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NetSuite Retail – Planning & Implementation Solutions

NetSuite Retail – Planning &
Implementation Solutions

What is NetSuite Retail?

NetSuite Retail is a cloud-based retail management suite. Oracle acquired NetSuite (the company) and now the latter operates as a Global Business Unit within Oracle. The platform has an estimated user base of more than 29,000 organisations across the world.

NetSuite provides a unified platform to manage the business processes of a retail enterprise. A few important functions and processes covered in this suite under various products include:

  • ERP (Financial, Order, Inventory, Warehouse, Supply Chain)
  • Accounting
  • CRM
  • Human Capital Management
  • Omnichannel Commerce
  • Analytics & Reporting
  • Professional Services Automation (Project management, timesheet management, etc.)

One of the featured USPs of this NetSuite platform is that it is specifically built for retail and omnichannel customer experience. At the level of functionality, as a software service, it enables retail businesses from anywhere in the world to use the application and manage inventory, order fulfilment, and other business processes over the cloud. Its omnichannel capabilities make it an ideal business management software platform for contemporary retail and eCommerce enterprises.

Challenges in Implementing NetSuite Retail

Lack of Project Management Approach

Implementing an ERP solution like NetSuite Retail requires meticulous planning and sound management. There are multiple stages to be followed from discovery, planning and design to development, deployment, and testing. Each stage has its own requirements and complexities that can be challenging to be completed without professional expertise. The entire ERP implementation exercise is a full-scale project involving a dedicated team of experts. Without sound project management, it could get very difficult to achieve the desired final output i.e. a software platform that could meet the business requirements. If an implementation partner is engaged from the outside, they must be specialised professionals in handling such projects.

Sloppy Budgeting

In ERP implementation projects, it is important to have planned and realistic budgetary planning and provisions. It assists businesses in keeping their project expenses within the defined limits and avoiding financial hiccups. Rushing into ERP implementation without planned and realistic financial planning may slow down or delay the exercise.

Another strong reason to have realistic budgets is budget overruns. Complexities and late-realised improvisations do arise in ERP implementation projects. This expands the scope of implementation and resultantly, the project timelines. Additional resources may have to be invested. When the scope of the emergence of such contingencies is predictable, then these should also be accounted for in the project budgetary planning in the very beginning.

Lengthy Implementation Timeline

The industry standard timeline for an ERP implementation is 3 months to 1.5 years. This timeline varies depending upon the requirements of the products to be implemented. Without professional expertise and guidance, the NetSuite implementation timelines can stretch. And it happens most of the time. It enhances the cost of NetSuite implementation. Businesses need to carry realistic expectations here. Without strong project management, competent teams, and selection of the right implementation methodology, businesses end up stretching their project timelines with hasty implementation.

Selection of Faulty Implementation Methodology

The selection of the NetSuite ERP implementation methodology depends on a wide number of factors like the size and spread of the enterprise, the number of departments to be brought under the ambit of the ERP, specific requirements and customisations sought, and the mode of implementation. While the other factors vary from business to business, there are two main types of implementation modes: on-premise implementation and cloud-based implementation. In NetSuite implementation services, experts believe that adopting the right implementation strategy followed up by supportive implementation planning is the key.

Less Emphasis on User Training

Many retail businesses after implementing an ERP solution in their organisations ignore or put insufficient emphasis on the need to train their employees on the software platform. This happens when user training is not a part of the implementation planning. Businesses after spending months on the implementation process begin to lose the steam and want the rest of the things to happen as early as possible. They could see that their operations have already been hampered during the implementation process. There are tendencies of over-reliance on the independent technical capabilities of the employees. Or merely training the team leaders and managers is not enough in the case of ERPs. The worst is to consider user training as an avoidable expense. A new software brings with it a myriad of changes that are alien to employees – a whole new interface, changed workflow, new buttons, tabs and links, new formats, new terminologies, etc. Making the process owners comfortable and convergent with the new software and its functioning is critical. This helps in quicker adaptation with a faster learning curve. Experts from any NetSuite implementation company could tell that a software cannot be blamed for not delivering the promised performance without providing the necessary user training.

