NetSuite Consultancy, Training and Support to CityFibre Limited
Principal Functional Consultant
- Working with Finance Team and Transformation Manager.
- Running remote Training sessions to cover:
- Fixed Assets
- User Roles and Permissions
- Amortization
- Saved Searches and Reports
- Automated Intercompany Management
- IFRS 16 Leases
- CSV Imports
- Providing ongoing support as required.
NetSuite Consultancy and Support to Disguise.one
Principal Functional Consultant
- Working directly with Systems Administrators alongside Finance Director and Finance team.
- Working to streamline current onerous process by reviewing NetSuite configuration.
- Implementing Workflows to streamline daily operations.
- Training Systems Administration team on Custom Forms, Custom Fields, Custom Records, Custom Segments, Workflow and Saved Searches.
- Re-classification of Users/Roles/Permissions.
- Testing bespoke solution for Intercompany Cross Subsidiary Fulfilment provided by NetSuite Technical team.
- Building role specific Dashboards.
- Providing ongoing support.
NetSuite Consultancy and Support to Retail Marketing Group
Principal Functional Consultant
- Working directly with Finance Director and Finance team, who have changed since the implementation in 2020 due to the Pandemic.
- Configuration and roll out of additional Subsidiary.
- Re-classification of Users/Roles/Permissions for data segregation.
- Resolving issues with VAT Return and Purchase reports not matching.
- Re-visiting End User Training after high turnover of staff during the Pandemic.
- Building role specific Dashboards.
- Providing ongoing support.
NetSuite OneWorld “Find & Fix” Optimisation Project for Optimum Medical Limited
Principal Functional Consultant
- Working directly with Head of Finance, CFO and IT Director.
- Configuration and implementation of additional NetSuite Subsidiaries.
- Creation of Custom Records to handle GP Prescription Database.
- Creation of Workflows to assist with core processes.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Providing specifications to and liaising with NetSuite Developers.
- Performing additional configuration and customisation as required.
- Undertaking User Acceptance Testing.
- Providing end user training and supporting documentation.
- Building role specific Dashboards.
- Implementation of Fixed Assets.
- Implementation of Automated Intercompany Management.
- Providing support to WMS consultant during implementation of NetSuite WMS.
- Liaising with NetSuite ACS team to transition OM to a different level of support on completion of project.
NetSuite OneWorld Implementation for Talon Outdoor
Principal Functional Consultant
- Working directly with IT Projects Manager.
- Configuration and implementation of core NetSuite across UK and US Subsidiaries.
- Data Migration of all transactions for previous 3 years.
- Creation of Custom Records to handle Campaigns and manage linked transactions.
- Creation of Workflows to assist with core processes.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Providing specifications to and liaising with NetSuite Developers.
- Performing additional configuration and customisation as required.
- Undertaking User Acceptance Testing.
- Providing end user training and supporting documentation.
- Building role specific Dashboards.
- Implementation of Fixed Assets.
- Providing ongoing support to UK and US entities.
NetSuite SuiteSuccess Implementation for Retail Marketing Group
Principal Functional Consultant
- Working directly with Finance Director and Finance team.
- Configuration and implementation of Record to Report.
- Configuration and implementation of Procure to Pay.
- Configuration and implementation of Fixed Assets.
- Data Migration for opening TB, open POs, Vendor Bills and Expense Reports.
- Advanced Approval Workflow for Procure to Pay processes.
- Creation of Custom Records to handle delegation of approval.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Providing end user training and supporting documentation.
- Liaising with NetSuite project team to resolve post go live configuration issues.
- Building role specific Dashboards.
- Providing ongoing support.
NetSuite Case Management implementation for Zellis HR and Payroll Bureau
Principal Functional Consultant
- Providing NetSuite support to internal team for bespoke implementation of NetSuite Case Management.
- Liaising with NetSuite personnel to clarify requirements, test custom solutions and document processes.
- Providing end user training and supporting documentation.
- Providing ongoing support
- Designing custom forms, fields, and workflow to accommodate changing processes
- Creating custom record solutions to accommodate specific business requirements
NetSuite ERP implementation for GDS Group
Principal Functional Consultant
- Working closely with Finance Director and Group Finance Manager on Data Migration tasks and reconciliation against legacy system.
- Providing assistance with creation of recurring Payroll journal to capture detail on Employee record.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Providing end user training and supporting documentation.
