation rules for required fields in data migration | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Define data format rules1d Define data format and transformation rules | 12h | NetSuite / ERP - Integration Architect |
Create field mapping document1d Document all field mappings in a comprehensive mapping document | 18h | NetSuite / ERP - ERP Implementation Specialist |
Develop extraction scripts2d Develop scripts to extract data from source systems | 24h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Define data relationship rules1d Define rules for maintaining data relationships during migration | 9h | NetSuite / ERP - Integration Architect |
Create validation checklist1d Create comprehensive validation checklist for data migration | 6h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - NetSuite Functional Consultant |
Develop transformation scripts1d Develop scripts to transform extracted data to NetSuite format | 12h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Develop import templates1d Create CSV import templates for NetSuite data import | 3h | NetSuite / ERP - NetSuite Administrator |
Test migration scripts1d Test data extraction, transformation, and import scripts | 12h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Extract and transform data2w Extract data from source systems and transform to NetSuite format | ||
Extract customer master records1d Extract customer master data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract customer addresses1d Extract customer address data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract customer contacts1d Extract customer contact information from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Clean and deduplicate customer data1d Clean and remove duplicate customer records | 8h | NetSuite / ERP - ERP Implementation Specialist |
Extract vendor master records1d Extract vendor master data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract vendor addresses1d Extract vendor address data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Validate customer data quality1d Validate customer data for completeness and accuracy | 5h | NetSuite / ERP - NetSuite Functional Consultant |
Extract vendor contacts1d Extract vendor contact information from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract item master records1d Extract item master data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Clean and deduplicate vendor data1d Clean and remove duplicate vendor records | 8h | NetSuite / ERP - ERP Implementation Specialist |
Extract item pricing1d Extract item pricing information from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract sales transactions2d Extract sales transaction history from source system | 3h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - NetSuite Administrator +1 more |
Extract item categories1d Extract item category data from source system | 2h | NetSuite / ERP - NetSuite Administrator |
Extract inventory quantities1d Extract current inventory quantities from source system | 3h | NetSuite / ERP - NetSuite Administrator |
Extract purchase transactions1d Extract purchase transaction history from source system | 2h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - Integration Architect |
Validate item data completeness1d Validate item data for completeness and accuracy | 5h | NetSuite / ERP - NetSuite Administrator |
Extract journal entries1d Extract journal entry transactions from source system | 3h | NetSuite / ERP - Integration Architect |
Extract payment transactions1d Extract payment transaction history from source system | 3h | NetSuite / ERP - Integration Architect |
Load data into NetSuite1w Import data into NetSuite and validate data integrity | ||
Import customers1d Import customer data into NetSuite | 12h | NetSuite / ERP - NetSuite Administrator |
Import vendors1d Import vendor data into NetSuite | 12h | NetSuite / ERP - ERP Implementation Specialist |
Import items1d Import item/product data into NetSuite | 12h | NetSuite / ERP - NetSuite Administrator |
Import sales orders1d Import sales order transactions into NetSuite | 12h | NetSuite / ERP - NetSuite Administrator |
Compare record counts1d Compare record counts between source and NetSuite | 8h | NetSuite / ERP - ERP Implementation Specialist |
Import purchase orders1d Import purchase order transactions into NetSuite | 12h | NetSuite / ERP - NetSuite Administrator |
Import invoices1d Import invoice transactions into NetSuite | 12h | NetSuite / ERP - NetSuite Administrator |
Validate key field values1d Validate key field values match between source and NetSuite | 6h | NetSuite / ERP - NetSuite Administrator |
Run data reconciliation reports1d Run reconciliation reports to validate data integrity | 6h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - NetSuite Functional Consultant |
Fix data discrepancies1d Identify and fix any data discrepancies found during validation | 2h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - NetSuite Functional Consultant |
Customization & Integration3w Develop custom scripts, workflows, forms, and set up integrations | ||
Develop custom scripts1w Create user event scripts, scheduled scripts, and workflow actions | ||
Design script requirements1d Design and document custom script requirements | 6h | NetSuite / ERP - NetSuite Developer (SuiteScript) NetSuite / ERP - NetSuite Functional Consultant |
Develop beforeSubmit scripts1d Develop beforeSubmit user event scripts | 20h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Develop afterSubmit scripts1d Develop afterSubmit user event scripts | 12h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Design scheduled script logic1d Design logic for scheduled scripts | 6h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Develop data processing scripts2d Develop scheduled scripts for data processing | 12h | NetSuite / ERP - NetSuite Developer (SuiteScript) NetSuite / ERP - NetSuite Functional Consultant |
