NetClose for NetSuite Implementation Standard Scope of Services

NetClose for NetSuite Implementation Standard Scope of Services

Last Updated:
March 21, 2025

1. OVERVIEW

This Standard Scope of Services outlines the professional services (“Professional Services”) that Netgain Solutions, Inc. (“Netgain”) will provide to the Customer (“You”). It is governed by the applicable agreement (“PS Terms”) between the Parties. If there is any conflict between this Standard Scope of Services and the PS Terms, this document will take precedence for its subject matter.

Upon execution, this Standard Scope of Services becomes part of the PS Terms. Modifications or amendments must be agreed upon in writing by both Parties.

1.1. Professional Services Period

The Professional Services must be completed within 90 days from the signature date of the Quote/Order Form (“Professional Services Period”). If additional services are required beyond this period, a new Quote/Order Form and Standard Scope of Services must be agreed upon in writing.

1.2. Term and Termination

Netgain’s obligation to provide Professional Services under this Standard Scope of Services ends when:

  1. The PS Terms expire or are terminated;
  2. The agreed Professional Services are completed; or
  3. The 90-day Professional Services Period expires.

2. SCOPE OF SERVICES

2.1 NetClose Implementation Assumptions and Exclusions:  

  1. Netgain will perform services in one sandbox and one production environment. Additional environments require inclusion in this document or a Change Order.  
  2. Netgain will provide up to 2 hours of training, which can be recorded upon request. Additional training sessions require a Change Order.  
  3. API integration support is not included unless specified in this document or a Change Order.  
  4. Netgain will use native modification options for simple changes to out of the box reports as part of standard implementation. Any additional reporting configuration or customization requires a Change Order.
  5. Netgain does not provide consulting on best practices for month-end processes or timing.
  6. Task dependencies, custom email triggers, and close task steps are optional tasks that can be completed by the customer’s internal resources after go-live. Netgain will provide training on how to complete these optional tasks but does not provide support for uploading and importing.
  7. Netgain does not provide consulting advice on analysis of accounts that may require reconciliation or how these reconciliations should be performed. Netgain will import provided customer information and consult on how the system works with the provided information.  
  8. Netgain will upload existing accruals, as applicable, if transferring from another system. If no accruals exist at the implementation date, Netgain will provide training on how to use the feature in the future.
  9. Amortizations are input into NetClose by using the current balance of the desired amortizations. Netgain will not support transferring the historical beginning balance into the system.

2.2 NETCLOSE Implementation Activities

The following activities will be performed when a standard implementation for NetClose is purchased. The primary responsibility for each activity will reside with Customer, Netgain, or both, as outlined in the Scope of Services below, unless separately indicated within the quote.  

