Jesse Guzman, Project Manager

Jesse Guzman, Project Manager
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NetSuite Saved Search 101

Posted by Jesse Guzman, Project Manager 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, Project Manager 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, Project Manager 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, Project Manager 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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