CMAQ-DATAPREA-V1-LFQ

1. Recommended Interview Contacts

Who do you recommend we talk with about Netsuite and MDM / Governance?
Interviews will be conducted using Zoom

Assessment Focus

Role

Name

Best Way To Contact (phone, email, assistant)

Contact Information

MDM/Governance

NetSuite

2. Current Environment Management and Operations

What are the biggest challenges that you face with Application Management (Please list all)

What are the biggest challenges that you face with Data Management? (Please list all)

What are the biggest challenges affecting the delivery of your Application and Data Management Strategy?

What are the current risks to applications and/or data systems that you feel need to be prioirtized over the next 6 months?

3. Data Artifacts

Documentation

Document Type

Available?

Link To Document

Contact

Technical and System Documentation

Architectural diagrams

Yes

Data Dictionary

Data Schemas

Data Source Inventory

Inventory of Databases, Platforms, and Applications (like MS Access, Excel, etc) currently being used to run the business

ETL – Extract Transform Load processes

Upstream Dependencies

Downstream Dependencies

Integrations with other systems

Reporting: fields, calculations, definitions

Change management records, dependencies, backout instructions, indicates related to changes

Capacity Planning

Data quality

Code Review

Business Requirements Documents

Yes

Stewardship & Business

Project charters

Documentation related to any development of Item, Sku, Cost, Pricing, Applications like Netsuite, BI and Reporting

Data Integrity Review

Business Process documents and flowcharts

Data Gap Analysis

Yes

Governance

Vision, Goals, Ties to Organizational Key Performance Indicators and business goals

Governance key stakeholder list

Processes and Procedures related to

Naming conventions

Record Retention

Data Security and PII

Change Management

Approval Matrix for new data and changes

Data Owners and Analysts responsible to review project requests, change tickets, impact to data?

Audit

Data Transparency - who can see what

Data Usage

Is there documentation that explains usage like Net Revenue for Sales vs Finance?

Yes

4. Organizational Resources

Organizational Resources

Resource Type

Currently Staffed?

# of Resources

Data Architects

IT / Technical

Data Modelers

Data Analyst

Programmers

Application Developers

DBAs

SQL Tuning Experts

BI Developers

Integration Experts

Business

Data Stewards & Domain Specific Business Analysts (financial analysts, marketing analysts, etc.)

Power Users

End Users

Yes

5. NetSuite Environment Survey

Questions

Comments

Do you have a list of issues and tickets on NetSuite filed or raised by end-users for the last 6 months?

Can a user account be created for a precursory review of your environment by one of our functional consultants?

What modules from NetSuite core are being used today?

Record to Report

Journal entries

Intercompany Journals

Bank Reconciliation

Budgets

Financial Reports

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

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Yes

Unsure

Yes

Unsure

If not using any of the bullet points above, please specify why:

Design to Build

Basic Inventory

Advanced Inventory

Yes

Unsure

Yes

Unsure

If using advanced inventory, do you use inventory transfers and transfer orders?

Multi-location inventory

Yes

Unsure

If not using any of the bullet points above, please specify why:

Procure to Pay/Return to Credit

Do you use purchase requests or requisitions?

Purchase Order

Purchase order approval routing

Expense Reports

Item Receipts

Vendor Bills

Vendor Prepayments

Vendor Return Authorization

Vendor Payment

Electronic File Transfer Payments

Vendor Credit

Fixed Assets Management

Yes

Unsure

Yes

Unsure

Standard

Custom

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

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Yes

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Yes

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Yes

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Yes

Unsure

If not using any of the bullet points above, please specify why:

Order to Cash/Return to Credit

Sales Order

Sales Order Approvals

Invoice

Customer Payment

Return Authorization

Credit Memo

Yes

Unsure

Standard

Custom

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

If not using any of the bullet points above, please specify why:

The modules below are not part of the ERP system but also available in NetSuite system, please confirm if the organization is also utilizing any of the following:

Salesforce Automation module (includes Lead to quote, opportunity records, estimates/quotes, sales team, and quota)

Support Management module

Yes

Unsure

Yes

Unsure

Any add-on modules that you are using? Please specify

What are the modules mostly in use now and are prioritized to be fixed or enhanced?

Do you have data object owners within NetSuite?

Yes

Unsure

NetSuite Data Management

Redundancy - Do you use NetSuite’s duplicate detection Feature?

If the answer to redundancy is yes, do you perform the merging of duplicate data using the NetSuite merging feature?

Do you perform periodic reviews of your data with no activities for a certain period of time? (Example: Customer with no sales activities for the last 6 months)

Do you allow deletion of entities (Customer, vendors, contacts) and item records in NetSuite?

Do you allow deletion of transactions in NetSuite?

If the answer to deletion of entities is yes and deletion of transactions is yes, what control is currently in place to ensure any deletion is valid?

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes

Unsure

Yes