Faster Safer Compliant Management of your NetSuite Account Home - - PowerPoint PPT Presentation

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Faster Safer Compliant Management of your NetSuite Account Home - - PowerPoint PPT Presentation

May 13, 2023 127 likes •552 views

Faster Safer Compliant Management of your NetSuite Account Home Introduction 1. Management Policies and Procedures 2. Documentation ERD and Customization Record 3. Change Management 4. Impact Analysis 5. Change Tracking 6.

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Faster Safer Compliant

Management of your NetSuite Account

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Home

Introduction 2. Documentation – ERD and Customization Record 1. Management Policies and Procedures 3. Change Management 5. Change Tracking 6. Application Controls 4. Impact Analysis 7. Process Documentation 8. Testing and Training

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NetSuite Change Management and Compliance (FLODocs)

  • Completely unified with NetSuite ERP
  • Automated Documentation of

Customizations

  • Automated Change Detection and

Logging

  • Automated Impact Analysis
  • Change Requests, Process Issues

and Release Testing

  • Integrated Process Documentation

and Control Mapping

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Level 1 – Management Policies and Procedures

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Policies and Procedures

Change type Change Management Approach

Critical Processes or Complex Objects Full Change Management Change Approval Monitor Non-critical and simple objects Log Note: Yasu to complete since we just changed this slide

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Level 2 – Documentation

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Set Customer Credit on Hold

Click to Expand

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Click to Open

Open Record

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Customization Record - Metadata

Related Workflows Searches Change Log Related C Scripting Metadata

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FLO Customization Record - Scripting

Related Workflows Searches Change Log Related C Scripting Metadata

Come back and click here

Set Customer on Credit Hold

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Customization Record – Related Workflows

Related Workflows Searches Change Log Related C Scripting Metadata

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FLO Customization Record - Searches

Related Workflows Searches Change Log Related C Scripting Metadata

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Customization Record – Change Log

Related Workflows Searches Change Log Related C Scripting Metadata

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Customization Record – Related Changes

Related Workflows Searches Change Log Related C Scripting Metadata

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Script Customization Record - Metadata

Scripting

Click

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Script Customization Record - Scripting

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Level 3 – Change Management

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Change Request Top

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Level 4 – Impact Analysis

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Impact - Start

Clean Up

Click here

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Impact – Safe to delete

Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified

Click here

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Impact – Cannot be safely deleted

Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified

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Level 5 – Change Tracking

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What changed by Process

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Level 6 – Application Controls

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Manage Item Commission – Monthly Process

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Review Commission By Items – Control Step

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Review Commission By Items – Control Generates Task

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Review Commission By Items – Process Task

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Process Documentation

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High Level Process Diagram

Import from templates & export to productionc

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Swim lane diagrams

Documentation as data

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Add details

Process Assistant

Create prototype customizations Link customizations to processes, assign work and track

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Print View

Validate with Print View

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Print View

Validate with Print View

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Testing and Training

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Testing

Assign test and link to customizations/ processes Track and manage issues

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Training and Handover

Leverage documentation from the project

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Pricing

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Base Package Pricing

Mid-Market OneWorld Subscription $3,600 per year $6,000 per year Editor Seats 3 4 for 4 Subsidiaries Viewer Seats Unlimited Unlimited Script Management Module $1,000 $2,000 Advanced Change Management Module $1,500 $3,000

Capped plans are available