We have put together a few tips that will help make your #ERP implementation smooth, cost-effective and efficient to your individual business needs.

1. proteloinc.com | 916.943.4428
For A Successful
NetSuite Implementation
Guide

2. Enterprise resource planning (ERP) is a ridiculously broad industry term referring to the business
management software that enables automated operations and management of an organization’s day-to-
day processes. This includes product planning, development, manufacturing, sales, marketing, etc. The
term may be nondescript but executed properly and your ERP system can be the difference between a
business that’s effective, efficient, and successful, and one that’s not. We have put together a few tips
that will help make your ERP implementation smooth, cost-effective and efficient to your individual
business needs.
For A Successful
NetSuite Implementation
Guide
proteloinc.com | 916.943.4428

3. 1. Selecting the right vendor for
your business
Choosing the right ERP vendor is a very important first step. With so many
companies out there pushing their own versions of ERP software, how are you
supposed to sort through your options to know what’s best for your business?
In the face of such a daunting task, a little research about the companies
and their software becomes key. After scouring the internet, you’ll find that
NetSuite is one of the most highly regarded business solutions consisting of
ERP software. As a unified business management suite, NetSuite has been
the solution to the eCommerce, customer relationship management, and ERP
selection process for over 16,000 customers.
A recent IDC Marketscape study named NetSuite the worldwide leader in
Saas and Cloud-Enabled Midmarket ERP. As global adoption of the cloud is
accelerating, NetSuite continues its success in delivering the best cloud ERP/
financials suites to businesses around the world enabling them to lower IT
costs significantly while simultaneously increasing productivity.
proteloinc.com | 916.943.4428

4. 2. Hiring the right team of consultants
The implementation process itself is tricky business. Companies that don’t already have experts on staff
to head up such projects (which boils down to the vast majority of businesses) most often need to rely on
outside sources to help and make sure things are done right. Hiring the right consultants for the job is vital.
You need people who are qualified and know what they’re doing, have integrity and imagination, care
about their work, and are upfront and honest at all times. Protelo’s consultant’s have experience—an
average of 15+ years each—across industries and verticals such as wholesale distribution, manufacturing,
services and more. We strive to become a trusted extension of your company and invested in your success.
proteloinc.com | 916.943.4428
proteloinc.com | 916.943.4428

5. 3. Train your employees well
Throwing your employees into a new software system blindly doesn’t work. No kidding. And
unfortunately, gently introducing a new system to your “I hate change” employees can easily
result in similar chaos.
The best way to ensure that the workers don’t throw tantrums and/or reject the software is to
make them aware of the proposed changes and to train, train, train! Increasing their familiarity
with the new project allows for smoother adaptation and, hopefully, less grumbling and more
learning. The quicker the new system is familiarized by the users, the higher the chances of an
overall successful implementation.
Protelo is committed to our customers’ success above all else. We provide NetSuite services,
support, training, design and development that is matched by top-notch customer service. Check
out our client page for more featured customers.
proteloinc.com | 916.943.4428

6. Data cleansing is vital to the success of an ERP implementation
project. Since data is stored differently in different software
products, backups should be created and some data may need
to be imported on a database. Don’t overlook or underestimate
this step.
Even after years of ERP implementation, no part of the process
is as simple as hitting a button. The process is interactive,
requiring active problem solving and solution discovery. This is
why having a highly qualified, creative implementation team
on your side is so valuable. Protelo promises innovation and
experience with every project our consultants commit to.
The best way to increase the likelihood of a successful ERP
implementation is through effectively educating the users.
Ensuring that everyone gains fluency of your new ERP system
and gains the knowledge and ability to execute transactions by
themselves…that’s where success is found.
4. Expert and streamlined processes
ERP implementation is a process carefully and methodically
executed in segments. Assuming you’ve chosen your
implementation team with much thought and strategy, you can
feel comfortable that those hand-picked consultants will do
everything possible to ensure that each step of implementation
is successful and smooth. This doesn’t let you off the hook
though. Companies need to be vigilant and play their roles in
the completion of each part of the process.
Selecting an ERP system that can conform to your business is
great, but let’s not pretend that some elements of your business
processes won’t need to bend as well. I mean, if you’re looking
to change things up in the first place, then clearly not everything
has been running perfectly.
One of the most difficult tasks a transitioning company will
undertake is deciding when to change a business process to
adapt to new ERP requirements.
proteloinc.com | 916.943.4428

7. 5. Timing is everything!
If your sales team doesn’t have insight into real-time inventory, your marketing department can’t send out awesome CRM
emails, or your finance team doesn’t have multi-currency options and audit trail accountability, it’s time to upgrade your
operations.
No matter if you’ve been in business for a long time, or are just starting out on your own, learning how to run a business for
efficiency is more than half the battle of attaining every ounce of profit you can. Poor operations means missed opportunities.
Protelo is a NetSuite reseller, and we’re passionate about making sure our clients get the best NetSuite implementation
possible! From purchasing a NetSuite license, to fully customizing the platform for you, we can help your company pick and
choose which features you need most.
We were recently recognized by Inc. Magazine for our excellence. The team would be honored to help guide you through the
NetSuite implementation process. Please feel free to contact us if you’d like to know more information about us as NetSuite
implementation partner.
proteloinc.com | 916.943.4428

8. If you have questions or need
help with NetSuite let’s talk!
Our senior team of experienced NetSuite consultants is available and happy to assist right away.
We work on-demand, when you need us. No long-term commitments or retainers.
Want to purchase Netsuite and get started on the NetSuite platform?
We can help you to implement, service and support NetSuite today.
proteloinc.com | 916.943.4428