Boston NetSuite User GroupThursday, November 5, 2015

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Welcome and Thank You!

Meet the Board• Mike Kean • Stephen Enfield • Ken Phu • Yassine Belhadi• Brian Waller

Non-Board Assistance• Mary Kemp – Sikich• Liz Keefe - Sikich

Meet the Sponsors• Avalara• ERP Guru• Scribe

Corporate Sponsor • LogMeIn• NetSuite

Presenters• Steve Enfield – POS Supply• Ken Phu – Hub Pen• Sean Murphy – BMI Cloud

Solutions• Chris Manchester - Sikich• Billy Tamulynas – Sikich• Brian Waller – Rapid 7• Mike D’Alesio – NetSuite• Nick Stevens - NetSuite• Peter Linhares – NetSuite• Gary Lochhead - NetSuite

Agenda

8:00 – 8:30 a.m. Registration and networking

8:30 – 8:45 a.m. Welcome

8:45 – 9:30 a.m. Client Spotlight – POS Supply

9:30 – 9:45 a.m. Sponsor Commercials

9:45 – 10:00 a.m. Networking Break

10:00– 11:00 a.m. Breakout SessionsSession 1-ERP One World ReviewSession 2-Developers and Administrators Deep

Dive

11:00 – 11:45 p.m. NetSuite 2016 Preview

11:45 - 12:00 p.m. Closing Remarks and Open Discussion

Thank you!!

Client Spotlight

POS Supply

POS Supply Solutions Overview

• Founded in 1999 and is a leading supplier of point of sale and transaction supplies including POS roll paper, ATM paper rolls, carbonless rolls, citation rolls, mobile printer rolls, and pre-printed rolls

• 25,000+ customers including Ritz Carlton, TGI Fridays, RedBox, Subway, Dollar Tree Stores, Microsoft Stores, Alaska Airlines, USC, 7 Eleven, TX Dept Public Safety

• Inc 5000 Member • ResellerRatings Elite Member – rated in the top 1% of over 197,000 webstores• NetSuite user since 2005• Wholesale Distribution• Operate like both B2B and B2C

POS Supply Solutions – OZ Development

• Starting working with OZ in 2007 for shipping automation with NetSuite• Leverage all carrier services from UPS, FedEx and USPS (including services not

available in native NetSuite)• OzLink provides two-way integration with our carrier software – UPS Worldship,

Endicia (for USPS) and FedEx Ship Manager, ensuring NetSuite orders are synchronized with costs, tracking numbers and shipment status.

• Visibility on our shipping carrier cost, carrier published rates and what we charged the customer (using rules)

• OzLINK for UPS – rating tool that gives our CS reps advanced shipping info• Advance Integration from UPS QV to NetSuite for drop shipments

POS Supply Solutions – Celigo

• Starting working with Celigo in 2014 for Magento eCommerce integration• Product & Inventory Sync• Real-time Order & Customer Sync• Real-time Shipping & Billing Sync• Integration of credits, refunds, order cancelations, off-line orders• Use CloudExtend for Google Gmail

POS Supply Solutions – 8x8 Virtual Office

• Starting working with 8x8 Virtual Office in 2010• Works seamlessly with NetSuite• Easy to setup and manage interface• Recognize customer, with screen pop • Auto logging of inbound and outbound calls (and missed calls)• Create new customers / contacts when no match is found

POS Supply Solutions – Other

• NetSuite Payroll• CyberSource Payment Gateway• Piracle AP & Payment Automation• Adobe EchoSign / eSign for NetSuite• iCharts for BI / Reporting• Use SuiteFlows to automate data entry / manual tasks• Saved Searches• Many SuiteScripts

Meet our Sponsors

Making sales tax less taxing

Who is Avalara• A Market Leader for a Decade

• Currently over 900 employees and growing

• Offices in Seattle, SoCal, Raleigh, Virginia, Harrisburg, Detroit, Houston, Green Bay

• 410% growth in the last 4 years alone

• 270+ Trade shows in 2014 – we are everywhere

• Huge Customer Satisfaction – Industry Low Churn

Making sales tax less taxing

Avalara at a Glance

• Founded in 2004• Cloud-based software• Over 400 connectors – ERP, eCommerce, POS• Subscription pricing model that scales to small and medium size businesses

(SMB)• 15k+ customers worldwide, mostly SMB in all industries

13CONFIDENTIAL & PROPRIETARY |

Making sales tax less taxing 14CONFIDENTIAL & PROPRIETARY |

Why Avalara for NetSuite?