- Providing ongoing support.
NetSuite ERP implementation for Prezola Limited
Principal Functional Consultant
- Implementation of NetSuite single instance.
- Leading the Analyse phase by running onsite business mapping sessions to facilitate requirements gathering.
- Delivering detailed business requirements documentation (BRD) and GAP analysis in accordance with NetSuite One Methodology.
- Configuration of NetSuite ERP including:
- Record to Report
- Design to Build
- Procure to Pay
- Order to Cash
- Delivering Configuration workshops for all core functionality.
- Liaising with third party integration providers throughout.
- Liaising with NetSuite Partner and client Technical teams in relation to re-development of Order Items.
- Liaising with WAERlinx WMS in relation to warehouse integration with NetSuite.
- Providing end user training and supporting documentation.
- Providing post go live support.
NetSuite ERP support for Kognity, a Swedish company providing Digital Textbooks
Principal Functional Consultant
- Implementing Fixed Asset module.
- Configuration of additional UK Subsidiaries.
- Implementing Contract Renewals.
- Implementing Advanced Revenue Management.
- Reviewing and reconfiguration of roles and permissions.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Configuration of Workflows to streamline current processes.
- Providing assistance with data imports.
- Integration with Stripe/SuiteSync.
- Implementing Dunning Procedures.
- Providing ongoing system and business solution advice and guidance.
- Running Workshops on Customised Reporting and Saved Searches via video link.
- End user training provided via video link.
NetSuite ERP support for Prodec Limited
Functional Consultant
- Redesigning Advanced PDF layouts across multiple Subsidiaries.
- Reviewing and reconfiguration of roles and permissions.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Supporting Fixed Asset module.
- Supporting existing Advanced Revenue Management module.
- Performing additional configuration and customisation as required.
- Configuration of Workflows to streamline current processes.
- Providing assistance with data imports.
- Providing ongoing system and business solution advice and guidance.
- Providing end user training and workshops.
- Evaluating and providing guidance on the implementation of CRM functionality.
- Configuration of additional Subsidiary.
NetSuite ERP support for SuperAwesome Limited
Functional Consultant
- Support provided to Finance team who had been live with NetSuite for 18 months.
- Implementing BACS file generation and EFT payments for Vendors and Employees.
- Reviewing and reconfiguration of roles and permissions.
- Providing assistance with creation of recurring Payroll journal to capture detail on Employee record.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Setting up statistical accounts and corresponding saved searches and allocation schedules.
- Providing functional mapping documentation of processes.
- Providing end user training, both classroom style and one to one.
- Configuration of Workflows to streamline current processes.
- Testing scripted solutions provided by NetSuite Developer.
- Providing assistance with data imports.
- Providing support for Dunning roll out.
- Providing support for CRM development.
- Providing support for Advanced Revenue Management.
NetSuite ERP implementation for Ivy Park (part of Arcadia Group)
Functional Consultant and Trainer
- Greenfield implementation.
- Support provided to internal Project Manager.
- Assisting with set up of Matrix items and Grid Order Management.
- Setting up Landed Cost templates.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Providing full onsite end user training across all business areas.
- Providing end user training guides for future reference.
- Providing substantial assistance with User Acceptance Testing across all business areas.
- Testing scripted solutions provided by NetSuite Developer.
- Assistance with Data Migration.
- End user Go Live support, advice and guidance.
NetSuite ERP implementation for Lily’s Kitchen
Assistant Project Manager and Functional Consultant
- FMCG environment with lot numbered inventory.
- Support provided to internal Project Manager.
- Advising on best practices and process improvements.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Working closely with Finance team to reconcile data between Sage legacy Systems and NetSuite.
- Support provided to Finance team for month end and year end procedures.
- Assisting Finance team with online VAT and EC Sales reporting.
- Providing end user training.
- Providing end user training guides for future reference.
- Assisting with User Acceptance Testing for each department.
- Testing scripted solutions provided by NetSuite and documenting new processes.
- Substantial assistance with Data Migration.
- End user onsite Go Live support, advice and guidance.
- Onsite post Go Live assistance, support and further training.
NetSuite ERP greenfield implementation for startup organization within high profile Builders’ Merchant.
Lead consultant
- NetSuite ERP delivered in a phased approach.
- Leading the Analyse phase by running onsite business mapping sessions to facilitate requirements gathering.