Test user event scripts1d Test and validate user event scripts | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Design workflow requirements1d Design and document workflow automation requirements | 4h | NetSuite / ERP - NetSuite Technical Consultant NetSuite / ERP - NetSuite Functional Consultant |
Create approval workflows1d Create approval workflow automations | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Configure script scheduling1d Configure scheduling for scheduled scripts | 5h | NetSuite / ERP - NetSuite Administrator |
Test scheduled scripts1d Test and validate scheduled scripts | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Create notification workflows1d Create notification workflow automations | 5h | NetSuite / ERP - NetSuite Administrator |
Create field update workflows1d Create workflows for automatic field updates | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Test workflow actions1d Test and validate workflow automations | 2h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Technical Consultant |
Create custom forms and fields1w Design and create custom record types, fields, forms, and reports | ||
Identify custom record needs1d Identify custom record types required for the implementation | 5h | NetSuite / ERP - NetSuite Functional Consultant |
Design custom record structure1d Design structure and fields for custom records | 10h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Create custom records1d Create custom record types in NetSuite | 10h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Design custom field requirements1d Design custom field requirements and specifications | 10h | NetSuite / ERP - NetSuite Functional Consultant |
Configure custom record relationships1d Set up relationships between custom records and standard records | 10h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Create custom fields2d Create custom fields on standard and custom records | 20h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Design report requirements1d Design requirements for custom reports and saved searches | 8h | NetSuite / ERP - ERP Configuration Specialist |
Create custom forms1d Create custom forms for records | 10h | NetSuite / ERP - NetSuite Administrator |
Create saved searches2d Create saved searches for reporting and data access | 16h | NetSuite / ERP - NetSuite Administrator |
Assign forms to roles1d Assign custom forms to appropriate user roles | 5h | NetSuite / ERP - NetSuite Administrator |
Create custom reports1d Create custom reports for business intelligence | 10h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Configure report scheduling1d Set up scheduled report delivery | 3h | NetSuite / ERP - ERP Configuration Specialist |
Set up integrations1w Configure third-party integrations and API connections | ||
Identify integration requirements1d Identify third-party integration requirements | 10h | NetSuite / ERP - Integration Architect |
Configure e-commerce integration1d Set up e-commerce platform integration with NetSuite | 20h | NetSuite / ERP - API Integration Specialist |
Configure payment gateway integration1d Set up payment gateway integration with NetSuite | 12h | NetSuite / ERP - Integration Architect NetSuite / ERP - API Integration Specialist |
Configure REST API access1d Set up REST API access and authentication | 10h | NetSuite / ERP - API Integration Specialist |
Configure shipping integration1d Set up shipping carrier integration with NetSuite | 15h | NetSuite / ERP - API Integration Specialist NetSuite / ERP - Integration Architect |
Configure SOAP API access1d Set up SOAP API access and authentication | 15h | NetSuite / ERP - API Integration Specialist |
Test data synchronization1d Test data synchronization between NetSuite and integrated systems | 10h | NetSuite / ERP - API Integration Specialist |
Set up API authentication1d Configure API authentication tokens and security | 5h | NetSuite / ERP - NetSuite Technical Consultant |
Test error handling1d Test error handling and recovery for integrations | 10h | NetSuite / ERP - API Integration Specialist |
Validate integration performance1d Validate integration performance and throughput | 10h | NetSuite / ERP - API Integration Specialist NetSuite / ERP - Integration Architect |
Testing4w Comprehensive testing including unit, integration, and user acceptance testing | ||
Perform unit testing1w Test individual components and modules | ||
Test accounting module1d Test accounting module functionality | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Test inventory module1d Test inventory management module functionality | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Test user event scripts1d Test user event scripts functionality | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Test order management1d Test order management functionality | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Test scheduled scripts1d Test scheduled scripts functionality | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Test CRM functionality1d Test CRM module functionality | 1h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Administrator |
Test workflow actions1d Test workflow automation actions | 2h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Developer (SuiteScript) +1 more |
Test role access to records1d Test user role access to records | 5h | NetSuite / ERP - NetSuite Administrator |