• Avalara’s integration co-developed with NetSuite using SuiteScripts—’Built for NetSuite’ Certified

• Tightly integrated into NetSuite – no change to current workflows

• Supports NetSuite Standard, One World, and SuiteCommerce

• Hundreds of NetSuite companies running Avalara; NetSuite uses Calculation, Certificate Management, and Returns services in-house

• Complete Integrated Sales Tax Compliance – From Automated Sales Tax Calculation, Reporting, to Exemption Management, and Remittance filing

Scribe Integration Management

• Scribe Offers Agility and Efficiency Across the Entire Integration Lifecycle

• Centralized enterprise data integration through Scribes power and scalability

• Design & Develop Features that Speed Up Development and Lower Upfront Costs

Scribe

10%10%

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5

Enterprise BI and reporting metrics

Files Share

Data Warehouse

ERPCRM

Centralized data

repository

Unified Metrics

Collaboration Solutions

Legacy CSV share

+ = An Outstanding Cloud Solution

Break 9:45 to 10:00 am

Use this time to:• Visit with our sponsors

• Avalara – Amiee Keenan• ERP Guru – David Farr• Scribe – Jenaya Devan• LogMeIn – Lindsey Kenny• NetSuite – Mike D’Alesio

• Network with your NetSuite peers• Talk to our Board Members

• Yas Belhadi - Athenahealth• Steve Enfield – POS Supply• Mike Kean – Sikich• Ken Phu – Hub Pen• Brian Waller – Rapid 7

Breakout Sessions - Your Choice

Session 1 – Stay where you areERP One World Review

Chris Manchester – SikichBilly Tamulynas – SikichBrian Waller – Rapid 7

Session 2 – Move to breakout roomDevelopers and Administrators Deep Dive

Ken PhuSean Murphy

NetSuite OneWorldEffortlessly Take Your Business Global with

NetSuite OneWorld

Overview of NetSuite OneWorld• NetSuite OneWorld is a multi-subsidiary platform used

to support global ERP, global CRM, global Ecommerce, and global Business Intelligence

• It delivers a real-time, unified global business management platform for enterprises that manage multinational and multi-subsidiary operations

Overview of NetSuite OneWorld• A OneWorld account organizes both domestic and

international subsidiaries into a single hierarchical structure

• Each subsidiary in the account is treated as a distinct legal entity for taxation and regulation processes

Overview of NetSuite OneWorld• OneWorld is an optional module of NetSuite that

manages the financial consolidation required of separate companies with:

• Multiple chart of accounts

• Multi-entity marketing and customer support

• The management of disparate sales teams and selling partners

• Ability for rolled-up multi-company reporting and business intelligence requirements

Who Should Use OneWorld

OneWorld Provides the most value to the organizations with the following characteristics:• Subsidiaries exist as separate legal entities, particularly foreign

subsidiaries

• The top level subsidiary owns 100% of all subsidiaries

• All subsidiaries have similar business processes

• All subsidiaries generally use the same chart of accounts and fiscal periods

OneWorld CapabilitiesAccounting and Financial Consolidations

• Each subsidiary completes transactions in its own base currency

• Subsidiaries share inventory items and have unique items

• Using a single chart of accounts as well as subsidiary-specific accounts, you can prepare consolidated subsidiary financial statements in the appropriate currencies

OneWorld CapabilitiesCustomer Relationship Management

• With OneWorld you can manage your sales organization and customer relationships

• Sales quotas and forecasts span subsidiaries and sales organizations

• Sales people can sell and be commissioned across subsidiaries

• Marketing campaigns and the leads obtained could be shared by one or more subsidiaries

OneWorld CapabilitiesReporting and Search

• Supports reporting in the base currency of each subsidiary, its parent subsidiary, and the top-level, root parent subsidiary

