Switching from QuickBooks to NetSuite represents a major achievement for any company. The go-live phase signifies the shift from planning and testing to real-world application in daily operations. Here’s a detailed guide to assist you through this vital phase:
Pre-Go-Live Preparation
Final Data Validation
Before going live, conduct a final round of data validation to ensure that all data has been accurately migrated and is complete. This includes verifying customer and vendor records, transaction histories, and inventory levels. Ensuring data integrity is crucial for a smooth transition.
System Configuration Review
Double-check all system configurations to ensure they align with your business processes. This includes reviewing custom fields, forms, workflows, and user roles. Proper configuration ensures that NetSuite operates according to your specific requirements.
User Training Completion
Ensure that all users have completed their training and are comfortable with the new system. This includes understanding basic navigation, using specific modules, and generating reports. Well-trained users are essential for a successful go-live.
Backup and Contingency Planning
Create a backup of all data and establish a contingency plan in case any issues arise during the go-live process. This ensures that you can quickly revert to a previous state if necessary, minimizing disruptions to your operations.
Go-Live Execution
Go-Live Checklist
Use a go-live checklist to ensure that all necessary steps are completed. This includes final data validation, system configuration review, user training, and backup planning. A checklist helps keep the process organized and ensures that nothing is overlooked.
Communication Plan
Develop a communication plan to keep all stakeholders informed throughout the go-live process. This includes notifying users of the go-live date, providing updates on progress, and addressing any issues that arise. Clear communication helps manage expectations and ensures a smooth transition.
Monitoring and Support
Closely monitor the system during the initial go-live phase. Pay attention to system performance, data processing times, and any error messages. Provide immediate support to users to address any issues and ensure that operations continue smoothly.
Post-Go-Live Activities
Performance Monitoring
Continue to monitor system performance after going live. This includes tracking key performance indicators (KPIs), system speed, and user feedback. Ongoing monitoring helps identify and address any issues promptly, ensuring that NetSuite operates efficiently.
Data Reconciliation
Reconcile data between QuickBooks and NetSuite to ensure that all information has been accurately transferred. This involves comparing financial statements, transaction histories, and inventory levels between the two systems. Data reconciliation helps confirm that your financial records are accurate and complete.
User Feedback and Continuous Improvement
Collect feedback from users about their experience with NetSuite. Use this feedback to identify areas for improvement and make necessary adjustments. Regular feedback ensures that the system continues to meet user needs and supports business operations effectively.
Ongoing Training and Support
Provide ongoing training and support to help users as they continue to learn and adapt to NetSuite. This can include access to a helpdesk, regular check-ins, and additional training sessions as needed. Ongoing support ensures that users feel confident and capable in using the system.
By following these steps, you can ensure a successful go-live with NetSuite. Proper preparation, execution, and post-go-live activities help prevent issues, ensure data accuracy, and enhance overall system performance.
CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER
Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.
Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.
GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing support.