Test form access by role1d Test form access permissions by role | 5h | NetSuite / ERP - NetSuite Administrator |
Test custom forms1d Test custom forms functionality | 8h | NetSuite / ERP - NetSuite Administrator |
Document script test results1d Document test results for all scripts | 5h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Test field-level security1d Test field-level security permissions | 5h | NetSuite / ERP - NetSuite Administrator |
Test dashboard access1d Test dashboard access by role | 5h | NetSuite / ERP - NetSuite Administrator |
Validate permission restrictions1d Validate that permission restrictions work correctly | 5h | NetSuite / ERP - NetSuite Administrator |
Conduct integration testing1w Test end-to-end business processes and integrations | ||
Test order-to-cash process1d Test complete order-to-cash business process | 15h | NetSuite / ERP - NetSuite Functional Consultant |
Test procure-to-pay process1d Test complete procure-to-pay business process | 6h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - NetSuite Administrator |
Test inventory management process1d Test complete inventory management process | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Validate customer data accuracy1d Validate accuracy of migrated customer data | 10h | NetSuite / ERP - NetSuite Administrator |
Test financial reporting process1d Test financial reporting and reconciliation process | 15h | NetSuite / ERP - NetSuite Functional Consultant |
Validate vendor data accuracy1d Validate accuracy of migrated vendor data | 5h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - NetSuite Developer (SuiteScript) |
Validate item data accuracy1d Validate accuracy of migrated item data | 4h | NetSuite / ERP - NetSuite Functional Consultant |
Test e-commerce integration1d Test e-commerce platform integration | 15h | NetSuite / ERP - API Integration Specialist |
Validate transaction data accuracy1d Validate accuracy of migrated transaction data | 6h | NetSuite / ERP - NetSuite Functional Consultant |
Test payment gateway integration1d Test payment gateway integration | 15h | NetSuite / ERP - API Integration Specialist |
Run reconciliation reports1d Run reconciliation reports to validate data | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Test shipping integration1d Test shipping carrier integration | 10h | NetSuite / ERP - API Integration Specialist |
Test API connections1d Test API connections and data exchange | 4h | NetSuite / ERP - API Integration Specialist NetSuite / ERP - NetSuite Technical Consultant |
Validate integration error handling1d Validate error handling for integrations | 6h | NetSuite / ERP - NetSuite Technical Consultant NetSuite / ERP - Integration Architect |
Execute user acceptance testing2w Conduct user acceptance testing with business users | ||
Create test scenarios1d Create UAT test scenarios | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Document test procedures1d Document UAT test procedures | 9h | NetSuite / ERP - ERP Configuration Specialist |
Conduct finance team UAT1d Conduct UAT with finance team | 16h | NetSuite / ERP - NetSuite Functional Consultant |
Prepare test data1d Prepare test data for UAT | 8h | NetSuite / ERP - NetSuite Administrator |
Review test cases with users1d Review UAT test cases with business users | 5h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct operations team UAT1d Conduct UAT with operations team | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct sales team UAT1d Conduct UAT with sales team | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Log UAT issues1d Log all UAT issues and defects | 8h | NetSuite / ERP - Support Specialist / Help Desk Specialist |
Conduct IT team UAT1d Conduct UAT with IT team | 12h | NetSuite / ERP - NetSuite Technical Consultant |
Prioritize UAT issues1d Prioritize UAT issues by severity | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Collect UAT feedback1d Collect and compile UAT feedback from all teams | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Fix critical issues2d Fix critical UAT issues | 30h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Fix minor issues1d Fix minor UAT issues | 8h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Retest resolved issues1d Retest resolved UAT issues | 12h | NetSuite / ERP - NetSuite Developer (SuiteScript) |
Obtain UAT sign-off1d Obtain UAT sign-off from business stakeholders | 5h | NetSuite / ERP - ERP Implementation Specialist |
Training2w Develop training materials and conduct end-user training | ||
Develop training materials1w Create user guides, training videos, and quick reference materials | ||
Create administrator guide1d Create comprehensive administrator user guide | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Create end-user guide1d Create comprehensive end-user guide | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Create process documentation1d Create process documentation for key business processes | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Record navigation videos1d Record training videos for system navigation | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Review and finalize documentation1d Review and finalize all training documentation | 5h | NetSuite / ERP - NetSuite Functional Consultant |
Record process videos1d Record training videos for business processes | 16h | NetSuite / ERP - ERP Implementation Specialist |
Create login and navigation guide1d Create quick reference guide for login and navigation | 4h | NetSuite / ERP - NetSuite Functional Consultant |
Record role-specific videos1d Record role-specific training videos | 12h | NetSuite / ERP - ERP Implementation Specialist |