• Financial statements, dashboards, and KPI Overview can display consolidated roll-ups and side-by-side comparisons of subsidiaries

OneWorld FeaturesGlobal Accounting and Consolidations

• Provides a multi-language user-interface that helps bridge communication barriers and provides a flexible hierarchy that allows businesses to run their entity structure with ease

• Designed to provide an instant global view of the business with subsidiary specific drill-down allowing you to quickly understand what is going on anywhere in the world

OneWorld FeaturesComprehensive Multi-Currency Management

• Supports 190+ currencies and exchange rates – enabling you to do business with both customers and vendors globally

• Provides real-time currency conversion and financial consolidation for all global operations

• Able to manage a complete range of international tax structures

OneWorld FeaturesConfigurable Tax Engine

• OneWorld provides out-of-the-cloud pre-configuration to more than 50 countries

• Also provides a built-in tax engine that is configurable to your specific business needs

• OneWorld natively enables you to calculate taxes in real-time on sales and purchase transactions and cross boarder sales

One World Demonstration

Reimplementation of OneWorld

Rapid 7 - Reimplementation of OneWorld

• What changed? New FX Policy – USD Functional Currency in ALL entities New Entities – some locations became legal subsidiaries Employees – previously in one entity – not in proper (or new) subsidiaries

• Complexity Lots of customizations around quote to order process

• Quote creation & approval workflows

• Renewals

• Software Licensing Integrations

• Coupa

• Concur

Boston NetSuite Group

Developer & Administrator BreakoutThursday, November 5, 2015

Agenda

• Administrator & Developer Tools• Application Performance Management (Beta 2015.2)• Suite Script 2.0 (Beta 2015.2)• Change Management w/NetSuite Environments• Scriptable Templates• Login Audit• Custom Actions

• Open Forum Discussion

Application Performance Management

The Application Performance Management (Beta) SuiteApp is designed to help you to:• Identify performance opportunities or degradation. Prioritize issues based on usage and traffic. • View performance metrics for your most important record pages and assess system health and trends.• Drill down for greater levels of detail about specific record types, operations, and instances. • View response times by client, server, and network. • Monitor performance of user event scripts, workflows, RESTlets, scheduled scripts, and Suitelets.

More information can be found at:https://netsuite.custhelp.com/app/answers/detail/a_id/44050/kw/application%20performance%20monitorhttps://netsuite.custhelp.com/app/answers/detail/a_id/44073

How do you manage the performance of your NS instance?

Suite Script 2.0

https://netsuite.custhelp.com/app/answers/detail/a_id/44042/kw/suitescript%202.0

Administrator\Developer Considerations

• Should you be concerned with the eventual deprecation of SS 1.0? Consider size of environment i.e. # of scripts Do you have in house support to convert How long it would take to convert

• Strategy of Implementation of New Code\Changes to existing code Continue to write in 1.0 only Write in 1.0 and 2.0 (review 2.0 code activate after official release, deactivate 1.0) Write in 2.0 only after official release

Suite Script 2.0

Change Management w/NetSuite Environments

Major issues with NetSuite changement management functionality.• Only option is Sandbox to Production

Doesn’t Support Team Development Requires major oversight for large implementations Requires coordination of system freeze in order to conduct refresh Possibility of losing work due to account refresh Possibility of developing in an out of sync environment i.e. since last refresh. Does not support multi version development

Solution: NetSuite will be introducing Development Accounts in the near future• Account is an out of the box NetSuite environment i.e. not a copy of your production environment.• Supports multiple code versions• Supports Team development

Change Management w/NetSuite Environments

More information can be found at:https://netsuite.custhelp.com/app/answers/detail/a_id/42387/kw/DEV2359

How do you manage change management?

Scriptable Templates

• Flexible presentation of Current record in

• Far more customizable then PDF or Email templates

• Scriptable mean it uses FreeMarker Language syntax for the Scripting.• Content of the template can change base on the value of fields in the record• Can access and display Sub lists… I.e. Items• Can access information from connected records.

