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NetSuite Implementations

Chart a Clear Path. Launch with Confidence.
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NetSuite Implementations Done Right

From the First Step on the to the Summit

Implementing NetSuite is a serious climb. We guide you every step of the way — balancing configuration, training, and alignment — to help you reach go-live ready, confident, and in control.

A Clear Trail Makes the Climb Possible

Implementing NetSuite isn’t just a software project — it’s a business transformation.

Poor planning, misaligned teams, and rushed configurations can leave you stranded halfway up the mountain.

We help organizations avoid costly setbacks by starting with clarity, communicating every step, and building systems that are made to last.

Our Trail Map: The Five-Phase Switchback Method

We’ve refined a phased approach to implementation that balances speed, quality, and flexibility.
Phase 1:

Discovery & Scoping

Laying the foundation for clarity and alignment.

Every successful NetSuite implementation starts with deep understanding. In this phase, we lead discovery sessions with your leadership, managers, and end-users to map out your needs, identify customizations, and align your goals with system capabilities. This phase ends with a comprehensive discovery document for your review and final sign-off.

Discover business goals, users, and processes

Identify key risks, integrations, and constraints

Stakeholders align on scope and priorities

Phase 2:

Guided Configuration

Introducing NetSuite, defining processes, and designing your system.

We configure a base version of NetSuite and guide your team through its native capabilities. Through working sessions, we define your actual business process flows, customize settings, and start shaping a tailored system. This phase also includes identifying and engaging any third-party vendors or integration partners.

Walk through native NetSuite functionality

Define workflows, settings, and key data structures

Build your implementation roadmap

Phase 3:

Build, Test, & Refine

Turning designs into functionality and feedback into refinement.

This is the heart of the implementation. We develop customizations, reports, and configurations based on feedback from your working sessions. Throughout, your users — across roles — begin hands-on testing to validate changes, ensuring the system meets real operational needs.

Configure features and build custom elements

End user working sessions for real-time feedback

Support for parallel third-party implementations

Phase 4:

Training & UAT

Turning your team into system owners.

When major areas are complete, we conduct training sessions based on real job tasks. Through guided walkthroughs and UAT testing, your team validates that the system works as expected and flags any final refinements before go-live.

Hands-on training sessions using real scenarios

Final system testing and approvals

Migration into the production environment

Phase 5:

Go-Live & Stabilization

Confident launch, expert support, smooth transition.

During go-live, we handle data migrations, support open transaction imports, and provide real-time troubleshooting. Post-launch, we continue as a high-priority support partner and assist with your first NetSuite close.

Final data load and cutover

Real-time issue resolution

Handoff to SuiteGuide Managed Services

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Why Switchback?

You Deserve More Than a Vendor. You Need a Guide.

We don’t just “set up software.” We teach and explain so that you can own it long term.

Your team is involved — not sidelined — throughout the journey.

We’ve worked across multiple industries and project sizes, with lessons from each one.

"  We stepped into the migration [to NetSuite] with much hesitation as we have been utilizing Dynamics... We are a unique company inside a unique industry that requires a ton of avenues to handle many different situations while trying to move closer to a set of "streamlined processes". This is always at the forefront of any discussion when assessing vendors for anything. In this case, it has been an absolute pleasure, and a ton of work on all ends. Working with [Switchaback] has been one of the best transition experiences for a project that I have worked with in my 20 years.   "
 

FAQs

We recommend that key users dedicate at least one hour per week outside of working sessions for hands-on testing and training in NetSuite. We know your team still has day-to-day responsibilities—but the time invested during implementation pays off. Teams that stay engaged see smoother go-lives, faster adoption, stronger user buy-in, and reduced post-launch support needs. It’s about building confidence early so your users can hit the ground running.

Our focus is solely on implementing NetSuite — but our team brings experience across multiple ERP platforms. That broader perspective helps us apply best practices and guide clients through complex migrations. If you're transitioning from another system, we can recommend trusted partners to support your legacy platform or data migration needs.

Implementation timelines can vary widely—some projects are completed in as little as 3 months, while others may span over a year. Every business is different, and several factors impact the timeline: the volume and complexity of your master data, the number of third-party integrations, your team’s flexibility around process changes, and your target go-live date. During the sales and discovery process, we’ll evaluate these elements together. If your preferred timeline isn’t feasible, we’ll propose realistic alternatives that keep the project on track without compromising quality.

Training is woven throughout the entire implementation. During working sessions, we explain features, configuration choices, and workflows in real time—so your team learns as we build. In addition to that, we offer three structured training stages:

  1. Introductory Training – We start by walking your team through out-of-the-box NetSuite functionality. This helps define your business process flows and shape how the system will be configured.
  2. Role-Based Training – Once core areas are built, we conduct targeted sessions that show users what their day-to-day experience will look like. These are run using a “Train the Trainer” approach—your team takes the lead with our support.
  3. User Acceptance Testing (UAT) – The final training is led by your internal team, giving users hands-on practice in the system before go-live. By this stage, most users are confident and self-sufficient, but we remain available to support if needed.

This layered approach empowers your team to truly own the system and reduces the need for heavy post-go-live training.

We provide standard testing scripts from Oracle NetSuite, which offer a solid foundation — but they are generic and not tailored to your specific processes. If you need custom testing scripts aligned to your unique workflows, configurations, and features, we can absolutely create them. Customized scripts can be included as part of your project scope upon request.

Ready to Plan Your Implementation?

Let’s Map Your Implementation Together

Whether this is your first ERP system or your you've made several attempts, we meet you where you are and guide you through every switchback.

Reach out — we’ll help you take the next step with confidence.