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1. Recommended Interview Contacts

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

Assessment Focus



Best Way To Contact (phone, email, assistant)

Contact Information



2. Current Environment Management and Operations

3. Data Artifacts


Document Type


Link To Document


Technical and System Documentation

Architectural diagrams

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

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


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?


Data Transparency - who can see what

Data Usage

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

4. Organizational Resources

Organizational Resources

Resource Type

Currently Staffed?

# of Resources

Data Architects

IT / Technical

Data Modelers

Data Analyst


Application Developers


SQL Tuning Experts

BI Developers

Integration Experts


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

Power Users

End Users

5. NetSuite Environment Survey



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


Financial Reports

Design to Build

Basic Inventory

Advanced Inventory

Multi-location inventory

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