Documentation and Training

With a product as comprehensive in functionality, rich in features and flexible in implementation options as NetSuite, it is essential to achieve an effective balance of documentation and training for businesses to maximise its potential.

NetSuite is provided with an on-line set of manuals, help facilities and on-line videos to provide clients with information about and advice on the use of NetSuite. Keystone Data provide documentation on customisations made to a client’s NetSuite instance.

The successful implementation of any ERP project is determined by how effectively users adopt the system in practice which depends to a large extent on their confidence with the system and willingness to engage with it. This requires a programme of training designed to meet user needs. Such training is usually most successful when it relates to actual use of the system. Keystone Data offer a range of training and can build a training plan with our clients to meet such needs.

Typically there are three types of users:

  • end users
  • administrators (usually at least 2 per client, whose role is to assign appropriate system access and handle any issues reporting problems or raising queries with Keystone or NetSuite)
  • power users (who wish to design their own reports or do bespoke analysis).

We can deliver courses on-site or via an internet link. These can be delivered individually or to groups. Clients can use their live instance – the most common option for new NetSuite clients – or use a NetSuite sandbox which will give access to a client specific instance with own data without the risk of compromising live data on the live instance.

Keystone Data have created a number of standard training courses that include full documentation and reference to on-line activities for the trainees.  Most clients will require a certain amount of tailoring for their courses and we offer a range of options to achieve the necessary outcome.

  • We can tailor our courses, creating any new ones as needed and deliver those as part of an implementation or a re-training for an established NetSuite user.
  • Alternatively we can tailor the courses and provide them to a client for own delivery.
  • A third option is for us to provide the standard material for a client to tailor and deliver their own courses, possibly with consultancy from Keystone Data.

The range of standard courses we have developed includes a short ‘Welcome to NetSuite’ course for all users to show the basics of all NetSuite applications and how to find documentation. We have also created a range of standard courses covering accounting, sales order processing, purchase order processing and warehouse processes. We will add to our range of courses based on client need.

We expect to tailor the standard courses and are happy to develop bespoke courses to cover client specific functions and processes.

For the administrators, we have developed a course which we recommend is incorporated into the implementation schedule and that the administrators are involved in the project from the beginning. For administrators who wish to extend their knowledge and skills, there are further NetSuite courses (classroom based or via the web) as well as a wealth of material available in the on-line service SuiteAnswers via NetSuite’s support service. We can provide a more advanced course to help an administrator develop their skills.

For power users, we recommend a specific training course delivered by Keystone which covers NetAnalytics and other relevant facilities. Again for the more advanced user there are respective NetSuite courses available.