NetClose - Implementation Roadmap

Below are key implementation milestones and related activities that need to be completed on the road to go-live:

Kickoff Call (30 min) 


Agenda 

  • Introduction & Project Roles

  • Product & Scope Review

  • Netgain Project Methodology

  • Project Considerations & Next Steps

Next Steps

  • Provide NetSuite admin access to Netgain team 

  • Bookmark Netgain Knowledge Center 

  • Review Scope of Services


Discovery Call (30 min) 


Pre-Requisites 

  • Product Discovery Questionnaire(s) 

Agenda 

  • Review Product Specific Implementation Objectives & Timeline 

  • Determine Anticipated Go-Live Date

  • Roles & Permissions Upload Template

Next Steps

  • Product Installation

  • Provide completed Roles & Permissions template to your implementation team for upload 


Data Migration (30 min ea.) 


Pre-Requisites 

Agenda 

Next Steps

  • Provide completed NetClose templates to your implementation team for upload 

  • Data Validation 

 

NetClose Trainings (60 min ea.) 


Pre-Requisites 

  • Product Installation 

  • Roles & Permissions Configured 

  • Module Template Upload Completed 

Agenda 

Next Steps


Go Live Call (30 min) 


Pre-Requisites 

  • Sandbox to Production Transfer 

  • Module Trainings Completed 

  • For the Amortization module (if applicable), review data in production and book manual entries to clear out existing close balances

Agenda 

  • Run Amortization Go-Live entries that will establish amortization balances on your books via NetClose

  • Official confirmation that all NetClose modules are live in Production 

  • Review of Post Go-Live Implementation Support and ongoing resources 

Next Steps

  • Ensure your Go-Live account has cleared out fully and that no amortization balances prior to NetClose are sitting on your balance sheet

  • Post Go-Live Implementation Support (30 days) 

  • Implementation Closure Call 

  • Post Closure Support – support@netgain.tech 


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