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Jesse Guzman, Consultant

Jesse Guzman, Consultant
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Recent Posts

Reminders, Dashboards, Lists, and Sublist View

Posted by Jesse Guzman, Consultant on Aug 11, 2020 8:00:00 AM
NetSuite Saved Searches are a powerful tool.  Previous blog posts have covered more advanced uses of Saved Searches.  This post will cover a basic understanding of the header level checkbox options of a Saved Search. For the purpose of this blog, the name of the search being used is “Bill Lookup.”  
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Tags: Project Management

Choosing the Right Internal Implementation Team

Posted by Jesse Guzman, Consultant on Aug 4, 2020 9:00:00 AM

Any time an organization embarks on a change to technology there are several important decisions to make.  The most important is usually the product, followed by the vendor or in the case of NetSuite the partner to implement your ERP.  In this post we’ll explore another critical decision point that is often overlooked: choosing the right internal implementation team. 

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Tags: Project Management

NetSuite: Time Sheet Changes On Release 2020.1

Posted by Jesse Guzman, Consultant on Apr 15, 2020 9:00:00 AM

 

In a previous blog my colleague, Sarah Meehan shared the Five Highlights of NetSuite Release 2020.1.  Our focus for today’s blog will be time sheets and some of the improvements of the 2020.1 release. 

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Tags: NetSuite Tips

People, Process, and Systems

Posted by Jesse Guzman, Consultant on Apr 6, 2020 8:00:00 AM

 

One of the main reasons I hear from companies when moving to NetSuite or requesting a customization is: I want to make the process people-proof -- I want to eliminate human error.  I think that’s an ambitious goal and maybe the wrong focus.
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Tags: NetSuite Tips

NetSuite Implementation: Is Data Fun?

Posted by Jesse Guzman, Consultant on Jan 10, 2020 11:22:42 AM

Data is not the most exciting topic to write about.  Those of you in charge of data may have nightmares of bad data, duplicate data and missing data inputs.  You may be working with data that live in different databases (systems). You may have a complicated yet effective excel spreadsheet that puts it all together for the company to use as business intelligence, but if you go on vacation, you may not be sure if anyone else can run the reports.

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Tags: NetSuite, NetSuite Tips

NetSuite Saved Searches: What is the 'TO_CHAR' Formula?

Posted by Jesse Guzman, Consultant on Dec 31, 2019 5:00:00 PM

As you may have caught on by our previous blog posts, we really love NetSuite saved searches at Concentrus.  Saved searches have many uses and are one of the easiest tools to learn and use in NetSuite.  It doesn’t matter if you are an everyday user or log in occasionally to get the information you need, saved searches give you the tools to get the data you need, how you need it and when you need it.

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Tags: NetSuite, NetSuite How To's, NetSuite Tips

NetSuite Saved Search 101

Posted by Jesse Guzman, Consultant on Oct 4, 2019 12:20:00 PM
What is a Saved Search?
When many organizations make the switch to an ERP such as NetSuite, one of their most common pain points is having disparate systems that don’t talk to each other and consequently data that doesn’t sync.  Once on NetSuite all data is housed in one database and the opposite may happen, you have too much data and don’t know how to leverage it.  In comes NetSuite saved searches.  A NetSuite saved search is one of the most powerful tools NetSuite has to offer because you can use it for:
  • Creating custom searches and display only what you need
  • Adding shortcuts for searches to your dashboard
  • Displaying custom KPI’s
  • Using as a reference for running scripts and workflows
  • Automating emailed results
  • Many other options.

Let’s take it back a step and answer, what is a saved search? 

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Tags: NetSuite How To's

What Makes a NetSuite Customization Project Successful? 

Posted by Jesse Guzman, Consultant on Mar 21, 2018 1:43:00 PM

In my previous blog, we explored what Project Methodology is meant to do at a high level and why it is important.  When professional services organizations share their methodology with their customers, they are showing them what to expect and preparing them for success.  The more the client is bought into the outlined process and understands the value, the more likely the project is to succeed.

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Tags: NetSuite, Project Management

What is Project Methodology & Why is it Important?

Posted by Jesse Guzman, Consultant on Jan 29, 2018 10:54:43 AM

Project Methodology is defined by the Project Management Institute as “a system of practices, techniques, procedures and rules used by those who work in a discipline.”  Project methodology is full of fancy buzz words like sprints, scrum master and burndowns.  It sounds complicated, but let’s breaks down what it really means and why it’s important for an organization and their clients.

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Tags: Project Management, NetSuite Partner

3 Things Your Project Manager Should Focus On Instead of the Project Plan

Posted by Jesse Guzman, Consultant on Nov 10, 2017 10:35:18 AM

What value is your project manager (PM) bringing to your projects? 

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Tags: Project Management

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