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2. Documentation – ERD and Customization Record

1. Management Policies and Procedures

3. Change Management

5. Change Tracking

6. Application Controls

4. Impact Analysis

7. Process Documentation

8. Testing and Training

NetSuite Change Management and Compliance (FLODocs)

• Completely unified with NetSuite ERP

• Automated Documentation of

Customizations

• Automated Change Detection and

Logging

• Automated Impact Analysis

• Change Requests, Process Issues

and Release Testing

• Integrated Process Documentation

and Control Mapping

Level 1 – Management Policies and Procedures

Policies and Procedures

Change type Change Management Approach

Critical Processes or Complex Objects Full Change Management

Change Approval

Monitor

Non-critical and simple objects Log

Note: Yasu to complete since we just changed this slide

Level 2 – Documentation

Set Customer Credit on HoldClick to Expand

Click to Open Open Record

Customization Record - Metadata

Related Workflows Searches Change Log Related CScripting Metadata

FLO Customization Record - Scripting

Related Workflows Searches Change Log Related CScripting Metadata

Come back and click here Set Customer on Credit Hold

Customization Record – Related Workflows

Related Workflows Searches Change Log Related CScripting Metadata

FLO Customization Record - Searches

Related Workflows Searches Change Log Related CScripting Metadata

Customization Record – Change Log

Related Workflows Searches Change Log Related CScripting Metadata

Customization Record – Related Changes

Related Workflows Searches Change Log Related CScripting Metadata

Script Customization Record - Metadata

Scripting

Click

Script Customization Record - Scripting

Level 3 – Change Management

Change Request Top

Level 4 – Impact Analysis

Impact - Start

Clean Up Click here

Impact – Safe to delete

Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified Click here

Impact – Cannot be safely deleted

Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified

Level 5 – Change Tracking

What changed by Process

Level 6 – Application Controls

Manage Item Commission – Monthly Process

Review Commission By Items – Control Step

Review Commission By Items – Control Generates Task

Review Commission By Items – Process Task

Process Documentation

High Level Process Diagram

Import from templates & export

to productionc

Swim lane diagrams

Documentation as data

Add details

Process Assistant

Create prototype customizations

Link customizations to processes, assign

work and track

Print View

Validate with Print View

Print View

Validate with Print View

Testing and Training

Testing

Assign test and link to customizations/

processes

Track and manage issues

Training and Handover

Leverage documentation from the project

Pricing

Base Package Pricing

Mid-Market OneWorld

Subscription $3,600 per year $6,000 per year

Editor Seats 34

for 4 Subsidiaries

Viewer Seats Unlimited Unlimited

Script Management Module

$1,000 $2,000

Advanced Change Management Module

$1,500 $3,000

Capped plans are available