How YRC can help

We offer implementation and support services to retail and eCommerce enterprises in implementing NetSuite Retail ERP solutions in their businesses. The service design and delivery are executed by a team of expert and experienced NetSuite retail consultants and professionals following planned and customised process solutions. We operate with zero tolerance for deviations while ensuring that the entire implementation takes place in a planned and systematic manner. Highlighted below are some of the important service areas we cover.

Need Validation and Feasibility Analysis

In this preliminary stage, we seek to establish clients’ business case of having a NetSuite Retail solution in their business. In need validation, some important questions we ask and seek to answer are:

– What business goals and associated functional objectives are aimed to be achieved?
– Does it affect the existing business model?
– Which retail functions will be carried out through the ERP solution?
– Which product should be selected?
– Is budgeting for the project possible?
– Will the chosen solution achieve the desired outcomes?
– What kind of user training will be required?

The answer to these questions contributes to giving a shape and direction to the entire implementation strategy and planning.

Mapping the Business Software Requirements and Assistance in Software Customisation

For an ERP to deliver the intended outcomes, it is important to first choose the right product(s) and then customise it to meet the business requirements. And to achieve both these objectives, businesses must have an understanding of their requirements. For example, a retail enterprise looking for a holistic solution will go for an ERP package. But if the requirement is specific, say customer management, it will choose a CRM product. Even within each solution, it has to be assessed whether the selected product has the capabilities to meet the detailed and additional requirements. For instance, some businesses may want the CRM product to have the features of marketing automation or sales forecasting. Our role here is to map the business requirements of the clients to determine the best-fit solution and prepare the blueprint for product customisation. After finalising the product and the vendor/channel partner, we coordinate with the latter to customise the software platform to align it with clients’ mapped business requirements.

Development of Vendor Selection and Purchase Processes

Even with the presence of channel partners or vendors, businesses should still follow due diligence and screening exercises in the vendor/partner selection process. Some of the important criteria that should form part of this process are implementation capacity, experience in handling similar projects, service orientation, after-sales services, etc. Our expert team shall design the vendor selection and purchase processes to find the most suitable vendors and ensure that the purchase process is executed in a premeditated and systematic manner covering adherence to clients’ business policies, documentation, comparative price analysis, securing post-sales services, etc. Our assessments and recommendations prioritise clients’ business requirements while maintaining an unbiased approach and transparent principles and practices.

ERP Implementation

After vendor selection, purchase, and software customisation are completed, we move to the actual implementation stage. In this stage, we formulate the implementation strategies and chalk out the implementation plans. SOP-driven processes are developed for securing flawless and timely implementation of the software platform and taking it live. This entire NetSuite implementation process is carried out by a dedicated team of expert and experienced professionals. We will also map the scope of the vendor’s roles and responsibilities in the entire implementation exercise. Minimising the possibilities of unavoidable disturbances to routine business operations without hampering the project timelines remains our prerogative. Deviations and inconsistencies detected at any stage during the testing and implementation period are duly reported to the partner/vendor team. Our robust feedback mechanism helps us keep our clients informed of the progress and developments made throughout the implementation exercise.

User SOP Training and User Blueprint Manuals

The need for training in this particular context has two unavoidable aspects. One – here we are talking about a sophisticated software platform. Two – providing training is a fundamental management practice. Therefore, the need for providing user training and user blueprint manuals for NetSuite Retail could not be undermined. These advanced software programs cannot be picked up intuitively by users. The adaptability of users in using such software platforms cannot be left to unrealistic assumptions.

