Training Archives - OdeBlog https://blog.odecloud.com/category/work/training/ Business Technology and Talent Solutions Tue, 24 Sep 2024 18:16:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.7 https://blog.odecloud.com/wp-content/uploads/2023/11/odecloud_logo.jpeg Training Archives - OdeBlog https://blog.odecloud.com/category/work/training/ 32 32 ERP Change Management Plan for Success https://blog.odecloud.com/work/it-strategy-blog/erp-change-management-plan-for-success/ Thu, 26 Sep 2024 12:14:00 +0000 https://blog.odecloud.com/?p=18877 Change Management has always been a hiccup during the ERP transformation process. Throughout the transition, there are employees who may be reluctant and require training, along with a management process that must be reviewed and approved at every step Migrating employees to new systems, rules, and procedures is a critical process that requires careful planning […]

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]]> Change Management has always been a hiccup during the ERP transformation process. Throughout the transition, there are employees who may be reluctant and require training, along with a management process that must be reviewed and approved at every step

Migrating employees to new systems, rules, and procedures is a critical process that requires careful planning and execution to ensure a smooth transition and minimize disruption to operations.

To address these challenges and ensure a successful migration, here’s a list of essential steps for a successful ERP Change Management Plan.

6 Essential Steps for a Successful ERP Change Management Plan

Here is a list of must haves in an ERP Change Management Checklist as follows:

1. Analyze

Access impact of change.

Approach all levels of management in this study to build a case for change.

Identify opportunities and risks of the new platform and its suitability to existing business processes.

2.Risk Assessment

Understand your current workforce age dynamics before bringing in the new ERP in effect. Older generations are always reluctant to change and will take a considerate amount of time to adapt and accept the new ERP. Conduct a readiness assessment to analyze the bandwidth for it.

3. Bring in Strong Leaders to Cater the Change Culture

A change needs to be handled in a proactive as well as sensitive manner. Organizations need to identify and bring in leaders to make this process filled with trust and impact; both!

4. Communication Plan

Tailor your messages as per the audience.

Put up disclosures, milestones, objectives, and transition processes in an order with the current workforce.

Develop a trust amongst employees for the end goal of adapting to the new system.

5. Workforce Enablement

Address employee fears and concerns.

Give employees a breathing space into their new roles in the system.

Arrange group training sessions explaining all the security norms while implementing the transition process.

6. End User Training

Perform onboarding training sessions for the new active system in place.

Engage employees in system audit activities to understand the system better and self-monitor their work.

Customize your ERP training. Introduce online and offline training schedules to suit every employee’s comfort.

An effective ERP Training Strategy can go a long way towards mitigating employee resistance.

Takeaways

Thus, an ERP Implementation can be simple, or complex based on the various factors like size of the organization, crowd of the organization and a willingness of managing the transition chaos in the system.

However, not taking charge of an ERP change management can blister a serious ERP failure!By prioritizing ERP change management, you can equip your workforce with the confidence to embrace the new system.

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]]> NetSuite Planning and Budgeting: A Comprehensive Guide https://blog.odecloud.com/work/know-how-tutorial-blog/netsuite-planning-and-budgeting/ https://blog.odecloud.com/work/know-how-tutorial-blog/netsuite-planning-and-budgeting/#respond Thu, 06 Jun 2024 15:55:00 +0000 https://odecloud.com/?p=14527 This blog post is for you if you want a clear and comprehensive understanding of NetSuite’s planning and budgeting capabilities. We will be exploring the various components of its business system involved in budgeting—including budget creation, approval workflows, resources tracking, cost management, reporting features, and more—and providing tips on how to use them best. Whether […]

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]]> financial budget

This blog post is for you if you want a clear and comprehensive understanding of NetSuite’s planning and budgeting capabilities. We will be exploring the various components of its business system involved in budgeting—including budget creation, approval workflows, resources tracking, cost management, reporting features, and more—and providing tips on how to use them best. Whether you’re a seasoned NetSuite user or just getting started with the platform, this post provides an overview of the primary considerations when working with NetSuite’s planning & budgeting suite so that you can ensure your organization’s success.

What Is NetSuite Planning & Budgeting?

NetSuite Planning and Budgeting is a toolset that allows you to monitor and manage your organization’s financial performance. It allows users to create accurate budgets and track actual costs against these projections. This helps organizations stay within their budget while also allowing them to quickly identify areas where additional funds may be needed.

NetSuite Planning and Budgeting has revolutionized how finance teams produce budgets and forecasts. This cloud-based solution uses automation, eliminating much of the laborious and time-consuming tasks that bog down planning and budgeting. Businesses can quickly and easily model their desired scenarios for budget forecasting, enabling them to make crucial financial decisions in a much shorter period. Moreover, with its collaborative platform, all employees can create reports within one system, so everyone is always on the same page.

What Features Does NetSuite Planning and Budgeting Offer?

NetSuite Planning and Budgeting features allow users to manage their budgets efficiently. It offers flexibility in budgeting, allowing users to enter data in various ways and quickly update or adjust any information as needed. Below are some of the key features available with this suite:

Budget Creation with NetSuite Planning and Budgeting

One of the most important aspects of budgeting is creating an accurate forecast for your organization’s finances. With NetSuite, you can create a budget that reflects your business’s current state and any projected revenue or expenses changes. This helps ensure that your budget is up-to-date and accurate, essential for making sound financial decisions.

Scenario Planning and Modeling

NetSuite Planning and Budgeting includes built-in scenario planning and modeling capabilities that make it easy to explore different budget scenarios. This allows users to effectively predict future changes in expenses, revenues, or other key variables so that they can plan accordingly. For example, suppose a business is looking to invest in new technology or launch a new product line. In that case, it can use NetSuite’s modeling capabilities to predict the impact of these changes on its budget.

Approval Workflows

NetSuite allows you to create approval workflows to review and approve budget items quickly. This helps ensure that budgets comply with your organization’s policies and regulations and reduce the time spent manually reviewing each request. Additionally, NetSuite’s workflow capabilities allow multiple levels of approval to be configured so that all necessary parties can review that budget item.

Revenue Planning

NetSuite’s Planning and Budgeting suite allow users to create accurate projections of their future revenue. This helps organizations plan for changes in the market or other factors that could impact their income, ensuring they can adjust accordingly and remain profitable.

Operational Expense

NetSuite’s Planning and Budgeting suite also allow users to track their operational expenses. This helps ensure that organizations stay within their budget, highlighting any areas where additional funds may be needed. Additionally, it allows users to quickly identify any discrepancies or issues in their financial statements so they can be addressed promptly.

Workforce Planning

NetSuite’s Planning and Budgeting suite also include workforce planning capabilities. This allows organizations to accurately forecast their future staffing needs, helping them determine the staff they need and plan for any changes in the coming months or years. This helps ensure that their business is adequately staffed and prepared for any changes in the market.

Data Synchronization

NetSuite Planning and Budgeting enables users to synchronize data from other applications and departments of NetSuite ERP into one centralized system. This helps ensure that all of the data used for budgeting is accurate and up to date, helping organizations make more informed financial decisions.

Microsoft Office Integration

NetSuite Planning and Budgeting can be easily integrated with Microsoft Office, allowing users to quickly create presentations, charts, and other visualizations that help tell the story of their budget. This makes it easier to share budget information with stakeholders and helps ensure everyone is on the same page when making financial decisions.

Reporting Features

NetSuite’s reporting capabilities allow you to quickly and easily generate reports that provide insight into your organization’s budget performance. These reports can be tailored to fit specific needs, such as highlighting areas underutilizing funding or focusing on upcoming expenses. NetSuite allows users to export their reports into various formats—including Excel, PowerPoint, and PDF—for easy sharing and analysis.

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How Does Your Company Benefit from This Solution?

NetSuite Planning and Budgeting is a powerful tool that can help businesses of all sizes manage their finances and plan for the future. Here’s why you should consider using NetSuite Planning and Budgeting for your business.

Saving Time & Money

NetSuite Planning and Budgeting helps save time by automating many tedious tasks associated with budgeting, such as data entry, calculations, analysis, etc. This means you’ll have more time to focus on other essential aspects of your business. Additionally, with the ability to quickly plan for the future, you’ll be able to minimize costly mistakes or delays.

Improved Accuracy & Efficiency

NetSuite Planning and Budgeting also helps improve accuracy by eliminating manual errors from traditional budgeting methods. Additionally, its in-depth analytics capabilities allow you to quickly analyze data from multiple perspectives to make better decisions faster. This means you’ll be able to make decisions based on actual results rather than guesswork or assumptions.