Edit and finalize videos1d Edit and finalize training videos | 8h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - NetSuite Functional Consultant |
Create common tasks guide1d Create quick reference guide for common tasks | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Create troubleshooting guide1d Create troubleshooting quick reference guide | 8h | NetSuite / ERP - NetSuite Administrator |
Upload videos to training portal1d Upload training videos to training portal | 4h | NetSuite / ERP - NetSuite Administrator |
Create keyboard shortcuts guide1d Create keyboard shortcuts quick reference guide | 4h | NetSuite / ERP - NetSuite Functional Consultant |
Finalize quick reference guides1d Finalize all quick reference guides | 5h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct end-user training1w Train administrators and end users by role | ||
Schedule admin training sessions1d Schedule training sessions for administrators | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct system administration training1d Conduct system administration training | 16h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - NetSuite Functional Consultant |
Train finance team2d Conduct training for finance team | 16h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct user management training1d Conduct user management training for administrators | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct configuration training1d Conduct configuration training for administrators | 16h | NetSuite / ERP - NetSuite Technical Consultant |
Set up practice environment1d Set up practice environment for hands-on training | 8h | NetSuite / ERP - NetSuite Technical Consultant |
Train operations team1d Conduct training for operations team | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Train sales team1d Conduct training for sales team | 12h | NetSuite / ERP - NetSuite Functional Consultant |
Conduct guided practice sessions1d Conduct guided hands-on practice sessions | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Train customer service team1d Conduct training for customer service team | 12h | NetSuite / ERP - Support Specialist / Help Desk Specialist |
Conduct independent practice1d Allow users to practice independently in practice environment | 8h | NetSuite / ERP - NetSuite Functional Consultant NetSuite / ERP - Support Specialist / Help Desk Specialist |
Assess training effectiveness1d Assess training effectiveness and gather feedback | 8h | NetSuite / ERP - NetSuite Functional Consultant |
Go-Live & Support1mo Execute go-live activities and provide post go-live support | ||
Execute go-live1w Execute go-live activities and cutover | ||
Finalize go-live checklist1d Finalize go-live checklist and cutover plan | 6h | NetSuite / ERP - ERP Implementation Specialist |
Conduct go-live readiness review1d Conduct final go-live readiness review | 3h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - ERP Implementation Specialist |
Obtain go-live approval1d Obtain go-live approval from stakeholders | 3h | NetSuite / ERP - ERP Implementation Specialist |
Execute data cutover1d Execute final data cutover to production | 8h | NetSuite / ERP - NetSuite Technical Consultant NetSuite / ERP - NetSuite Developer (SuiteScript) |
Activate production environment1d Activate production environment and enable user access | 6h | NetSuite / ERP - NetSuite Administrator |
Verify system functionality1d Verify system functionality in production | 6h | NetSuite / ERP - NetSuite Administrator |
Monitor go-live activities1d Monitor go-live activities and system performance | 4h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - ERP Implementation Specialist |
Confirm successful go-live1d Confirm successful go-live with stakeholders | 4h | NetSuite / ERP - ERP Implementation Specialist |
Provide post go-live support3w Provide post go-live support and issue resolution | ||
Set up support desk1d Set up support desk and ticketing system | 8h | NetSuite / ERP - Support Specialist / Help Desk Specialist |
Establish support procedures1d Establish support procedures and escalation paths | 3h | NetSuite / ERP - ERP Implementation Specialist NetSuite / ERP - Support Specialist / Help Desk Specialist |
Staff support team1d Staff support team and assign responsibilities | 6h | NetSuite / ERP - ERP Implementation Specialist |
Monitor support tickets3w Monitor and track support tickets | 15h | NetSuite / ERP - Integration Architect NetSuite / ERP - Support Specialist / Help Desk Specialist |
Resolve critical issues3w Resolve critical issues immediately | 25h | NetSuite / ERP - NetSuite Developer (SuiteScript) NetSuite / ERP - NetSuite Technical Consultant |
Conduct daily check-ins2w Conduct daily check-ins with key users | 14h | NetSuite / ERP - Support Specialist / Help Desk Specialist |
Resolve minor issues3w Resolve minor issues per SLA | 20h | NetSuite / ERP - NetSuite Administrator NetSuite / ERP - Support Specialist / Help Desk Specialist |
Provide user support3w Provide ongoing user support and assistance | 100h | NetSuite / ERP - Support Specialist / Help Desk Specialist |
Conduct weekly status meetings2w Conduct weekly status meetings with stakeholders | 4h | NetSuite / ERP - ERP Implementation Specialist |
Document lessons learned1w Document lessons learned and best practices | 12h | NetSuite / ERP - ERP Implementation Specialist |
Prepare project closure report1d Prepare project closure report | 8h | NetSuite / ERP - ERP Implementation Specialist |
Conduct project closure meeting1d Conduct project closure meeting with stakeholders | 8h | NetSuite / ERP - ERP Implementation Specialist |
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