Our role is to make the users friendly with the ERP platform and make them competent to operate the software in the shortest possible period. We design and impart the user training modules for NetSuite Retail solutions supported by the user blueprint manuals describing and depicting the actual workflow of the software platform. Our goal is to provide the users, not just with the operation skills but also the functional understanding of the relevant software features. We take into consideration the fact that different users use the same platform from different functional perspectives. Clients can share their feedback and requirements in the design and development of the training programs and user manuals.

YRC is a retail and eCommerce business consultancy brand with over ten years of experience. We have consulted 500+ clients in 20+ verticals. Today, we are a global brand with a service presence in more than ten countries. The development of SOP-driven process solutions for retail ERP implementation is one of our flagship services.

We work only for Visionaries.


The idea of having Ecommerce Consultants on-board from the beginning itself points towards reducing the involvement of the promoters in daily operations. Ecommerce Businesses willing to be a brand reaping profits & sustaining the competition must ensure that most of their processes should be automated. The more the manual intervention, the more would be the errors.

In Ecommerce business, you get only 1 chance to impress the customer & if you mess up there, you lose the customer for long.

Process automation in respect to all the activities pertaining to customers from order receiving to order fulfilment is a must for a seamless experience for the customers.

Task Management is another grey area where most deadlines fail as 90% of the tasks are assigned manually & are forgotten, unheard, misunderstood or mistaken.

YRC Team of Ecommerce Management Consultants helps to make maximum of the processes system-driven to ensure minimalistic manual intervention.


No matter how good your product is, the customer would know only if it looks good.

Photography includes the following steps:

  • Cataloguing your products
  • Cataloguing your images
  • Backup your images (A few cloud storage solutions include Dropbox, Google Drive, Bitcasa, Apple’s Cloud Storage etc.)
  • Choose the right camera & lens (You may also outsource the photography to a third party agency)


Digital Marketing includes SEO & SMM. SEO i.e. Search Engine Optimization includes activities like back-linking, meta tags, blog-writing etc. to ensure your website ranks on the 1st page on Google Search.

Next comes SMM i.e. “Social Media Marketing” which as the name suggests including promoting your products on all the social media sites, email marketing, influencer marketing & several other BTL activities.

These activities are going to be recurring & would decide the traffic on the website, the conversions, whether the right target market is tapped, the likes, the views, the orders, the reviews & much more. YRCs Ecommerce Consultants create a budget for digital marketing right from pre-launch to launch & for each month thereafter.

Building digital marketing strategies in coordination with the agency, selecting them to signing them off would be the role of YRC.

This ensures seamless coordination, detailed interactions & desired execution as it is always advisable to work with a single agency than multiple of them.


Selection of the right software for smooth functioning of back-end operations right from production to webstore display would be suggested and integrated by YRC Team.

YRC’s Team defines SOPs of Product Movement, maps it with the locations & people. They then create a blueprint of all the features required in the software & help in shortlisting & selection.

IT Integration involves connecting your offline inventories with real-time online webstore so when a sale occurs, inventories get deducted real time across offline as well as online platforms.

This helps in accurate inventory management, maintaining the MOQs, re-order levels & achieving the optimum inventory levels.

Some popular software include unicommerce, viniculum for your front-end website management & Genisys for your entire back-end Purchase, Production, Accounting, Invoicing etc. management.


  • How many cities or countries you wish to sell in?
  • Where should your Warehouse be located?
  • Should you have one warehouse in each country or city?
  • Should you be having your own delivery team in your base city?
  • Would the 3rd party vendors be reliable? What happens when they lose or misplace your product during delivery?
  • How should I manage the logistics if my goods are coming from different countries?
  • How should the goods be stored and barcoded?
  • How much space do I require for warehouse?
  • I am sure several such questions must be haunting you while you think of starting your own fashion ecommerce brand.


At YRC, our warehousing and logistics experts can help you devise a strategy for all of the above mentioned queries and much more.

We design the layout of the Warehouse considering the inward, goods processing, software entry, barcoding, outward, goods return, scrap storage, goods stacking & much more.