Real-Time Tracking & Reporting

Finally, NetSuite Planning and Budgeting offers real-time tracking and reporting features that give you greater visibility into your financial performance so you can quickly identify opportunities or areas of improvement before they become significant issues. With this feature, you’ll be able to track progress against goals in real-time and make adjustments necessary to meet those goals.

Bottom Line:

NetSuite Planning and Budgeting is a powerful solution that can help businesses of all sizes manage their finances, forecast for the future, synchronize data from multiple sources, and generate reports to gain insights into budget performance. With NetSuite Planning and Budgeting, you’ll be able to save time, money, and resources while increasing accuracy and efficiency. This makes it an excellent tool for businesses looking to optimize their budgeting process.

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]]> https://blog.odecloud.com/work/know-how-tutorial-blog/netsuite-planning-and-budgeting/feed/ 0 NetSuite Certification: Achieve True NetSuite Mastery https://blog.odecloud.com/work/training/netsuite-certification/ https://blog.odecloud.com/work/training/netsuite-certification/#respond Wed, 16 Nov 2022 15:00:00 +0000 https://odecloud.com/?p=13393 Here's everything you need to know about NetSuite certification.

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In this post, we will outline the different types of NetSuite certification and what you need to do to achieve them.

NetSuite is a comprehensive cloud-based business software suite that offers a complete range of enterprise Resource Planning (ERP) applications. Earning a NetSuite certification can help advance your career by demonstrating your proficiency in using NetSuite software.

NetSuite Certification: The Path to Career Success

NetSuite Certification: The Path to Career Success. As the world’s leading provider of cloud-based business software, NetSuite helps companies operate more effectively and efficiently. A NetSuite certification is the best way to demonstrate your knowledge of NetSuite and your commitment to your career. The NetSuite offers six disciplines of certification:

NetSuite Certified SuiteFoundation

The NetSuite SuiteFoundation certification is a great way to show that you are knowledgeable about the NetSuite product. The certification will help you stand out from other professionals who may not have the same level of knowledge or understanding of the product. 

In addition, the certification will also help you to better understand the core concepts and features of the product. As a result, the certification will help you to be more successful in your career.

The NetSuite Certified SuiteFoundation Exam is designed to test your knowledge of the various aspects of NetSuite. To pass the exam, you’ll need to have a thorough understanding of the following topics: Setup and Administration, the NetSuite User Interface, Standard NS Process Flows, SuiteAnalytics, and Maintenance, Resources, and Data Security. This blog post will provide you with an overview of each topic so that you can study effectively for the exam.

Setup and Administration: This section of the exam will test your knowledge of setting up and administering a NetSuite account. You’ll need to be familiar with topics such as configuring company information, enabling features, and customizing forms.

NetSuite User Interface: In this section, you’ll be tested on your understanding of the NetSuite user interface. You’ll need to know how to navigate around NetSuite effectively, as well as how to set personal preferences at the user level.

Standard NS Process Flows: As its name suggests, this section covers standard NetSuite process flows. You’ll need to have a good understanding of how various processes work to answer questions correctly.

PREVIOUS POST – What is NetSuite SuitePeople HR?

SuiteAnalytics: The SuiteAnalytics section covers Saved Searches and CSV imports. You’ll need to know how to create and edit Saved Searches, as well as how to import data into NetSuite using a CSV file.

Maintenance, Resources, and Data Security: Finally, this section tests your knowledge of maintenance, resources, and data security in NetSuite. You’ll need to be familiar with topics such as creating and managing records, using SuiteAnswers, and setting data security policies.

NetSuite’s SuiteFoundation Certification Exam is a comprehensive exam that tests your knowledge of NetSuite’s products and features. To help you prepare for the exam, NetSuite recommends taking the following courses:

    • ERP Fundamentals,

    • NetSuite Administrator Fundamentals

    • Sales Force Automation Fundamentals

    • and SuiteAnalytics Financial Reports and Searches.

Each of these courses will allow you to learn about NetSuite’s products and features in more depth, and the exam preparation course will provide you with tips and tricks for taking the exam. With the proper preparation, you can feel confident that you’ll pass the SuiteFoundation Certification Exam and be well on your way to becoming a NetSuite-certified professional.

NetSuite Certified Administrator

The NetSuite Certified Administrator Exam is designed to test your knowledge of administering a NetSuite account. To pass the exam, you’ll need to have a thorough understanding of topics such as configuring company information, enabling features, and customizing forms. You’ll also need to be familiar with the NetSuite user interface and how to navigate around the system effectively.

The NetSuite Certified Administrator exam is a comprehensive assessment of an individual’s NetSuite knowledge and skills. The exam covers a wide range of topics, including :

    • SuiteAnalytics

    • SuiteBuilder

    • The SuiteCloud platform

    • Setup and administration,

    • and data security.

To become a Certified Administrator, individuals must possess a deep understanding of how NetSuite works and demonstrate their ability to effectively use the system to solve real-world business problems.

RELATED POST – NetSuite Administrator: Why Do You Need One?

To become a NetSuite Administrator, there are a few recommended courses you should take including:

    • NetSuite essentials,

    • SuiteAnalytics: reports and searches

    • SuiteAnalytics: advanced searches,

    • SuiteFlow: workflow fundamentals,

    • SuiteCloud: exploring the NetSuite platform.

These courses will give you the foundation you need to be successful in the role. You will learn how to set up and configure NetSuite, as well as how to create custom reports and searches.

In addition, you will gain an understanding of workflow fundamentals and how to build custom applications on the NetSuite platform. By taking these courses, you will be well on your way to becoming a NetSuite Administrator.

NetSuite Certified ERP Consultant

To become a NetSuite ERP Consultant, an individual must pass two exams. The first exam is the NetSuite SuiteFoundation Exam. This exam tests an individual’s knowledge of the basic concepts of NetSuite’s ERP system.

The second exam is the NetSuite Implementation Exam. This exam tests an individual’s ability to apply their knowledge of NetSuite’s ERP system to real-world scenarios.

To become certified, an individual must pass both exams. After becoming certified, an individual will be able to consult on NetSuite implementations and provide support for NetSuite users.

PREVIOUS POST – NetSuite Skill Improvement Remains Top Priority for OdeCloud Community

The NetSuite Certified ERP Consultant exam covers a variety of subject areas related to the NetSuite platform. The Exam covers topics such as

    • ERP

    • Analytics

    • Dashboards

    • OneWorld

    • Data Security

    • Data Strategy

The Exam is designed to test a candidate’s knowledge of the NetSuite platform and their ability to apply it to real-world situations. The Exam is not intended to be a comprehensive examination of all aspects of the NetSuite platform, but rather a way to assess a candidate’s understanding of the key concepts and their practical application.

Candidates who pass the Exam will be able to demonstrate their understanding of the NetSuite platform and how to use it to solve business problems.

Becoming a NetSuite ERP consultant requires a certain level of experience and expertise. Here are the courses NetSuite recommends to help you prepare for the NetSuite ERP Consultant Certification Exam.

ERP: Fundamentals: This course covers the basics of enterprise resource planning (ERP) systems and how they can help businesses streamline their operations. You’ll learn about the different types of ERP systems, their key components, and how they can be used to support various business processes.

Inventory Item Costing: This course covers the different methods used to calculate the cost of inventory items in NetSuite. You’ll learn about standard costing, actual costing, and moving average costing. You’ll also learn how to configure these methods in NetSuite and how to use them to generate accurate financial reports.

NetSuite-Administrator Fundamentals: This course covers the basics of NetSuite administration. You’ll learn about the different NetSuite modules, how to create and manage users, and how to configure security settings. You’ll also learn how to create custom fields and forms, and how to troubleshoot common issues.

NetSuite Certification: ERP Consultant Study Session: This course covers the topics covered in the NetSuite ERP Consultant Certification Exam. It includes a review of all exam objectives, as well as practice questions and answers.

NetSuite: Financial Management: This course covers the basics of financial management in NetSuite. You’ll learn about account setups, transaction entries, journal entries, bank reconciliation, and financial reporting. You’ll also learn how to configure these features in NetSuite and how to use them to support your business’s financial operations.

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SuiteAnalytics: Financial Reports and Searches: This course covers the basics of creating financial reports and searches in NetSuite’s SuiteAnalytics module. You’ll learn about the different types of reports available in SuiteAnalytics, as well as how to create custom reports and searches. You’ll also learn how to share reports with others and how to schedule report generation.

