My Work.

Functional Areas

I have set up and managed these areas of NetSuite as a Line Manager, and delivered consulting services on most of them as well.
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  • Sales Management & Sales Force Automation (SFA)  - Forecasting, Quotas, Opportunities & Estimates, Activity tracking, Lead Capture & Assignment, Leads & Prospects, Lead Nurturing, Metrics & Custom Reporting
  • Finance & Accounting - G/L, Accounting Periods, automated generation of Financial Statements, A/R and A/P, Bookkeeping, customized reporting
  • Order Management - Pricing (price levels, groups, quantity schedules), order entry, Allocation & Commit, drop-ships & special orders
  • Customer Relationship Management (CRM) - Customer Master, Customer List, Contacts, activities & messaging, Support Case system, Knowledge Base
  • Marketing Automation  - email campaigns with opt-outs, promotions and offers with web pages
  • eCommerce - Item catalog, descriptions, categories, photos & thumbnails, shopping cart, Paypal & Credit Card integration, self-service
  • Purchasing - Requisitions & PO's, custom routing, special orders, Vendor list
  • Inventory - customized Item Master, FIFO/ LIFO/ Average Costing, Item list, multi-site inventory management, automated replenishment reporting, Lot & Serialized
  • Fulfillment - Fulfillment transaction, automated Pick, Pack & Ship, integration to outsourced 3PL 
  • Ship Integration - UPS, FedEx or USPS
  • Custom Dashboards, Searches & Reports - scheduled reports, custom notifications of preset conditions, custom KPI's and KPI meters, report snapshots
  • Users, Roles & Permissions, Employee list, Reporting structure
System-Wide capabilities
  1. General configuration & account setup - features & functions, company info
  2. Customization of Record views, html Form layouts and content, Printed form layouts & content
  3. Addition of Custom fields, lists, and records
  4. Data import
  5. NetSuite Manufacturing / PLM / MRP / Advanced Costing / Projects
  6. Custom Workflows (SuiteFlows)
  7. Data Integration & EDI via SPS Commerce, B2B Gateway, Web Services
  8. Arena PLM to NetSuite integration
  9. 3PL Central & RedPrairie (SmartTurn) SaaS WMS ​
Previous Clients Include:Genesys Telecom
FrontRange Solutions
Practice Fusion
Liazon Corp.
IntApp
ZillionTV
Speck Products
Restar International
Skyline Solar