Planning NetSuite Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Planning NetSuite Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Planning NetSuite related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Planning NetSuite specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Planning NetSuite Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Planning NetSuite improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Have departments traded the inherent risk, and along with it potentially big rewards, in the pay for performance system for the siren song of downside protection offered by the pay for labor system?
   
   

2. Do you need to learn how to set up and configure Oracle NetSuite Planning and Budgeting and maintain the integration between NetSuite and Planning and Budgeting?
   
   

3. When looking at your current organizational structure, do you identify what needs to change, and how that change can be applied across your entire process?
   
   

4. Why is it important to set expectations about the scope and the implementation process before the parties have entered into any agreements?
   
   

5. Do you use your system to automate job costing, sales orders, supply chain management and/or other industry specific requirements?
   
   

6. Does the leave application need approval or does a certain screen need to behave differently based on data entered by the user?
   
   

7. Where did you put it in writing that that was the solution that Grouse River and NetSuite were going to move forward with?
   
   

8. Do you have to sign in to the analytics solution separately, or does it leverage NetSuites Single Sign On feature?
   
   

9. Does lack of flexibility hurt your organizations ability to keep up with new and more complex business processes?
   
   

10. Do you extract your data from NetSuite and transform / store it somewhere else in order to render the analytics?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Planning NetSuite book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Planning NetSuite self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Planning NetSuite Self-Assessment and Scorecard you will develop a clear picture of which Planning NetSuite areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Planning NetSuite Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Planning NetSuite projects with the 62 implementation resources:


• 62 step-by-step Planning NetSuite Project Management Form Templates covering over 1500 Planning NetSuite project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Assumption and Constraint Log: Are there cosmetic errors that hinder readability and comprehension?
   
   

2. Probability and Impact Matrix: Do the people have the right combinations of skills?
   
   

3. Cost Management Plan: Has a quality assurance plan been developed for the Planning NetSuite project?
   
   

4. Roles and Responsibilities: Does the team have access to and ability to use data analysis tools?
   
   

5. Project Management Plan: Was the peer (technical) review of the cost estimates duly coordinated with the cost estimate center of expertise and addressed in the review documentation and certification?
   
   

6. Stakeholder Management Plan: Are there any potential occupational health and safety issues due to the proposed purchases?
   
   

7. Activity Duration Estimates: Why is it important to determine activity sequencing on Planning NetSuite projects?
   
   

8. Activity Duration Estimates: What do you think the real problem was in this case?
   
   

9. Process Improvement Plan: Are you making progress on the improvement framework?
   
   

10. Probability and Impact Matrix: The customer requests a change to the Planning NetSuite project that would increase the Planning NetSuite project risk. Which should you do before ass the others?


 
Step-by-step and complete Planning NetSuite Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Planning NetSuite project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Planning NetSuite project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Planning NetSuite project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Planning NetSuite project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Planning NetSuite project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Planning NetSuite project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Planning NetSuite project with this in-depth Planning NetSuite Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Planning NetSuite projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Planning NetSuite and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Planning NetSuite investments work better.

This Planning NetSuite All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.