Scriptable Templates

Scriptable Templates

Login Audit

• Report: Who’s logging in When and using what Role

• Who is using the Administrator Role• What roles are Actually being used• Who is using a Standard role as opposed to a Custom role.• Who is actually using multiple role throughout the day/week

• Goal: Restrict the use of Administer and Full Access roles• Goal: Reduce the use of Built-in or Standard roles (Best practice is to create custom roles based on

the standard roles.

Login Audit

Custom Actions

Scripts called by a Workflow…Used to access Data on another record, ORto access data in sub lists. (i.e. items)

This is the answer to you can edit or change line items from a workflow. --You CAN if you use a custom action.

DEMO

Open Forum

Version 2015 Release 2

Gary Lochhead

Solution Consultant, Software Vertical

Nick Stevens

Solution Consultant, Manufacturing/WD Vertical

Peter Linhares

Solution Consultant, Software Vertical

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Highlights

1. SuiteCommerce

2. Supply Chain Management

3. Financials

4. Mobile

5. SuiteCloud Platform

6. WMS Lite© NetSuite Inc. 2015

SuiteCommerce

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• Engage shoppers anywhere in the store and provide a seamless shopping experience

• Leverage a 360-degree view of customer history to deliver superior service

• Search an ‘endless aisle’ to save every sale- Real-time product availability across the

entire enterprise

SuiteCommerce InStore: Transform Point of Sale to Point of Commerce

© NetSuite Inc. 2015

SuiteCommerce InStore is only available to US customers in this release

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Build Amazing Websites – No Code Required!

© NetSuite Inc. 2015

• Manage website changes intuitively and confidently, without using a single line of code

• Work in a non-live environment to preview changes before your customers see them

Supply Chain Management

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• Process warranty claims for items sold through indirect channels

• Look up any warranty registration quickly and easily with NetSuite global search

Better Reverse Logistics with Enhanced Warranty and Repairs

© NetSuite Inc. 2015

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Procurement Dashboard: Manage Procure-to-Pay Centrally

© NetSuite Inc. 2015

Everything you need to know about procurement in one place

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Select purchase contracts on-the-fly when choosing your vendor

Easier Purchase Contract Visibility for Requisitions

© NetSuite Inc. 2015

Financials

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• Categorize your data with custom segments so that information is easy to find and to publish

• Slice-and-dice by segments meaningful to your business:- Line of business

- Brand

- Region

- Channel

- Project type

- And more!

SuiteSegments: Smarter GL for Better Analysis

© NetSuite Inc. 2015

This feature is being released as a Beta

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• Optimize multi-book accounting close processes using book-specific checklists

• Use FX rates for minor currencies via triangulation calculation

Enhancements for Global Financial Operations

© NetSuite Inc. 2015

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• Get better visibility into your cash flow with recurring fixed fee rule

• Tighter project accounting with billing caps time splitting

• Simpler resource allocations assigned to tasks

Maintain Tighter Control of Project Accounting

© NetSuite Inc. 2015

Mobile

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• Android Enhancements- Access any saved search

- Access to dashboard portlets

- Automatic time-zone synchronization

• iPhone Enhancements- Push notifications

- Time tracking with time bill records

- Apple Watch integration

NetSuite Mobile: Empowering Your Mobile Workforce

© NetSuite Inc. 2015

Both apps will be available for download after the upgrade cycle

Suite Cloud Platform

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• Discover and isolate performance issues from a dashboard

• Drill down to find the root cause of your issue quickly and easily

Application Performance Monitor: Keep Your System Running Optimally

© NetSuite Inc. 2015

This feature is being released as a Beta

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• View your search results in the preferred sort order that fits your localization needs best

• Simplify CSV imports using flexible delimiters

• Various other Suite Script enhancements

SuiteCloud Platform Enhancements for Global Businesses

© NetSuite Inc. 2015

WMS Lite

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• Task Management in real time