Logistics route plan is devised considering the manufacturer to your warehouse and from there to last mile delivery locations.


This Step involves 03 distinct parts:

Part 1: Choosing the right Platform:

From several platforms available in the market right from Shopify to magento, woocommerce, prestoshop, wordpress etc. you must choose the one that fits best for your business

Part 2: UX Designing:

“UX” denotes User Experience, which if put in simple language is building the functional requirements of the website.

UX Designing includes designing the features required in the website, customer journey map, website features, the browsing features, navigation features, ecommerce order management process flow, checkout cart features, catalogue management, ecommerce payment system, cross selling features & much more.

“As per statistics, 68% of the customers abandon the carts before payment”

An interesting UX ensures the customer sticks on to the website for a longer time.

Part 3: UI Designing:

UI stands for User Interface, which means designing the look and feel of the website. UI includes using the right colours, elements and the entire aesthetics of the website.

A good User Interface ensures the user completes the task that he has come for. It navigates the user through the journey of the brand in the simplest but most effective way.

The UX designer maps out the bare bones of the user journey; the UI designer then fills it in with visual and interactive elements.

If User experience is the bare bone, user interface wraps it up with an attractive cape.

At YRC, our team if experts can help you develop the entire User Journey to ensure it is engaging!


This step follows the “Designing” Phase, whether you have an in-house design team, freelance designers or an outsourced design company. It is one of the most exciting phases, as here you see your designs turning into products & your ideas turning into reality.

In most start-up cases, production is outsourced i.e. brands tie-up with the established manufacturers/ job-workers to get their products manufactured.

Sampling involves multiple 04 Stages, Fit-Sample, Prototype Sample, Pre-Production Sample & the Production Sample.

Prototype Sample is the first sample provided to the buyer. It can be in any fabric/ colour. This sample is just to understand whether the product design looks equally great in reality.

Fit Sample, as the name suggests is prepared to check the fit of the garment i.e. the various sizes, length, width etc.

Pre-production is made by the actual production line. Here the stitching quality and other aspects related to manufacturing are checked. This is the last stage where rejection can be accepted.

Production Sample is made before the production which is the replica of what is going to be finally produced.

Once you are through with all this, you are good to go ahead & get your goods manufactured.


Product Designing or Sourcing is the heart of the Ecommerce Fashion Brand.

Product Designing / Sourcing can be done in several ways, as follows:

  • In-house Design Team
  • Freelance Designers
  • Outsourced Design Team
  • Ready Product Sourcing (From Manufacturer or Wholesaler)

At YRC, we evaluate your business strategy & business model to arrive at the decision, which of the above ways would be best-fit for your business. In certain cases, product sourcing may be a combination of the above.

These are the people who are going to build your brand! Whether they are the designers or merchandiser, your brand look is going to be in their hands.

If you are designing each garment from the scratch, the sourcing would play crucial role in developing design identity of your brand.

Sourcing includes fabric, trims, lining & all the raw material required to build the garment.


Branding is the “Look of the Brand”, right from logo to tagline, the colours used, the brand story, the brand communications on social media, the packaging & all the other aspects which speak directly or indirectly to the customers. Branding constitutes the look & feel of the brand & hence must be thoughtfully planned to match with the product that we are selling.

Branding must appeal to our target audience. Example : A golden colour logo depicting finesse, art, richness, premium, however beautiful it may be individually cannot go with a brand selling affordable kids wear products. So, your logo must be in-line with your brand positioning, whether you are an expensive brand or a luxury brand or a value for money brand, it must be depicted from your “Branding”.

It is an integral part to attract the target audience.


Organogram is the “HR Blueprint” of the business which is created at the onset, to map out the team required across each function at various stages of the business. At the launch, only key people need to be got on board to ensure the project gets started & at this stage, all of them need to multi-task. Similarly, certain financial as well as operational goals are set for addition of the further team. Example, for the operations team, we hire 1 operations manager during the pre-launch phase & we add 1 more only when the business kicks-off & we reach a volume of selling more than 1000 pcs/ month or a turnover of more than 0.1 million USD.

