NetCash - 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 

Agenda 

  • Review Product Specific Implementation Objectives & Timeline 

  • Determine Anticipated Go-Live Date

  • Confirm if Leveraging Sandbox

  • Roles & Permissions Upload Template

Next Steps

  • Product Installation

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


Initial Configuration (60 min) 

Pre-Requisites 

Agenda 

Next Steps

  • Create/Connect Bank Accounts

  • Create Automation Groups & Rules

  • Import Transactions (if applicable)

 

NetCash Training (60 min) 

Pre-Requisites 

  • Bank Accounts Created/Connected

  • Automation Groups & Rules Created

Agenda 

Next Steps


Go Live Call (30 min) 

Pre-Requisites 

  • Sandbox to Production Transfer 

  • NetCash Training Completed 

Agenda 

  • Official confirmation that NetCash is live in Production

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

Next Steps

  • Post Go-Live Implementation Support (30 days) 

  • Implementation Closure Call 

  • Post Closure Support – support@netgain.tech 


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