NetClose -- TASKS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Accounting decisions Determination of product go-live date, company holidays and any task day timing conventions Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Tasks module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Month End Task Data Setting up Work Calendar Provide dates of company holidays when tasks are NOT to be due, and establish whether or not to include weekends as potential due dates Customer
Setting up Task Classifications Provide list of task classifications to be used in segmenting and organizing month-end close tasks Customer
Task List Provide list of task classifications to be performed as part of month-end close tasks Customer
System Configuration Task Data Upload Upload provided non-working days, task classifications, and month-end close tasks into NetClose (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is accurate and complete Customer
Task Dependencies Set up any task dependencies that are to be used in the system Customer
Task Steps Attach steps to tasks for documentary purposes Customer
Configuring Custom Emails Set up custom emails to be sent on designated task statuses Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Generate tasks Generate tasks for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after task generations Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- RECONCILIATIONS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including transition/go-live date and practical expedients Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Reconciliations module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Reconciliation Data Setting up Work Calendar Provide dates of company holidays when reconciliations are NOT to be due, and establish whether or not to include weekends as potential due dates Customer
Account Groupings List Provide list of account groupings to be used in segmenting reconciliations, along with the GL accounts to be mapped to those groupings and the owners / approvers of those reconciliations Customer
Account Grouping Settings Determine settings for reconciliation account groupings after proper training on those settings Customer
System Configuration Related Data Upload Upload provided non-working days and account groupings into NetClose. Map designated accounts into applicable groupings. (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after generating reconciliations for a chosen test period Customer
Additional Product Setup Setup saved search and automated reconciliation functionality for other Netgain products the client may already have Netgain
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Generate reconciliations Generate reconciliations for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after reconciliations generation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- ACCRUALS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Go-Live date Determination of go-live date Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable setup items Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Accruals module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Accrual Types Accrual types Provide list of Accrual types to designate which balance sheet and income statement accounts to use with accruals Customer
System Configuration Accrual data upload Setup accrual types according to customer preferences Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after accrual type upload Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Create accruals Create accruals for the period and walk through the accrual matching and adjustment process Customer
Go-Live call Attend and participate in call to walk through next steps after accrual creation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- AMORTIZATIONS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including transition/go-live date and practical expedients Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Amortizations module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Accrual Types Amortization types Provide list of Amortization types to designate which balance sheet and income statement accounts to use during amortizations and any default terms of expense conventions Customer
Amortization listing Provide a list of all existing prepaid amortizations and their balance as of the cutover date that is to be uploaded into NetClose Customer
System Configuration Amortization data upload Setup amortization types and upload amortization data into NetClose Amortizations module (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after schedule generation Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Run amortization entries Generate amortization entries and create amortizations for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after amortization entry generation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- FLUX ANALYSIS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Go-Live date Determination of go-live date Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline/process Both
SuiteApp access Provision the purchased SuiteApp for use in customer’s NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Flux module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Flux Account Setup Preferences Flux account enablement Default assumption is that flux will be run on all accounts. If the customer wants flux disabled on some accounts, they must provide a list of GL accounts Customer
System Configuration Flux data upload Setup enabled flux accounts according to customer preferences (if provided during implementation) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Create flux analysis Create flux scenarios for desired period comparisons for use during month-end Customer
Go-Live call Attend and participate in call to walk through next steps after flux scenarios creation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30 days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer
Last Updated:
March 21, 2025

1. OVERVIEW

This Standard Scope of Services outlines the professional services (“Professional Services”) that Netgain Solutions, Inc. (“Netgain”) will provide to the Customer (“You”). It is governed by the applicable agreement (“PS Terms”) between the Parties. If there is any conflict between this Standard Scope of Services and the PS Terms, this document will take precedence for its subject matter.

Upon execution, this Standard Scope of Services becomes part of the PS Terms. Modifications or amendments must be agreed upon in writing by both Parties.

1.1. Professional Services Period

The Professional Services must be completed within 90 days from the signature date of the Quote/Order Form (“Professional Services Period”). If additional services are required beyond this period, a new Quote/Order Form and Standard Scope of Services must be agreed upon in writing.

1.2. Term and Termination

Netgain’s obligation to provide Professional Services under this Standard Scope of Services ends when:

  1. The PS Terms expire or are terminated;
  2. The agreed Professional Services are completed; or
  3. The 90-day Professional Services Period expires.

2. SCOPE OF SERVICES

2.1 NetClose Implementation Assumptions and Exclusions:  

  1. Netgain will perform services in one sandbox and one production environment. Additional environments require inclusion in this document or a Change Order.  
  2. Netgain will provide up to 2 hours of training, which can be recorded upon request. Additional training sessions require a Change Order.  
  3. API integration support is not included unless specified in this document or a Change Order.  
  4. Netgain will use native modification options for simple changes to out of the box reports as part of standard implementation. Any additional reporting configuration or customization requires a Change Order.
  5. Netgain does not provide consulting on best practices for month-end processes or timing.
  6. Task dependencies, custom email triggers, and close task steps are optional tasks that can be completed by the customer’s internal resources after go-live. Netgain will provide training on how to complete these optional tasks but does not provide support for uploading and importing.
  7. Netgain does not provide consulting advice on analysis of accounts that may require reconciliation or how these reconciliations should be performed. Netgain will import provided customer information and consult on how the system works with the provided information.  
  8. Netgain will upload existing accruals, as applicable, if transferring from another system. If no accruals exist at the implementation date, Netgain will provide training on how to use the feature in the future.
  9. Amortizations are input into NetClose by using the current balance of the desired amortizations. Netgain will not support transferring the historical beginning balance into the system.