SOPs are Standard Operating Procedures, a bible to run the entire organization right from Sales, Purchase, HR, Order receiving to Order fulfilment, Inventory Management, Accounts, Warehouse, Logistics, Supply Chain, Production & all the other relevant functions for the business. Business must be organized from its first day of operations; only then the tasks can be delegated.

At YRC, we design the organization structure, the processes, and approximate time taken to execute each process, job profile of every member within the organization, their KRAs, KPIs & the Reporting Structure.


Critical Pathway Analysis (CPA), is a project management technique which cannot be overlooked while launching an ecommerce fashion brand. Brand launch process is cumbersome with multiple inter-dependent & time-bound tasks involved, which need to be tracked to ensure the project remains on track.

CPA outlines key tasks across the project, their turnaround time (TAT) & the dependencies of tasks upon each other. It identifies the sequence of tasks, their interdependent steps from inception to completion, their criticalities, and their dates of onset, target dates of completion along with the key responsible person for the respective activities. Critical Pathway helps in understanding the unimportant & not urgent tasks which may jeopardize the execution of the project because of an unexpected snag! It also maps out the potential bottlenecks which might be posed because of the dependencies of tasks upon each other & cases where the next task cannot be commenced before the completion of the previous one.

CPA detects the minimum & the maximum time involvement of a particular individual or team to execute the task, thereby arriving at the overall deadlines associated with the project.

At Your Retail Coach, we design the Critical Pathway & review it periodically to ensure the project is on track & the progress is measurable.


Business Strategy includes the vision, mission, goals, business model, business plan & strategy for all the functions within the organization.

Business Strategy is a well-defined plan that outlines who, what, where, why, how & when for the company; for example, who would be the target market, how to attract the target audience, when to launch new products, where to operate from, how to handle competitors, what would be the USP, what would be long term goal of the organization & several other answers to the 5Ws of Strategy.

Business Strategy aligns the organization towards a common goal. Business SWOT helps company to identify & overcome their weaknesses & focus to sharpen the strengths. Business strategy forecasts future risks and helps business in building skillsets to overcome the potential threats.

YRC’s Business Plan focuses on creating a “Blueprint” of the business, thereby deriving the feasibility of the concept & gauge whether the opportunity is lucrative to invest time, energy & effort. Business Plan creates cash flow understanding i.e. building inflow & outflow cash projections from Week zero to week 60 i.e. 05 year projection. Business Plan calculates the capital investment, operating costs, one-time costs, recurring costs & all the other numbers relevant to obtain the breakeven sales, return on investment, return on capital, internal rate of return & several other ratios. Business Plan is also one of the important requirements if you are targeting the “Investor Route”. Fund raising becomes extremely transparent & channelized. With business plan panned out clearly, the business will know until what point must it be stretched & where to stop, which reduces the probability of unplanned investments.


Starting the concept of Ecommerce Fashion brand with Market Research ensures we get detailed understanding of the industry & this research report also acts as a social confirmation for your concept. Market Research helps in understanding the target locations, their population, potential online buyers for your product, competitors for each category, and top selling products of the competitors, competitors’ price range, offers & their responses & much more. Market Research helps in thorough understanding of your brand position as compared to our competitors. It helps in identifying gaps in the market, in your category along with the scope of the said product in the desired market. This will help in validation of your concept & prevents you from making the same mistakes as your fellow brands, eventually saving your time, energy & efforts. This phase is also a make or a break phase, as the market research study may at-times come up with some eye-popping numbers & statistics which might compel you to re-think on your product or category that you are planning to sell or alter your entire concept itself!! Market Research Reports analyse the competitors’ webstore for their traffic, conversion & sales. This is extremely valuable information to derive our inventory budgets & projections, which takes us to our next phase.