NetSuite Implementation Services


What is finance led Implementation?​

Because the IT is all pre-built and available in days, we have the time to focus on data architecture, data migration and working with day job users, rather than reinventing the wheel.

This allows for much faster implementation, whilst allowing the time to focus on the data, improved finance processes and day job users.

A key aspect to finance led success is to have certified systems accountants involved from the initial procurement conversations, through implementation, training, to live month end and beyond. 

This is finance led implementation.

5 Reasons to Use a NetSuite Partner

Best of Both Worlds: named account manager inside NetSuite for software licenses plus a personalised implementation by UK-based systems accountants.

Unified approach:  the same systems accountants from initial procurement to first month end and beyond. From start to end, you are always with the same pairs of safe hands.

Sector Specialists: in our case, charities and social eneterprises (including e-commerce).

People Focused: a good implementation partner will introduce the systems accountants for the implementation during procurement. People are at the heart of the finance project.


NetSuite Expertise: a good implementation partner will have certified, multi-year experienced NetSuite consultants who are also accountants and developers.

In summary, accredited NetSuite implementation partners capture the best implementation talent and treat your NetSuite implementation with the attention it needs to stay on track, on budget, and be successful!


Cloud Doing Good's Approach

At Cloud Doing Good, we pride ourselves on our finance led approach to NetSuite Implementations.

This promises a deep focus on data migration, coupled with intensive finance team training.


With Cloud Doing Good, the same systems accountants are involved all the way through from procurement to live month end, reducing the gaps between 'sales', 'implementation' and 'customer support' that are common in the accounting software industry!


Because we are charity and social enterprise specialists, our systems accountants are adept at supporting clients with using NetSuite for their unique needs, such as donor reporting, grant management and multi-location financial management.


If you want to find out more, please read our NetSuite implementation guide. Alternatively, you can contact us and we can answer any questions you may have.

Cloud Doing Good’s NetSuite Implementation process

NetSuite Practice
  • Engage: Cloud Doing Good starts by understanding the unique needs and goals of the charity within the context of its unique data architecture, ensuring that the NetSuite configuration aligns with their specific mission and operations. This preparation is essential for ensuring the NetSuite implementation goes to plan.
  • Drive: We tailor NetSuite to the charity's unique requirements, creating custom fields, forms, and workflows to streamline processes such as donor management, programme tracking, and financial reporting. Data conversion and migration occur within this phase, as well as the integration of NetSuite modules and Suite Apps.
  • Enable: Comprehensive testing and training are provided to charity staff by our NetSuite systems accountants, to ensure our clients can effectively use NetSuite, through promoting user adoption and maximising the system's benefits.
  • Convert: This is the final part where the organisation shifts away from the legacy system onto NetSuite. Ongoing assessment and optimisation, as well as further support, help ensure that the charity is using NetSuite to its fullest potential. We can then work with clients to discuss future planning and integrations beyond the implementation.

What implementation means

for your organisation

Donor and Fund Management

Implement features to manage donor relationships, track donations, and maintain fund accounting to control restricted and unrestricted funds separately.

Programme Tracking

Configure NetSuite to monitor the progress and impact of the charity's various programmes and initiatives, allowing for data-driven decision-making. Programme tracking makes it easy to demonstrate results to key stakeholders and trustees. ​

Financial Management

Set up features for managing donations, grants, budgeting, and expense tracking, ensuring accurate allocation of funds to different initiatives.

Reporting and Transparency

Develop customized reports and dashboards that provide transparency, showcasing how funds are utilized and the impact of the charity's work, which is essential for maintaining donor trust.

Volunteer Management

Implement volunteer management tools to track volunteer hours, skills, and contributions, making it easier to engage with and coordinate volunteers effectively.

Grant Management

If the charity relies on grants, Cloud Doing Good can set up grant management features to handle the full grant lifecycle, from application to reporting, ensuring compliance with grant requirements.

Data Security and Compliance

Robust security measures are established to protect donor and financial data, and compliance with relevant regulations and nonprofit accounting standards is ensured. NetSuite is externally audited to SOC 1 Type 2 and SOC2 Type 2 standards while maintaining ISO 27001 and 27018, PCI DSS and PA-DSS.

Automation

Automation features reduce manual data entry and streamline administrative tasks, allowing the organization to focus on its core mission.

Scalability

The NetSuite implementation is designed to accommodate the charity's growth, whether that involves increased donor interactions, programme expansion, or expanding the organisation's reach. To allow for scalability, we focus on implementing the ERP system first then add additional apps as needed.

Impact Measurement

Features are put in place to track and report on the impact of the charity's programs and initiatives, helping to demonstrate accountability to donors and stakeholders. These impact metrics can be analysed and compared alongside financial data.

NetSuite Implementation FAQs

Streamline everyday charity operations and boost growth.​ Find out what a difference the right solution provider can make!