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eBOOK 
It’s Not Just About The Software 
DSG Best Practice Guide for NetSuite Implementation Success 
Copyright © 2014. All Rights Reserved. Demand Solutions Group. dsgcloud.com
Who is the eBook for? 
This book is for anyone who is thinking about 
implementing, or re-implementing, NetSuite’s 
market leading cloud ERP solution. It contains 
best practices and practical advice that can 
help organizations of all sizes and complexities 
reduce the risk and time taken to implement 
NetSuite successfully.
Contents 
03 
Executive 
Summary 
04 
Agility Matters 
05 
Five Things to 
Implement 
06 
Five Pitfalls to 
Avoid 
07 
Five Things to 
Think About 
08 
Summary
03 
Executive Summary 
Cloud ERP – NetSuite is the Market Leader 
The cloud has revolutionized the ERP, CRM and business solutions 
world. SAP and Oracle may still be slugging it out in the enter-prise 
but the reality is that for most forward-thinking companies, 
the cloud is now the de facto application platform and NetSuite is 
the de facto market leader for ERP. 
It’s Not Just About The Software 
DSG was named NetSuite’s Worldwide Solution Provider Partner 
of the Year for 2013, an award that reflected seven years of our 
market leadership in the NetSuite community and hundreds of 
successful NetSuite projects of all levels of complexity. 
From this experience DSG has learned that, while you need 
NetSuite’s functionally rich, stable software as the platform, a 
successful business solution is not just about the software – you 
need an implementation partner with: 
"They're extremely adept at evalu-ating 
and understanding business 
processes in order to identify areas 
for improvement. That's not always 
the case with IT vendors." 
Zendesk 
Business Focus 
If you don’t have a 
business-first focus, 
your solution will not 
meet its fundamental 
objectives of improv-ing 
business efficiency 
and performance. 
Experience 
Practice really does 
make perfect and this 
is one of the key 
benefits of working 
with DSG and our 
knowledge of hun-dreds 
of successful 
NetSuite projects. 
Proven Approach 
One of the ways that 
experience manifests 
itself is in the avail - 
ability and maturity of 
an implementation 
methodology such as 
DSG’s Realize meth-odology. 
Teamwork 
All successful proj-ects 
are the result of 
teamwork and DSG 
can build and lead a 
team through knowl-edge, 
commitment, 
referential behavior 
and mentoring. 
Straight-Talk 
There are often 
tough decisions that 
need to be made and 
DSG is never afraid 
to tell you what you 
need to hear, not 
necessarily what you 
want to hear.
04 
Agility Matters in Business and 
Implementation 
“This was one of the smoothest 
projects we’ve experienced. We 
really felt that the DSG team cared 
about the success of the project.” 
Director of Product Management, Open Table 
The DSG Realize, Optimize and Revitalize methodologies capture 
the essence of the cloud business model — agility, flexibility, 
time-to-value — and bake these attributes into how we implement 
NetSuite solutions. 
These methodologies are followed systematically by DSG 
specialists who know your business needs inside and out, and are 
backed by DSG’s rich ecosystem of professionals who provide 
deep expertise on business, product and technical issues, and best 
practices whenever needed. 
DSG Realize is a robust consulting methodology based 
on an agile, iterative and team-based approach to solution imple-mentations 
that uses a workshop model to involve customers’ 
domain experts in design and decision-making. 
DSG Revitalize restores 
NetSuite solutions to their full potential in 
cases where either changes in business 
needs or poor initial implementation has 
meant that NetSuite has not 
delivered its expected value. 
DSG Optimize acknowledges 
that business needs change and that user 
expectations grow over the life of using a 
solution, and that a solution has to be 
continuously optimized to remain eec-tive 
and to keep pace with your business 
needs.
05 
NetSuite Implementation Best 
Practices – Five Do’s 
“DSG is providing Mindjet with 
outstanding service and true 
partnership on our NetSuite imple-mentation. 
We are now well-placed 
to tackle more ambitious projects 
in the future. Mindjet is very happy 
with the return on their DSG 
investment.” 
DSG brings a wealth of product, technical and business operations 
experience to the NetSuite implementation process and in the next 
three pages we’ve summarized our learning from this experience. 
Do… 
1.Have sustained Executive Sponsorship that ensures resource 
availability and key design leadership. 
2.Ensure the Core Project Team consisting of power users in each 
functional area are present and participatory throughout the itera-tive 
configuration of the solution. Additionally these people need 
to be respected and empowered to make decisions. 
3.Keep functionality simple where possible and expect to evolve 
the solution in production as enhancements are illuminated by the 
end-users. 
