Hey all, anyone have a discovery document they have used to learn a new NetSuite account quickly? Number of customer, customer records, workflows, subsidiaries, processes used, etc?

Hi Ryan - if interested I will often help clients new to NetSuite with a brief two session - 1 hour each - overview and go through set ups in admin mode and any "how to questions". DM me if interested.

I actually use a really crude excel template, it works for me. DM me and I'll share

Hey @Cindy Vindasius sorry for any confusion. I’m looking for a discovery document anyone uses to learn how a customers netsuite is setup quickly. More for starting to work with a new client on netsuite projects and wrapping the teams head around how they have setup, customized and how extensive they’re using netsuite

Ah - ok. More like a design doc template. Yes I have one - but unfortunately it is not something I share as it took me a long time to create and refine.

No worries @Cindy Vindasius