Training Your Team to Use NetSuite Effectively

To take full advantage of NetSuite and its comprehensive suite of business management applications, it’s important to train your team effectively within the platform. This can be done using your own knowledge or by leveraging all of the available resources surrounding NetSuite. Today, we’ll run through strategies, resources, and more to help you achieve optimal results from your investment into NetSuite. 

Understanding the Importance of NetSuite Training

When implementing NetSuite, effective training is the very first step anyone should take. Without it, your team will struggle to take full advantage of its features, leading to inefficiencies and wasted resources. Comprehensive training will allow: 

• Employees to navigate and use NetSuite with confidence
• Business processes to be streamlined and optimized
• Data integrity and accuracy to be maintained

Assessing Your Training Needs

There are a few areas your team should be introduced to. These areas will be heavily dependent on their specific needs such as: 

• Roles and Responsibilities: We don’t have to go too in-depth here, but the training will be specific to your team’s different roles. Each role will require varying levels of access and expertise. Customizing training based on roles will allow your team and yourself to make sure that there are relevant skills being taught for each department. 
• Current Skill Levels: Some team members might have experience with NetSuite. Others might not. Gauging their current skills with NetSuite or similar systems can help you decide where to begin. 
• Business Objectives: Align the goals of your training with your business goals to ensure relevance in the long-run.

Developing a Comprehensive Training Plan

While “training” can be something that’s straightforward, it’s also a good idea to implement a plan. Here’s how you can do so: 

• Define training objectives: Which team members need to learn what and what should they be able to achieve with the training? Set OKRs in order to measure progress. 
• Choose training methods: You can use NetSuite’s SuiteTraining online courses, visit workshops and webinars (in-person and virtual sessions), as well as just simply providing documentation from NetSuite so your team can do self-paced learning. 
• Coordinate training sessions: First thing’s first: Make the training schedules a regular part of your team’s updated schedule. Plan sessions to keep training ongoing and up-to-date with NetSuite updates. 
• Take advantage of Real-Life scenarios: Incorporate case studies that are relevant to your business. For example, how can a specific department use NetSuite to solve inventory management problems?

Utilizing Available Resources

While you can find third-party resources, NetSuite themselves offer a ton of resources to aid it’s clients in training:

• SuiteAnswers: NetSuite’s online support and training portal, which includes how-to articles, best practices, and FAQs.
• NetSuite Learning Cloud Support (LCS): Provides a structured learning path with interactive and on-demand training modules.
• User Groups and Communities: Engage with the NetSuite user community to share insights, ask questions, and learn from others’ experiences. Consider joining the NetSuite User Group.

Continuous Improvement and Support

Training for NetSuite’s usage isn’t a one and done. Continuous improvement and support are essential to maintain proficiency with updates coming every so often. This can include regular “refreshers,” updates and upgrades, as well as creating an internal feedback loop mechanism. Gather insights from users and improve the internal training.

Takeaways:

You’ve taken the first step of a great investment: Adding NetSuite to your tech stack. However, training your team is the finishing touch to utilizing this investment to the fullest. It’ll help with efficiency, productivity, and data accuracy. By getting an initial understanding of your training needs, developing a game-plan, and utilizing all and any resources, you can ensure your team is ready to leverage NetSuite to its fullest potential. 

For more information on NetSuite training and resources, visit NetSuite SuiteTraining and SuiteAnswers. You can also reach out to us for any more information 😉