Budget
•Budget is $30,000
•$20,000 for annual licensing
•$10,000 for implementation
What is your budget?
•Evan Goldberg is the CFO and will be the signer
Who is the final decision maker and signer?
•Microsoft has too many add ons
•They would like core business processes in one place
•They want to cut costs on third-party solutions
•They need to send very in depth reports on a regular basis to their board
What are some of your current pain points?
•They will make a decision by February to go-live in July due to SuiteSuccess implementation
•What is their timeframe for go-live and when would they need to make a decision?
We are also looking at Fishbowl and Sage during our evaluation
Are you looking into any other vendors during your evaluation?
-$120/month for QuickBooks
-$50/month for Fishbowl
-$100/month for Bamboo HR
-So, $270 total
What are you currently paying for your software landscape/tech stack?
It will be up to John Doe, our CEO, on if we will pick NetSuite
Who has the final say in which system is selected?
We are hoping that a new system might prevent more manual errors from occurring and solve the issue of us losing customers.
What are you trying to solve with a new system?
If we do not resign, they expire in two months time.
When do your systems/licenses expire?
We also will want our Shopify platform to be integrated with NetSuite.
Will you need any of our SDN partners to be looped in for a connector?
Is there anything else you are planning to purchase this year that might prevent you from purchasing software?
The board of directors will want to be on at least part of the demo and the pricing call.
Is there anyone else involved in this evaluation who we should include in our meetings?
Our accounting department takes the brunt of manual work by having to hand enter every order into our current system and by creating reports by hand after sifting through data.
What department does the most manual work?
If we do not receive this next round of funding or if we are unable to find a suitable CFO to project manage.
What may prevent you from going through an implementation?
We would like an implementation team to be able to come into our office to assist while we implement a new software.
Would you prefer to use an alliance partner to implement or NetSuite Professional Services? (CS)
Our CFO has only ever implemented an on prem solution like QuickBooks online.
Have you ever gone through an ERP evaluation?
Our accounting department will be impacted the most with a new financial platform and our sales team will be using NetSuite CRM
What department's day-to-day will be affected most by a new software?
Our orders are written down on paper and then hand entered into excel. Our accountant then takes our excel documents and creates purchase orders in our financial software.
Can you explain to me how you are managing this process today?
We will be unable to maintain our timeline to open three new locations.
What will happen if you are not live by your goal go-live date?
Our controller was part of a NetSuite implementation at their previous company.
Has anyone at your company used NetSuite before?