SuiteAnalytics: Advanced Searches: This course covers advanced features of SuiteAnalytics searches. You’ll learn how to create custom searches using Saved Searches, SQL Views, Search Joins, Search Filters, and Search Aggregates. You’ll also learn how to share searches with others and how to schedule search execution.

SuiteCloud: Exploring the NetSuite Platform: This course explores the capabilities of the NetSuite platform from a developer’s perspective. You’ll learn about the different types of applications that can be built on the platform, as well as the platform’s core features and functionality.

SuiteFlow: Workflow Fundamentals: This course covers the basics of workflow automation in NetSuite using SuiteFlow. You’ll learn about workflow states, transitions, triggers, actions, prisoners, alerts, approvals, assignments, tasks, record locking, field updates, email notifications, workflow history tracking, searching for workflows, and troubleshooting workflow issues. You will also learn how color coding can be used to visually represent workflow statuses in NetSuite lists and transaction records.

Using Accounts Receivable (AR): This course covers details about using NetSuite to manage accounts receivable (AR). You will learn about customer invoice records, credit memo records, payments, and applying cash receipts against invoices and credit memos.

NetSuite Certified SuiteCloud Developer

In today’s business world, it’s becoming more and more important to have a strong online presence. Companies are increasingly relying on SuiteCloud technologies to power their websites and applications, which is why the SuiteCloud Developer certification is so important. 

This certification shows that you have the skills and knowledge necessary to build SuiteCloud-powered solutions that are reliable, scalable, and secure.

RELATED POST – NetSuite Consultancy Uses Crowdsourcing to Provide Best-in-Class Service

The SuiteCloud Developer certification consists of two examinations: the SuiteFoundation exam and the two-hour-long SuiteCloud Developer exam. The latter covers topics such as

    • SuiteAnalytics

    • SuiteFlow

    • SuiteTalk

    • SuiteBundler

    • SuiteBuilder

    • SuiteScript

    • Design fundamentals

To be eligible for the certification, candidates must have between one and two years of experience working with SuiteCloud technologies, as well as two to three years of software development experience. 

Furthermore, it’s beneficial to know JavaScript, SQL, SOAP, XML, JSON, and REST technologies.

The importance of this certification cannot be understated. With more and more companies relying on SuiteCloud technologies to power their websites and applications, the demand for certified developers is only going to increase. 

If you want to stay ahead of the curve and position yourself for success in the future, pursuing the SuiteCloud Developer certification is a great place to start.

NetSuite Certified SuiteCloud Developer II

As a NetSuite developer, it’s important to stay up-to-date on the latest certification. That’s why, in August 2018, NetSuite introduced the SuiteCloud Developer II certification as a replacement for the original (now called SuiteCloud Developer I). The main reason for the upgrade was to replace the SuiteScript 1.0 section of the exam with SuiteScript 2.0 objectives, in addition to doing a general update of the exam’s content.

NetSuite SuiteCommerce Developer Certification

The SuiteCommerce Developer Certification is a globally recognized credential that demonstrates your expertise in developing and deploying NetSuite’s SuiteCommerce platform. The exam covers a range of topics, including SuiteCloud, APIs and services, SuiteCommerce advanced applications, account configuration and setup, and design fundamentals. In this blog post, we’ll give you a brief overview of each of these topics so you can start studying for the exam with confidence.

SuiteCloud: SuiteCloud is NetSuite’s development platform. It enables developers to extend NetSuite to create custom applications or integrate with third-party applications.

When developing a SuiteCloud application, the execution context is an important consideration. It can impact which records and features are available to the script and how certain functions behave. Understanding the webstore context, for example, is crucial for implementing commerce functionality.

In addition, it’s important to be familiar with bundle types and global libraries in SuiteScript Server Pages (SSP) applications, as well as how to use scriptable carts and touchpoints. By taking the SuiteCloud section, you will gain a strong understanding of these concepts and their role in building successful SuiteCloud applications.

APIs and services: To develop on the SuiteCloud platform, you need to be familiar with NetSuite’s APIs and services. The NetSuite SOAP web services API allows you to access data in NetSuite from external Applications. You can also use the RESTlets framework to develop custom RESTful web services that can be consumed by any third-party application.

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SuiteCommerce advanced applications: SuiteCommerce Advanced is a robust ecommerce platform that provides everything you need to create a sophisticated online store, including a customizable shopping cart, product catalog, order management, and payment capabilities.

Account configuration and setup: Before you can start using NetSuite, you need to configure your account settings. This includes setting up your company information, preferences, and user accounts. You will also need to create custom records and fields to store your company’s data in NetSuite.

Design fundamentals: Creating custom applications on the SuiteCloud platform requires an understanding of basic design principles. This includes an understanding of how to use HTML, CSS, JavaScript, XML, and other web technologies to create pages that are both functional and visually appealing.

NetSuite Certified Financial User

Are you looking to increase your knowledge of NetSuite accounting and finance functionality? If so, the NetSuite Financial User course is a great place to start.

In this course, you’ll gain a foundational understanding of how to navigate around the NetSuite system, as well as learn about key topics such as subsidiaries, accounts payable and receivable, journal entries, and financial reports. Plus, at the end of the course, you’ll have the opportunity to take a proctored exam to earn your NetSuite Financial User certification.

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Curious to learn more? Read on for an overview of what you can expect from the NetSuite Financial User course. The NetSuite Financial User course is designed to provide students with a solid understanding of core NetSuite accounting and finance functionality.

The course topics include:

    • Subsidiaries

    • Classifications and chart of accounts

    • Accounts payable

    • Accounts receivable

    • Billing schedules

    • Banking and payment processing

    • Journal entries

    • Budgeting

    • Expense allocations

    • Financial reports and KPIs

    • Period and year-end close

NetSuite Certified SuiteAnalytics User

As a NetSuite user, obtaining the Certified SuiteAnalytics User certification shows you can navigate and utilize all of the search, report, and dashboard functions in the system.

This certification proves you understand how to create and customize searches, build reports, and use dashboard components to effectively gather and analyze data. Employers and clients value this certification as it demonstrates a level of proficiency and efficiency in using NetSuite.

Earning this certification can open up new job opportunities or provide an edge over competitors in the market. If you have at least six months of experience using these tools in NetSuite, consider taking the Certified SuiteAnalytics User exam to boost your professional credentials.

This exam includes:

Creating Reports in NetSuite

You’ll learn how to create and customize reports in NetSuite. You’ll gain an understanding of the different types of reports available in NetSuite, and learn how to build reports using different data sources and formatting options.

Searching for Data in NetSuite

You’ll learn how to use the search features in NetSuite to find information quickly and easily. You’ll learn about the different search options available in NetSuite, and how to use keywords, filters, and other search criteria to find the data you need.

PREVIOUS POST – Salto: NetSuite Deployment & Change Management Made Easy (ft. Co-Founder and CTO, Gil Hoffer)

Building Dashboards in NetSuite

You’ll learn how to create and customize dashboards in NetSuite. You’ll learn about the different types of dashboards available in NetSuite, and learn how to use widgets and other components to create custom dashboards that meet your needs.

Analyzing Data in NetSuite

In this course, you’ll learn how to use the suite of tools available in NetSuite to effectively analyze data. You’ll learn about the different types of data analysis available in NetSuite, and how to use reports, searches, and dashboards to glean insights from your data.

Report Builder

The financial report builder interface can be used to efficiently generate custom financial reports for a company. It allows users to select specific data and time ranges to produce tailored results. In certain scenarios, the alternate data/ period range feature may come in handy, such as when comparing quarterly performances or analyzing specific events. However, for more complex report requirements, a custom search may be more effective in providing the necessary information.

Advanced Searches

Advanced searches can greatly improve the accuracy and efficiency of your transactions. One important thing to consider is mainline usage, as this impacts the results you will see in a search. It’s also important to understand which record to use as the basis for your search, to yield the desired result.

Features such as formatting can also enhance and organize your search results. And becoming familiar with SQL expressions, like CASE and DECODE, can help you determine the best approach for achieving your desired outcome.

Final Thoughts

Earning a NetSuite certification can be beneficial for your career by demonstrating your proficiency in using NetSuite software. If you are interested in pursuing certification, we recommend studying using the resources provided to ensure success on the exam.

