The Ultimate NetSuite Implementation Checklist

View Our Ultimate NetSuite Implementation Checklist

As far as ERPs go, you won’t find a better option out there than NetSuite. It’s the most popular solution in the world right now. In our Ultimate NetSuite Implementation Checklist, our team of NetSuite partners and accountants takes you through our implementation process that we have honed with experience. We aim for a setup that is optimized for scaling your company for years to come.

We love NetSuite because it’s the only platform available with totally integrated business data in one place. Our clients love it because we can customize it to their needs and they can enjoy the seamless rendering of their company’s data like never before.

From choosing the right package and license to migrating your data, NetSuite implementation takes a team of experts to execute successfully but it is definitely worth it if you’re investing in making your business data work for you. Too often businesses tracking tons of data but there’s no integration between different departments – leading to missed opportunities and inefficient processes.

We can address any pain points your business is having with our NetSuite implementation analysis. We’ve provided a broad paint of the NetSuite implementation checklist below, but keep in mind that every business journey will be unique.

NetSuite Implementation Checklist

1. Choose the Right NetSuite Implementation Teams


You want to identify employees that are going to spearhead the transition – people who are positive about change and technology. They can help the rest of their teams adapt and see the possibilities of using different software. It’s more motivating when someone on the team is a cheerleader for change than if a team feels that the decision is coming from “the top”. When people see the value of using a state-of-the-art ERP, they’ll be more open to change and learning how to use the new software. In fact, motivated people learn faster so this will make the migration smoother!


When migrating, you want to work with a team that will take the time to get to know your organizational requirements. You don’t want to be stuck with a vendor support team that doesn’t take their time to get to know your company goals and streamline your finances! That’s what makes Fusion CPA different as we are dedicated NetSuite accountants, CFO advisors, and NetSuite implementers that really care about their clients – just like we do. We’re sensitive about your business structure and won’t take over any roles you’re not comfortable assigning to us. We will work hard to make a success of your new software so you can use it to reach your organizational goals. Talk to us to find out what NetSuite can do for your company.

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2. Identify the Right Time

You want to plan migration to be complete well before tax season to ensure that your financials are in order when you file your taxes. In many companies the workload shifts due to seasonal demand, company restructuring, or other unique variables. You want the bulk of the migration to coincide with a time when team members involved will be able to do their part in assisting the NetSuite implementation team – providing them with their data and specific requirements. This is important for a smooth migration.

The team also needs to test the system to ensure that it is set up according to their needs. Then there may be a learning curve, which the implementation team can help them with by providing customized training. We don’t believe in a one-size-fits-all support system. Each team is guided through the transition until they’re proficient in NetSuite.

3. Decide on the Best Package and License for Your Company

When working with us this won’t be a guessing game! We will help you choose the right NetSuite packages, or modules, for your company. Too often we see that companies try to go at this alone and end up paying for packages they’re not going to use. Or they don’t realize the scope of NetSuite and under-utilize its functionality.

NetSuite’s price is also determined by the licensing you need for your team members. Once we’ve analyzed your requirements, we’ll know who needs:

  • Full User License
  • Employee Self-Service License
  • Read-Only Access

NetSuite’s functions and modules

NetSuite’s functions and modules

4. Get Your Data in Order

Stabilizing your accounting and getting the data ready is the most important part of the migration. This is where our NetSuite accountants are important for the success of the implementation. Depending on which NetSuite modules you’ll be using, we’ll also migrate your customer data, employee data, forecasting algorithms, sales data, marketing analytics, and payment processing methods. Basically, any data that is generated in your company can be put to great use with NetSuite’s reporting functions. We’ll also set up automated reporting based on your requirements.

NetSuite Consultants at Fusion CPA

Are You Ready to Revolutionize Your Company?

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When migrating with our team of NetSuite partners, accountants, and CFO advisors, you can mitigate the risks of transitioning to a new system and become a super-efficient company

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This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive