BREAKOUT SESSIONS - netsuitesuiteworld.com · by Cloud ERP (4:30 p.m. – 4:55 p.m.) ... ERP: ORDER...

SESSIONSBREAKOUT

40

TRACK 1SELLING NETSUITE

TRACK 2SOLUTION SHOWCASE

TRACK 3SUITEINSIGHTS

TRACK 4WHOLESALE DISTRIBUTION INDUSTRY

TRACK 5MANUFACTURING INDUSTRY

TRACK 6RETAIL INDUSTRY

TRACK 7SOFTWARE INDUSTRY

TRACK 8ADVERTISING / MEDIA & PUBLISHING / SERVICES COMPANIES

TRACK 9ERP: FINANCIALS / ONEWORLD

ROOM • 211 C & D • 211 A & B • 212 • 210 A & B • 210 C • 210 D • 210 E & F • 210 G & H • LL20 A & B11:30 – 12:30

Intermediate Best Practices: Keys to Successfully Implementing NetSuite

Intermediate | Five Reasons Why Application Integration Should Matter to You (11:30 a.m. – 11:55 a.m.)

Intermediate Simplifying Payment Processing and Reconciliation While Lowering Costs

Basic The Wholesale Distribution Value Chain

Intermediate Manufacturing Vision and Roadmap

Intermediate Merge the Physical and Digital with NetSuite Order Management

Basic Software Customer Success: Streamlining the Financial Close Process

Intermediate Adaptive Discovery and NetSuite: Moving at the Speed of Change

Basic Case Study: Transform People Processes with the Power of HCM and ERPBasic | You’re in the Cloud with NetSuite,

Shouldn’t Your Payments Reside There, Too? (12:05 p.m. – 12:30 p.m.)

1:45 – 2:45

Intermediate Industry Update: How to Profit from Selling NetSuite into Nonprofits

Intermediate | Making the Transition to Electronic Payments Simple (1:45 p.m. – 2:10 p.m.)

Basic Omnichannel: Disrupting Retail and Driving Growth

Intermediate Wholesale Distribution Roadmap and Vision

Advanced Case Study: MRP and Lean in NetSuite

Basic Industry Expert Insight: Seamless Commerce and the Future of Retail

Intermediate Recurring Billing and Subscription Management for High Tech Companies

Basic Best Practices: Measuring Revenue for Media and Publishing Companies

Advanced Need to Report Financials by GAAP and IFRS? Multi-Book Accounting is Your Secret Weapon

Basic | Maximizing the Value of HR with Oracle and NetSuite (2:20 p.m. – 2:45 p.m.)

3:00 – 4:00

Intermediate Best Practices: Selling to the Finance Department

Intermediate | Top 10 Best Practices (You May Not Be Using) for NetSuite OpenAir (3:00 p.m. – 3:25 p.m.)

Basic Customer Success: USMD Adapts To the Changing Healthcare Landscape with NetSuite

Advanced Case Study: The Power of the NetSuite Platform for MusclePharm

Basic Bringing Engineering into the Cloud

Intermediate NetSuite for Retail: Strategy and Roadmap

Intermediate Critical Metrics for the High-Value SaaS Business with NetSuite CFO Ron Gill

Intermediate Using Ecommerce to Increase Revenue and Engagement in Media and Publishing Companies

Basic Keeping up With Global VAT Compliance ChangesIntermediate | Planning and Delivering

Successful NetSuite Implementations for Large Enterprises (3:35 p.m. – 4:00 p.m.)

4:30 – 5:30

Intermediate Solution Update: Winning with NetSuite Ecommerce

Basic | Business Transformation Powered by Cloud ERP (4:30 p.m. – 4:55 p.m.)

Intermediate eTail 360: The Solution to Your Omnichannel Commerce Challenges

Intermediate Effective Warehouse Management in NetSuite

Intermediate Case Study: Refining the RMA Process

Basic Customer Case Study: Williams-Sonoma Goes Global with NetSuite

Intermediate Optimize Your Budgeting and Planning Process with NetSuite Financial Planning

Intermediate Using NetSuite’s Billing Engine to Turbocharge Your Media Firm’s Cash Flow

Intermediate NetSuite ERP: What’s New, What’s NextIntermediate | Accelerating Sales

Growth Through Quoting Automation for NetSuite (5:05 p.m. – 5:30 p.m.)

TRACK 10SUITECLOUD

TRACK 11SUITECOMMERCE

TRACK 12ERP: ORDER MANAGEMENT / SUPPLY CHAIN

TRACK 13OPENAIR

TRACK 14ERP: BILLING / PROJECT MANAGEMENT

TRACK 15ENTERPRISE BUSINESS MANAGEMENT

TRACK 16CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

TRACK 17SUITEIDEAS WORTH SHARING

ROOM • LL20 C & D • LL21 A & B • LL21 C & D • LL21 E • LL21 F • 230 A • 230 B • 230 C11:30 – 12:30

Intermediate Turbocharge Your ERP and Financial Operations with SuiteScript

Intermediate Future Product Direction and Vision for SuiteCommerce

Intermediate Cost Accounting Unveiled: Control Manufacturing Costs with NetSuite Standard Costing

Basic Must Have Reports for Your OpenAir Account

Intermediate Learn What’s New and Improved in Recurring Billing

Basic Implementing NetSuite While Preserving Your Existing ERP Investments: Lessons Learned at Shaw Carpets

Basic A CRM Day in the Life: Sales, Marketing, Support

Basic Why Tomorrow’s Leading Businesses Run NetSuite Today

1:45 – 2:45

Advanced SAFE is Best: SuiteApp Architectural Fundamentals and Examples (SAFE)

Advanced Best Practices: Delivering Best-in-Class Website Performance

Basic Achieving Omnichannel Order Management Excellence for B2C and B2B

Advanced Best Practices: Optimizing Resource Management

Intermediate Increase Your Billing Success for Credit Card Transactions

Intermediate Executive Solution Session: SaaS ERP in the Enterprise Expands as BPaaS in the Enterprise Emerges

Intermediate CRM Customer Insight Panel

Advanced ASK ME ANYTHING…about The Suite!

3:00 – 4:00

Advanced Amp Your SuiteApp: Best Practices for Scaling and Tuning Application Performance

Basic Just the Facts: SuiteCommerce Advanced

Advanced Ask the Experts Roundtable: Order-to-Cash Best Practices

Basic Turbocharge Your Business with the Power of Financial Forecasting in OpenAir

Basic NetSuite Services Resource Planning: Solution Overview and What It Means for You

Advanced Technical Solutions Integrating NetSuite into Your Existing Environment

Intermediate Running Best in Class Demand Generation Operations with NetSuite

Basic Nonprofit Financial Sustainability: Debunking the Myth and Addressing the “Pain Points”

4:30 – 5:30

Intermediate Gain Deeper Business Insight with the Power of Saved Searches

Intermediate Market Insights: B2B Ecommerce Trends of Tomorrow

Intermediate Improve Inventory Optimization Through Effective Planning with NetSuite

Basic Customer Success: Streamlining Your Resource Management Organization

Basic Tips and Tricks for NetSuite Administrators: Getting the Most Out of Your NetSuite Implementation

Basic Fast-tracking Your Growth With NetSuite: An IT Panel Session with GoPro and Industry Influencers

Advanced Best Practices: CRM for Manufacturing and Retail Companies

Basic Innovate or Perish! But How?

AM

AM

PM

PM

TUESDAY, MAY 13

SESSIONSBREAKOUT

41











Intermediate Best Practices: Keys to Successfully Implementing NetSuite

Intermediate | Five Reasons Why Application Integration Should Matter to You (11:30 a.m. – 11:55 a.m.)

Intermediate Simplifying Payment Processing and Reconciliation While Lowering Costs

Basic The Wholesale Distribution Value Chain

Intermediate Manufacturing Vision and Roadmap

Intermediate Merge the Physical and Digital with NetSuite Order Management

Basic Software Customer Success: Streamlining the Financial Close Process

Intermediate Adaptive Discovery and NetSuite: Moving at the Speed of Change

Basic Case Study: Transform People Processes with the Power of HCM and ERPBasic | You’re in the Cloud with NetSuite,

Shouldn’t Your Payments Reside There, Too? (12:05 p.m. – 12:30 p.m.)

1:45 – 2:45

Intermediate Industry Update: How to Profit from Selling NetSuite into Nonprofits

Intermediate | Making the Transition to Electronic Payments Simple (1:45 p.m. – 2:10 p.m.)

Basic Omnichannel: Disrupting Retail and Driving Growth

Intermediate Wholesale Distribution Roadmap and Vision

Advanced Case Study: MRP and Lean in NetSuite

Basic Industry Expert Insight: Seamless Commerce and the Future of Retail

Intermediate Recurring Billing and Subscription Management for High Tech Companies

Basic Best Practices: Measuring Revenue for Media and Publishing Companies

Advanced Need to Report Financials by GAAP and IFRS? Multi-Book Accounting is Your Secret Weapon

Basic | Maximizing the Value of HR with Oracle and NetSuite (2:20 p.m. – 2:45 p.m.)

3:00 – 4:00

Intermediate Best Practices: Selling to the Finance Department

Intermediate | Top 10 Best Practices (You May Not Be Using) for NetSuite OpenAir (3:00 p.m. – 3:25 p.m.)

Basic Customer Success: USMD Adapts To the Changing Healthcare Landscape with NetSuite

Advanced Case Study: The Power of the NetSuite Platform for MusclePharm

Basic Bringing Engineering into the Cloud

Intermediate NetSuite for Retail: Strategy and Roadmap

Intermediate Critical Metrics for the High-Value SaaS Business with NetSuite CFO Ron Gill

Intermediate Using Ecommerce to Increase Revenue and Engagement in Media and Publishing Companies

Basic Keeping up With Global VAT Compliance ChangesIntermediate | Planning and Delivering

Successful NetSuite Implementations for Large Enterprises (3:35 p.m. – 4:00 p.m.)

4:30 – 5:30

Intermediate Solution Update: Winning with NetSuite Ecommerce

Basic | Business Transformation Powered by Cloud ERP (4:30 p.m. – 4:55 p.m.)

Intermediate eTail 360: The Solution to Your Omnichannel Commerce Challenges

Intermediate Effective Warehouse Management in NetSuite

Intermediate Case Study: Refining the RMA Process

Basic Customer Case Study: Williams-Sonoma Goes Global with NetSuite

Intermediate Optimize Your Budgeting and Planning Process with NetSuite Financial Planning

Intermediate Using NetSuite’s Billing Engine to Turbocharge Your Media Firm’s Cash Flow

Intermediate NetSuite ERP: What’s New, What’s NextIntermediate | Accelerating Sales

Growth Through Quoting Automation for NetSuite (5:05 p.m. – 5:30 p.m.)

TRACK 10SUITECLOUD



TRACK 13OPENAIR






Intermediate Turbocharge Your ERP and Financial Operations with SuiteScript

Intermediate Future Product Direction and Vision for SuiteCommerce

Intermediate Cost Accounting Unveiled: Control Manufacturing Costs with NetSuite Standard Costing

Basic Must Have Reports for Your OpenAir Account

Intermediate Learn What’s New and Improved in Recurring Billing

Basic Implementing NetSuite While Preserving Your Existing ERP Investments: Lessons Learned at Shaw Carpets

Basic A CRM Day in the Life: Sales, Marketing, Support

Basic Why Tomorrow’s Leading Businesses Run NetSuite Today

1:45 – 2:45

Advanced SAFE is Best: SuiteApp Architectural Fundamentals and Examples (SAFE)

Advanced Best Practices: Delivering Best-in-Class Website Performance

Basic Achieving Omnichannel Order Management Excellence for B2C and B2B

Advanced Best Practices: Optimizing Resource Management

Intermediate Increase Your Billing Success for Credit Card Transactions

Intermediate Executive Solution Session: SaaS ERP in the Enterprise Expands as BPaaS in the Enterprise Emerges

Intermediate CRM Customer Insight Panel

Advanced ASK ME ANYTHING…about The Suite!

3:00 – 4:00

Advanced Amp Your SuiteApp: Best Practices for Scaling and Tuning Application Performance

Basic Just the Facts: SuiteCommerce Advanced

Advanced Ask the Experts Roundtable: Order-to-Cash Best Practices

Basic Turbocharge Your Business with the Power of Financial Forecasting in OpenAir

Basic NetSuite Services Resource Planning: Solution Overview and What It Means for You

Advanced Technical Solutions Integrating NetSuite into Your Existing Environment

Intermediate Running Best in Class Demand Generation Operations with NetSuite

Basic Nonprofit Financial Sustainability: Debunking the Myth and Addressing the “Pain Points”

4:30 – 5:30

Intermediate Gain Deeper Business Insight with the Power of Saved Searches

Intermediate Market Insights: B2B Ecommerce Trends of Tomorrow

Intermediate Improve Inventory Optimization Through Effective Planning with NetSuite

Basic Customer Success: Streamlining Your Resource Management Organization

Basic Tips and Tricks for NetSuite Administrators: Getting the Most Out of Your NetSuite Implementation

Basic Fast-tracking Your Growth With NetSuite: An IT Panel Session with GoPro and Industry Influencers

Advanced Best Practices: CRM for Manufacturing and Retail Companies

Basic Innovate or Perish! But How?

SESSIONSBREAKOUT

42











Intermediate Industry Update: Selling NetSuite into Services Companies

Intermediate | Asset Tracking: Keeping Track of Bought, Sold or Rented Assets in NetSuite (11:00 a.m. – 11:25 a.m.)

Intermediate The Future of Cloud Across the Enterprise

Intermediate SuiteFlow for Wholesale Distribution Companies

Intermediate Get the Most Out of NetSuite for Manufacturing with SuiteCloud

Intermediate Drive Visibility Across Your Retail Enterprise with Reporting, Saved Searches and Analytics

Intermediate Roadmap and Vision: NetSuite for Software Companies

Intermediate Be the Best: Optimize Resource Management at Your Advertising Firm

Intermediate NetSuite Premier Payroll: What’s New, What’s NextIntermediate | Amplify the Value of

NetSuite with Cloud Integration from Jitterbit (11:35 a.m. – 12:00 p.m.)

1:15 – 2:15

Intermediate Industry Update: Selling NetSuite into Wholesale Distribution Companies

Basic | Managing Your Product Lifecycle with Autodesk PLM 360 (1:15 p.m. – 1:40 p.m.)

Basic Gaining a 360-Degree Constituent View: The Foundation Center Furthers Its Mission with NetSuite

Basic Saved Searches, Reporting and Analytics for Wholesale Distribution Companies

Basic NetSuite and Compliance

Basic Customer Panel: Innovation and Transformation Drives Growth for Today’s Retailers

Intermediate Software Customer Success: Upgrading to NetSuite OneWorld

Basic Best Practices: Running Your Advertising Company on NetSuite

Intermediate Effectively Manage Financials within Business Units with Statistical Accounting and Dynamic Balance Allocations

Basic | Digital Marketing: Transforming the Customer Experience with Silverpop (1:50 p.m. – 2:15 p.m.)

2:30 – 3:30

Intermediate Industry Update: Selling NetSuite into Manufacturing Companies

Intermediate | Mobilize Your Field Service Operations (2:30 p.m. – 2:55 p.m.)

Basic Goodbye Business as Usual: Welcome To An Era of Digital Transformation

Basic Inventory Management in NetSuite: Managed or Outsourced, Simple or Complex

Intermediate Inventory Valuation in NetSuite

Basic Surprise and Delight Your Customers with a Seamless In-Store Shopping Experience Experience

Intermediate Laying the Foundation for Rapid Growth: Our 3-Year Journey with NetSuite

Intermediate Increase Agency Profitability with Better Project Workflow and Resource Management

Intermediate Transforming the CFO Role with Cloud ERPIntermediate | Event Management

for NetSuite: Event, Conference and Attendee Registration Management Made Easy! (3:05 p.m. – 3:30 p.m.)

4:00 – 5:00

Intermediate Industry Update: Selling NetSuite into Retail Companies

Intermediate | Integrating and Expanding NetSuite in Your Organization’s Cloud (4:00 p.m. – 4:25 p.m.)

Basic Industry Influencer Perspective: ERP - Seriously Cloudy?

Intermediate Case Study: Enabling Your Wholesale Distribution Business to Scale

Basic Case Study: How c3controls Moved its Entire Manufacturing Business to the Cloud

Intermediate Beyond the Basics: Maximize the Power of NetSuite’s Retail Solutions

Advanced Revenue Recognition: Best Practices for Today and Preparing for the New Standard

Basic Customer Panel: Transforming Business Operations at Next-Generation Agencies

Basic NetSuite TribeHR: Transform the Way You Recruit, Manage and Retain Your Employees

Basic | Zen and the Art of Electronic Signing: 20 Minutes to Peace, Serenity, and Lightning-Fast ROI (4:35 p.m. – 5:00 p.m.)

TRACK 10SUITECLOUD



TRACK 13OPENAIR






Basic Case Study: SuiteTalk Your Way to NetSuite Integration

Basic Marketplaces are Devouring the Ecommerce World

Basic Optimize Your Manufacturing Processes: A Functional Overview

Advanced Unlock the Power of Scripting for Customizing Your OpenAir Workflows

Intermediate Services Resource Planning: Forecast Generation Best Practices

Intermediate Case Study: Williams-Sonoma Leverages Cloud Commerce to Take Their Business Global

Intermediate Best Practices: Email and Keyword Marketing

Basic NetSuite ERP: See the World’s #1 Cloud ERP System in Action

1:15 – 2:15

Intermediate SuiteCloud Platform: What’s New, What’s Next

Intermediate How to Win in Ecommerce with Outstanding Inventory and Order Management

Intermediate Inventory Management: A Detailed Look at New Functionality

Intermediate Customer Showcase: Best-in-Class OpenAir Integrations

Intermediate The Future of NetSuite Billing Starts with the New Billing Work Center

Intermediate Executive Solution Session: Extending the Value of the NetSuite Platform with Application Integration

Intermediate NetSuite for iPhone: Making Every Minute Count

Advanced ASK ME ANYTHING...about SuiteCommerce!

2:30 – 3:30

Intermediate SuiteAnalytics Connect: Your NetSuite Data, Your Way

Advanced Best Practices: Upgrading From SuiteCommerce Site Builder to SuiteCommerce Advanced

Advanced Improve Fraud Control with NetSuite

Intermediate NetSuite OpenAir: Product Review and Roadmap

Intermediate Optimize Your Project Delivery Processes with Time and Expense on Your iPhone

Intermediate Executive Solution Session: The Design and Delivery of a Digital Transformation

Intermediate EBSCO Industries Inc.: A NetSuite CRM Customer Success Story

4:00 – 5:00

Advanced Unveiling a New Framework for SuiteCloud Application Development

Intermediate SEO + SuiteCommerce Advanced = Your Secret Sauce for Success

Intermediate An Introduction to Supply Chain SuiteApps from NetSuite

Advanced Managing Your Multi-Currency Account: From Custom Currencies to Foreign Exchange Rates

Advanced Project Profitability Using Standard Costing Models

Intermediate Case Study: NetSuite Powers International Expansion Plans for Land O’ Lakes, Inc.

Basic Best Practices: Customer Support and Knowledge Base Management

Basic Brand + Technology = Success

AM

AM

PM

PM

WEDNESDAY, MAY 14

SESSIONSBREAKOUT

43











Intermediate Industry Update: Selling NetSuite into Services Companies

Intermediate | Asset Tracking: Keeping Track of Bought, Sold or Rented Assets in NetSuite (11:00 a.m. – 11:25 a.m.)

Intermediate The Future of Cloud Across the Enterprise

Intermediate SuiteFlow for Wholesale Distribution Companies

Intermediate Get the Most Out of NetSuite for Manufacturing with SuiteCloud

Intermediate Drive Visibility Across Your Retail Enterprise with Reporting, Saved Searches and Analytics

Intermediate Roadmap and Vision: NetSuite for Software Companies

Intermediate Be the Best: Optimize Resource Management at Your Advertising Firm

Intermediate NetSuite Premier Payroll: What’s New, What’s NextIntermediate | Amplify the Value of

NetSuite with Cloud Integration from Jitterbit (11:35 a.m. – 12:00 p.m.)

1:15 – 2:15

Intermediate Industry Update: Selling NetSuite into Wholesale Distribution Companies

Basic | Managing Your Product Lifecycle with Autodesk PLM 360 (1:15 p.m. – 1:40 p.m.)

Basic Gaining a 360-Degree Constituent View: The Foundation Center Furthers Its Mission with NetSuite

Basic Saved Searches, Reporting and Analytics for Wholesale Distribution Companies

Basic NetSuite and Compliance

Basic Customer Panel: Innovation and Transformation Drives Growth for Today’s Retailers

Intermediate Software Customer Success: Upgrading to NetSuite OneWorld

Basic Best Practices: Running Your Advertising Company on NetSuite

Intermediate Effectively Manage Financials within Business Units with Statistical Accounting and Dynamic Balance Allocations

Basic | Digital Marketing: Transforming the Customer Experience with Silverpop (1:50 p.m. – 2:15 p.m.)

2:30 – 3:30

Intermediate Industry Update: Selling NetSuite into Manufacturing Companies

Intermediate | Mobilize Your Field Service Operations (2:30 p.m. – 2:55 p.m.)

Basic Goodbye Business as Usual: Welcome To An Era of Digital Transformation

Basic Inventory Management in NetSuite: Managed or Outsourced, Simple or Complex

Intermediate Inventory Valuation in NetSuite

Basic Surprise and Delight Your Customers with a Seamless In-Store Shopping Experience Experience

Intermediate Laying the Foundation for Rapid Growth: Our 3-Year Journey with NetSuite

Intermediate Increase Agency Profitability with Better Project Workflow and Resource Management

Intermediate Transforming the CFO Role with Cloud ERPIntermediate | Event Management

for NetSuite: Event, Conference and Attendee Registration Management Made Easy! (3:05 p.m. – 3:30 p.m.)

4:00 – 5:00

Intermediate Industry Update: Selling NetSuite into Retail Companies

Intermediate | Integrating and Expanding NetSuite in Your Organization’s Cloud (4:00 p.m. – 4:25 p.m.)

Basic Industry Influencer Perspective: ERP - Seriously Cloudy?

Intermediate Case Study: Enabling Your Wholesale Distribution Business to Scale

Basic Case Study: How c3controls Moved its Entire Manufacturing Business to the Cloud

Intermediate Beyond the Basics: Maximize the Power of NetSuite’s Retail Solutions

Advanced Revenue Recognition: Best Practices for Today and Preparing for the New Standard

Basic Customer Panel: Transforming Business Operations at Next-Generation Agencies

Basic NetSuite TribeHR: Transform the Way You Recruit, Manage and Retain Your Employees

Basic | Zen and the Art of Electronic Signing: 20 Minutes to Peace, Serenity, and Lightning-Fast ROI (4:35 p.m. – 5:00 p.m.)

TRACK 10SUITECLOUD



TRACK 13OPENAIR






Basic Case Study: SuiteTalk Your Way to NetSuite Integration

Basic Marketplaces are Devouring the Ecommerce World

Basic Optimize Your Manufacturing Processes: A Functional Overview

Advanced Unlock the Power of Scripting for Customizing Your OpenAir Workflows

Intermediate Services Resource Planning: Forecast Generation Best Practices

Intermediate Case Study: Williams-Sonoma Leverages Cloud Commerce to Take Their Business Global

Intermediate Best Practices: Email and Keyword Marketing

Basic NetSuite ERP: See the World’s #1 Cloud ERP System in Action

1:15 – 2:15

Intermediate SuiteCloud Platform: What’s New, What’s Next

Intermediate How to Win in Ecommerce with Outstanding Inventory and Order Management

Intermediate Inventory Management: A Detailed Look at New Functionality

Intermediate Customer Showcase: Best-in-Class OpenAir Integrations

Intermediate The Future of NetSuite Billing Starts with the New Billing Work Center

Intermediate Executive Solution Session: Extending the Value of the NetSuite Platform with Application Integration

Intermediate NetSuite for iPhone: Making Every Minute Count

Advanced ASK ME ANYTHING...about SuiteCommerce!

2:30 – 3:30

Intermediate SuiteAnalytics Connect: Your NetSuite Data, Your Way

Advanced Best Practices: Upgrading From SuiteCommerce Site Builder to SuiteCommerce Advanced

Advanced Improve Fraud Control with NetSuite

Intermediate NetSuite OpenAir: Product Review and Roadmap

Intermediate Optimize Your Project Delivery Processes with Time and Expense on Your iPhone

Intermediate Executive Solution Session: The Design and Delivery of a Digital Transformation

Intermediate EBSCO Industries Inc.: A NetSuite CRM Customer Success Story

4:00 – 5:00

Advanced Unveiling a New Framework for SuiteCloud Application Development

Intermediate SEO + SuiteCommerce Advanced = Your Secret Sauce for Success

Intermediate An Introduction to Supply Chain SuiteApps from NetSuite

Advanced Managing Your Multi-Currency Account: From Custom Currencies to Foreign Exchange Rates

Advanced Project Profitability Using Standard Costing Models

Intermediate Case Study: NetSuite Powers International Expansion Plans for Land O’ Lakes, Inc.

Basic Best Practices: Customer Support and Knowledge Base Management

Basic Brand + Technology = Success

SESSIONSBREAKOUT

44











Intermediate Competitive Update for Partners

Intermediate | Change the Way You Work: How Box’s Finance Team Excels in the Cloud (10:30 a.m. – 10:55 a.m.)

Basic Maximizing the Lifetime Value of Your Volunteer Resources and Programs

Intermediate Wholesale Distributor Collaboration and Communication Problems Solved Using NetSuite

Advanced Running a Manufacturing Facility with NetSuite

Advanced Transform the POS User Interface

Advanced Calling All NetSuite Admins: Best Practices for the Administrator Role

Intermediate Services Resource Planning (SRP) Demystified

Intermediate Simplifying Financial Disclosures to Decision-Makers: Tools for SuccessBasic | Sales and Use Tax

Automation and Compliance (11:05 a.m. – 11:30 a.m.)

12:30 – 1:30

Intermediate Best Practices: The NetSuite Demo “Elevator Pitch”

Intermediate | NetSuite Punchout and Customer Integration by Liaison (12:30 p.m. – 12:55 p.m.)

Basic Analytics: Achieving Success in a Data-Dependent World

Intermediate Case Study: Reducing Costs Through Freight Visibility

Intermediate Supply Chain Management with NetSuite

Intermediate Boost the Power of Your Promotions

Intermediate Bringing People, Process and Technology Together to Drive ERP Success

Basic Analyst Perspective: Best Practices for Services Organizations

Basic Add to Your Financial Analytics Toolbox

Basic | Gaining a 360-Degree View of Your Business with NetSuite and Insperity’s Human Capital Management (1:05 p.m. – 1:30 p.m.)

1:45 – 2:45

Intermediate Industry Update: Selling NetSuite into Software Companies

Intermediate No Customer Left Behind: Making the Most of the New Release Process

Advanced Becoming a Global Wholesale Distribution Business with NetSuite OneWorld

Intermediate Running a Global Manufacturing Operation

Intermediate Expand Selection and Revenue with Advanced Store Fulfillment

Intermediate What I Did After Going Live: How to Extend NetSuite with SuiteCloud

Intermediate Increase Visibility and Profitability in Services Companies with Financial Planning and Business Analytics

Advanced Maximize Revenue Recognition Process Efficiency with NetSuite

3:00 – 4:00

Intermediate Best Practices: Boost Prospecting and Close Rates Through Social Selling

Intermediate Global Financial Compliance and Reporting

Intermediate Extending NetSuite Using Platform Solutions

Intermediate Support, Warranty and Repair for Manufacturers

Advanced Supercharge Your Retail Supply Chain Using Workflow, Scripting and Web Services

Basic NetSuite TribeHR for Software Companies

Advanced Tips and Tricks for Maximizing Reporting with OpenAir for Services Companies

Intermediate Align Sales Behavior with Corporate Objectives Using Incentive Compensation

TRACK 10SUITECLOUD



TRACK 13OPENAIR






Advanced Discover What More You Can Do with SuiteFlow

Advanced Harnessing Big Data to Automate and Optimize Your Commerce Business

Basic Ship, Ship, Hooray! A Detailed Look at New Shipping Functionality

Intermediate Deep Dive: The Powerful New OpenAir Scripting Platform

Basic Billing (and Pricing) for Dummies

Advanced Change Management in the World of Cloud ERP

Advanced Accelerate Demand Generation ROI with NetSuite

12:30 – 1:30

Intermediate Transform Change Management from Major Pain to Major Gain with SuiteBundler

Intermediate Customer Experience Innovations

Intermediate Procure to Pay: Control Spend with NetSuite

Basic Perfectly Tune Your OpenAir Account Configuration to Maximize Efficiency

Basic Make NetSuite Your Suite with the SuiteCloud Platform

Intermediate Anatomy of a NetSuite OneWorld Implementation - Lessons Learned at Land O’Lakes, Inc.

Intermediate Boost the Effectiveness of Your Email Communications with Personalization

Advanced ASK ME ANYTHING...about SuiteCloud!

1:45 – 2:45

Advanced Mitigate Against Risk with Security and Authentication Best Practices that Matter

Advanced Customizing Your SuiteCommerce Web Store

Intermediate NetSuite Order Management and Payments: What’s New, What’s Next

Intermediate Essential Metrics to Run Your Services Business Using OpenAir

Advanced Yes You Can! Use APIs to Connect Your System to Recurring Billing

Intermediate The Journey of Achieving Rapid ROI Through a Cloud ERP Strategy

Basic Sell Effectively with NetSuite

3:00 – 4:00

Intermediate Delight Your Users with a Tailor Made UI with SuiteScript

Basic Going Old School: Using a Blog to Grow Your Online Sales

Advanced Advanced Revenue Recognition in OpenAir

Intermediate Security, Compliance and Audit Best Practices for Global Deployments

Intermediate Manage Your Time Efficiently by Integrating NetSuite for Outlook

AM

AM

PM

PM

THURSDAY, MAY 15

SESSIONSBREAKOUT

45











Intermediate Competitive Update for Partners

Intermediate | Change the Way You Work: How Box’s Finance Team Excels in the Cloud (10:30 a.m. – 10:55 a.m.)

Basic Maximizing the Lifetime Value of Your Volunteer Resources and Programs

Intermediate Wholesale Distributor Collaboration and Communication Problems Solved Using NetSuite

Advanced Running a Manufacturing Facility with NetSuite

Advanced Transform the POS User Interface

Advanced Calling All NetSuite Admins: Best Practices for the Administrator Role

Intermediate Services Resource Planning (SRP) Demystified

Intermediate Simplifying Financial Disclosures to Decision-Makers: Tools for SuccessBasic | Sales and Use Tax

Automation and Compliance (11:05 a.m. – 11:30 a.m.)

12:30 – 1:30

Intermediate Best Practices: The NetSuite Demo “Elevator Pitch”

Intermediate | NetSuite Punchout and Customer Integration by Liaison (12:30 p.m. – 12:55 p.m.)

Basic Analytics: Achieving Success in a Data-Dependent World

Intermediate Case Study: Reducing Costs Through Freight Visibility

Intermediate Supply Chain Management with NetSuite

Intermediate Boost the Power of Your Promotions

Intermediate Bringing People, Process and Technology Together to Drive ERP Success

Basic Analyst Perspective: Best Practices for Services Organizations

Basic Add to Your Financial Analytics Toolbox

Basic | Gaining a 360-Degree View of Your Business with NetSuite and Insperity’s Human Capital Management (1:05 p.m. – 1:30 p.m.)

1:45 – 2:45

Intermediate Industry Update: Selling NetSuite into Software Companies

Intermediate No Customer Left Behind: Making the Most of the New Release Process

Advanced Becoming a Global Wholesale Distribution Business with NetSuite OneWorld

Intermediate Running a Global Manufacturing Operation

Intermediate Expand Selection and Revenue with Advanced Store Fulfillment

Intermediate What I Did After Going Live: How to Extend NetSuite with SuiteCloud

Intermediate Increase Visibility and Profitability in Services Companies with Financial Planning and Business Analytics

Advanced Maximize Revenue Recognition Process Efficiency with NetSuite

3:00 – 4:00

Intermediate Best Practices: Boost Prospecting and Close Rates Through Social Selling

Intermediate Global Financial Compliance and Reporting

Intermediate Extending NetSuite Using Platform Solutions

Intermediate Support, Warranty and Repair for Manufacturers

Advanced Supercharge Your Retail Supply Chain Using Workflow, Scripting and Web Services

Basic NetSuite TribeHR for Software Companies

Advanced Tips and Tricks for Maximizing Reporting with OpenAir for Services Companies

Intermediate Align Sales Behavior with Corporate Objectives Using Incentive Compensation

TRACK 10SUITECLOUD



TRACK 13OPENAIR






Advanced Discover What More You Can Do with SuiteFlow

Advanced Harnessing Big Data to Automate and Optimize Your Commerce Business

Basic Ship, Ship, Hooray! A Detailed Look at New Shipping Functionality

Intermediate Deep Dive: The Powerful New OpenAir Scripting Platform

Basic Billing (and Pricing) for Dummies

Advanced Change Management in the World of Cloud ERP

Advanced Accelerate Demand Generation ROI with NetSuite

12:30 – 1:30

Intermediate Transform Change Management from Major Pain to Major Gain with SuiteBundler

Intermediate Customer Experience Innovations

Intermediate Procure to Pay: Control Spend with NetSuite

Basic Perfectly Tune Your OpenAir Account Configuration to Maximize Efficiency

Basic Make NetSuite Your Suite with the SuiteCloud Platform

Intermediate Anatomy of a NetSuite OneWorld Implementation - Lessons Learned at Land O’Lakes, Inc.

Intermediate Boost the Effectiveness of Your Email Communications with Personalization

Advanced ASK ME ANYTHING...about SuiteCloud!

1:45 – 2:45

Advanced Mitigate Against Risk with Security and Authentication Best Practices that Matter

Advanced Customizing Your SuiteCommerce Web Store

Intermediate NetSuite Order Management and Payments: What’s New, What’s Next

Intermediate Essential Metrics to Run Your Services Business Using OpenAir

Advanced Yes You Can! Use APIs to Connect Your System to Recurring Billing

Intermediate The Journey of Achieving Rapid ROI Through a Cloud ERP Strategy

Basic Sell Effectively with NetSuite

3:00 – 4:00

Intermediate Delight Your Users with a Tailor Made UI with SuiteScript

Basic Going Old School: Using a Blog to Grow Your Online Sales

Advanced Advanced Revenue Recognition in OpenAir

Intermediate Security, Compliance and Audit Best Practices for Global Deployments

Intermediate Manage Your Time Efficiently by Integrating NetSuite for Outlook

SESSIONSBREAKOUT

46

TRACK 1: SELLING NETSUITE

Best Practices: Keys to Successfully Implementing NetSuite (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ Brian Enright, VP, Sales Enablement, NetSuite Joanne Coleman, Director, Educational Services, NetSuite

Successfully implementing your first customer or your next customer is one of the keys to long-term success in selling and delivering the NetSuite solution. In this session, you’ll learn the most important investments to make in training and personnel, what skills and experiences mark the profile of the ideal candidate when staffing and gain strategies to ensure a successful customer go-live. Join us and benefit from NetSuite’s experiences on what makes a successful partner professional services practice while avoiding the most common pitfalls.

Industry Update: How to Profit from Selling NetSuite into Nonprofits (INTERMEDIATE)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ David Geilhufe, Sr. Director, Nonprofit Vertical, NetSuite Laurie Wood, Director, Vertical Marketing, NetSuite

The nonprofit industry is growing, and so is NetSuite’s commitment to this sector. Join our sales and marketing experts as they share five technology trends for nonprofit organizations, explore how nonprofits are putting cloud business technology to use to increase their social impact and update partners on NetSuite.org, the NetSuite corporate citizenship program that benefits nonprofits through product donations, discounts and pro bono services.

Best Practices: Selling to the Finance Department (INTERMEDIATE)


★ Brian Enright, VP, Sales Enablement, NetSuite Gary Pokorn, Enablement Manager, NetSuite

How does your business position and sell the NetSuite solution to the CFO and financial

leadership of a company? Are you incorporating best practices when prospecting, diagnosing customer needs, crafting a solution and establishing value? Join our experts in exploring how they tailor their approach to financial buyers while taking a consultative approach to all aspects of the NetSuite sales process.

Solution Update: Winning with NetSuite Ecommerce (INTERMEDIATE)


★ Lisa Schwarz, Director, Vertical Marketing, NetSuite Sanjay Mehta, Vertical Market Expert, NetSuite

Ecommerce is one of NetSuite’s key differentiators and our commerce-ready platform offers the only true cloud-based, omnichannel solution in the industry. In this session, learn how SuiteCommerce addresses the unique requirements of B2C and B2B markets. We will also explore NetSuite’s latest ecommerce product features, share the best performing calls to action to generate a sales pipeline and review how to sell a complete ecommerce solution. You will hear from our experts as they walk through the latest ecommerce sales presentation and learn about valuable sales collateral to help you close the deal.

Industry Update: Selling NetSuite into Services Companies (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ Ed Marshall, SVP & General Manager, Services Vertical, NetSuite Amanda Baker, Director, Industry Marketing, Services, NetSuite

The services industry is projected to be among the fastest growth sectors for the foreseeable future. With a fast-growing market and the opportunity to deliver industry-leading solutions with a proven ROI, don’t miss this session on how to grow your sales of NetSuite into services firms. Learn how NetSuite’s professional services automation (PSA) and services resource planning (SRP) solutions help services firms dramatically improve project margins, billable rates, rate realization and revenue

SESSIONSBREAKOUT

LOOK FOR THE ROCK STARSHIGHLIGHTED IN ORANGE

TRACK 1

47growth. During this session, NetSuite experts will share selling tips and lead qualification criteria, review the latest NetSuite product enhancements for service organizations and share best practices to maximize your marketing investment in the services vertical.

Industry Update: Selling NetSuite into Wholesale Distribution Companies (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ Ranga Bodla, Sr. Director, Industry Marketing, NetSuite Steven Bisset, Vertical Market Expert, NetSuite

The wholesale distribution (WD) industry thrives on speed and efficiency, not on managing disconnected IT systems for finance, order and inventory management, ecommerce and others. Learn the five keys to successfully selling into wholesale and distribution businesses and helping your WD clients run their businesses smarter and faster. We will review important NetSuite product features specific to WD, share sales and marketing best practices, explore the partner and competitive landscape, and showcase NetSuite’s latest wholesale distribution client success stories.

Industry Update: Selling NetSuite into Manufacturing Companies (INTERMEDIATE)


★ Ranga Bodla, Sr. Director, Industry Marketing, NetSuite

The manufacturing industry thrives on innovation and cost-efficiency, not on managing disconnected IT systems for finance, order and inventory management, ecommerce and more. Learn the five keys to successfully selling into manufacturing businesses and helping your manufacturing clients gain a competitive edge. We’ll review the fundamental NetSuite product features specific to manufacturing, share sales and marketing best practices, explore the partner and competitive landscape, and showcase NetSuite’s latest manufacturing client success stories.

Industry Update: Selling NetSuite into Retail Companies (INTERMEDIATE)


★ Branden Jenkins, General Manager, eTail/Retail Vertical, NetSuite Brenda Whisenhunt, Director, Industry Marketing, Retail, NetSuite

Today’s consumers no longer differentiate between online and in-store shopping experiences. To attract and retain savvy shoppers, retailers must blend the physical and digital worlds into a seamless commerce experience that enables consumers to buy anywhere, fulfill anywhere and return anywhere. Join our experts as they review how NetSuite’s retail solution enables retailers to deliver this omnichannel experience while also streamlining operations, driving growth and increasing revenues. Attendees will learn sales and marketing best practices, helpful tips and industry insights to achieve success in your NetSuite retail sales efforts.

Competitive Update for Partners (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ Christopher Hayden, Competitive Intelligence Manager, NetSuite Vishrut Parikh, Director, Product Marketing, NetSuite

Seeking an edge when competing against other business management application solutions? Join our competitive intelligence expert to review key competitors you should be prepared to deal with, explore the latest resources available to better position NetSuite against common on-premise and cloud competitors, and learn how to handle any questions from your prospects that may have been planted by the competition. This session will also feature a resource guide describing materials available for your use in competitive sales situations.

SESSIONSBREAKOUT

48

Best Practices: The NetSuite Demo “Elevator Pitch” (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 211 C & D – Exhibit Level, San Jose Convention Center

★ Larry McMahon, Pre-Sales Consultant Team Lead, NetSuite

Want to learn the demo equivalent of the sales “elevator pitch” that quickly summaries your solution, what it does and why one should select it over others? Our demo expert will walk you through the demo foundation every partner should know. Eighty percent of NetSuite demos deliver an executive overview, showcase NetSuite’s 360-degree view of the customer and tour the lead-to-cash process workflow to demonstrate the power of the NetSuite cloud ERP suite. Our NetSuite pre-sales technical expert will share best practices, advice and insights in demonstrating the key features and capabilities of NetSuite’s industry-leading, cloud-based business management suite.

Industry Update: Selling NetSuite into Software Companies (INTERMEDIATE)


★ Kimberly Odom, Director, Vertical Marketing, NetSuite Kartik Pasumarti, Vertical Market Expert, NetSuite

Software companies face unique challenges managing rapid growth, tackling revenue recognition, managing billing complexity and laying the proper foundation to transition from a start-up to a publicly traded company. Learn how NetSuite addresses the specific requirements of software and SaaS companies through the native capabilities of its Software Company Edition, as well as the SuiteCloud platform and partner applications. Key capabilities will be demonstrated and you’ll also have opportunities to pose your questions to our software vertical experts.

Best Practices: Boost Prospecting and Close Rates Through Social Selling (INTERMEDIATE)


★ Amede Hungerford, VP, Partner Marketing, NetSuite Will Spendlove, VP, Product Marketing, InsideView Koka Sexton, Sr. Social Marketing Manager, LinkedIn

Did you know that over 60 percent of U.S. marketers use social media to increase their lead gen? Or, that LinkedIn generates more leads for B2B companies than Facebook, Twitter and blogging combined? Join the experts from NetSuite, LinkedIn and InsideView as they share social media best practices for engaging with buyers, establishing rapport, expanding your relationship network and accelerating deal closure. With more and more B2B buying decisions starting, progressing and often even closing online without any face-to-face meetings, this will be one session you will not want to miss.

TRACK 2: SOLUTION SHOWCASE

Five Reasons Why Application Integration Should Matter to You (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 11:55 a.m., Room 211 A & B – Exhibit Level, San Jose Convention Center

★ John DiStasio, Sales Engineering Director, Dell Boomi

With all of the buzz about integrating applications, integration platform as a service (iPaaS) and cloud-based application integration, how do you sort through the masses of information to understand what applies to your company or organization? In this demo session, you’ll learn the top five reasons why application integration should matter to you – and how it can immediately bring value to your organization. This session is perfect for anyone who wants to understand how/why to integrate NetSuite with on-premise applications and/or with other cloud-based applications. Learn how easy integration can be and have your specific questions answered.

SESSIONSBREAKOUT


TRACK 1

49

TRACK 2

You’re in the Cloud with NetSuite, Shouldn’t Your Payments Reside There, Too? (BASIC)

ƴ Tuesday 12:05 p.m. – 12:30 p.m., Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Darren Linscott, VP, Product, Bill.com

Do you know that nearly all of NetSuite’s customers pay most of their bills with paper checks? You utilize NetSuite to advance the way you do business, so why not do the same for your payments? Bill.com turns payments into a competitive advantage. Make payments more quickly and reliably, eliminate fraud and security hassles and pay anyone electronically or by check – all from within NetSuite. Join this session to learn how using Bill.com Payments for NetSuite will revolutionize your payment process.

Making the Transition to Electronic Payments Simple (INTERMEDIATE)


★ Jeremy Collins, Director, Sales, Piracle

Moving from traditional accounts payable practices to electronic payments is a seemingly daunting task, which is why Piracle developed one of the only certified built-for-NetSuite payment engines to make this process easier. Piracle Pay Service is a comprehensive payment SuiteApp that offers the flexibility to make traditional payments by check, but also helps overcome the hurdle of converting to electronic payments and the barrier of on-boarding vendors to receive electronic payments. Join us to learn how you can bring your payment processes to the cloud with Piracle.

Maximizing the Value of HR with Oracle and NetSuite (BASIC)


★ Christine Mellon, VP, HCM Transformation, Oracle

In this session, Oracle will demonstrate how you can leverage Oracle’s Global HR and Talent Cloud offerings with NetSuite services to gain a competitive advantage. Learn how you can

quickly implement these SaaS solutions while minimizing operational costs and complexity, streamlining core HR processes to eliminate waste, and increasing staff productivity that allows HR professionals to respond quickly to evolving compensation and benefits requirements and execute on a forward-looking talent strategy.

Top 10 Best Practices (You May Not Be Using) For NetSuite OpenAir (INTERMEDIATE)


★ Jodi Cicci, CEO, TOP Step Consulting

If yours is a project-based organization, then this is a “must see” session for you. Whether you’re a long-time NetSuite OpenAir user or just getting started, we have something for you. TOP Step Consulting’s team of experts will highlight 10 “best-of-the-best” practices for using OpenAir in a project-based organization. You’ll see how real-world challenges are solved through configuration options, reports and processes in ways you may not have previously considered. OpenAir is flexible with an almost limitless number of feature combinations. Attendees will leave with a new appreciation for using OpenAir – eager to try out these best practices.

Planning and Delivering Successful NetSuite Implementations for Large Enterprises (INTERMEDIATE)


★ Martin McNicoll, President, ERP Guru

What are the essential elements in delivering a successful enterprise scale OneWorld or two-tier ERP NetSuite implementation? This session will provide valuable insight into lessons learned and highlight leading practices for successfully adopting and integrating NetSuite across global business units and subsidiaries for larger enterprises. Learn how to identify and

SESSIONSBREAKOUT

50effectively socialize the right-fit deployment strategy as well as incorporate leading practices into business requirements gathering, data migration, configuration, validation, rollout, user adoption and project management.

Business Transformation Powered by Cloud ERP (BASIC)


★ Javed Panjwani, Practice Leader, Cloud ERP, Cognizant

Today’s hyper-competitive economy makes it tough for companies to continuously innovate. Among the obstacles: unrelenting margin pressures, costly, time-consuming and disruptive software upgrades, and heightened customer and stakeholder expectations. Succeeding in today’s challenging environment requires a deft mastery of the dual mandate: simultaneously creating new business capabilities while reducing the total cost of IT infrastructure. Join us as we jointly present with a customer on how business innovation, agility and productivity can be accelerated by using a cloud-based ERP platform from NetSuite. Learn how our clients are meeting their dual-mandate goals – and how your organization can, too.

Accelerating Sales Growth Through Quoting Automation for NetSuite (INTERMEDIATE)


★ Kent McNall, CEO, Quosal LLC Sam Demulling, Chief Engineer, Quosal LLC

Accelerating sales growth is a universal business challenge. One of the clearest and most direct means of growing sales success, margins and selling quality is through today’s quote and proposal automation capabilities. Quosal President and CEO Kent McNall will demonstrate how you can scale your sales efforts, build your brand, impress your customers, increase your margins and outshine your competition with Quosal’s solutions built for NetSuite.

Asset Tracking: Keeping Track of Bought, Sold or Rented Assets in NetSuite (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 11:25 am, Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Laurence Donoghue, Sales Consultant, Epiphany, Inc. Brenda Brinkley, CEO, Epiphany, Inc.

How do you keep track of the things you buy, sell or rent in NetSuite? This session provides an overview of Epiphany’s e-Asset Tracker and e-Fixed Asset Tracker SuiteApps – solutions that enable you to track asset attributes such as serial number, location, ownership and rental history. The unit asset record provides a full 360-degree view of the dashboard allowing visibility of transactions, case history, technicians and key unit asset information such as make, serial number, preventative maintenance dates and more. If you rent, purchase, sell or manage assets in NetSuite, you’ll wonder how you ever got along without it!

Amplify the Value of NetSuite with Cloud Integration from Jitterbit (INTERMEDIATE)

ƴ Wednesday 11:35 a.m. – 12:00 p.m., Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Andrew Leigh, VP, Products and Alliances, Jitterbit

Rapidly integrate data in NetSuite with any cloud, mobile or on-premise solution to unify your business processes. Connect NetSuite with thousands of enterprise solutions including SAP, Oracle, Amazon and Salesforce.com in as little as a few days. With Jitterbit’s cloud-based integration platform, visually design hybrid integrations that run in the cloud or completely behind your firewall. NetSuite administrators can quickly create real-time or batch integrations with a rich set of process-modeling tools automating the most complex business processes across multiple systems.

SESSIONSBREAKOUT


TRACK 1

51

TRACK 2

Managing Your Product Lifecycle with Autodesk PLM 360 (BASIC)

ƴ Wednesday 1:15 p.m. – 1:40 p.m., Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Eric McSherry, Subject Matter Expert, Autodesk, Inc.

Product Lifecycle Management (PLM) is a system for managing your key product development processes, including change management, bill of materials management, new product introduction, quality management and collaboration with your supply chain. And, when PLM is integrated with an ERP system, you can gain a complete view and control over all of your organization’s critical business processes. Autodesk PLM 360 is cloud-based PLM software that integrates easily with NetSuite ERP. To learn more about how PLM can help improve the way you design, develop and manufacture your products, come join this session for a demonstration of Autodesk PLM 360.

