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Faster Safer Compliant Management of your NetSuite Account

Home Introduction 1. Management Policies and Procedures 2. Documentation – ERD and Customization Record 3. Change Management 4. Impact Analysis 5. Change Tracking 6. Application Controls 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

Click to Expand Set Customer Credit on Hold

Click to Open Open Record

Customization Record - Metadata Metadata Scripting Related Workflows Searches Change Log Related C

FLO Customization Record - Scripting Metadata Scripting Related Workflows Searches Change Log Related C Come back and click here Set Customer on Credit Hold

Customization Record – Related Workflows Metadata Scripting Related Workflows Searches Change Log Related C

FLO Customization Record - Searches Metadata Scripting Related Workflows Searches Change Log Related C

Customization Record – Change Log Metadata Scripting Related Workflows Searches Change Log Related C

Customization Record – Related Changes Metadata Scripting Related Workflows Searches Change Log Related C

Script Customization Record - Metadata Scripting Click

Script Customization Record - Scripting

Level 3 – Change Management

Change Request Top

Level 4 – Impact Analysis

Impact - Start Click here Clean Up

Impact – Safe to delete Click here Can Be Safely Deleted or Modified Cannot Be Safely Deleted or Modified

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

Process Assistant Create prototype customizations Add details 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 4 Editor Seats 3 for 4 Subsidiaries Viewer Seats Unlimited Unlimited Script Management $1,000 $2,000 Module Advanced Change $1,500 $3,000 Management Module Capped plans are available