NetSuite ERP Implementation Guide: 5 Phases for a Successful Go-Live

Choosing the Right NetSuite ERP Implementation Partner

Whether you’ve decided on NetSuite as your core ERP platform or not, it starts with choosing the right ERP implementation partner to help you adapt your business to the new technology. Often, the implementation phase of a new system will raise some challenges for your business. The right implementation partner should have enough experience to help you avoid or overcome any issues you’ll face.

If you’ve ever thought about implementing a NetSuite ERP platform yourself, learn more about the do’s and don'ts first.

Step-by-Step NetSuite ERP Implementation Guide

The first thing that you’ll discuss with your ERP implementation partner is a step-by-step strategy and a roadmap for what the implementation is going to look like. You want to know exactly what you’re getting into – the risks, the obstacles, and the outcomes – so that you know what to expect throughout the process. Obviously, there may be some surprises along the way, but having an ERP implementation guide and planning checklist will make you as prepared as possible.

1. Build a Plan

• Roadmapping: Planning initial shut-down of legacy system to transactions being recorded in the new system. This includes: Open-transaction migrations & opening balances and inventory. Ensure you have a strategy to validate the final import of this data.
• Availability of resources: Are stakeholders and department leads available for any required approvals? What about consultant resources? What’s the buffer in case of delays? Looking at the logistics of external support and stand-by staff for IT, etc. is important as you’ll need the back-up in case anything unexpected comes up.

2. Check Both Hardware and ERP Software

• Conference room pilot project: The purpose of your ERP platform is to foster collaboration and communication within your teams. Testing can’t be done in silos!
• End-to-end testing: This will give you an idea of what does and doesn’t work and lets you plan for the go-live phase.
• Stress / load testing: It’s important to have an understanding of the software’s limitations by pushing it to its breaking point.
• Data migration: Involves checking if the data migration process will require light touch-ups for messy data, as well as get a good grasp of the mapping.
• Equipment readiness: Ensure you have the right hardware for the go-live. What’s available, what needs to be added, etc.

3. NetSuite ERP Training and Support For Your Teams

• NetSuite training for end-users: This will help you gauge the extent to which your teams can operate and navigate the ERP tools. It’s also a great way to get them excited about the upgrade!
• Post-go-live support plan: Set up end-user support for those needing help or facing issues after the go-live. Include hands-on and over-the-shoulder feedback, access to documentation and reports.

4. Is Your Business Ready for a New ERP System?

• New processes: With a new system comes new processes that could affect accounting, financial reporting, and other key business activities.
• Internal communication: Integrated systems lead to new and improved business platforms. Make sure your teams are aligned and informed.
• External stakeholders: How will your new ERP system affect customers, vendors, and partners? Communicate the changes clearly.

Check out our Beginner’s Guide to NetSuite

5. Risk Management and Back-Up Plan

• Project risk management: Be aware of any potential risks that could derail your go-live phase. Have a back-up plan to mitigate issues.
• Business risk management: Prepare for the worst-case scenario even if it’s unlikely by ensuring safeguards are in place.
• Canceling your ERP implementation project: You always have the option to delay or cancel a go-live if risks arise.
• Go-live rollback: If serious issues appear during go-live, assess repair timelines and consider reverting to the legacy system temporarily.

Getting Started with Your NetSuite Implementation

Now that you know what’s needed to get started on your ERP implementation project, think about your overall readiness. Read these steps and cross-reference with them. Discuss things at length with both your implementation partner and your team.

As you’re nearing your go-live, if you foresee an issue and you’re thinking of delaying - we recommend making a pros and cons list. Speak to management and weigh the risks and advantages.

Do the benefits of going live NOW outweigh the benefits of waiting an additional few weeks to ensure complete readiness?

Frequently Asked Questions About NetSuite Implementation

• Q1: What are the main phases of a NetSuite ERP implementation?
  A NetSuite implementation typically includes planning, testing, training, readiness assessment, and go-live risk management.
• Q2: How long does it take to implement NetSuite?
  Depending on your business size and complexity, it may take 3–6 months from planning to go-live.
• Q3: Why is choosing the right NetSuite implementation partner important?
  A skilled partner helps avoid costly delays and ensures your NetSuite system is tailored to your business needs.