Author: Andy Link
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Using NetSuite’s Ai Connector with NetGain Part 2
In my first NetSuite AI post , I shared my first experience using NetSuite’s AI connector with #NetGain. The biggest challenge? The AI struggled to locate the data, requiring constant guidance on field names and record structures.This week, I discovered the game-changer: Claude Project Knowledge. By uploading NetGain’s documentation—field schemas, custom records, and relationship mappings—into Read more
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Using NetSuite AI with NetGain
I recently tried NetSuite’s new AI connector with #NetGain‘s NetLoan product for the first time, and I wanted to share my experience. While there’s definitely room for improvement, it’s a promising start! Initially, the results were inaccurate. However, after prompting the AI on where to locate the NetLoan data, I was pleasantly surprised by the Read more
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Transforming Fixed Asset Management
Managing fixed assets manually can be daunting for any business. The grind of human error, repetitive manual processes, and the chaos of disjointed data across spreadsheets can easily overwhelm even the most dedicated accountants. It’s no wonder that many are making the switch from traditional spreadsheets to fixed asset management software. This transition isn’t merely Read more
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Essential Project Management Tools that will help keep your NetSuite implementation on track
Are you considering hiring a freelance project manager to help with your NetSuite ERP implementation? That’s a great decision! A skilled project manager can make the difference between a successful rollout and a chaotic and expensive one. To ensure that your project stays on track, your project manager should use some essential tools and documents. Read more
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My Journey with Project Management Approaches in ERP Implementations
Let’s embark on a personal journey through the world of project management methodologies in ERP implementations. Over the years, I’ve had the privilege of being immersed in hundreds of ERP projects, ranging in size from a small one-person implementation team to large projects with dozens of stakeholders and team members. Here’s a glimpse into my Read more
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Avoid NetSuite Implementation Cost Overruns: Understand Excluded Services
A new NetSuite implementation journey is an exciting endeavor for any company. However, amidst the anticipation of the shiny new system to enhance efficiency is a formidable risk: the murky territory between client expectations and implementation partner deliverables. The ambiguity surrounding “included” deliverables versus “non-included” activities sets the stage for unwelcome surprises and blown budgets. Read more
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Effective Meetings are essential to a successful NetSuite implementation: A Project Manager’s Perspective.
As a project manager responsible for meetings during a Netsuite implementation, I know firsthand how crucial effective meetings are to the project’s success. But not all meetings are created equal. Some can be productive and lead to positive outcomes, while others can feel like a waste of time. That’s why I take a proactive approach Read more
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The role of a client-side project manager
Deciding to implement NetSuite as your ERP solution is a wise choice, and it reflects your informed decision-making. However, the implementation phase requires a deeper and more detailed level of thoughtful planning and consideration to avert potential risks. I have been involved in 100’s of NetSuite implementations in my career and have observed common mistakes Read more
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Days to fill orders trend
Why Distributors Should Track Their Fill Rate Trend and how can NetSuite help In the distribution industry, it’s crucial to keep customers happy by promptly delivering the products they need. One way to measure efficiency is to track the fill rate trend, which is the time it takes to ship an order from the date Read more
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Landed Costs and NetSuite
Landed costs refer to the supplementary expenses incurred beyond the original purchase price of inventory items. These expenses consist of costs associated with bringing the items into your inventory, including freight and shipping charges, import fees and duties, insurance, handling charges, and other relevant fees. When deciding to use landed costs, it’s crucial to consider Read more