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]]> https://blog.odecloud.com/work/training/netsuite-certification/feed/ 0 NetSuite Administrator: Why Do You Need One? https://blog.odecloud.com/work/business-technology-talent-solutions/netsuite-administrator-why-do-you-need-one/ https://blog.odecloud.com/work/business-technology-talent-solutions/netsuite-administrator-why-do-you-need-one/#respond Fri, 04 Nov 2022 15:00:00 +0000 https://odecloud.com/?p=13381 Need a NetSuite admin to help your business? Probably.

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This blog post is a roundup of some of the most important recent changes and updates to the NetSuite Administration.

Keeping your business’s data and operations running smoothly is essential. Keeping up with the latest changes and updates to the software can be daunting, but it’s important to stay current to take advantage of new features and enhancements.

Read on to find out what you need to know!

What Is a NetSuite Administrator?

A NetSuite administrator is responsible for the upkeep and maintenance of a company’s NetSuite account. This includes managing user access, configuring settings, and ensuring that data is accurate and up-to-date.

In addition, the administrator must be able to troubleshoot any issues that may arise. Because NetSuite is a complex system, the administrator needs to have a strong understanding of how it works. They must also be able to effectively communicate with users, as they will often need to provide instruction on how to use the various features.

Overall, the administrator plays an essential role in keeping a NetSuite account running smoothly.

PREVIOUS POST – What is NetSuite?

What Does a NetSuite Administrator Do?

In today’s business climate, it’s more important than ever to have a handle on your company’s finances. That’s where NetSuite comes in. NetSuite is a comprehensive financial software that offers businesses insight into their spending and income. And, at the heart of any good NetSuite implementation is a NetSuite administrator. In this, we’ll take a look at the role of a NetSuite administrator and some of the key responsibilities associated with the position.

A NetSuite administrator is responsible for configuring, deploying, and maintaining a company’s NetSuite instance. In addition to these duties, a NetSuite administrator also provides support and training to users on how to use the software. Given the critical nature of the role, it’s important to have a firm understanding of what a NetSuite administrator does before taking on the responsibility. 

Roles & Permissions

One of the most important responsibilities of a NetSuite administrator is managing roles and permissions. Roles determine which users have access to which parts of the software, while permissions determine what users can do within those parts of the software (e.g., view records, edit records, delete records). By carefully managing roles and permissions, a NetSuite administrator can help prevent unauthorized access to sensitive data and ensure that users have the appropriate level of access to perform their job duties.

Reports & Searches

Another key responsibility of a NetSuite administrator is creating and maintaining reports and searches. Reports provide users with visibility into various aspects of their business, such as sales pipeline activities, customer invoices, and spending trends. Searches offer users the ability to quickly find specific records within NetSuite, such as customer accounts or vendor contracts. By creating accurate and up-to-date reports and searches, a NetSuite administrator can help users save time and improve decision-making throughout the organization.

KPI Dashboards

In addition to reports and searches, a NetSuite administrator may also be responsible for creating KPI dashboards. Dashboards provide users with real-time visibility into key performance indicators (KPIs) so that they can see how their company is performing against predetermined targets. By setting up dashboards for different users throughout the organization, a NetSuite administrator can help everyone stay up-to-date on the latest performance metrics and ensure that everyone is working toward common goals. 

RELATED POST – NetSuite vs Salesforce: The Ultimate Showdown

Configuration & Customization

Two other areas where a NetSuite administrator plays an important role are configuration and customization. Configuration refers to the process of setting up NetSuite to meet a company’s specific needs (e.g., setting up new user accounts, assigning roles/permissions, and configuring workflows). Customization refers to making changes to NetSuite that are not possible through configuration alone (e.g., adding new fields to records, or modifying existing workflows). By handling both configuration and customization tasks, a NetSuite administrator can help ensure that NetSuite remains aligned with changing business needs over time.

SuiteApps Setup & Maintenance

NetSuite administrator may also be responsible for setting up and maintaining NetSuite’s SuiteApps. SuiteApps are built by using the SuiteCloud platform and these applications extend the functionality of NetSuite. For example, there are SuiteApps for CRM, e-commerce, and project management. By setting up and maintaining the SuiteApps that are most relevant to a company’s needs, a NetSuite administrator can help ensure that NetSuite remains a valuable tool for the organization.

Performance Optimization

Another key responsibility of a NetSuite administrator is performance optimization. This involves ensuring that NetSuite remains responsive and running smoothly despite increasing amounts of data or concurrent usage by multiple users. To do this effectively, a NetSuite administrator needs to have a good understanding of how NetSuite works “under the hood” so that they can identify potential bottlenecks and take steps to address them before they become problems.

Training & Support

Finally, a NetSuite administrator is also responsible for providing training and support to users. This includes creating training materials, conducting pieces of training, and answering user questions. By providing adequate training and support, a NetSuite administrator can help ensure that users can use NetSuite effectively and efficiently.

As you can see from this overview, there are many responsibilities associated with being a NetSuite administrator. While it may seem like a daunting task at first glance, it’s very rewarding – especially when you see how much your efforts improve the day-to-day operations of your company!

RELATED POST – NetSuite Inventory Management: A Comprehensive Guide

Why You Should Hire a NetSuite Administrator?

As your business grows, you may find yourself in need of more robust enterprise resource planning (ERP) and customer relationship management (CRM) solutions than what you currently have in place. At this point, you may want to consider upgrading to NetSuite—one of the most popular ERP systems on the market. But before you do, there’s one important question you need to answer: Should you hire a NetSuite administrator?

Here are four compelling reasons why the answer is “yes”:

A NetSuite Administrator is an Expert in Their Field

Implementing and administering a NetSuite system can be complex, so it’s important to have someone on staff who has the necessary skills and experience. A NetSuite administrator will know how to configure the system to meet your specific business needs, troubleshoot any issues that may arise, and train your employees on how to use the system effectively. 

Hiring a NetSuite Administrator Gives You More Time to Focus on Core Business Activities

If you don’t have a dedicated IT team, then chances are good that your employees are already stretched thin trying to maintain your current system while also performing their day-to-day duties. By hiring a NetSuite administrator, you can free up your employees to focus on their core responsibilities and leave the administration of the system to someone who is specifically trained for that task. 

Enhanced Business Productivity and Efficiency 

A well-run NetSuite system can help increase productivity and efficiency by automating many of the processes that previously had to be completed manually. For example, you can use NetSuite to automate data entry, generate reports, create workflows, and manage inventory levels—all of which frees up your employees to work on other tasks. 

Save Money

One of the main benefits of any ERP system is that it can help reduce costs by consolidating multiple disparate systems into one cohesive platform. This means fewer software licenses, less duplicate data entry, and reduced training costs—all of which add up to big savings for your business. 

As your business grows, you will likely find yourself in need of a more robust ERP solution than what you currently have in place. When that time comes, you should seriously consider upgrading to NetSuite—one of the most popular ERP systems on the market today. And when it comes time to implement and administer your new NetSuite system, be sure to hire a qualified NetSuite administrator who can provide the expertise and support you need to ensure a successful transition.

RELATED POST – Supply Chain Visibility (SCV)? How Can it Benefit Your Business?

Qualifications to Look for When Hiring a NetSuite Administrator 

Are you in the process of hiring a NetSuite Administrator? If so, experience and qualifications should be at the top of your list when reviewing resumes. In this blog post, we will review some of the skills and previous experiences that are most helpful for success in a NetSuite Administrator role.

NetSuite Experience and Qualifications 

The ideal candidate for a NetSuite Administrator role will have significant experience working with NetSuite CRM and ERP. They will also have configured drop-shipping components within the NetSuite environment and have exposure to integrating NetSuite components with third-party applications. Ideally, candidates will also have at least one year of experience acting as a NetSuite Technical Administrator or NetSuite Consultant. 

Some specific skills and qualifications that may be helpful for success in a NetSuite Administrator role include: 

  • Experience configuring and managing workflows 
  • Strong knowledge of suitelets, saved searches, user permissions, roles, and profiles 
  • Ability to develop customizations using SuiteScript 2.0 
  • Experience troubleshooting issues and performing root cause analysis 
  • Excellent communication skills 
  • Strong analytical and problem-solving skills 
  • Ability to work independently as well as part of a team 
  • Organized and detail-oriented

RELATED POST – SuiteWorld 2022: OdeCloud NetSuite Community Meetup Recap & Announcement

Reasons to Use OdeCloud for Your NetSuite Administration Needs

As your business grows, so too does your need for efficient, reliable technology solutions. NetSuite is a comprehensive, cloud-based software suite that can help streamline your business operations. However, administering NetSuite can be complex and time-consuming. 