Digital Marketing: Transforming the Customer Experience with Silverpop (BASIC)


★ Robert Drummond, Strategic Alliance Manager, Silverpop

Marketers have access to vast amounts of customer and prospect data: website visits, email clicks, downloads, purchases and much more – and these behaviors can be used to deliver timely, context-rich communications to your customers. But, this data often lives outside the marketing database making it difficult to leverage in marketing communications. Silverpop’s platform focuses on helping marketers transform the customer experience by using customer data and individual behaviors to inform and drive every interaction. During this product demonstration, Silverpop will showcase examples of how some of the world’s best brands are executing best-in-class marketing campaigns by leveraging Silverpop and NetSuite.

Mobilize Your Field Service Operations (INTERMEDIATE)

ƴ Wednesday 2:30 p.m. – 2:55 p.m., 211 A & B – Exhibit Level, San Jose Convention Center

★ Press Theriot, VP, Technical Services, FieldAware

A major business challenge for field service organizations is identifying new and unique ways to increase customer value. In this session, FieldAware will demonstrate how a mobile field service solution that is integrated with NetSuite can help companies overcome this challenge by selling more products and services to existing customers, increasing the productivity of technicians and back-office personnel, reducing spare parts and logistics costs, and accelerating cash flow while reducing DSO (Days Sales Outstanding). Join us for a dynamic demonstration of FieldAware’s mobile field service solution built for NetSuite.

Event Management for NetSuite: Event, Conference and Attendee Registration Management Made Easy! (INTERMEDIATE)


★ Yaffa Rabkin, CEO, TAVANO TEAM

The Eventify SuiteApp, a fully integrated, end-to-end event management solution for NetSuite, empowers companies to manage the entire life cycle of an event. Eventify SuiteApp offers companies the ability to quickly, efficiently and cost-effectively plan and manage various event categories such as conferences, fundraisers, trainings, concerts, festivals and more. Fully integrated with NetSuite CRM, Accounting and Payment Processing, Eventify offers extensive functionality and visibility to invitees, robust attendee registration capabilities and a 360-degree view of the event. Join us for this session to learn more and gain best practices in streamlining event coordination, attendee registration, attendee engagement and data analysis.

SESSIONSBREAKOUT

52

Integrating and Expanding NetSuite in Your Organization’s Cloud (INTERMEDIATE)


★ Ramesh Manga, Practice Leader, Dell

Explore important concepts and key best practices in the integration of NetSuite cloud ERP applications into your organization’s evolving cloud environment with ERP application experts from Dell Services. Learn the latest trends and methodologies to expand your company’s use of NetSuite and the integration of NetSuite solutions into a holistic cloud solution for your company.

Zen and the Art of Electronic Signing: 20 Minutes to Peace, Serenity and Lightning-Fast ROI (BASIC)


★ Eric Bohren, Sr. Director, Business Development, DocuSign

Be more productive, reduce costs, delight your customers and never use a fax machine again! Join us for this session to learn how DocuSign’s eSignature and Digital Transaction Management solution integrates across NetSuite so you can securely and legally sign and send documents electronically with the click of a button.

Change the Way You Work: How Box’s Finance Team Excels in the Cloud (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 10:55 am, Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Andrew Chapello, Business Systems & Operations Associate, Box

Finance teams, regardless of size or industry, can provide their organizations with strategic advantages by moving to the cloud. Cloud stack enables finance teams to change the way they work by greatly reducing complexity and implementation effort – enabling them to focus on what matters. Teams can easily track and share financial information, work with vendors and work cross-functionally to have all financial analysis and accounting done quickly, accurately and on-time. Hear how Box’s

finance team uses NetSuite, the Box for NetSuite integration and other cloud apps, including Okta and DocuSign, to make their business more productive, collaborative and competitive.

Sales and Use Tax Automation and Compliance (BASIC)

ƴ Thursday 11:05 a.m. – 11:30 am, Room 211 A & B – Exhibit Level, San Jose Convention Center

★ John Sallese, Director, Product Management, Vertex SMB

Learn how TaxCentral, Vertex SMB’s new solution for small to medium-size businesses, offers a single point-of-entry, end-to-end, cloud-based solution to help you manage complex sales and use tax across multiple jurisdictions and states. TaxCentral is built on industry-leading Vertex software, the most complete and comprehensive tax technology on the market. Join us to learn how Vertex’s depth of research is unmatched, making TaxCentral more accurate than any other sales and use tax solution available.

NetSuite Punchout and Customer Integration by Liaison (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 12:55 p.m., Room 211 A & B – Exhibit Level, San Jose Convention Center

★ Megan Pulliam, VP, Channels, Liaison Technologies

Companies today are being pushed to streamline processes from sales orders to fulfillment. The challenge becomes even greater when customers and suppliers require the integration of your internal processes with their own. End-to-end automation of procurement, order management and other business processes by Liaison create efficiencies and cost savings for enterprises large and small. Join us to see a demonstration of how Liaison transforms NetSuite ERP into an eProcurement system and allows buyers to access a supplier’s online catalog or eStore via the “punchout” and P2P process, delivering a connection between a buyer’s procurement system and the supplier’s ecommerce site.

SESSIONSBREAKOUT


TRACK 1

53

TRACK 3

Gaining a 360-Degree View of Your Business with NetSuite and Insperity’s Human Capital Management (BASIC)


★ Lindsey Moreno, Technology Solutions Analyst, Insperity

Together, Insperity and NetSuite provide smarter, more unified software solutions for today’s growing businesses. In this session you will learn how Insperity HCM elevates the overall value of the NetSuite platform and strengthens your business. Just as NetSuite provides businesses a single view of their customer, Insperity HCM provides businesses a single view of their human capital. You’ll discover how a fully integrated, cloud-based, 360-degree view of your business delivers a unified platform that seamlessly connects financial, customer, product and HR data.

TRACK 3: SUITEINSIGHTS

Simplifying Payment Processing and Reconciliation While Lowering Costs (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 212 – Exhibit Level, San Jose Convention Center

★ Bob Butler, EVP, Sales and Business Development, Merchant e-Solutions Leo Rocco, Chief Product Officer, Merchant e-Solutions Sharif Bayyari Jr., VP, Strategic Partnerships, Merchant e-Solutions

Merchant e-Solutions’ all-in-one, payment-processing platform provides an integrated payment gateway and merchant account that is seamlessly integrated into NetSuite’s order management. This enables sales order flows, allowing for easy acceptance of credit, debit and all other online payment types from your ecommerce site, retail outlets, as well as mail, telephone and mobile orders. Learn how Merchant e-Solutions and NetSuite quickly and easily facilitate payment transactions and reconciliation through the payment life cycle – from the initial payment entry to the final deposit into your account. You’ll also learn how

to process commercial and purchase cards and prevent and manage costly chargebacks.

Omnichannel: Disrupting Retail and Driving Growth (BASIC)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 212 – Exhibit Level, San Jose Convention Center

★ David Novak, Executive VP, Business Development, SPS Commerce

Today’s consumers are driving tremendous change in the retail industry, as they demand a consistent brand experience while shopping across all channels – in-store, mobile and online. That’s omnichannel: retail’s hottest buzzword. Are you ready to disrupt retail and conduct business in the omnichannel era? Revolutionize your viewpoint as we explore how we can help you grow and differentiate your business by sharing robust item information, sourcing new partnerships and items, gaining insight to sales data and automating fulfillment communications.

Customer Success: USMD Adapts To the Changing Healthcare Landscape with NetSuite (BASIC)


★ Jessica Vogt, CPA, VP and Controller, USMD Holdings, Inc.

As a publically held, national, integrated healthcare delivery system, USMD is faced with managing growth and change in the constantly evolving and dynamic healthcare landscape. In this session, USMD will discuss the unique challenges facing the industry, and will share best practices for leveraging NetSuite and OneWorld to improve visibility, minimize complexity and remain agile in the face of massive change. In this session, gain real-life tips, tricks and insights into how your business can best utilize NetSuite to manage growth, be more responsive to change and empower your key stakeholders with the information they need to be more effective.

SESSIONSBREAKOUT

54

eTail 360: The Solution to Your Omnichannel Commerce Challenges (INTERMEDIATE)


★ JP Foerster, Director, Product, Celigo, Inc.

While buying products on the Web is becoming easier every day, selling products online is getting more complex. As a seller, you may run several web stores and sell on multiple marketplaces – each with its own complex rules and regulations. Running your company on NetSuite is a step in the right direction; however, how are you going to connect to the systems required for your commerce needs and also retain an omnichannel view of each customer? Attend this session to learn more about how Celigo has helped its 900+ customers overcome these omnichannel commerce challenges.

The Future of Cloud Across the Enterprise (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 212 – Exhibit Level, San Jose Convention Center

★ Paul Clemmons, Principal, Deloitte Consulting David Moore, Principal, Deloitte Consulting Chris Purpura, Vice President & General Manager, MuleSoft Jason Maynard, Analyst, Wells Fargo Securities Andy Main, Principal, Deloitte Consulting Aaron Sotelo, Specialist Leader, Deloitte Consulting

The shift to cloud is dominating the market, but is your business plan prepared for what’s next? Join this lively session to learn about emerging trends, what’s going on in the market and predictions for the coming year. Join Deloitte’s Emerging Technologies Practice leaders and subject matter experts in this panel discussion as they break down what it means to leverage cloud-based SaaS and discuss topics like: how to accelerate your financial transformation, what it means to build a connected enterprise, and the impact mergers and acquisitions play in the cloud. This session encourages participants to help shape the conversation, so submit your questions in advance using #NSW14 and #Deloitte on Twitter.

Gaining a 360-Degree Constituent View: The Foundation Center Furthers Its Mission with NetSuite (BASIC)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 212 – Exhibit Level, San Jose Convention Center

★ Crystal Mandler, Director, Business Systems, The Foundation Center Robert Yaeger, VP, Finance and Administration, The Foundation Center

Does your organization have a complete, 360-degree view of all the people, stakeholders and relationships that make your business thrive? Are you effectively engaging with your customers and constituents? Attend this session to hear how The Foundation Center is leveraging NetSuite to eliminate data and organizational silos – resulting in improved visibility to donor, partner and customer touch points. Hear best practices learned during the implementation of NetSuite’s order processing, financials, ecommerce and CRM solutions. Attendees will gain tips on how to effectively track and engage customers, constituents and key stakeholders with a single, unified set of tools.

