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Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 1 Planning for Growth: Lessons from the Field on Integration and Configuration in High-Volume Environments John Rush & Ron Draganowski April 2, 2019

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Page 1: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 1

Planning for Growth: Lessons from the Field on Integration and Configuration in High-Volume Environments John Rush & Ron DraganowskiApril 2, 2019

Page 2: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 2

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Page 3: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 3

Agenda

1 Introductions & RSM Overview

2 Defining High-Volume and Performance

3 Top 5 Lessons From the Field

4 Questions

Page 4: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 4

RSM Instructors

John RushDirector, Application Development

and IntegrationRSM US LLP

Ron DraganowskiPrincipal, Application Development

and IntegrationRSM US LLP

Page 5: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 5

RSM US LLP - OverviewRSM US ranks among the top NetSuite partners and has earned the following recognitions:

Our ERP and CRM practice ranks #1 worldwide in Accounting Today’s VAR100 List the past 4 years

Page 6: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 6

RSM US LLP - OverviewRSM US has advanced authorizations and certifications to implement the most sophisticated NetSuite components.

• Among the first Partners authorized for SuiteSuccess

• Authorized member of the Commerce Agency Program to implement SuiteCommerceAdvanced e-commerce solutions

• NetSuite Learning Provider with access to NetSuite’s proprietary educational content

• Advanced certification to implement NetSuite Advanced Revenue Management and Multi-Book accounting modules

• RSM employs consultants individually certified as SuiteCloud Developers and ERP Consultants

Page 7: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 7

RSM US and Canada – Working with RSM

175+ Consultants, Developers

and Project Managers

Largest Global NetSuite Partner

serving 1,500+ NetSuite Clients

since 2002

Page 8: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 8

RSM International – Global NetSuite Solution Provider

Page 9: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 9

Defining High-Volume and Performance

Page 10: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 10

Defining High-Volume and Performance

Many of the following characteristics:• 5,000 orders/transactions per day

• Complex integration architecture

• ARM enabled

• WMS Operations tightly integrated

• Large data processing (think usage billing)

• Custom manufacturing processes

• Complex Customizations

Page 11: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 11

Top 5 Lessons from the Field(Because we don’t have enough time for ten)

Page 12: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 12

•SOAP vs REST•Batched vs Real-time•ETL vs Custom Integration

Top 5 Lessons From the Field: #1

Understand Integration Architecture

Page 13: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 13

•Submit Accurate Information for Tier Assessment

•Understand SLA for Integration and Performance

•Work With NetSuite for Database Tuning

Top 5 Lessons From the Field: #2

Data Volumes Matter

Page 14: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 14

NetSuite can be:•OMS•WMS•PLMBut should it be?

Top 5 Lessons From the Field: #3

Operations vs Finance & Accounting

Page 15: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

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•User buy-in•Process Control•Avoid Over-Engineering•Test Plan

Top 5 Lessons From the Field: #4

Role of Organizational Change Management

Page 16: Planning for Growth: Lessons from the Field on …...• Among the first Partners authorized for SuiteSuccess • Authorized member of the Commerce Agency Program to implement SuiteCommerce

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 16

•More data = less performant

•Avoid migrating historical transactions

•Sales Order + Item Fulfillment + Invoice = 3 Transactions

Top 5 Lessons From the Field: #5

LESS IS MORE

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Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 17

Q&A

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Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 18

THANK YOU