4.Expect anxiety and stress, particularly nearing and immediately 
after deployment. Remain positive and take comfort that DSG’s 
Realize methodology ensures we will be there to support you in 
this critical “hypercare” period. 
5.Expect to train the end-user community. There is no better way 
to ensure you can take the reins of your new solution than to train 
others on its use.
06 
NetSuite Implementation Best 
Practices – Five Dont’s 
Do NOT… 
1. Underestimate the eort to extract and scrub conversion data 
sets; DSG’s Realize methodology ensures this process begins early 
in the project to mitigate unforeseen challenges. 
2. “Lift and shift” business processes and / or data architecture; a 
new ERP solution provides a natural point of inflection to ‘get it 
right.’ 
3. Ignore DSG’s prescription to exercise key functional areas of 
the solution during the iterative configuration phase; this is an 
essential part of the process that breeds familiarity and provides a 
critical feedback loop to DSG. 
4. Let open action items and key design decisions (larger critical 
path items) remain open; foster a culture of urgency and timely 
closure. 
5. Fear customizations; while deference should be given to native 
functionality where appropriate, scripted solutions are common 
and often invaluable in filling functional gaps and driving user 
adoption.
07 
NetSuite Implementation Best 
Practices – Five Things to Consider 
1. Take the ball on end-user training and supporting material 
creation; DSG is there to support you but the Core Project Team 
should be ready to embrace their new roles as trusted internal 
advisors and power users in their respective functional area. 
2. Don’t put too much emphasis on sustained on-site presence of 
your implementation partner; it’s costly and with modern collabo-ration 
tools, not necessary. 
3. User Acceptance Testing (UAT) of all business processes, 
including related integration(s) and/or customization(s), should be 
thoughtfully and proactively approached with detailed test cases 
and with a rigorous and detailed feedback loop for any issues 
encountered. 
4. A sandbox should be strongly considered to have in place at 
deployment; this ensures that changes can be made and tested 
after go-live as enhancements are identified, and then surgically 
migrated into production. 
5. Deployment date, scope and cost determine proactively which 
one of these CANNOT yield and communicate this clearly to the 
project team. More than any other specific guidance, this will drive 
behaviors and clearer decision making throughout the project.
08 
Summary - Go but Don’t Go Alone 
Over the years, DSG has developed a couple of mantras, one is “It’s Not Just About 
The Software”, the other is “Go But Don’t Go Alone”. The combination of these two 
mantras, in our opinion, is the key to long-term success with cloud solutions like 
NetSuite. Your business is running your business not implementing cloud application 
software – that’s what DSG is here to do. 
For more information, please 
visit www.dsgcloud.com or give 
us a call at 866.486.4064. 
Copyright © 2014. All Rights Reserved. Demand Solutions Group. dsgcloud.com

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DSG Best Practice Guide For NetSuite Implementation Success

  • 1. eBOOK It’s Not Just About The Software DSG Best Practice Guide for NetSuite Implementation Success Copyright © 2014. All Rights Reserved. Demand Solutions Group. dsgcloud.com
  • 2. Who is the eBook for? This book is for anyone who is thinking about implementing, or re-implementing, NetSuite’s market leading cloud ERP solution. It contains best practices and practical advice that can help organizations of all sizes and complexities reduce the risk and time taken to implement NetSuite successfully.
  • 3. Contents 03 Executive Summary 04 Agility Matters 05 Five Things to Implement 06 Five Pitfalls to Avoid 07 Five Things to Think About 08 Summary
  • 4. 03 Executive Summary Cloud ERP – NetSuite is the Market Leader The cloud has revolutionized the ERP, CRM and business solutions world. SAP and Oracle may still be slugging it out in the enter-prise but the reality is that for most forward-thinking companies, the cloud is now the de facto application platform and NetSuite is the de facto market leader for ERP. It’s Not Just About The Software DSG was named NetSuite’s Worldwide Solution Provider Partner of the Year for 2013, an award that reflected seven years of our market leadership in the NetSuite community and hundreds of successful NetSuite projects of all levels of complexity. From this experience DSG has learned that, while you need NetSuite’s functionally rich, stable software as the platform, a successful business solution is not just about the software – you need an implementation partner with: "They're extremely adept at evalu-ating and understanding business processes in order to identify areas for improvement. That's not always the case with IT vendors." Zendesk Business Focus If you don’t have a business-first focus, your solution will not meet its fundamental objectives of improv-ing business efficiency and performance. Experience Practice really does make perfect and this is one of the key benefits of working with DSG and our knowledge of hun-dreds of successful NetSuite projects. Proven Approach One of the ways that experience manifests itself is in the avail - ability and maturity of an implementation methodology such as DSG’s Realize meth-odology. Teamwork All successful proj-ects are the result of teamwork and DSG can build and lead a team through knowl-edge, commitment, referential behavior and mentoring. Straight-Talk There are often tough decisions that need to be made and DSG is never afraid to tell you what you need to hear, not necessarily what you want to hear.
