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Sara Duong, Consultant

Sara Duong, Consultant
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Recent Posts

4 Layers of NetSuite Permissions

Posted by Sara Duong, Consultant on Jul 30, 2020 8:00:00 AM

Why are roles and permissions important?

 

Roles and permissions are how NetSuite controls what functions or records a user can or can't access.  A role is defined as a compilation of permissions or restrictions; permissions and restrictions are usually given around the functional role of each user.  Each user is granted access to NetSuite with a specific role(s).  From an administration point of view, permissions can be changed at a role level instead of for each individual user, making it easy to manage permissions for groups of users.

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Tags: Project Management

How to Generate Standard NACHA File for Vendor Payments

Posted by Sara Duong, Consultant on Jul 27, 2020 11:08:31 AM

A great way to reduce manual efforts is to use the standard Electronic Bank Payments function in NetSuite.  Instead of manually entering in the ACH payments in your bank's interface, you can generate a standard NACHA file that can be uploaded to your bank. This is a free and easy bundle installation and setup.  

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Tags: Project Management

Project Management - Is Escalation Good or Bad?

Posted by Sara Duong, Consultant on Jun 16, 2020 9:57:46 AM

In my experience, people generally hate to escalate. Many team members think escalation is snitching on a fellow team member or will reflect bad on their own performance.  To a project manager, escalation is just another method of communication; it's how we can foresee and manage situations, and all projects have "situations" that impact scope, budget, or time.

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Tags: Project Management

Free NetSuite Training

Posted by Sara Duong, Consultant on May 1, 2020 8:28:02 AM

 

Yup, you read it correctly.  NetSuite is offering access to free training videos. This may be for a limited time due to COVID-19.  Take advantage while you can.

 

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Tags: NetSuite Tips

NetSuite Implementation Cheat Sheet: Chart of Accounts - Account Types

Posted by Sara Duong, Consultant on Mar 20, 2020 4:00:00 PM

Congratulations! You just bought NetSuite and are now ready to implement. 

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Tags: NetSuite Tips

Types of NetSuite User Licenses

Posted by Sara Duong, Consultant on Mar 16, 2020 12:17:08 PM

 

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Tags: NetSuite Tips

How to create a Subproject (ie Child) Project in NetSuite

Posted by Sara Duong, Consultant on Sep 30, 2019 1:07:37 PM

You can create child project records or subprojects in NetSuite. The concept is very similar to child customers.  Most customers that use this feature have projects with large scopes and want to break it down into manageable bites.  For instance, creating of a new product involves design, development, and marketing - all of which have their own subset of tasks. 

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Tags: NetSuite How To's

Change Control: What will make or break your project?

Posted by Sara Duong, Consultant on May 9, 2018 7:11:00 AM

Regardless if you are on time and on budget, people make or break a project.  What I’m going to discuss today is not managing scope and change orders, but rather managing changes that team needs to go through.

As humans, we are creatures of habit. When new systems are brought in, it requires the systems adopters to not only to learn a new system, but also change their processes. If change is not properly managed, a seemingly smooth project can be easily thrown off the tracks.  

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Tags: Project Management

Project Management Tip: A Mock Up is Worth a Thousand Words 

Posted by Sara Duong, Consultant on Feb 14, 2018 8:13:00 AM

In any project, models or mock ups are the best way for Client’s to validate and communicate with the Project Team.  Written requirements and use cases are a great start and the next best step is to be able to see the functionality.  As a Project Manager, I have seen plenty of situations where Client’s expectations were not met, and development was already completed. This often results in frustration and wasted work.

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Tags: Project Management

3 Red Flags of an Inefficient Project Manager

Posted by Sara Duong, Consultant on Dec 19, 2017 1:49:17 PM

Project management is both a science and an art form. There are many project management methodologies and tools out there to help a project manager, but without the human touch, you are less likely to be successful in pushing your projects through on time, on schedule, and within budget.  A good project manager is how efficient and effective they are at getting things done. However, there are many project managers who go through the motions without the “people” aspect that really makes a project manager successful.

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Tags: Project Management

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