Staying Current with NetSuite Updates: An Administrator’s Checklist

June 5, 2024
A checklist for choosing the right software for your business, with a focus on staying current with NetSuite updates.

Unlocking the full potential of NetSuite for your organization requires more than just an implementation plan—it demands meticulous attention to detail and staying current with the latest updates. 

But how do you ensure you're not missing crucial steps along the way? 

Imagine having a roadmap that guides you through every stage, ensuring a seamless transition and optimal performance. 

In this article, we'll explore the essential elements of a NetSuite checklist and reveal how it can revolutionize your implementation process and set the stage for long-term success.

Pre-Implementation Strategy

Developing a pre-implementation strategy is essential to the success of your ERP implementation project. 

By assessing your business requirements, selecting the right ERP solution, and planning and budgeting for the project, you can ensure that your project is completed on time, within budget, and meets your business needs.

Assessing Business Requirements

The first step in developing a pre-implementation strategy is to assess your business requirements. This involves identifying your business processes, pain points, and priorities. 

To gather this information, you can conduct interviews with stakeholders, review documentation, and analyze data. 

Once you have a clear understanding of your requirements, you can develop a project scope that outlines the goals, objectives, and deliverables of the project.

Selecting the Right ERP Solution

Selecting the right ERP solution is critical to the success of your project. You should conduct thorough research and due diligence to identify the ERP solutions that best meet your business requirements. 

Consider factors such as functionality, scalability, ease of use, and cost. You may also want to consult with industry experts and review case studies to gain insights into other businesses’ experiences.

Planning and Budgeting

Once you have selected an ERP solution, you can begin planning and budgeting for the project. This involves developing a project plan that outlines the project's tasks, timelines, and resource requirements. 

You should also develop a budget that includes all of the project's costs, such as software licenses, hardware, implementation services, training, and ongoing support.

Implementation Process

Implementing an ERP system like NetSuite can be complex and challenging. However, following a well-defined implementation process ensures your deployment succeeds and meets your business needs. 

Here are the three steps involved in the implementation process:

Data Migration and Security

One of the most critical aspects of any ERP implementation is ensuring that your data is migrated correctly and securely. 

You must develop a data migration strategy to ensure your data is clean and usable for the new ERP solution. Additionally, you need to develop a backup and business continuity strategy for data.

System Configuration and Customization

Once your data is migrated, you must configure and customize your NetSuite system to meet your business needs. This involves setting up roles and permissions, defining workflows, and creating custom fields and forms. 

You may also need to integrate with other systems and applications.

Integration with Existing Processes

Integrating NetSuite with your existing business processes is critical to ensure successful deployment. 

You need to identify the processes that the new system will impact and ensure that they are integrated correctly. This may involve re-engineering some of your existing processes to take advantage of NetSuite’s new capabilities.

Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.

Training and Support

When implementing NetSuite, it is crucial to have a comprehensive training and support plan in place. This ensures that your team is well-equipped to handle the new system and that any issues can be addressed promptly.

Developing a Training Program

To develop a successful training program, you should start by identifying your team’s specific training needs. Conducting a training needs analysis can help determine the skills and knowledge required for each role.

Once you have identified the training needs, you can start developing the training program. This should include a mix of end-user training and training for key stakeholders. 

The training should be delivered in various formats, including classroom, online, and on-the-job training.

Establishing clear communication channels between the training team and the end users is also important. This will ensure that any questions or concerns can be addressed promptly and that the training program is effective.

Establishing Support Channels

In addition to training, establish support channels for your team. This includes setting up a help desk or support center where end-users can report any issues or ask for assistance.

To ensure effective support channels, engage with your team and gather feedback. This will help you identify any issues with the support channels and make improvements as needed.

By developing a comprehensive training and support plan, you can ensure your team is well-equipped to handle the new NetSuite system. This will help minimize downtime and ensure your team can continue working efficiently.

Post-Implementation Review

Once you have implemented NetSuite, conducting a Post-Implementation Review (PIR) is essential.

Evaluate whether project objectives were met, determine how effectively the project was run, learn lessons for the future, and ensure that the organization gets the greatest possible benefit.

Performance Analysis

To conduct a performance analysis, you should review the goals and key performance indicators (KPIs) established during the implementation planning process. 

  • Evaluate the efficiency and automation achieved by the new system and compare it to the previous system. 
  • Identify any areas where the system has improved or failed to meet expectations. 
  • Analyze the dashboards and reports to determine if they provide the necessary information to make informed decisions.

Continuous Improvement

A PIR should also identify areas for continuous improvement. 

  • Review the best practices used during the implementation and identify any that were not followed. 
  • Determine if any additional best practices could be implemented to improve the system. 
  • Develop an action plan to address any areas for improvement and assign responsibilities for implementing the plan.

By conducting a PIR, you can ensure that your NetSuite implementation is successful and that your organization is getting the most out of the system. Remember to review your goals and KPIs, evaluate the efficiency and automation achieved, and identify areas for continuous improvement.


Successfully navigating the complexities of NetSuite implementation demands meticulous planning, careful execution, and ongoing evaluation. 

From pre-implementation strategy to post-implementation review, each stage is critical to ensuring your organization maximizes the benefits of this powerful ERP system. 

By following the steps outlined in this article, you can streamline your implementation process, minimize disruptions, and position your business for long-term success with NetSuite. 

Ready to take the next step? Download Atticus Solutions' Salary Guide to find the best NetSuite administrator for your business and elevate your ERP journey today.

Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.

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