Shared Transactions - Implementation Roadmap

Below are key implementation milestones and related activities that need to be completed on the road to go-live:

Kickoff Call (30 min) 

Agenda 

• Introduction & Project Roles

• Product & Scope Review

• Netgain Project Methodology

• Project Considerations & Next Steps
  
  

Next Steps

• Provide NetSuite admin access to Netgain team (optional/if needed)

• Bookmark Netgain Knowledge Center 

• Review Scope of Services

Discovery Call (30 min) 

Pre-Requisites 

• Product Discovery Questionnaire(s) 

Agenda 

• Review Product Specific Implementation Objectives & Timeline 

• Confirm if Leveraging Sandbox

• Roles & Permissions Upload Template

• Create Templates
  
  

Next Steps

• Product Installation

• Provide completed Roles & Permissions template to your implementation team for upload 

• Create Templates or provide Template upload to your implementation team

   

Shared Transactions Training (60 min) 

Pre-Requisites 

• Roles & Permissions Configured

Agenda 

• Shared Transactions System Setup

• Shared Transactions Templates

• Shared Transactions Allocations

  • Apply Template to Entire Bill

  • Apply Template to Bill Lines

  • Allocating without Template

  • 1:1 Allocations

• Allocation GL Impact

• Approval Process

Next Steps

• User Acceptance Testing 

• Customization & Troubleshooting (if applicable)

• Sandbox to Production Transfer (if applicable) 

• Go-Live 

Go Live Call (30 min) 

Pre-Requisites 

• Sandbox to Production Transfer 

• Shared Transactions Training Completed 

Agenda 

• Official confirmation that Shared Transactions is live in Production

• Review of Post Go-Live Implementation Support and ongoing resources 

Next Steps

• Post Go-Live Implementation Support (30 days) 

• Implementation Closure Call 

• Post Closure Support – support@netgain.tech