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TRANSCRIPT
Faster
Safer
CompliantManagement of your NetSuite Account
HomeIntroduction
2. Documentation – ERD and Customization Record
1. Management Policies and Procedures
3. Change Management
5. Change Tracking
6. Application Controls
4. Impact Analysis
7. Process Documentation
8. Testing and Training
NetSuite Change Management and Compliance (FLODocs)
• Completely unified with NetSuite ERP
• Automated Documentation of
Customizations
• Automated Change Detection and
Logging
• Automated Impact Analysis
• Change Requests, Process Issues
and Release Testing
• Integrated Process Documentation
and Control Mapping
Level 1 – Management Policies and Procedures
Policies and Procedures
Change type Change Management Approach
Critical Processes or Complex Objects Full Change Management
Change Approval
Monitor
Non-critical and simple objects Log
Note: Yasu to complete since we just changed this slide
Level 2 – Documentation
Set Customer Credit on HoldClick to Expand
Click to Open Open Record
Customization Record - Metadata
Related Workflows Searches Change Log Related CScripting Metadata
FLO Customization Record - Scripting
Related Workflows Searches Change Log Related CScripting Metadata
Come back and click here Set Customer on Credit Hold
Customization Record – Related Workflows
Related Workflows Searches Change Log Related CScripting Metadata
FLO Customization Record - Searches
Related Workflows Searches Change Log Related CScripting Metadata
Customization Record – Change Log
Related Workflows Searches Change Log Related CScripting Metadata
Customization Record – Related Changes
Related Workflows Searches Change Log Related CScripting Metadata
Script Customization Record - Metadata
Scripting
Click
Script Customization Record - Scripting
Level 3 – Change Management
Change Request Top
Level 4 – Impact Analysis
Impact - Start
Clean Up Click here
Impact – Safe to delete
Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified Click here
Impact – Cannot be safely deleted
Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified
Level 5 – Change Tracking
What changed by Process
Level 6 – Application Controls
Manage Item Commission – Monthly Process
Review Commission By Items – Control Step
Review Commission By Items – Control Generates Task
Review Commission By Items – Process Task
Process Documentation
High Level Process Diagram
Import from templates & export
to productionc
Swim lane diagrams
Documentation as data
Add details
Process Assistant
Create prototype customizations
Link customizations to processes, assign
work and track
Print View
Validate with Print View
Print View
Validate with Print View
Testing and Training
Testing
Assign test and link to customizations/
processes
Track and manage issues
Training and Handover
Leverage documentation from the project
Pricing
Base Package Pricing
Mid-Market OneWorld
Subscription $3,600 per year $6,000 per year
Editor Seats 34
for 4 Subsidiaries
Viewer Seats Unlimited Unlimited
Script Management Module
$1,000 $2,000
Advanced Change Management Module
$1,500 $3,000
Capped plans are available