This webinar provides an overview of NetSuite and its capabilities for managing business processes. It includes a demonstration of managing orders, customers, procurement, and expenses. The presentation lasts approximately one hour, with time for questions. NetSuite offers tools to help with change management, user adoption, reporting, and real-time process control across the organization. Attendees can contact Net@Work representatives after for any additional questions.

1. Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has questions during this webinar – please type them in your Questions Box
located at the bottom of your GoToWebinar panel

3. Introductions
Sean Munzert| Net@Work
Client Care Manager
Michelle Donaldson | Net@Work
Senior NetSuite Solutions Consultant
Seth Ellertson | Net@Work
Vice President, Sales

4. 200+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web Development
& e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. Today’s Agenda
NetSuite
Overview
Demonstration
Introduction to
NetSuite
•Managing the Business &
Change
•Efficient Order Management
& Customer Service
•Effective Procurement &
Expense Management
Time to
Consider
NetSuite?
•4 Trigger Points
•Net@Work Overview
• NetSuite Unified Platform

6. Where are you today?

7. #1 Business Goal = Growth
Source: Aberdeen Group, 2017

8. IT Solutions as Enabler for Growth and Expansion
➢ Growth brings success but also increases the need for internal support
➢ Successful companies invest into their internal support structure (e.g.
modernize their IT solutions) to drive expansion and to stay ahead of their
competition
➢ Failing to do so and keeping the status-quo hold many organizations back
from achieving their full potential to expand their business
“Inefficiencies
are spreading and
undermine our
profits and
growth potential.”
“We have outgrown
our existing
system(s) and we
lack insight into our
operations.”
“Our processes have
become complex
and are slowing us
down. We’ve lost our
agility and
responsiveness”

9. 4 Trigger Points – It’s Time to Change
4 possible trigger points when organizations explore upgrading to NetSuite
Your
business has
changed
Your
solution is
limiting your
business
Your data is
rapidly
expanding
Your user
productivity
is slowing
down

10. The impact of disconnected systems…
Warehousing
Accounting Support
SFA
Web
Marketing
Inventory
NetSuite: Designed for Global Business Management

11. © Copyright 2017
Role-Based
-Speed up user adoption
IAAS, PAAS, SAAS:
-Refocus IT on the business
Extends out to your trading
partners for true End to End
process control
Supports Vertical Solutions &
Advanced Functionality
Why NetSuite? Designed for Business Operations

12. © Copyright 2017
NetSuite Automatic Upgrade Process
RELEASE PREVIEW
RELEASE PREVIEW
RELEASE PREVIEW
RELEASE PREVIEW
NETSUITE UPGRADE
10% UPGRADE
30% UPGRADE
REMAINING UPGRADED
PHASE 1 PHASE 2 PHASE 3 PHASE 4
PHASE 1 CUSTOMERS
PHASE 2 CUSTOMERS
PHASE 3 CUSTOMERS
PHASE 4 CUSTOMERS
ACCOUNTSNAPSHOT

13. © Copyright 2017
Secure at every level
Data Center Network and Host Database Application
• Guarded premises
• Managed physical access
• Separation of duties
• Continuous monitoring
through multiple intrusion
detection systems (IDS)
• Third party scans and
penetration tests
• DDOS protection & redundant
backbone connections
• Operations Security Team
• No direct access to database
• Real-time replication between
data centers
• Opt-in access for services &
support
• Per-account virtual private
database
• Anomaly detection
• Application Security Team
Security Features
• Granular roles and permissions
system
• Per-role authentication
requirements
• IP address restriction
• Configurable password policies
• Two-factor authentication
• SAML
• Full audit log available via built-
In reporting

14. © Copyright 2017
Managing the Business & Change

15. © Copyright 2017
NetSuite – Let’s take a look…
• Users + Roles + Dashboards
• Dashboard KPI’s, Reminders, Portlets
• Tools for speedy User Adoption
• Reporting
Live Demo:

16. Change
Management
Users & Roles:
Access, Security,
Checks & Balances
Workflow:
Order to Cash
Procure to Pay
Custom
Fields
Custom
Forms
Audit Trails:
Track Changes,
drill
down/around/
across and
record level
Ownership
of your
Solution

17. User Adoption Saved Searches:
Dashboards, Print,
Email
Portlets:
1-Click Access
Shortcuts
for User
Favorites
Global
Search
Suite
Answers:
Online Help
Recent
Records
Reporting:
Customized,
Built in
Analytics
Productivity &
Empowerment
Tools

18. Process Management Entity Records:
Accounts, Items,
Vendors,
Customers,
Employees
Transactions
Records:
PO’s, Vendor Bills,
Quotes, Sales
Orders, Invoices
Workflow:
States &
Cases
Communication
Records:
Events, Tasks, Calls,
Attachments, Email,
Suite Social
Real-time
Process
Control

19. © Copyright 2017
Efficient Order Management & Customer Service

20. © Copyright 2017
NetSuite – Let’s take a look…
• Lead to Opportunity and Quote to Order
• Order Fulfillment
• Case Management for Customer Service
Live Demo:

21. © Copyright 2017
Effective Procurement & Expense Management

22. © Copyright 2017
NetSuite – Let’s take a look…
• Items, Locations, and Attributes
• Planning & Purchase Order Generation
Live Demo:

23. © Copyright 2017
Deployment Approach

24. © Copyright 2017
Any Questions?
Please type in
your questions

25. © Copyright 2017
Thank You For Attending!
800-719-3307
www.netatwork.com
netatwork.com/blog
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Connect with
Contact us for any questions or concerns. Or you can reach out to us via the information below!
Email: netsuite@netatwork.com
Sean Munzert | Net@Work
“Clients for life champion”
(P) 646-293-1781
(E) smunzert@netatwork.com
Seth Ellertson | Net@Work
Vice President, Sales
(P) 623-748-1616
(E) sellertson@netatwork.com