Goodbye Business as Usual: Welcome To an Era of Digital Transformation (BASIC)


★ Brian Solis, Principal Analyst, Altimeter Group

Everyone is talking about cloud and there’s a good reason. Cloud, along with other disruptive technologies including mobile, social and real-time, is driving significant transformation in customer and employee behavior. As technology and society evolve, this sets the stage for digital Darwinism as businesses are tested in how they do or do not adapt. The reality is that customers and employees are connected and, because they’re living la vida digitale, how they make decisions, the touch points they visit, the devices they use, the people they trust, and also their expectations are much different than their traditional counterparts. As a result, businesses must rethink models, technologies and processes to support the new

SESSIONSBREAKOUT


TRACK 1

55

TRACK 3

customer journey. Brian Solis will share his research and new examples of how companies are adapting to survive digital Darwinism.

Industry Influencer Perspective: ERP - Seriously Cloudy? (BASIC)


★ Stuart Lauchlan, Co-Founder and Editor, diginomica

Some ERP providers with a pre-Internet era, on-premise installed base cast doubt on whether “serious organizations” actually exist that do ERP in the cloud today. Moderated by seasoned technology journalist Stuart Lauchlan, this session will feature a panel of thought leaders who will put that claim to the test with real-world examples of companies that are already running ERP operations in the cloud and getting some serious benefits as a result.

Maximizing the Lifetime Value of Your Volunteer Resources and Programs (BASIC)

ƴ Thursday 10:30 a.m. – 11:30 am, Room 212 – Exhibit Level, San Jose Convention Center

★ Kristin Dormuth, Internet Developer, Clinical and Laboratory Standards Institute

Finding new volunteers is hard, converting them to advocates and donors is challenging, and measuring the ROI of your efforts is extremely important. In this session, learn how one nonprofit – Clinical and Laboratory Standards Institute – implemented a unique Volunteer Committee Module in NetSuite, complete with custom records and fields, workflows and scripts. This session is filled with tips, tricks and tools to maximize the flexibility of NetSuite to fit your business, no matter what your industry. Nonprofits will walk away with insight on how to better manage, track, measure and analyze the impact of volunteer resources and programs with NetSuite.

Analytics: Achieving Success in a Data-Dependent World (BASIC)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 212 – Exhibit Level, San Jose Convention Center

★ Lance Speck, General Manager, Cloud, Actian

In a data-dependent world, success is defined by the ability to easily connect and share information between applications. Unfortunately, many organizations still rely on brittle custom code or complex tools that are highly dependent on expensive human resources to access and integrate critical data sources. By increasing the number of data sources that you can easily connect to, you enable your business to make more accurate and timely decisions to improve key business processes like leads-to-cash, inventory, ecommerce and recurring billing. However, the value of that data doesn’t just stop after connecting to more data sources. Attend this session to learn how analytics can unlock the full potential of your data by delivering improved churn prevention and greater upsell optimization while providing true competitive differentiation.

No Customer Left Behind: Making the Most of the New Release Process (INTERMEDIATE)


★ Matt Leary, VP, Client Management, NetSuite Ed Baumann, VP, Quality Assurance, NetSuite

NetSuite applications are designed to change with your business – and that’s why we deliver feature-rich enhancements to every customer two-times a year. In this “can’t miss” session, learn how to make the most out of NetSuite’s new release process and optimize it for your business. Gain a clear understanding of the release schedule, how to use your Release Preview account to test new workflows and how to access release documentation using Sneak Peeks, Release Notes and more. Come join the experts as they outline best practices to help you maximize the value of the biannual release process.

SESSIONSBREAKOUT

56

Global Financial Compliance and Reporting (INTERMEDIATE)


★ Larry LeBlanc, Partner, International Tax Services, McGladrey LLP Matt Kenney, Principal, National NetSuite Leader, McGladrey LLP Robert Cratch, Manager, NetSuite Consulting, McGladrey LLP

NetSuite OneWorld provides the tools, but do you know the rules? This session will provide guidance on factors to consider when entering foreign markets and establishing global operations, as well as how to identify unique financial and operating requirements necessary to conduct business at specific international locations. Attendees will learn how to manage their global compliance requirements effectively, gain tips on finding resources with knowledge of local requirements, explore best practices in fostering a collaborative environment with international colleagues while driving value and consistent quality in financial reporting globally and by country.

TRACK 4: WHOLESALE DISTRIBUTION INDUSTRY

The Wholesale Distribution Value Chain (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 210 A & B – Exhibit Level, San Jose Convention Center

★ Rob Ransom, Pre-Sales Solution Consultant Team Lead, NetSuite Sam Levy, Area VP, NetSuite

Managing a complete wholesale distribution business is complex. How do you leverage NetSuite across the entire value chain from marketing through after sales service and support? In this session, we will cover how a wholesale distributor can leverage NetSuite CRM and ecommerce in addition to financials and inventory management.

Wholesale Distribution Roadmap and Vision (INTERMEDIATE)


★ Thad Johnson, Sr. Product Manager, NetSuite Steven Bisset, Vertical Market Expert, Wholesale Distribution, NetSuite

Modern distribution is all about intelligence, efficiency and dynamic collaboration between manufacturers and customers – while minimizing inventory on-hand and managing margins. This presentation will highlight key macro-economic trends and their impact on the product roadmap over the next few releases. NetSuite’s vertical market expert and wholesale distribution product manager will provide insight into the direction of the business organization and its roadmap priorities.

Case Study: The Power of the NetSuite Platform for MusclePharm (ADVANCED)


★ Kyle Gosnell, VP, IT, MusclePharm

Scripting and customization is often a key element of success for wholesale distribution companies. In this session, you’ll hear how MusclePharm has effectively used customization and scripting to better fit their business as well as integrate with multiple partners. This content will focus on scripted automation that saves time and money across an organization – allowing departments to better streamline their processes and day-to-day work.

Effective Warehouse Management in NetSuite (INTERMEDIATE)


★ Steven Bisset, Vertical Market Expert, Wholesale Distribution, NetSuite Tom Buffo, Director, Partner Accounts, SuiteCloud Developer Network, NetSuite

Managing inventory within the warehouse is key to successfully delivering customers their product in an efficient manner. Managing the cycle from receiving and put away, to controls while the

SESSIONSBREAKOUT


TRACK 1

57

TRACK 4

inventory is stocked, to ultimately readying the product for delivery involves good processes, people and, at times, automation. Join us in reviewing warehouse management best practices and how NetSuite and our partner community can help make efficiency in the warehouse a reality.

SuiteFlow for Wholesale Distribution Companies (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 210 A & B – Exhibit Level, San Jose Convention Center

★ Nick Gunn, Pre-Sales Solution Consultant, NetSuite

Why use NetSuite SuiteFlow for your wholesale distribution business? SuiteFlow is one of the most cost-effective ways you can automate user actions and processes within NetSuite. In this session, you’ll be guided through the steps of building your first workflow. Through this demonstration, you’ll gain a better understanding of how this amazing tool can be leveraged – and we’ll also cover advanced use cases that illustrate the effectiveness of automating business processes without having a proficiency in JavaScript.

Saved Searches, Reporting and Analytics for Wholesale Distribution Companies (BASIC)


★ Gary Kangas, Consultant, NetSuite

NetSuite saved searches and reports can provide wholesale distribution companies with the necessary visibility to run their business across all facets of the organization. In this session, we’ll explore the latest analytical data types pertaining to procuring, managing and selling product within the NetSuite application. In addition, you’ll see the latest reporting use cases recently implemented across various NetSuite customers.

Inventory Management in NetSuite: Managed or Outsourced, Simple or Complex (BASIC)


★ Joel Engelstad, Consultant, NetSuite

How are NetSuite customers managing their inventory today and where do they want to go? Learn about tools and processes to help guide you through inventory management decisions. Learn best practices for inventory reduction, increased turns and intelligent inventory planning.

Case Study: Enabling Your Wholesale Distribution Business to Scale (INTERMEDIATE)


★ Bjarke Ormstrup, VP, IT, EndoChoice

In this session, learn how EndoChoice managed to grow more than 100 percent in just 12 months and establish new offices in two additional countries – with both now boasting more than 50 employees each. In this session, EndoChoice will share some of its learnings and the top five items that need your attention during rapid expansion. During this session we’ll also discuss how we refined our shipping process, launched a B2B ecommerce site and built a manufacturing process.

Wholesale Distributor Collaboration and Communication Problems Solved Using NetSuite (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 210 A & B – Exhibit Level, San Jose Convention Center

★ Steven Bisset, Vertical Marketing Expert, Wholesale Distribution, NetSuite

Communicating and collaborating internally and externally within your supply chain has become ever more important in our rapidly changing

SESSIONSBREAKOUT

58environment. Disjointed or slow collaboration negatively impacts business performance and, ultimately, the bottom line. Join us as we walk through an array of business collaboration problems and how they are solved using NetSuite.

Case Study: Reducing Costs Through Freight Visibility (INTERMEDIATE)


★ David Jarrell, VP, Corporate Information Systems, Advantage Sign & Graphics Solutions

Today, distributors face ever-increasing pressures to control costs in all aspects of their operation. This session will address ways to customize NetSuite to enable distributors to see the cost of freight at a per-transaction level, which provides a tool to better control freight costs.

Becoming a Global Wholesale Distribution Business with NetSuite OneWorld (ADVANCED)


★ Kyle Gosnell, VP, IT, MusclePharm Gary Kangas, Consultant, NetSuite

Your company has grown exponentially since implementing NetSuite. You now have subsidiaries in different countries and you’re buying and selling in multiple currencies. Due to your dynamic growth, your accountants are screaming about financial consolidation and your domestic purchasing manager, foreign production manager and worldwide sales staff have no visibility into your new global supply chain. In this session, we will review the benefits of utilizing NetSuite OneWorld and how to make the transition from your single instance into the robust power of OneWorld.