• System Directed task execution and workflow

• Step by Step instructions to the operator

• Automating warehouses with logic that improves our customers’ business

NetSuite WMS: A real-time execution system

Warehousing Evolution

© NetSuite Inc. 2015711

2

3

4

5

6

ERP CoreInventory 3PL/Manual

Barcoding LabelingRF ScanningCycle Counting

RF Handheld w/ Advanced Bin MgmtManifestingWorkflow

Wave ReleaseSystem Directed Putaway and PickingIntegrated EDI ASN 856

Zone Picking & ReplenishmentAdvanced SlottingCross DockingOperations Dashboard

Pick to LightPick to VoiceInterleaving ConveyorsTMS Integration

• Misplaced orders and inventory

• Poor inventory• Shipping accuracy

• Track Lot, Serial#• FIFO & FEFO• B2B Fulfillment

• Large Human dependency• Process errors• Workload management

• Inefficient Inventory Utilization• Consumer Directed Fulfillment• Service Cross Sell And Upsell• Advanced Warranty, Leasing And Contracts

• High Labor Costs• High Order Volume• Inability to Scale

NetSuite Solution

Business Challenge

WMS Advanced

WMS LiteAccuracy & Compliance

Productivity & Process Improvement

Demand Driven

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• Warehouse Dashboard & Reporting- At Task and Operator Level, Exception Alerts

• Receiving - Check in and Putaway for PO, Transfer Orders and Returns

• Fulfillment - Pick Sales Orders and Transfer Orders

• Inventory - Cycle Count, Bin & Inventory Transfers, Inventory Search

• Work Orders- Picking, Assembly Build

WMS Lite Capabilities

© NetSuite Inc. 2015

Next Generation Rev Rec Features

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• Flexible triggers and plan scheduling

• Flexible fair value calculation and revenue allocation engine

• Linked Orders (!!!!!)

• Cost of acquisition amortization

• All through the new “Revenue Arrangement” transaction

Next Gen Highlight Features

© NetSuite Inc. 2015

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• Support for ratable and % complete rules

• Flexible Triggers and Revenue Plan Scheduling - Revenue Arrangements have “Elements” as lines (think Sales Order Item line)

- One Element can have multiple schedules with different recognition periods

- Performance obligation triggers

- On billing

- On fulfillment

- On arrangement creation

Revenue Arrangement Notable Capabilities

© NetSuite Inc. 2015

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Flexible Fair Values – Formula Based

© NetSuite Inc. 2015

Contract Dimensions * Fair Value Price List

Currency Location Category

GBP EMEA License

USD NA License

Currency Location Category Fair Value **

USD NA Maintenance Sum(License List Price) * .25

Euro EMEA Maintenance Sum(License List Price) * .3

GBP EMEA Maintenance Sum(License List Price) * .3

AUD APAC Maintenance Sum(License List Price) * .25

USD NA License Sales Amount

GBP EMEA License List Price * .8

Sales Order 1

Sales Order 2

* Dimensions can be user defined

GBP EMEA Maintenance

USD NA Maintenance

** Fair value price can have +/- range tolerance

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Linked Orders

© NetSuite Inc. 2015

MERGE

Sales Order 1 Arrangement A Sales Order 2 Arrangement B

Arrangement C

Schedule A11

Schedule A122

Element A1

Schedule CA11

Schedule CA12

Schedule CA31

Element A2

Element A3

Schedule A21

Schedule A31

Element A1 Schedule B11

Schedule B21

Element B1

Element B2

Element A2

Element B1

Element B2

Schedule CA21

Schedule CB11

Schedule CB21

Element A3

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• Cost of acquisition amortization- Allows you to identify the costs (i.e. commissions) directly

associated to the deal/contract and amortize alongside revenue

• Arrangements tie to all source documents- Sales Order

- Invoice

- Return Authorization

- Credit Memo

- Journal

Revenue Arrangement Notable Capabilities

© NetSuite Inc. 2015

Thank You!

Thank You

Closing Remarks

• Recap of Event• Next Meetings

• Friday, March 18, 2016 (confirmed)• SuiteWorld – May 16-19, 2016 (confirmed)• Wednesday – July 13, 2016 (tentative date)

• Work in Progress:• Update of the Web Site- by ERP Guru• Add a Job Posting Area

• Questions, Initial Feedback and Suggestions for Next Meeting Topics and Presenters

• Please fill out the surveys

Thank You for Attending!

Next Meeting – Friday, March 16, 2016BMI Cloud Solutions

Westborough

PLEASE RETURN YOUR NAMETAG TO THE REGISTRATION DESK