NetClose - Implementation Roadmap
Below are key implementation milestones and related activities that need to be completed on the road to go-live:
| MILESTONE | PREPARATION | CALL/TASK | NEXT STEP |
|---|---|---|---|
Fill out NetClose Discovery Questions. | Call for introductions, setting project objectives, providing a project overview, and establishing the project timeline. | Provide Netgain team admin access to NetSuite; bookmark Netgain knowledge base; review statement of work. | |
Install NetClose Suiteapp. Bookmark Netgain knowledge base. | Call to introduce your team to the templates used to migrate your data, to ensure you have access to helpful resources that aid in completing the templates, and to provide time for your team to ask questions. | Provide completed NetClose templates to your implementation team, so they can assist in uploading the templates into NetClose. | |
All records need to have been uploaded into your NetSuite account. Review the records using the instructions in the Data Validation article. | Time to bring up any data discrepancies that you found in your data validation and receive guidance on how to resolve them. | Verify the data is complete and correct and that it is ready to be moved to your production environment. | |
Prepare to share your screen during the training and ensure your role has permission to use NetClose functionality. | Your Netgain implementation team will train your team on your new NetClose processes and the various features you will be using once you go live in the system. | Practice these various processes in your sandbox account and start your user acceptance testing. | |
Complete your user acceptance testing using the Product Test Cases file as a guide. | This call allows you to raise issues you found during testing to the Netgain team—so that they can be resolved. | Finalize testing and provide "green light" for go-live. | |
Delete all test records. Verify data validation is complete. | The Netgain team will transition your records from your sandbox to your production environment in preparation for going live. | You will need to smoke test the transferred records to ensure no errors have crept in during the transition. | |
For the Amortization module, review data in production and book manual entries to clear out existing close balances. | Run Amortization go-live entries that will establish amortization balances on your books via NetClose. The Netgain team can help you do this on a dedicated call. | Ensure your go-live account has cleared out fully and that no amortization balances prior to NetClose are sitting on your balance sheet. | |
You will be able to continue to ask your dedicated implementor questions through your first full monthly close following the date you go live in NetClose. | Consult the Netgain knowledge base as you encounter questions or issues using the product. Additional support can be found by contacting support@netgain.tech—if needed. | Enjoy your automated close process! |