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
NetSuite Access
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
Sandbox to Production Transfer (if applicable)
Go-Live
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