That’s where OdeCloud comes in. OdeCloud is an inclusive, technology-powered talent solution for optimizing your NetSuite platform to support your business growth. Here are four reasons to choose OdeCloud for your NetSuite administration needs: 

  1. We are experts in NetSuite administration. Our team of certified NetSuite professionals who have extensive experience in administering and optimizing the NetSuite platform. We will work with you to tailor a solution that meets the specific needs of your business. 
  2. We save you time and money. OdeCloud’s technology-powered talent solution helps you optimize your NetSuite platform quickly and efficiently, without incurring the high costs associated with traditional consulting firms. 
  3. We offload the burden of NetSuite administration so that you can focus on running your business. By outsourcing your NetSuite administration to OdeCloud, you free up valuable time and resources that can be better spent on other aspects of your business. 
  4. We provide ongoing support and maintenance. Even after we have optimized your NetSuite platform, our work is not done. We offer ongoing support and maintenance to ensure that your system continues to run smoothly and efficiently. 

Outsourcing your NetSuite administration to OdeCloud is a smart, cost-effective way to streamline your business operations. Our team of certified NetSuite professionals will work with you to tailor a solution that meets the specific needs of your business and provides ongoing support and maintenance to ensure that your system runs smoothly and efficiently.

Contact us today to learn more about how we can help you grow your business with NetSuite!

Stay in touch!

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]]> https://blog.odecloud.com/work/business-technology-talent-solutions/netsuite-administrator-why-do-you-need-one/feed/ 0 Salto: NetSuite Deployment & Change Management Made Easy (ft. Co-Founder and CTO, Gil Hoffer) https://blog.odecloud.com/inspire/stories/salto-netsuite-deployment-change-management-made-easy-ft-co-founder-and-cto-gil-hoffer/ https://blog.odecloud.com/inspire/stories/salto-netsuite-deployment-change-management-made-easy-ft-co-founder-and-cto-gil-hoffer/#respond Fri, 09 Sep 2022 19:14:26 +0000 https://odecloud.com/?p=13305 I’m the co-founder and CTO at Salto, where we enable your teams to gain control and visibility into your business applications, in a similar way to how DevOps revolutionized IT.

Love to build stuff — products, systems, teams, organizations, and occasional Lego sets with my kids ;)

Ex-VP Engineering at Oracle, VP R&D at Ravello Systems, IDF’s Unit 8200.

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Salto allows you to search, compare, deploy and track IT systems changes across your environments for apps like NetSuite, Salesforce, Zuora, Jira and more. It is also an audit-ready change management application.

OdeCloud was founded on the idea that community-based, crowdsourced consulting was the key to reliably fast NetSuite services. So far, it’s proven to be quite an effective formula.

As a child, I always did my best to avoid asking for help. I grew up being told that asking for help was a sign of weakness, and I often felt like a burden every time I was forced to admit that I required assistance.

PREVIOUS POST — Speaking with Silicon Valley’s NetSuite Community Organizer, Josh Meiri

It wasn’t until I entered adulthood that I finally understood that I was incapable of doing everything on my own, and that the majority of people actually have the proclivity to assist someone in need.

Understanding just that, OdeCloud CEO Osar Iyamu took it upon himself to build a community that encouraged crowdsourced solutions and the open exchange of high-level expertise.

“When it comes to IT work, the way I see it today…this domain is probably the one I’ve seen the most changes in the past 10 years,” said Osar. “We’ve seen the big data; we’ve seen blockchain; we’ve seen the use of API — that’s now kind of mainstream; we’ve seen machine learning — A.I. technologies.

“So think of someone that’s managing an IT department or HR department trying to keep up with all those skillsets — because with every new technology trend comes a set of skillsets that you need to have to leverage that technology.

“It’s crazy! Every two or three months, you have to basically retrain your entire staff on a new thing, and who knows what’s going to come up next in two or three months, right?”

Having experienced first hand just how fast-paced and volatile the tech world can be, Osar knew that a community of IT experts — specifically, freelance NetSuite experts — would be the best source for learning all the new trends and all the best practices.

But no company would pay good money to a consultant who merely helps to pinpoint problems and suggest solutions. It requires the skills of a true expert to effectively execute the necessary tasks involved.

“The knowledge is not enough for most businesses, knowing that ‘this’ is the solution. It’s just enough for them to know the value that they need,” Osar said.

“We decided to build a community so we could crowdsource ideas, solutions very quickly within the community, but we also decided to have a NetSuite service attached to it.

“So it’s a straight line from getting that solution, that idea or testing out a couple of ideas once you have the best solution, then bringing that solution to a group that can actually execute on building that technology for the client.

“That’s where OdeCloud becomes very powerful — because it’s not just about crowdsourcing ideas and just getting people to help you out; it’s also about being able to get the right expert to go into your system and execute on that specific feature that you need to have.”

OdeCloud consultants have a rule: If they have to spend more than five minutes contemplating a project’s plan of action, then the sixth minute should be spent asking the community for a possible solution. After which, they’re encouraged to step away for a 5-minute break.

And those five minutes spent away from their computer? More than likely yielded a multitude of reliable solutions from NetSuite experts that have encountered the same or similar problems.

RELATED POST — The Benefits of OdeCloud Crowdsourcing

That’s what makes OdeCloud capable of taking a project that would normally require months of work and finishing it in a matter of days.

Whether it’s a minor issue that requires a simple fix, or a major issue that calls for heavy coding and complex software integration, it’s through the extraordinary power of crowdsourcing that OdeCloud is able to deliver reliably fast NetSuite services.

Transcription

Osar Iyamu (00:00):
So let’s, let’s try to define crowdsourcing, know what it is, right? A good definition of crowdsourcing is the process of taking a problem or a task and engaging, engaging a large group of people to find the best solution or to achieve the highest performance in executing that task. Right? So the problem, the task take that, those two things to a large group to get the best solution or achieve the highest performance. So that’s what crowdsourcing is? One example of crowdsourcing everyone has probably seen once in their life — if you have subscribe to a software or a website online — is the reCAPTCHA. So that’s, uh, so that’s basically the, um, that’s the, uh, the tool that allows a website to know if you’re human or if you have some kind of bot on the, uh, or robot on the, uh, on, on the internet.

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Osar Iyamu (0:55):

So what people don’t know about that is that that’s actually one of the best crowdsourcing tool out there. So what it does, it basically asks, it asks you to identify a specific object in a series, in a series of images, correct? So find a car on this image and keep asking you for more work to do, to identify a car in all these images. So the problem that platform like Google is trying to solve is that machines, machines cannot read images, right? But yet people are searching for things that may be in images, right? So the idea of using reCAPTCHA is they basically said, they said, want to use the entire internet to solve that problem. So if we engage the entire internet to help us identify specific objects in images, we can go faster at reading all the images on the web.

So that’s what crowdsourcing is: They took a specific task of identifying objects in images and use the entire internet users to do that job. That’s exactly what crowdsourcing is, right? So when it comes to IT work, the way I see it today, like IT, this domain is probably the one that I’ve seen the most changes in the past 10 years. You know, we’ve seen like, you know, the big data, big data we’ve seen, um, blockchain, we’ve seen, uh, the use of API. That’s now kind of mainstream. We’ve seen machine learning, AI technologies.

So think of someone that’s managing an IT department or HR department, trying to keep up with all this skillset, because with every new technology trend comes a set of skillset that you need to have to leverage that technology, right? So it’s crazy.

So yeah, every two or three months, you have to basically retrain your entire staff, right?

On a new thing. And who knows what’s gonna come up next in, in two or three months, right? At this point in time, people like the developers, they’ll figure out a way to, to crowdsource knowledge at scale that’s where you see platforms or forums like Stack Overflow. That’s probably the best forum for developers out there.

They figure out a way to bring all the knowledge together into one same place so they can crowdsource knowledge very easily. So that solved the problem of saying, “I have a problem. Let me see how many people have faced this problem in the past, or I’ve documented a solution that I can leverage.”
So that’s cool. That works perfectly. The reason we decided to take that approach for OdeCloud and build a community around NetSuite is that beyond knowing, beyond having the solution, we know to train basic for Google to find images from your search, they have to be able to identify objects in those images.

That’s the problem. But now the task still remains. Someone has to go there and do the work. Someone has to go there and take that picture and say, there’s a current in this, in this image and the current that image, right? So the knowledge is not enough for most businesses, knowing that you have knowing that this is the solution is just not enough for them to have the value they need, right? So we decided to build a community so we can crowdsource ideas, solutions very quickly within the community. But we also decided to have a NetSuite service attached to it.