- Delivering detailed business requirements documentation (BRD) and GAP analysis in accordance with NetSuite One Methodology.
- Configuration of initial phase of NetSuite ERP including:
- Record to Report
- Design to Build
- Procure to Pay
- Order to Cash
- Delivering Configuration workshops for initial phase.
- Delivering complex functional requirements documentation (FRD) to provide solutions for GAPs identified during the Analyse phase.
- Liaising with third party integration providers throughout.
- Liaising with NetSuite Technical consultants throughout.
- Configuration of second phase of NetSuite ERP including:
- Marketing to ROI
- Record to Report (Advanced Financials, Fixed Asset Management, Budgets)
- Design to Build (Assemblies & Work Orders, Advanced Inventory Management)
- Lead to Order
- Order to Cash
- Procure to Pay (3 Way Match)
- Call to Resolution
- CRM Task Management
NetSuite OneWorld ERP accelerated implementation for global manufacturer of heart rate monitors
Lead consultant
- NetSuite OneWorld for 6 subsidiaries in 4 countries.
- NetSuite ERP delivered using the accelerated approach.
- Leading remote requirements gathering sessions.
- Delivering business requirements documentation (BRD).
- Configuring core system in line with BRD:
- Record to Report
- Design to Build
- Procure to Pay
- Order to Cash
- Intercompany transaction management
NetSuite OneWorld ERP and SCIS accelerated implementation for London fashion retailer
Lead consultant
- NetSuite OneWorld ERP and SCIS (Suite Commerce In Store) delivered using the accelerated approach.
- Leading onsite requirements gathering sessions.
- Delivering business requirements documentation (BRD) for ERP and SCIS.
- Configuring core system in line with BRD:
- Record to Report
- Design to Build (Matrix Items)
- Procure to Pay
- Order to Cash
- SCIS
- Delivering onsite configuration workshops for ERP and SCIS.
- Defining user acceptance scenarios and test plan.
- Providing advice and guidance throughout user acceptance testing phase.
- Advising on best practices and process improvements.
- Assisting with Data Migration.
- Providing onsite Go Live assistance and delivering onsite workshops.
- Post Go Live support and onsite training of staff.
NetSuite ERP ongoing support to UK company providing mobility products and daily living aids
Principal consultant
- NetSuite ERP shared implementation, live in 13 stores across the UK and Head Office.
- Onsite post Go Live assistance.
- Advising on best practices and process improvements.
- Working closely with NetSuite Partner to implement additional functionality.
- Delivering onsite workshops to educate staff.
- Providing onsite assistance and advice and guidance during each new store roll-out.
- Providing assistance with Saved Searches and customised reporting.
- Providing ongoing customisation and configuration assistance.
- Performing additional configuration and customisation as required.
- Assisting Finance team with daily/monthly/yearly processes.
- Working closely with Finance team to reconcile data between two Sage legacy Systems and NetSuite.
- Assisting Finance team with online VAT and EC Sales reporting.
- Providing end user training notes for future reference.
Microsoft Dynamics NAV implementation to global fancy dress manufacturer
Assistant Project Manager & Functional Consultant
- Replacement of entire business system with a new implementation of Dynamics NAV throughout the whole organization.
- Carrying out system testing.
- Co-ordinating user acceptance testing.
- Providing written software documentation and guidance notes.
- Providing onsite end user training.
- Providing onsite Go Live support.
- Providing telephone and remote access support throughout.
MiraclePay and MiracleTime implementation to global fancy dress manufacturer
Project Manager & Principal Functional Consultant
- Replacement of SAGE payroll and third party time and attendance system with MiraclePay and MiracleTime.
- Providing assistance with Data Migration.
- Carrying out system testing.
- Co-ordinating user acceptance testing.
- Co-ordinating parallel run.
- Providing written software documentation and guidance notes.
- Providing onsite end user training.
- Providing onsite Go Live support.
- Providing telephone and remote access support throughout.
AccountView (now Visma Software) development and support of existing system to globally integrated design and manufacturing company
Project summary:
Ongoing support of long standing software application used throughout the organisation, including migration to latest version.
Project roles:
- Project Manager for all ongoing development.
- Scoping each development project.
- Preparing technical specification.
- Software testing.
- Provision of accompanying software documentation/guidance notes.
- On-site end user training.
- On-site support.
- Telephone and remote access support.