Planning NetSuite Toolkit

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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 999 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 999 standard requirements:

  1. Do you have in place a guaranteed minimum level of system availability for your on-premise applications, across all of your offices from your internal and/or external support teams?

  2. How would you describe the role of executive leadership in your organization with regard to emerging and next-generation technologies (including cloud, mobile, and social)?

  3. What steps will be taken to ensure that appropriate procedures and resources are in place at your organization level to avoid an improper impoundment of funds?

  4. Which is the better deployment option for your organizations ERP and core data, a public cloud accessed by the Internet or a private network you manage?

  5. What guidance will be provided to departments to clarify any changes in organization responsibilities for testing and validating software functionality?

  6. Given the rapid pace of change in technology architecture, which IT investment has the potential to produce the greatest benefit for your organization?

  7. What guidance will be provided to departments to encourage participation in, and adoption of, the new solutions envisioned in the new approach?

  8. How can the new system pay bills from one legal entity while the legal liability for corresponding debts rests with a different legal entity?

  9. What types of project management tools, methodologies and processes will it leverage to make the implementation more efficient and effective?

  10. What if every user knew how your business was performing in real time, and could see all the relevant information in a convenient dashboard?


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 999 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. Activity Duration Estimates: Are Planning NetSuite project records organized, maintained, and assessable by Planning NetSuite project team members?

  2. Scope Management Plan: Has appropriate allowance been made for the effect of the learning curve on all personnel joining the Planning NetSuite project who do not have the required prior industry, functional & technical expertise?

  3. Quality Management Plan: How does your organization recruit, hire, and retain new employees?

  4. Project Management Plan: Do the proposed changes from the Planning NetSuite project include any significant risks to safety?

  5. Scope Management Plan: Are target dates established for each milestone deliverable?

  6. Probability and Impact Matrix: What is the industrial relations prevailing in this organization?

  7. Variance Analysis: Are detailed work packages planned as far in advance as practicable?

  8. Executing Process Group: How well defined and documented were the Planning NetSuite project management processes you chose to use?

  9. Team Operating Agreement: What are the boundaries (organizational or geographic) within which you operate?

  10. Cost Management Plan: Are procurement deliverables arriving on time and to specification?

 
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.