Engage
Drive
Enable
Miscellaneous
100
PDS falls under this vertical, which has different market sizes such as emerging and mid-market.
What is wholesale distribution (WD)?
100
This task refers to the offline work to put together specific client requirements in the NS environment
What is configuration?
100
This internal process helps the educations team build the story around the process for the training delivery.
What is the PS to ES KT.
100
This is the target length of time to complete the remediate step of the NetSuite Wholesale Distribution Evolution and go live for the customers.
What is 100 days?
200
This session is for the gathering of customer specific NetSuite setups.
What is the personalization session?
200
This is the preferred method to migrate large quantities of data to NetSuite.
What is CSV import?
200
This is the process to import the final data load before Cutover.
What is data migration 2?
200
This is the definition and automation of a custom business process for a standard or custom record in NetSuite.
What is a workflow?
300
This is the absolute reference guide to follow during the whole implementation.
What is the SOW?
300
This is a session where the consultants provide a “how to” for the customer, in terms of running their business on NetSuite.
What is process walk-through 1?
300
This is the process of clicking every click and testing every function within NetSuite to make sure everything works and all business processes are covered. This is done by the customer.
What is user acceptance testing (UAT)?
300
This uses leading practices to create a foundation for the implementation of a specific vertical.
What is a bundle?
400
This is the first point of contact between the PS team and the customer?
What is the welcome letter?
400
This is a customization process that is usually recommended to be done in phase 2 of the implementation.
What is script development?
400
This is a customer led session where they go through the system with their roles and permissions already setup. It may also cover final tweaks to the NetSuite environment.
What is process walk-through 2?
400
This document is a collaboration between functional and technical resources which outlines solutions to customizations.
What is the functional requirement document (FRD)?
500
This session is for the transfer of information on customer personalities, potential red flags, customer expectations, and why they chose NetSuite.
What is the Sales to PS KT?
500
This tool allows you to add and change item quantities, especially useful after importing large amounts of data.
What is "Adjust Inventory Worksheets"?
500
This workbook is filled out by educational services to better understand the status of the project as well as the temperature of the client.
What is the PS to ES knowledge transfer checklist?
500
These are points and concerns that should be addressed after a meeting with a customer.
What is "parking lot items"?
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