So it’s a straight line from getting that solution, that idea, or testing out a couple of ideas. Once you have the best solution, then bringing that solution to a group that can actually execute on building that technology for the client.

That’s where OdeCloud becomes very powerful because it’s not just about crowdsourcing ideas and just getting people to help you out. It’s also being able to get the right expert to go into your system and execute on that specific feature that you need to have. So that’s the way we kind of pitch it — is really, we build a community to be very fast in getting knowledge and we build services to make sure that knowledge is not something that the customers know, then they have to go figure out someone to do it for them — is that you get the knowledge and you also get the, the expertise and the expert to help build it in your system. So it’s a straight line from knowledge to actually having that tool or that feature in your NetSuite account. So that’s kind of how we summarize crowdsourcing in our specific scenario, right? Does that make sense?

Angelo Mendoza (05:26):
Yeah. No, that totally makes sense. And I think, you know, going back to the original question and trying to get the bottom line here, like, how has OdeCloud, would you say confirmed that crowdsourcing in the IT world works? You know what I mean? Cause before when we started, it was kind of theoretical. We were just kind of like, oh, we’ll see if this thing works, but how do you think, you know, we’ve proven that crowdsourcing can work in it, by using the OdeCloud platform.

Osar Iyamu (05:54):
Yeah. I mean, we see that every day, like every project, every project that we have right now with all the clients that subscribe to our managed service, um, platform, they, each project starts with, “Hey guys, we have this customer that want this integration, for example, integrate this platform with NetSuite. Have you guys already done this before?” Yes.

“If you have done this, do you have an idea of, you know, eye level plan or project plan that we can put in place for this implementation?” That’s like a five minutes discussion. And before even know someone say, “Hey, I’ve done this in the past with this client, with this two exact software could be anything, could be Braintree to NetSuite, Shopify to NetSuite, whatever that is.”

And that person basically just tell you, here’s what you need to do. All the different steps. Here’s your, you know, first phase of the project, your second phase, third phase, and here’s your, you know, your go life prep, here’s your test cases that you need to roll out.
And that’s something that we instantly provide to that customer in the next five minutes of that requirements coming up. So think of, if you had to engage a team to do that, that don’t have access to all these people that have probably done this project in the past, you have to come up with, okay, let’s talk about requirement gathering.

Let’s talk about project planning. What are the task going to put in place? Or like, what are people involved that itself is just a week or two of just planning the project. So now we have the project plan. We have all the different stages that we need to follow to get, to go from initial point to the end of the project. Now it’s just about going back to the customer and say, “Hey, here is the plan. We need two or three people from your team, from the finance team, from the sales team, from the pushing team.”

And they’re gonna, they’re gonna be involved at these different stages of the project. Here’s the plan: Let’s, let’s get ready and start working on the, on the, on, on the execution. So that’s the first part of crossing that we leverage a lot is really templatized project. We’ve done this in the past. We know where the issues are. We know where the, we know where we need to spend the most time we have that knowledge already. Let’s just kick up the project. Then once you start working on the project, there’s so many things that can be known that can happen randomly, you know, issues that may be from, you know, a specific customer account.

If you ask someone that’s working on the IT department or NetSuite, you know, admin to fix that issue himself, you’ll probably spend two or three weeks just kind of, kind of figure out what the issue is and what, where is that issue coming from?

So again, our, our rule here is that if you have to spend on a five minutes thinking about a problem or an issue, then the next minute after that five minutes is going back to the community, putting the message there — you can, you, you can keep, you can go back to that problem and try to solve your own, but at least you have like hundreds of people thinking about that issue while you solve it, or why you take a break or why you go out, take a walk, you know, try, you know, breathe and kinda get all the things in your head, come back fresh. Reset, right?

And now give the problem to a different group of people with a fresh view on that issue. And once you come back from that little reset, you may have a bunch of solutions already proposed in that thread. So we see that every day. So it’s not something that we see happen year happens all the time. And we are able to, we are able to deliver projects in just a matter of days, few weeks, as opposed to months for other NetSuite partners or other internal team doing the same work. So that’s really, for us, what we’ve seen the most valuable — is being able to go from, start to finish in the project in just a matter of days.

Gil Hoffer

Co-Founder, CTO

About

Salto’s founders are the people behind Pentacom (acquired by Cisco), Qumranet/KVM (acquired by Red Hat), and Ravello Systems (acquired by Oracle). In their previous startups, they disrupted virtualization and the way organizations transition into public cloud usage. With Salto, they are aiming to transform the world of business operations.

Upcoming Event: Salto – NetSuite Deployment and Change Management Made Easy. REGISTER HERE

Hosted by OdeCloud: Hire World-Class NetSuite Talent. We help fast growing businesses source and implement state of the business applications and match them with exceptional independent NetSuite consultants fast, for one-off project or continuous support and optimization.

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]]> https://blog.odecloud.com/inspire/stories/salto-netsuite-deployment-change-management-made-easy-ft-co-founder-and-cto-gil-hoffer/feed/ 0 NetSuite Skill Improvement Remains Top Priority for OdeCloud Community https://blog.odecloud.com/inspire/stories/netsuite-skill-improvement-remains-top-priority-for-odecloud-community/ https://blog.odecloud.com/inspire/stories/netsuite-skill-improvement-remains-top-priority-for-odecloud-community/#respond Fri, 12 Aug 2022 19:29:06 +0000 https://odecloud.com/?p=13245 NetSuite skill improvement is a top priority for OdeCloud community member Jacky Wong.

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OdeCloud community member Jacky Wong discusses what remains on his roadmap as a NetSuite consultant.

Why do we do the things we do? It’s a question that every entrepreneur or businessperson likely asks before solidifying their product.

Put basically: In order to understand what to sell, we must first understand what exactly consumers are looking to purchase — and most especially, why?!

PREVIOUS POST — OdeCloud Community Becomes ‘New Normal’ for NetSuite Consultants

The primary questions that we had to explore as the creators of OdeCloud’s online NetSuite community were fairly simple: Why exactly will NetSuite consultants want to join (and stay in) this online community, and what value will it offer?

As a matter of fact, it’s this pair of questions that we continue to revisit in our effort to ensure that the experience of each community member remains healthy and positive.

PREVIOUS POST — Forbes Releases Must-Read Feature Article on OdeCloud Community

For expert NetSuite consultant and active OdeCloud community member Jacky Wong, he hopes to continue strengthening his understanding of the technical side of NetSuite through NetSuite skill improvement.

Therefore, he finds the most value in learning from other community members who happen to be more skilled and knowledgable in things like C-Suite scripting and NetSuite development.

“One of the things that has been on my roadmap…is the ability to be more technical, be more savvy with C-Script,” Jacky said.

“Knowing scripts and connecting new scripts with the financial modules with NetSuite connected to the new users; this is what makes you become valuable in the company — and also just in the community in general.”

Additionally, Jacky hopes to remain an active member of the OdeCloud community, helping other NetSuite consultants to improve their understanding of the more functional side of NetSuite.

By helping other consultants grow their expertise, he sees the OdeCloud community becoming a strong primary resource for other companies to utilize when in need of NetSuite assistance.

Transcription

Angelo Mendoza (00:00):
Uh, last question for today. Thank you again for, for taking the time and, and for giving me such great answers. Um, but our last question for today, I do want to, uh, kind of ask this, um, as far as your, your goals and your ambitions, uh, for OdeCloud and, and beyond what exactly do you have planned for, for this year and, and, uh, and beyond?

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Jacky Wong (00:22):
I mean, uh, one of the things that has been on my roadmap and been really simmering on is to the ability to be a little bit more technical, a bit more savvy with, uh, SuiteScript. That’s just because when I was in consulting that I knew even though functional and the scripting side is two different career path, but I know that in order to become extremely successful in NetSuite, become that very valuable, um, team player, knowing script, connecting your scripts with, um, the functional module, the financial module with NetSuite connected to the users; this is what make you become invaluable — I mean, valuable in the company and also just in the community in general. So with that, um, definitely want to be having that experience more, to start developing more scripts in systems. And long term wise — uh, hopefully I go make great impact with the community, uh, help making sure that, uh, I give good insight, good feedback with everybody. And we can build bigger and stronger community where we can start telling people that, um, the platform is great. You, you don’t have to be fixated with hiring someone in house. You don’t have to fixate with hiring a firm. You can, if you have a project, something easy, easy to do, but you just don’t have bandwidth with your own company. You can always reach out to us to look for it. So something that will be I’m hoping getting up for OdeCloud.

