--- title: Techfino NetSuite Implementation Methodology description: Techfino's approach to NetSuite Implementation has been carefully refined over the past 10 years and builds upon the SuiteSuccess model to achieve Phase 1 go-live within 120 days. It is simple enough for small and mid-market companies yet is intended for more complex enterprise implementations. url: https://www.techfino.com/netsuite-implementation dateModified: 2026-06-08 author: Bryan Willman --- # Techfino NetSuite Implementation Methodology ## TL;DR Techfino implements NetSuite using a methodology refined and enhanced over the past 10 years that builds upon the SuiteSuccess model, and in most cases can achieve Phase 1 go-live within 120 days. The approach runs through six phases: Discover, Initiate, Execute, Demonstrate, Deploy, and Support. It is simple enough for small and mid-market companies yet intended for more complex enterprise implementations. The final Support phase is Techfino's proprietary ContinuedSuccess approach, which keeps the implementation team involved after go-live for Critical Care, performance monitoring, upgrade impact analysis, and optimization. ## Overview Techfino's approach to NetSuite implementation has been carefully refined and enhanced over the past 10 years and builds upon the SuiteSuccess model. In most cases Techfino can achieve Phase 1 go-live within 120 days, and the page illustrates that plan with a weeks-based timeline table. The methodology is simple enough for small and mid-market companies yet is intended for more complex enterprise implementations. The methodology is organized into six phases. ### 1. Discover The project begins with Discover. Techfino evaluates industry vertical leading practices, analyzes unique operational needs, and identifies any deviations from standard configurations. Business processes are reviewed sequentially, and for each workflow the team follows a consistent sequence: Review leading practices with subject matter experts (SMEs); Analyze business requirements, challenges, and opportunities; and Identify applicable leading practices along with gaps, customizations, and integrations needed. ### 2. Initiate Initiate synthesizes the gathered business processes and future state into an overall project plan and timeline. Techfino develops a project map covering Planning (project scope and deliverables, delivery sequence and schedule, budget allocation per business process, and resource allocation) and Scheduling (design and configuration sessions, user adoption strategy sessions, and data migration strategy sessions). ### 3. Execute In Execute, Techfino collaborates with the project team to deliver the configured processes: design optimal solutions that require customization or integration, build and configure the system to business needs, migrate master data such as customers and vendors, and validate the solution through demonstrations and testing. ### 4. Demonstrate The Demonstrate phase validates the configured processes. The client performs their own UAT, supported by the Techfino implementation team, to confirm requirements are met. Training is also part of this phase: the plan is established back in Initiate and scheduled right before the deploy phase, and Techfino can deliver train-the-trainer or direct end-user training based on client needs and budget. ### 5. Deploy In Deploy, Techfino prepares and executes the go-live plan. Preparation includes migrating open transactions such as opening balances, open AP and AR transactions, and inventory counts and values. On the launch date, the client begins running their business on NetSuite, with Techfino providing user support and remedial training on-site or remotely. ### 6. Support Following go-live, Techfino begins the ContinuedSuccess Support phase, its proprietary approach to continued optimization and support. This includes Critical Care, where the implementation team stays involved for system support and optimization, plus advice on maintenance and monitoring: upgrade notifications and impact analysis, performance monitoring, and optimization opportunities. To get started, contact Techfino today, or call +1-877-563-1405. ## Frequently Asked Questions ## What is Techfino's NetSuite implementation methodology? It is a six-phase approach to implementing NetSuite that has been carefully refined and enhanced over the past 10 years and builds upon the SuiteSuccess model. The phases are Discover, Initiate, Execute, Demonstrate, Deploy, and Support. ## How long does a NetSuite implementation with Techfino take? In most cases Techfino can achieve Phase 1 go-live within 120 days. The page includes a weeks-based timeline table that illustrates how the 120-day plan is laid out. ## What are the six phases of the implementation? The methodology moves through Discover, Initiate, Execute, Demonstrate, Deploy, and Support. Each phase has its own activities, from evaluating leading practices to planning, configuration, testing, go-live, and post-launch support. ## Is Techfino's approach a good fit for small and mid-market companies or for enterprises? The methodology is simple enough for small and mid-market companies yet is intended for more complex enterprise implementations. The same six-phase structure scales across company sizes. ## How does Techfino's methodology relate to SuiteSuccess? The methodology builds upon the SuiteSuccess model. Techfino has carefully refined and enhanced its own approach on top of that foundation over the past 10 years. ## What happens during the Discover phase? In Discover, Techfino evaluates industry vertical leading practices, analyzes unique operational needs, and identifies any deviations from standard configurations. Each workflow is reviewed sequentially with subject matter experts following a Review, Analyze, Identify sequence. ## What is delivered in the Initiate phase? Initiate synthesizes the gathered business processes and future state into an overall project plan and timeline. Techfino builds a project map covering Planning (scope, deliverables, delivery sequence, schedule, budget allocation per business process, and resource allocation) and Scheduling (design and configuration, user adoption strategy, and data migration strategy sessions). ## What does the Execute phase involve? During Execute, Techfino collaborates with the project team to design optimal solutions, build and configure the system to business needs, migrate master data such as customers and vendors, and validate the solution through demonstrations and testing. ## Who performs user acceptance testing (UAT)? In the Demonstrate phase, the client performs their own UAT, supported by the Techfino implementation team, to confirm that requirements are met. This phase also covers training. ## What training does Techfino provide and when? Techfino can provide train-the-trainer training or direct end-user training based on the client's needs and budget. The training is scheduled right before the deploy phase, and the training plan is established back in the Initiate phase. ## What happens during the Deploy phase and go-live? In Deploy, Techfino prepares the system by migrating open transactions such as opening balances, open AP and AR, and inventory counts and values, then launches NetSuite for live use. On launch, Techfino supports users and provides remedial training on-site or remotely as desired. ## What support do you get after go-live? The Support phase is Techfino's proprietary ContinuedSuccess approach. It includes Critical Care from the implementation team, performance monitoring, upgrade notifications and impact analysis, and optimization opportunities. ## What is ContinuedSuccess? ContinuedSuccess is Techfino's proprietary approach to continued optimization and support after go-live. It is the Support phase of the implementation, where the team keeps the environment stable and advises on maintenance and monitoring. ## What makes a good NetSuite implementation partner? A strong partner brings a defined, repeatable methodology, evaluates leading practices for your industry vertical, plans scope and budget per business process, and stays involved after go-live. Techfino's six-phase approach and ContinuedSuccess support are built around these elements. ## How do I get started with a Techfino NetSuite implementation? The page's primary call to action is to contact Techfino today to feel confident your NetSuite implementation will be successful. You can also reach Techfino by phone at +1-877-563-1405.