NetSuite Implementation
Techfino NetSuite Implementation Methodology
Techfino NetSuite Implementation Methodology

Quick answer
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. To start, the page invites you to contact Techfino today.

The project begins with the Discover phase, during which we evaluate the industry vertical leading practices, analyze unique operational needs, and identify any deviations from standard configurations.
In this phase, business processes are reviewed sequentially. For each workflow, we follow a similar sequence:
Review: Leading practices with members of the project team, identified as subject matter experts (SME) for the given process
Analyze: Important business requirements, challenges and opportunities for improvement
Identify: Applicable leading practices, list of gaps and required customizations and integrations needed
The Initiate phase was designed to synthesize the gathered business processes and future state environment into an overall project plan and timeline. With the information gathered during the Discover phase, Techfino develops a project map consisting of:
Planning:
Scheduling:
During the Execute Phase we collaborate with project team to deliver the configured processes:
Design optimal solutions which require customization or integration.
Build and configure the system to the required business needs.
Migrate master data, such as customers and vendors.
Validate the solution which consists of demonstrations of the configured processes, testing and validating that data and workflows meet objectives and requirements.
During the Demonstrate Phase we collectively validate the configured processes:
Acceptance (UAT): Once the process is validated, the client will perform their own UAT, supported by the Techfino implementation team, to confirm that requirements are met.
Training: The training plan is established during the project initiate phase. The training is scheduled right before the deploy phase. Techfino can provide train-the-trainer training or direct end-user training based on the client needs and budget.
During the Deploy phase we prepare and execute the go-live plans:
Prepare: In order to prepare the system for go live, we will migrate open transactions, such as opening balances, open AP and AR transactions, inventory counts and values, etc.
Launch: On the launch date, you will start using NetSuite to run your business. Techfino will support your users and provide remedial training on-site or remotely, as desired.
Following go-live, we begin the ContinuedSuccess Support phase, where we secure a stable environment, then advise how to monitor processes.
Critical Care: Following the system go live, the implementation team remains intricately involved for system support and optimization.
Advice: The implementation team will educate the business users on the recommended best practices related to maintenance and monitoring measures:
Learn more about our proprietary ContinuedSuccess approach to continued optimization and support post go-live.
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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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.