Jacky Wong

About

After returning from New York, Jacky joined A2Q2 as NetSuite and SOX 404 consultant and provide best practices to improve client’s business process. Currently, he is working at Twilio as Business System Analyst on all financial systems (NetSuite, Coupa, Zuora, Expensify and Airtable)

While he was in New York, Jacky responsible on overseeing Account Receivable and Account Payable, audit along with other accounting cycle related tasks, state certifications filings, and works closely with client on preparing budgeting and forecast.

Jacky obtained his bachelors degree in Accountancy from San Francisco State University, and was an active member of local organizations including Ascend, ASO – Accounting Students Organization, and Beta Alpha Psi.

Having lived in Hong Kong, San Francisco and New York, Jacky has a strong understanding of the business environment in these global cities. In addition, he speaks Cantonese and Mandarin fluently.

He had passed NetSuite SuiteFoundation exam, Bill.com Expert Certification and Bill.com Guru Certification and obtained license as Coupa Administrator.

Specialties:
– NetSuite system implementation and consulting on various modules
– NetSuite integration with Bill.com, Expensify and Avalara
– Coupa Functionalities
– Month-end closing
– Internal Audit (SOX testing)
– Proficient with NetSuite, Coupa, Expensify, Floqast, Celigo, Bill.com, Avalara, Oracle accounting system, Ultra Tax, Lacerte, TaxWorks, QuickBooks, and Filemaker
– Individual tax return (Amended and Extension) for self-employed business owners and freelancers
– Tax Planning and Estimate tax for business owners
-Bookkeeping service for small companies
– Fluent in Cantonese and Mandarin

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]]> https://blog.odecloud.com/inspire/stories/netsuite-skill-improvement-remains-top-priority-for-odecloud-community/feed/ 0 High-Level NetSuite Training Available in OdeCloud NetSuite Community https://blog.odecloud.com/inspire/stories/high-level-netsuite-training-available-in-odecloud-netsuite-community/ https://blog.odecloud.com/inspire/stories/high-level-netsuite-training-available-in-odecloud-netsuite-community/#respond Sat, 30 Jul 2022 00:54:33 +0000 https://odecloud.com/?p=13222 OdeCloud's NetSuite community takes their combined expertise to provide high-level NetSuite training for consultants like Cassius Kellogg.

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High-level NetSuite training is made easy with the OdeCloud community’s crowdsourced NetSuite expertise 

NetSuite consultants that join the OdeCloud community each have a different reason for doing so.

Whether they’re looking for more opportunities for high-paying gigs or simply looking to exponentially expand their network, our community always works to find what benefits each individual the most, including NetSuite training.

PREVIOUS POST — What NetSuite Consultants Hope to Gain from OdeCloud Community

For NetSuite veteran Cassius Kellogg, one of his primary foci with the community has always been the exchange of high-level NetSuite training and expertise.

He specifically mentions the benefit of having such a diverse group of NetSuite experts that are capable of explaining and demonstrating a wide range of both technical and functional NetSuite skills.

“This community offers someone that doesn’t have a lot of expertise in one area or multiple areas inside of NetSuite to now have access to that expertise,” Cassius said.

“And whether you want to pull in a member of the community to work on on a project that you’re on, or if you just want to get trained by someone that’s in the community, a lot of of the people are just doing training opportunities where they’ll coach you through various subject matters that you want to learn.

“And I think that’s been fantastic. I’ve gotten a lot of helpful hints.”

On the flip side of that coin, Cassius very much enjoys the opportunity to share his knowledge when need be. He finds a great deal of value in the reciprocative nature of the community, which ensures that every member continues to grow together.

“I’ve also been able to collaborate the opposite way, so it’s kind of a give-and-take relationship, which is what you want in a community. You don’t want to be just the guy absorbing and asking questions nonstop,” Cassius added.

“Definitely been the one that’s asked questions; also thankfully been the one that’s given answers to other people’s questions. So I think just that collaborative environment with some really, really smart individuals — and that’s just been building and building.”

Also of note: Cassius mentioned how excited he was to see a new OdeCloud community member whom he recognized from blog posts he had read previously.

In regards to our ongoing efforts with providing more value to the community, it’s actually one of my biggest hopes to create a space that naturally invites some of the most renowned names in NetSuite.

Hearing about well-known NetSuite bloggers joining the community makes me that much more optimistic about the possible scope of the community, so cheers to building this community to new heights in 2021!

RELATED POST — Forbes Releases Must-Read Feature Article About OdeCloud’s NetSuite Community

Transcription

Angelo Mendoza (00:00): Um, my second follow up question of course has to do with OdeCloud. I mean, um, you saw the, the benefits, uh, of joining a community, joining a network like that. Um, how exactly has it exactly benefited you, uh, moving forward with all your work and building teams and whatnot?
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Cassius Kellogg (00:17): So I’ve known Osar since my days at NetSuite. Um, actually when NetSuite was doing the white label program with, uh, NetSuite and we worked on a project together, we collaborated really well together. We had a lot of the same ideas, opinions on things that NetSuite themselves, whether it was the system that was lacking or just kind of the business operations and how NetSuite conducted themselves. Uh, we saw a lot of gaps in what NetSuite themselves was offering. And immediately, I think Osar works the same way that I do in an entrepreneurial sense. And we both said, you know what? We can, we can do some better things and let’s stay in touch. And since that project we’ve probably spoken at at least on a quarterly basis, if not more frequently, over the past five years. And so he, um, started the, this community with, uh, a brilliant idea.

Cassius Kellogg (01:16): And I think the way that I’ve sort of kind of run parallel, I’ve never put both feet in. And I think he wishes, I, I would’ve, um, a while ago, and maybe I’m in a way regretting that decision. Who knows? Time will tell, but kind of been running parallel with him, helping him make certain decisions. He’s done the same for me in my career. So what should I be able to do more on a front end implementation? Because the partner that I’m at, uh, we’re a solution provider. So we’re able to sell the licenses, implement from day one. Whereas the OdeCloud network is more focused on, I think, enhancements, optimization, post go-live. Although you guys do — and the community does do — some during implementation work, I think the main focus for the most part is that extra administrative services.

Cassius Kellogg (02:06): So kind of an admin-as-a-service, um, and bringing in some of these experts. So we kind of coexist and I think that’s maybe one reason I haven’t fully jumped one way or the other is cuz we’ve kind of been able to both grow side-by-side and benefit each other with our various ideas and contributions. So I’d say where I’ve been able to really get a lot of benefit out of being a member of this community is sort of where I was talking about. I needed to have that technical expert inside of my partner organization. This community offers someone that doesn’t have a lot of expertise in one area or many multiple areas inside of NetSuite to now have access to that expertise. And whether you want to pull in a member of the community to work on a project that you’re on, or if you just want to get trained by someone that’s in the community, a lot of the people are just doing training opportunities where they’ll coach you through various, um, subject matters that you wanna learn.

Cassius Kellogg (03:10): And I think that’s been fantastic. So I’ve gotten a lot of really helpful hints. I’ve also been able to collaborate the opposite way. So it’s kind of a give-and-take relationship, which is what you want in a community. You don’t wanna be the one that’s just the guy absorbing and asking questions nonstop and, and never giving anything back. So definitely been the one that’s asked questions also been able to thankfully been the one who’s given answers to other people’s questions. So I think just that collaborative environment with some really, really smart individuals — and that’s just been building and building. Earlier today, I saw a new member of the community who I actually had read some blog posts of, um, a few weeks ago. So was super pumped to see that name show up. Um, and I think that’s part of the coolest thing about how this community has just continued to build up and evolve.

Cassius Kellogg

About

My goal is to get you where you want to be. I am a passionate person who focuses on getting the job done, and getting the job done right. I strive for perfection, which can only be accomplished if I can be better today than I was yesterday.

No one can do it alone. Together anything is achievable.

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]]> https://blog.odecloud.com/inspire/stories/high-level-netsuite-training-available-in-odecloud-netsuite-community/feed/ 0 NetSuite Freelancers: Where do we go when we need help? https://blog.odecloud.com/inspire/stories/netsuite-freelancers-where-do-we-go-when-we-need-help-2/ https://blog.odecloud.com/inspire/stories/netsuite-freelancers-where-do-we-go-when-we-need-help-2/#respond Fri, 15 Jul 2022 00:45:54 +0000 https://odecloud.com/?p=13166 Nirosh Ramachandran explains how Netsuite freelancers can benefit by being part of the OdeCloud community's knowledge base.

