(877) 563-1405
IT strategy, managing an IT roadmap, SCA support, industry expertise and contextual guidance.
You are a fast-growing and evolving business that just acquired NetSuite to future proof your company for long term innovation and growth. You went live. You know that you have a great tool in your hands – but perhaps you’re not feeling you fully understand what was implemented, how to best administer it, how to best optimize, or get the best value out of your NetSuite investment.
Are you migrating a new subsidiary, being told you need new modules or integrating external systems? Perhaps you're considering purchasing ACS - Advanced Customer Support and are unsure if it's the right move. Or, maybe it's just not enough.
If this sounds familiar, you need a true NetSuite Support partner. And not just from any partner. You need a partner that listens and understands your objectives, knows NetSuite intimately, and proactively advises and implements only the required functionality to improve and optimize NetSuite for your specific organizational needs.
Companies partner with NetSuite support partners for many different reasons:
YES
NO
Having a NetSuite partner helps you optimize the platform to ensure you’re only paying for what you need, that you’re running at max capacity, and are fully realizing the value of your investment.
Choosing the right partner is a hard decision. After all, you are trusting your business in someone else’s hands. You need a partner that knows your industry intimately, has both deep functional and technical NetSuite expertise, and has an innate, proactive and vested interest in your success.
Techfino’s approach to NetSuite Support is unlike other services out there. Techfino’s NetSuite Support Program ContinuedSuccess – is a true, proactive business service.
We can help you get out of a jam quickly – but our bigger mission is to be your long-term, proactive business advisors to first stabilize your NetSuite environment, then proactively optimize it for long term success. We will always be “on-call” for you, but our primary role is to be your full-time NetSuite Architect and Sherpa – in whatever capacity you need (as the lead or part of your existing team). We can help you navigate new releases, recommend the modules that you actually need, do integrations, continuously analyze and optimize your NetSuite account.
We build all of our client teams with a portfolio approach. So, you know that your team knows your business’s history and goals inside and out; and is invested in making it succeed. Your Portfolio Manager is a senior-level NetSuite Expert and is supported by a dedicated and seasoned cross-functional team. We believe in top level service - no matter what your company’s size - from venture-backed SME's to global enterprises.
We will never try to “sell” you into modules or functionality that you don’t need. Or tell you “that’s not in scope.” Because that’s an old school, vendor-centric, transactional business model. That’s not us. Techfino’s ContinuedSuccess Program is about creating a lasting partnership and true consultative environment. Our Portfolio approach was designed to reflect our dedication to our partnership with you.
ContinuedSuccess is a comprehensive NetSuite support offering from Techfino LLC that provides the requisite subject matter expertise needed to optimize your NetSuite environment. A cross functional team is assigned to your account based on your project specific needs including both function and technical areas of NetSuite including:
Techfino LLC covers all functional and technical areas of NetSuite under a ContinuedSuccess NetSuite Support Plan.
Accounts Payable Accounts Receivable Advanced Manufacturing Advanced Order Management Advanced Procurement Advanced Project Profitability Advanced Projects Advanced Revenue Recognition Approval Workflows Banking Integrations Budgeting Business Process Automation / Workflows Business process customization and extension Case Management Center Customization Charge Based Billing Client-Side Scripting Commerce ERP, In Store, Web Store Consolidation & Multi-Company support Custom Approval Workflow Data Customization Demand Planning Dunning Letters Electronic Bank Payments Electronic Invoicing Electronic Payments Expense Allocations Expense Amortization |
Expense Reporting Fixed Assets Management Form Customization General Ledger Incentive Compensation Inventory Job Costing Localization Manufacturing - Shop Floor Control and BOM Maintenance Manufacturing Mobile Manufacturing WIP and Routing Marketing Automation Merchandising NetSuite Financials NetSuite Projects Order Fulfillment Partner Commissions Payment Gateways Payroll Performance Print Customization Procurement Project Lifecycle Management Project Management Project Profitability report Project Task Manager Project Templates Purchase Orders Quality Management |
Quotes & Orders Recurring Billing Resource Allocation Revenue Management Revenue Recognition Roles, Permissions, and Restrictions Shipment Management Shipping Integration SiteBuilder Checkout & My Account Skill Sets/Search Subscription Subscription Management Subscription Pricing Subscription Product Catalog Subscription Rating Subscription Reporting Subsidiary / Multi-company support SuiteAnalytics Connect SuiteCommerce Base Theme SuiteCommerce Extensions Management SuiteCommerce Standard SuiteTax Supply Chain Control Tower Supply Planning/MRP Supply Chain Snapshot Tax and Compliance Time Tracking Vendor Management WMS Work Orders and Assemblies |
We build all of our client teams with a cross-functional portfolio approach. That means that everyone on your team knows your NetSuite Implementation history and goals inside and out. Your Portfolio Manager is a senior-level NetSuite Expert and not just a project manager. It is our goal to take a “proactive” stance with your team to completely optimize your NetSuite environment.
It’s both. ContinuedSuccess is a “continuum” and we can take over a failed NetSuite implementation or pick up where your SuiteSuccess implementation left off. Whether that means support or implementation, it’s all the same to us!
Once we receive the signed agreement, we typically schedule a kickoff meeting within a week or two. But we’ll know EXACTLY what you want to work on before you sign so we’ll be ready and your Portfolio team will be enabled.
A ContinuedSuccess package is an agreed upon set of monthly hours at a discounted hourly rate, prepaid for one (1) quarter. For each renewal cycle we proactively review how many monthly hours may be needed for upcoming projects over the next quarter. In the event you need more support in any given month, an Extended Order is executed separately.
Absolutely! Your Portfolio Manager is always a senior-level NetSuite Expert and the entire team assigned to your account has several years of NetSuite experience and full access to our Senior Consultants and Architects.
Your ContinuedSuccess Team will be available during regular business hours and separately we can offer 24/7 technical support monitoring. Once we hit a good cadence we’ll schedule weekly check-in meetings, but we’re just a phone call away for emergencies.
SuiteAnswers comes with your NetSuite account. It is a searchable help center with articles, videos, best practices, help topics and up to date files like bank integrations. The SuiteAnswers homepage presents information on new releases, new and popular topics, as well as important announcements.
The NetSuite Help center contains the technical documentation and details of how NetSuite features work. Many pages on the NetSuite website have context-sensitive help topics. Another way to request specific help documentation is to write “help” into the global search bar followed by keywords. The help center contains quick access links to important topics such as the user guides, training, SuiteApps and new releases.
NetSuite Premium Support is a fee based support plan available directly from NetSuite 24 hours a day, 7 days a week.
Premium Support includes:
Although NetSuite Premium Support is intended to be full service, it tends to be general in nature and they will refer you to other professional services such as SuiteOptimize or Advanced Customer Support.
User groups are a great way to continue learning about NetSuite and connect with other users. Do you prefer third party organic groups or staying in the company resources?
The NetSuite Learning Cloud is a space for NetSuite users to advance their knowledge and continue learning about the software. The learning cloud includes:
The Learning Cloud can be accessed through the Customer Learning Cloud Support Company Pass subscription. Otherwise known as LCS, Learning Cloud Support allows companies to purchase cost effective training materials and programs for their users. The Learning Cloud allows for personalized, customizable lesson plans to fit each person’s individual needs.
1900 Market Street, 8th Floor
Philadelphia, PA 19103
Copyright 2022 Techfino LLC