The planning phase is critical, as it sets the foundation for the entire implementation. Begin by defining the key objectives of the ERP system. Consider questions such as:

 

• What specific business needs and processes will NetSuite address?

• How will success be measured (e.g., improved efficiency, reduced operational costs, faster reporting)?

 

In this phase, you’ll also gather your key stakeholders from departments such as finance, sales, operations, and IT. These teams will provide input on their requirements and ensure that the system is configured to meet organizational needs.

 

Key Deliverables:

 

• Project goals and objectives

• Key performance indicators (KPIs) for tracking success

• Project timeline and budget estimates

 

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