Need to optimize NetSuite?
Solution Architects
NetSuite Experts
(877) 563-1405
Need to optimize NetSuite?
Solution Architects
NetSuite Experts
Techfino’s solution architecture and advisory methodology is an iterative approach with our first objective to ensure we fully understand your business objectives and goals and do an evaluation of your current IT and systems architectural landscape.
Secondly, we then analyze your company’s organization structure and process areas to access operating procedures. We can then dive deep into each business unit’s operations to discern inefficiencies, unique processes, and start to map them to your future goals and vision.
With those key learnings in mind, we conceptualize and develop the future-state solution architecture. Working with your team, we define an integrated project plan that outlines the proposed phases, scope and timelines for NetSuite implementation and integration into existing systems and processes.
The project begins with the Discover phase, during which we evaluate your existing As-is Solution Architecture and IT General Control policies. In this phase, we analyze all of your existing artifacts to understand the systems, integrations and high-level functionality of each solution.
System and Integration Architecture Analysis of your current Systems, Integrations and solution functionality will also include any new companies and acquisitions that will make up the to-be landscape.
IT General Control requirements are collected to understand your organization’s System and Data Access Policies, Compliance Requirements, Change Management and Development Tools and System Monitoring Procedures.
The Initiate phase was designed to synthesize the requirements of your current architecture and IT policies to allow us to define the project plan and timeline. With the information gathered during the Discover phase, Techfino develops a project map consisting of:
Planning and Scheduling of the delivery sequence and project timelines, budget and resource allocation.
Team and Client Enablement focuses on educating the project team on project phases, procedures, roles, responsibilities and expectations.
During the Assess Phase we collaborate with the client project team to assess the processes and unique needs of each business unit within your organization:
Current Systems Integration & Architecture Assessment consists of understanding the current IT system architecture and all points that affect these systems, such as business processes, data, user base, security policies, existing integrations, etc.
Typical outputs of this process may include system architecture, systems integration diagrams and supporting tables.
Sample As-Is Solution Architecture Landscape
During the Define Phase we report our findings and propose a plan and approach for the implementation, including any sequencing over multiple phases.
Solution Architecture Documentation is the artifact defining the current and future solution landscape, business requirements, Release Management, performance and volume considerations, Testing and User Acceptance considerations.
Integrated Project Plan defines the implementation plan and phases outlining the plan to get your organization to the future state architecture.
In this phase, business processes are reviewed sequentially. For each workflow, we follow a similar sequence:
Business Requirements and Advisory Sessions:Important business requirements, challenges, and opportunities for improvement are reviewed.
Solution Design Documentation will be organized by functional area and capture the Business Scenarios, Business Requirements, Solution Design, Assumptions, end-to-end Use Cases and Feature Design mapping. Any design requiring customizations or integration will map to the appropriate technical or integrations design document.
Integration and Technical Design Documentation Techfino’s Technical Design documentation for customizations includes a list of use case scenarios which map back to requirements. Additionally, the Technical Design document provides pseudocode, assumptions and descriptions of each script, workflow, or customization that is to-be built and references to all functional components such as fields, forms, roles & permissions, records, features, and modules.
Techfino’s Integration Design documents contain a description for each integration flow, identify the authentication mechanism, the transmission protocol, a field mapping table listing fields and their datatype, that are required and optional, between both systems, and characteristics on the real-time vs batch and volume demands. Finally, all Techfino technical designs prescribe how errors will be logged, managed, communicated, and resolved.
Solution Design Documentation will be organized by functional area and capture the Business Scenarios, Business Requirements, Solution Design, Assumptions, end-to-end Use Cases and Feature Design mapping. Any design requiring customizations or integration will map to the appropriate technical or integration design document.
Are you selecting a NetSuite Partner to handle your implementation? Learn more about our proprietary Implementation approach which leverages our Solution Architecture methodology.
Already a NetSuite customer? Learn more about our proprietary ContinuedSuccess approach to continued optimization and support post go-live.
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