2.2 NETCLOSE Implementation Activities

The following activities will be performed when a standard implementation for NetClose is purchased. The primary responsibility for each activity will reside with Customer, Netgain, or both, as outlined in the Scope of Services below, unless separately indicated within the quote.  

NetClose -- TASKS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Accounting decisions Determination of product go-live date, company holidays and any task day timing conventions Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Tasks module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Month End Task Data Setting up Work Calendar Provide dates of company holidays when tasks are NOT to be due, and establish whether or not to include weekends as potential due dates Customer
Setting up Task Classifications Provide list of task classifications to be used in segmenting and organizing month-end close tasks Customer
Task List Provide list of task classifications to be performed as part of month-end close tasks Customer
System Configuration Task Data Upload Upload provided non-working days, task classifications, and month-end close tasks into NetClose (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is accurate and complete Customer
Task Dependencies Set up any task dependencies that are to be used in the system Customer
Task Steps Attach steps to tasks for documentary purposes Customer
Configuring Custom Emails Set up custom emails to be sent on designated task statuses Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Generate tasks Generate tasks for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after task generations Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- RECONCILIATIONS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including transition/go-live date and practical expedients Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Reconciliations module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Reconciliation Data Setting up Work Calendar Provide dates of company holidays when reconciliations are NOT to be due, and establish whether or not to include weekends as potential due dates Customer
Account Groupings List Provide list of account groupings to be used in segmenting reconciliations, along with the GL accounts to be mapped to those groupings and the owners / approvers of those reconciliations Customer
Account Grouping Settings Determine settings for reconciliation account groupings after proper training on those settings Customer
System Configuration Related Data Upload Upload provided non-working days and account groupings into NetClose. Map designated accounts into applicable groupings. (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after generating reconciliations for a chosen test period Customer
Additional Product Setup Setup saved search and automated reconciliation functionality for other Netgain products the client may already have Netgain
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Generate reconciliations Generate reconciliations for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after reconciliations generation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- ACCRUALS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Go-Live date Determination of go-live date Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable setup items Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Accruals module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Accrual Types Accrual types Provide list of Accrual types to designate which balance sheet and income statement accounts to use with accruals Customer
System Configuration Accrual data upload Setup accrual types according to customer preferences Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after accrual type upload Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Create accruals Create accruals for the period and walk through the accrual matching and adjustment process Customer
Go-Live call Attend and participate in call to walk through next steps after accrual creation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- AMORTIZATIONS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users, GL accounts and Segmentation in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including transition/go-live date and practical expedients Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer's NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Amortizations module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Accrual Types Amortization types Provide list of Amortization types to designate which balance sheet and income statement accounts to use during amortizations and any default terms of expense conventions Customer
Amortization listing Provide a list of all existing prepaid amortizations and their balance as of the cutover date that is to be uploaded into NetClose Customer
System Configuration Amortization data upload Setup amortization types and upload amortization data into NetClose Amortizations module (Netgain to provide initial upload and up to two iterations of data afterward; subsequent uploads to be completed by the customer) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data validation Confirm that the data in the system is complete after schedule generation Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Run amortization entries Generate amortization entries and create amortizations for the first applicable accounting period Customer
Go-Live call Attend and participate in call to walk through next steps after amortization entry generation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30-days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

‍

NetClose -- FLUX ANALYSIS

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Go-Live date Determination of go-live date Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline/process Both
SuiteApp access Provision the purchased SuiteApp for use in customer’s NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Data migration call Attend and participate in data migration call Both
Initial global configuration Explain and enable applicable global settings to the NetClose Flux module Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Gathering and Providing Flux Account Setup Preferences Flux account enablement Default assumption is that flux will be run on all accounts. If the customer wants flux disabled on some accounts, they must provide a list of GL accounts Customer
System Configuration Flux data upload Setup enabled flux accounts according to customer preferences (if provided during implementation) Netgain
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Month end playbook Review month end playbook to confirm understanding of processes Customer
Go-Live Create flux analysis Create flux scenarios for desired period comparisons for use during month-end Customer
Go-Live call Attend and participate in call to walk through next steps after flux scenarios creation Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30 days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

Frequently Asked Questions (FAQs)

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