NetSuite· Discovery
NetSuite discovery and requirements
Discovery workshops decide what the client needs from NetSuite. The answers end up spread across call notes, emails, chat threads and the sales team's memory, and some get lost between pre-sales and delivery. superglue's agent reads all of them and keeps one list of requirements, with the source and the decision behind each item.
How this step works
What the agent does
- Reads workshop transcripts from your notetaker, and the email, Slack or Teams threads and documents of the project.
- Writes the requirements per business process, with the source and the person who stated each one.
- Lists open questions and conflicting statements for the next workshop.
- Keeps a decision log that design, testing and your colleagues reuse.
What you decide and approve
- Which requirements are in scope.
- The priority of each requirement.
- When the requirements go to the client for sign-off.
What the client gets
- A requirements document per business process.
- A decision log with the source of each decision.
What to get out of NetSuite discovery workshops
- 01
Run workshops per process
Walk through order to cash, procure to pay and record to report from the first step to the last. Requirements hide in the handoffs between teams.
- 02
Ask why each step exists
Many steps work around a limit of the legacy system. Record the business need behind each one, so the design does not rebuild the workaround in NetSuite.
- 03
Collect the reports the client uses today
Get the month-end pack, management reports and KPIs. Each one becomes a requirement for a report, saved search or dashboard.
- 04
List every system that touches the ERP
Banking, payroll, CRM, e-commerce, tax engines and EDI each need an integration plan. Find them now, before they appear in testing.
Pine Services Group is rolling superglue out across its 18 ERP implementation firms, starting with The Vested Group on NetSuite.
Read the announcementFrequently asked questions
What should come out of NetSuite discovery workshops?
Run workshops per process; Ask why each step exists; Collect the reports the client uses today; List every system that touches the ERP. The agent keeps the requirements and the decisions in the project, so design and testing reuse them.
Which meeting tools can the agent read?
Circleback, Granola, Fireflies, Fathom, Fellow, Read AI and Otter, plus email, Slack, Teams and shared drives. The agent only reads them.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into NetSuite?
Common sources are QuickBooks, Sage 50 and Sage 100, Microsoft Dynamics GP, Xero and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live NetSuite project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.