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NetSuite freelancers can find the assistance they need when joining the OdeCloud community.

NetSuite freelancers tend to work independently, so where exactly do they turn to when they need help?

Of course, NetSuite does offer their own online support center, and there are also NetSuite-related forums such as SuiteAnswers that contain a number of helpful articles.

PREVIOUS POST — The Freedom and Flexibility of Freelancing

But it can be an absolute pain sifting through endless waves of long-form content, looking for a fast and easy answer. Sometimes, you might not even understand what you’re searching for.

And that pretty much leads us to the reason why NetSuite freelancer Nirosh Ramachandran opted to join OdeCloud’s online community of NetSuite experts in the first place: the OdeCloud community is the simplest solution to finding a simple answer for all your NetSuite-related problems.

“One of the hardest things about being a consultant — whether it’s working alone or working in a company — is just like, knowledge transfer and learning answers, learning about the software, learning solutions. It’s incredibly hard sometimes to figure out ideas, figure out solutions to a problem.

“So when Osar reached out to me, told me that, ‘Hey, you know we have this community that’s happening where we have a kind of knowledge transfer happening — a huge knowledge base with consultants where we share ideas, help each other provide solutions. I thought that was a really, really great idea.

“It kind of addresses one of the biggest challenges in our industry, just kinda where do we go when we need help, right? Sometimes, SuiteAnswers can only do so much.”

Nirosh explained that while he has his own personal network of  NetSuite consultants, he prefers not to bug them too much, especially if they are busy with other projects.

RELATED POST — Building a NetSuite Network with the OdeCloud Community

Additionally, Nirosh was excited about the opportunity to beta test the OdePlatform, which is being designed to help NetSuite freelancers like him get the most out of their client projects.

“Just having a collaborative community where you can kinda go get help from other people, help other folks, learn the software a bit more, transfer knowledge — thought it was a bit of a no brainer to kinda join that.”

Transcription

Angelo Mendoza (00:00): It’s it’s very new to you. I understand that you just joined OdeCloud — the community — and, um, you’re kind of trying to figure out exactly how this entire thing works, but for you, when it was pitched to you, after you spoke to Osar, how exactly have you kind of considered the reasons for you joining, you know what I mean? Why exactly did you join in the first place?
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Nirosh Ramachandran (00:25): Yeah, so I mean, one of the hardest things about being a consultant, whether it’s working alone or working in a company is just like knowledge transfer and, uh, you know, learning answers, learning about the software, learning solutions. Uh, it’s, it’s incredibly hard sometimes to, you know, figure out ideas, figure out problem, uh, solutions to a problem. And, uh, and so when Osar reached out to me and told me that, “Hey, you know, we have this community that’s happening, where we have a kind of knowledge transfer happening, a huge knowledge base with consultants where we share ideas, help each other provide solutions.” Um, you know, and I thought that was a really, really great idea and kind of addresses one of the biggest challenges in our industry is kind of where do we, where do we go when we need help, right? Um, sometimes SuiteAnswers can only do so much.

Nirosh Ramachandran (01:20): I, I have some colleagues where, you know, I’m, or I know some colleagues who are just really good consultants, uh, who know the solution inside out. Uh, but I mean, can’t always rely on the same people. Um, if they’re busy, whatnot, you also still don’t wanna bug the same people. So just having a collaborative, collaborative community where you can kind of go, uh, get help from other people, uh, help other folks learn the software a bit more transfer knowledge. Thought it was a bit of a no brainer to kind of join that. I was really excited to kind of help out when Osar asked me to, you know, beta test the, uh, the, the solution that he has. Uh, yeah, I was, I was, I was on board, um, you know? Any way to kind of help out the community, any way to really, uh, really put, put these, put these kind of problems, uh, or push these things forward. Happy to help.

Nirosh Ramachandran, CPA

About

Experienced Certified NetSuite Consultant with a demonstrated history of implementing in multiple fast moving industries. Skilled in Advanced Revenue Management, OneWorld, Order to Cash, CRM, Contract Management, Procurement, Fixed Assets, and Reporting. Strong education professional with a CPA focused in Management Accounting.

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]]> https://blog.odecloud.com/inspire/stories/netsuite-freelancers-where-do-we-go-when-we-need-help-2/feed/ 0 SuiteWorld 2021: OdeCloud’s Top 3 Takeaways from Day 1 https://blog.odecloud.com/work/training/suiteworld-2021-odeclouds-top-3-takeaways-from-day-1/ https://blog.odecloud.com/work/training/suiteworld-2021-odeclouds-top-3-takeaways-from-day-1/#respond Wed, 20 Oct 2021 06:37:20 +0000 https://odecloud.com/?p=9607 Can IT specialists evolve into full-fledged strategists and consultants?

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]]> OdeCloud’s Osar Iyamu recaps what he learned from Day 1 at SuiteWorld.

Bonjour, SuiteWorld 2021!

OdeCloud is absolutely ecstatic to be welcomed back in Las Vegas for Oracle SuiteWorld 2021, this time with an even larger presence. We’ve been busy taking advantage of every opportunity to network with potential clients, inform potentially new community members and even meet up with our community members for in-person festivities.

RELATED POST — OdeCloud Shares SuiteWorld Insights from Day 1 on LinkedIn

As both the best online community of expert NetSuite consultants and a growing NetSuite service company, we just knew we had to come to SuiteWorld this year with an even bigger and better approach than last year — most especially if we want to make an even more significant splash next year!

It’s going to take quite a bit of work before we get there, so in the meantime, please indulge us as we share our top 3 takeaways from Day 1 at SuiteWorld.

1. NetSuite Professionals Need to Learn to Invest in the Entire NetSuite Ecosystem

Craig West, GVP of Oracle NetSuite GBU’s Channel Sales and Alliances, had the most memorable presentation from SuiteWorld Day 1.

He explained that simply having expertise in NetSuite just isn’t enough from NetSuite professionals; these experts need to continue to learn about and immerse themselves in the entire ecosystem that Oracle NetSuite has built.

And it makes sense: NetSuite has invested a great deal in the Solution Provider Program and the SuiteCloud Developer Network (SND), which aim to give developers the space and resources needed to expand NetSuite or cover the gaps.

The primary goal here is to get NetSuite to to the point where it’s easy to assist clients with plug-and-play solutions through software partners.

Base case scenario: at most, only 20 percent of the ERP will ever actually need to fully customized to fit a NetSuite client’s unique needs.

2. IT Professionals Need to Transition From Billable Time to Value-Based Work

Liz Herbert, VP and Principal Analyst at Forrester, had an incredibly relatable presentation for Day 1 at SuiteWorld, discussing why IT professionals need to deliver work based on value rather than billable time.

Businesses are always hoping for projects to be completed as fast as possible, which doesn’t necessarily bode well for NetSuite professionals who are capable to deliver invaluable work in very little time. On a related note, billable time doesn’t always inspire professionals to deliver that kind of value for every project.

Herbert argued that one way NetSuite professionals can deliver on value is by specializing in a vertical and bringing their client continuous insight on that vertical/industry, trends and best practices. Businesses are expecting more packaged and vertical solutions, as well as more strategic consulting to help them implement those solutions.

This directly lines up with what OdeCloud is all about: We primarily deliver work using a renewable subscription model rather than dealing with the hassle, inaccuracies and discrepancies associated with billable hours.

3. SuiteCloud Developer Network Partners Now Need Full Product Suite

SND spent the last year building a new interface for app development and distribution, which means it’s easier than ever to build NetSuite solutions and apps.

However, they’ve also tightened up the process to become an SDN partner. Put simply, they require their SDN partners to have a full product suite, as opposed to a simple patch to the gap in NetSuite.

This puts NetSuite developers in an interesting position, so we’re intrigued as to how this will shift the current status quo.

SuiteWorld Day 1 Conclusion

To summarize our takeaways from SuiteWorld Day 1, it appears as if businesses are looking for their NetSuite professionals to provide value beyond just configuring and customizing NetSuite.

They are looking for their NetSuite professionals to be IT thought leaders capable of consulting them on everything related to their respective business. They are looking for experts willing to strategize and think two steps ahead as opposed to your average NetSuite admin.

But that’s all for our takeaways from SuiteWorld Day 1. Stay tuned for our next update, and thanks for reading.

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