NetAsset - Implementation Overview
What to expect at each milestone on the road to go-live.
Every NetAsset implementation moves through the same core milestones. For each one below you'll find what to prepare beforehand, what happens on the call, what comes next, and related articles from the Netgain knowledge base. We recommend reviewing this guide with your team before your Kickoff Call, and referring back to it throughout implementation.
Kickoff Call
Effort: Low — one call, plus time to complete your Product Discovery Questions.
Preparation: Complete and submit your NetAsset Product Discovery Questions.
On the Call: Introductions, setting project objectives, providing a project overview, and establishing the project timeline.
Next Step: Provide the Netgain team admin access to NetSuite, bookmark the Netgain knowledge base, review the statement of work, and complete any sandbox refresh needed before implementation begins.
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Data Migration Call
Effort: High — the heaviest lift for your team, scaling with the size of your asset portfolio.
Preparation: Install the NetAsset bundle and sign up for the Netgain knowledge base.
On the Call: Your team is introduced to the templates used to migrate your data, given access to helpful resources that aid in completing them, and given time to ask questions.
Next Step: Provide completed NetAsset templates to your implementation team, so they can assist in uploading the templates into NetAsset.
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Data Validation Call
Effort: Medium
Preparation: All assets need to have been uploaded into your NetSuite account. Review the assets using the instructions in the Data Validation article.
On the Call: Time to bring up any data discrepancies that you found in your data validation and receive guidance on how to resolve them.
Next Step: Verify the data is complete and correct and that it is ready to be moved to your production environment.
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NetAsset Training Call
Effort: Medium
Preparation: Prepare to share your screen during the training and ensure your role has permission to use NetAsset functionality.
On the Call: Your Netgain implementation team trains your team on your new NetAsset processes and the various features you will be using once you go live in the system.
Next Step: Practice these various processes in your sandbox account and start your user acceptance testing.
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User Acceptance Call
Effort: Medium / High — scales with the number of test cases your team runs.
Preparation: Complete your user acceptance testing using the Product Test Cases file as a guide.
On the Call: This call allows you to raise issues you found during testing to the Netgain team, so that they can be resolved.
Next Step: Finalize testing and provide the "green light" for go-live.
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Transition from Sandbox to Production
Effort: Low — mostly handled by the Netgain team.
Preparation: Delete all test assets. Verify data validation is complete.
On the Call: The Netgain team transitions your assets from your sandbox to your production environment in preparation for going live.
Next Step: You will need to smoke test the transferred assets to ensure no errors have crept in during the transition.
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Go-Live Call
Effort: Medium
Preparation: Review assets in production, capitalize them, and book manual entries to reverse prior asset balances into the go-live clearing account.
On the Call: Run the go-live entries that book all asset balances onto your books via NetAsset. The Netgain team can help you do this on a dedicated call.
Next Step: Ensure your go-live clearing account has cleared out fully and that no balances prior to NetAsset are sitting on your balance sheet.
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Post Go-Live Support
Effort: Low — ongoing, light touch.
Preparation: You will be able to continue to ask your dedicated implementor questions through your Closure Call, following the date you go live in NetAsset.
On the Call: Consult the Netgain knowledge base as you encounter questions or issues using the product.
Next Step: Additional support can be found by contacting support@netgain.tech, if needed.
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Enjoy your automated asset accounting!
