After defining your goals and gathering requirements, move on to designing and configuring NetSuite to meet your business needs. This stage involves setting up modules, workflows, custom fields, forms, and dashboards to reflect your processes.

NetSuite’s flexibility allows for customizations, but it’s crucial to balance these with out-of-the-box functionalities. Over-customization can lead to issues with system upgrades and maintenance, so prioritize essential configurations.

Key Deliverables:

• Detailed system design documentation

• Configured modules and workflows aligned with business requirements

• Minimal viable customizations