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. Application Controls 7. Process Documentation 8. Testing and Training
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
Level 1 – Management Policies and Procedures
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
Level 2 – Documentation
Click to Expand Set Customer Credit on Hold
Click to Open Open Record
Customization Record - Metadata Metadata Scripting Related Workflows Searches Change Log Related C
FLO Customization Record - Scripting Metadata Scripting Related Workflows Searches Change Log Related C Come back and click here Set Customer on Credit Hold
Customization Record – Related Workflows Metadata Scripting Related Workflows Searches Change Log Related C
FLO Customization Record - Searches Metadata Scripting Related Workflows Searches Change Log Related C
Customization Record – Change Log Metadata Scripting Related Workflows Searches Change Log Related C
Customization Record – Related Changes Metadata Scripting Related Workflows Searches Change Log Related C
Script Customization Record - Metadata Scripting Click
Script Customization Record - Scripting
Level 3 – Change Management
Change Request Top
Level 4 – Impact Analysis
Impact - Start Click here Clean Up
Impact – Safe to delete Click here Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified
Impact – Cannot be safely deleted Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified
Level 5 – Change Tracking
What changed by Process
Level 6 – Application Controls
Manage Item Commission – Monthly Process
Review Commission By Items – Control Step
Review Commission By Items – Control Generates Task
Review Commission By Items – Process Task
Process Documentation
High Level Process Diagram Import from templates & export to productionc
Swim lane diagrams Documentation as data
Process Assistant Create prototype customizations Add details Link customizations to processes, assign work and track
Print View Validate with Print View
Print View Validate with Print View
Testing and Training
Testing Assign test and link to customizations/ processes Track and manage issues
Training and Handover Leverage documentation from the project
Pricing
Base Package Pricing Mid-Market OneWorld Subscription $3,600 per year $6,000 per year 4 Editor Seats 3 for 4 Subsidiaries Viewer Seats Unlimited Unlimited Script Management $1,000 $2,000 Module Advanced Change $1,500 $3,000 Management Module Capped plans are available
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