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.
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| 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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