  • 5. 04 Agility Matters in Business and Implementation “This was one of the smoothest projects we’ve experienced. We really felt that the DSG team cared about the success of the project.” Director of Product Management, Open Table The DSG Realize, Optimize and Revitalize methodologies capture the essence of the cloud business model — agility, flexibility, time-to-value — and bake these attributes into how we implement NetSuite solutions. These methodologies are followed systematically by DSG specialists who know your business needs inside and out, and are backed by DSG’s rich ecosystem of professionals who provide deep expertise on business, product and technical issues, and best practices whenever needed. DSG Realize is a robust consulting methodology based on an agile, iterative and team-based approach to solution imple-mentations that uses a workshop model to involve customers’ domain experts in design and decision-making. DSG Revitalize restores NetSuite solutions to their full potential in cases where either changes in business needs or poor initial implementation has meant that NetSuite has not delivered its expected value. DSG Optimize acknowledges that business needs change and that user expectations grow over the life of using a solution, and that a solution has to be continuously optimized to remain eec-tive and to keep pace with your business needs.
  • 6. 05 NetSuite Implementation Best Practices – Five Do’s “DSG is providing Mindjet with outstanding service and true partnership on our NetSuite imple-mentation. We are now well-placed to tackle more ambitious projects in the future. Mindjet is very happy with the return on their DSG investment.” DSG brings a wealth of product, technical and business operations experience to the NetSuite implementation process and in the next three pages we’ve summarized our learning from this experience. Do… 1.Have sustained Executive Sponsorship that ensures resource availability and key design leadership. 2.Ensure the Core Project Team consisting of power users in each functional area are present and participatory throughout the itera-tive configuration of the solution. Additionally these people need to be respected and empowered to make decisions. 3.Keep functionality simple where possible and expect to evolve the solution in production as enhancements are illuminated by the end-users. 4.Expect anxiety and stress, particularly nearing and immediately after deployment. Remain positive and take comfort that DSG’s Realize methodology ensures we will be there to support you in this critical “hypercare” period. 5.Expect to train the end-user community. There is no better way to ensure you can take the reins of your new solution than to train others on its use.
  • 7. 06 NetSuite Implementation Best Practices – Five Dont’s Do NOT… 1. Underestimate the eort to extract and scrub conversion data sets; DSG’s Realize methodology ensures this process begins early in the project to mitigate unforeseen challenges. 2. “Lift and shift” business processes and / or data architecture; a new ERP solution provides a natural point of inflection to ‘get it right.’ 3. Ignore DSG’s prescription to exercise key functional areas of the solution during the iterative configuration phase; this is an essential part of the process that breeds familiarity and provides a critical feedback loop to DSG. 4. Let open action items and key design decisions (larger critical path items) remain open; foster a culture of urgency and timely closure. 5. Fear customizations; while deference should be given to native functionality where appropriate, scripted solutions are common and often invaluable in filling functional gaps and driving user adoption.
  • 8. 07 NetSuite Implementation Best Practices – Five Things to Consider 1. Take the ball on end-user training and supporting material creation; DSG is there to support you but the Core Project Team should be ready to embrace their new roles as trusted internal advisors and power users in their respective functional area. 2. Don’t put too much emphasis on sustained on-site presence of your implementation partner; it’s costly and with modern collabo-ration tools, not necessary. 3. User Acceptance Testing (UAT) of all business processes, including related integration(s) and/or customization(s), should be thoughtfully and proactively approached with detailed test cases and with a rigorous and detailed feedback loop for any issues encountered. 4. A sandbox should be strongly considered to have in place at deployment; this ensures that changes can be made and tested after go-live as enhancements are identified, and then surgically migrated into production. 5. Deployment date, scope and cost determine proactively which one of these CANNOT yield and communicate this clearly to the project team. More than any other specific guidance, this will drive behaviors and clearer decision making throughout the project.
  • 9. 08 Summary - Go but Don’t Go Alone Over the years, DSG has developed a couple of mantras, one is “It’s Not Just About The Software”, the other is “Go But Don’t Go Alone”. The combination of these two mantras, in our opinion, is the key to long-term success with cloud solutions like NetSuite. Your business is running your business not implementing cloud application software – that’s what DSG is here to do. For more information, please visit www.dsgcloud.com or give us a call at 866.486.4064. Copyright © 2014. All Rights Reserved. Demand Solutions Group. dsgcloud.com