Extending NetSuite Using Platform Solutions (INTERMEDIATE)


★ Rob Ransom, Pre-Sales Solution Consultant Team Lead, NetSuite Nick Gunn, Pre-Sales Solution Consultant, NetSuite

Learn to extend your wholesale distribution business with the latest platform solutions from NetSuite and NetSuite partners. NetSuite recently released two new platform modules, Grid Order Entry and Warranty and Repair, and this session will showcase how these can best be leveraged. This session will also cover other platform solutions, including Container Management, Smart Order Entry, Rentals and Field Service. Lastly, we’ll include a discussion on when it makes sense to customize versus leveraging an off-the-shelf application.

TRACK 5: MANUFACTURING INDUSTRY

Manufacturing Vision and Roadmap (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Gavin Davidson, Vertical Market Expert, NetSuite Thad Johnson, Sr. Product Manager, NetSuite

Modern manufacturing is all about intelligence, efficiency and dynamic collaboration across the extended supply network. This presentation will highlight key macro-economic trends and their impact on the product roadmap over the next few releases. NetSuite’s vertical market expert and product manager for manufacturing will both be on-hand during this session to provide insight into the direction of the business organization and its roadmap priorities.

SESSIONSBREAKOUT


TRACK 1

59

TRACK 5

Case Study: MRP and Lean in NetSuite (ADVANCED)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Carl Cox, EVP, Operations, and CFO, Lightspeed Technologies, Inc.

Lightspeed has been a NetSuite customer since 2005 and the company recently brought in the concepts of Demand Driven MRP (DDMRP) into its NetSuite environment to help Lightspeed improve its supply chain performance. This session will provide an overview of the concept of DDMRP and demonstrate how Lightspeed has implemented a revolutionary new approach to ordering products based on the concepts of “Position and Pull” – all within the friendly confines of NetSuite. See how you can meet your customers’ requirements and reduce your reliance on Excel, while increasing planning accuracy and also reducing inventory levels.

Bringing Engineering into the Cloud (BASIC) ƴ Tuesday 3:00 p.m. – 4:00 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Brian Roepke, Director, PLM & PDM, Autodesk, Inc. Gavin Davidson, Vertical Market Expert, NetSuite

Savvy manufacturers are moving everything into the cloud, including engineering. Moving engineering into the cloud can help streamline the process and help companies bring products to market with higher quality and better profit margins. In this session, learn how to leverage NetSuite and cloud-based product lifecycle management and design solutions, such as Autodesk PLM 360 and Fusion 360, to effectively manage the product lifecycle – while integrating with NetSuite to ensure a seamless transition from design to production. This session will also include specific customer best practices examples.

Case Study: Refining the RMA Process (INTERMEDIATE)


★ Phoebe Zhang, Managing Director, Circus World Displays

Every day, product-based businesses must run through the Return Merchandize Authorization (RMA) process. In this session, learn how Circus World Displays Limited (CWD), a designer, manufacturer and seller of consumer electronics, embarked upon a change of their RMA process. The company’s initial RMA process touched upon four departments with multiple touch points and decision-making, which was time consuming and enhanced the likelihood of errors. With the help of ERP Guru, CWD refined its RMA process, which resulted in employee touch points being cut in half and the number of hours spent on RMAs each week being reduced by 40 hours.

Get the Most Out of NetSuite for Manufacturing with SuiteCloud (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Gavin Davidson, Vertical Market Expert, NetSuite Nathan Gilbert, Professional Services Solutions Consultant, NetSuite

NetSuite is one of the most flexible ERP solutions due to the power of the SuiteCloud platform. Join us at this session to see several examples of how other customers have extended their systems, receive advice on how to identify when to customize and discuss best practices to ensuring that you end up with the solution that you had envisioned.

SESSIONSBREAKOUT

60

NetSuite and Compliance (BASIC) ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Brian Taylor, Sr. Director, Compliance, Systems & Tools, NetSuite Gavin Davidson, Vertical Market Expert, NetSuite

Many NetSuite manufacturing customers must comply with a host of federal and / or industry regulations. In this session, we will discuss how NetSuite’s various compliance certifications, as well as the application’s built-in controls and features, support your compliance obligations. Additionally, we will discuss practical, real-world implementations to effectively comply. Audience discussion and examples is strongly encouraged for this session.

Inventory Valuation in NetSuite (INTERMEDIATE)

ƴ Wednesday 2:30 p.m. – 3:30 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Chris Miller, Regional Director, Center of Excellence, NetSuite Nathan Gilbert, Professional Services Solutions Consultant, NetSuite

Take a deep dive into NetSuite’s inventory valuation options, including Average, FIFO, LIFO, Standard and Specific costing. Learn best practices, including tips and tricks as we compare and contrast the inventory costing methods available in NetSuite.

Case Study: How c3controls Moved Its Entire Manufacturing Business to the Cloud (BASIC)


★ Grant Miller, VP, Information Systems, c3controls, Inc.

c3controls is an American manufacturer of standard industrial controls. Prior to moving to NetSuite, the company utilized a number of disparate systems as its ERP solution – one software for financials, one software for inventory management, another one for CRM, another for MRP and the list goes on. In this session, learn how c3controls moved its entire business to NetSuite and how the company streamlined everything from sales to manufacturing.

With an aggressive timeline of just three months, c3controls was able to meet its goal to take orders and ship the very same day.

Running a Manufacturing Facility with NetSuite (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Gavin Davidson, Vertical Market Expert, NetSuite Mark Dalrymple, Sr. Consultant, Professional Services, NetSuite

Over the last few years, NetSuite has added substantial depth to its core manufacturing functionality. In this session, we will look at some of the key metrics that today’s manufacturers use to run their business, demonstrate how to configure NetSuite to access that same information and, then, how to use it to more efficiently run your manufacturing business.

Supply Chain Management with NetSuite (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 210 C – Exhibit Level, San Jose Convention Center

★ Larry Bell, Pre-Sales Solution Consultant, NetSuite

NetSuite inventory management software offers a complete set of inventory management, manufacturing and purchasing capabilities that improves supply chain management and delivers an end-to-end, procure-to-pay process. In this session, learn how to use NetSuite to gain an in-depth, real-time view into key supplier, inventory and procurement indicators; enhance collaboration through self-service capabilities for partners, vendors and customers; better manage inventory levels and costs; and meet fulfillment expectations resulting in improved customer service.

Running a Global Manufacturing Operation (INTERMEDIATE)


★ Chris Miller, Regional Director, Center of Excellence, NetSuite Larry Bell, Pre-Sales Solution Consultant, NetSuite

Making correct decisions in a data-cluttered world is not easy. This session will discuss how

SESSIONSBREAKOUT


TRACK 1

61

TRACK 6

to identify data that is relevant for outsourcing, costing, throughput and management decisions.

Support, Warranty and Repair for Manufacturers (INTERMEDIATE)


★ Mark Dalrymple, Sr. Consultant, Professional Services, NetSuite

In many ways, selling a product isn’t the end of your customer communication cycle, but the beginning. NetSuite’s new warranty and repair bundle makes it easy to manage that relationship going forward, gathering key additional information and ensuring that your customers stay happy – even if there is a problem with the product. In this session, learn how to deploy this powerful new bundle, handle customer complaints easily and efficiently, and turn what could have been a negative customer experience into a positive one.

TRACK 6: RETAIL INDUSTRY

Merge the Physical and Digital with NetSuite Order Management (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Matthew Rhodus, Vertical Market Expert, NetSuite

Today’s consumers no longer differentiate between online and in-store experiences. To attract and retain savvy shoppers, retailers must blend the physical and digital worlds into a seamless commerce experience that enables consumers to buy anywhere, fulfill anywhere and return anywhere; order management is the key enabler for this merging of the digital and physical worlds. Join this session to learn how NetSuite’s Order Management enables global inventory visibility and fulfillment across stores, warehouses and drop shippers, and connects with ecommerce, CRM and POS to deliver the omnichannel experience today’s consumers expect.

Industry Expert Insight: Seamless Commerce and the Future of Retail (BASIC)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Debbie Hauss, Editor-in-Chief, Retail Touch Points Stefany Moore, Associate Director, Research, Internet Retailer Matt Pillar, Editor-in-Chief, Integrated Solutions for Retailers & Retail Solutions Online Joe Skorupa, Editor-In-Chief, RIS News Branden Jenkins, General Manager, Global Retail, NetSuite

Consumers continue to blur the lines between shopping channels and expect a seamless shopping experience. The ability to adapt to what is most relevant to the customer – right now – is the key principle of omnichannel retailing and will be a top characteristic of 2014’s leading retailers. Stay ahead of the trends and issues driving the future of retail by joining this session where you’ll hear from a panel of industry experts who will share their thoughts on what key trends are shaping today’s retail strategies and what you need to do to adapt.

NetSuite for Retail: Strategy and Roadmap (INTERMEDIATE)


★ Doug McIver, Director, Retail Products, NetSuite

Learn about NetSuite’s approach to targeting the needs of retailers by attending this session where we will highlight industry trends and customer feedback defining the NetSuite retail strategy. Members of the NetSuite product management team will discuss future priorities and major functional areas around NetSuite’s retail capabilities, including using SuiteCommerce Advanced for building innovating Web and in-store digital experiences, the evolving role of point of sale and the benefits of an integrated platform for omnichannel retail companies.

SESSIONSBREAKOUT

62

Customer Case Study: Williams-Sonoma Goes Global with NetSuite (BASIC)


★ Rob Bogan, VP, International Systems, Williams-Sonoma, Inc. Branden Jenkins, General Manager, Retail, NetSuite

Are you considering international expansion as part of your long-term growth plans? Join this session and discover how Williams-Sonoma is expanding across global markets by leveraging NetSuite’s SuiteCommerce to power retail operations across its online and brick-and-mortar stores. Hear how this dynamic retailer is handling the complexities of global multi-channel commerce – from optimizing their supply chain to internationalizing their U.S.-based customer call centers. You’ll also learn lessons learned and key dos and don’ts for planning and managing your international expansion.

Drive Visibility Across Your Retail Enterprise with Reporting, Saved Searches and Analytics (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Jeff Hoffmeister, Solution Consultant, NetSuite

NetSuite’s robust and flexible reporting capabilities give you the visibility you need to better monitor, measure and manage your retail business across all areas of the organization. In this session, we’ll explore and create reports ranging from inventory and sales to customer profitably and campaign ROI. Additionally, we’ll look at NetSuite’s new report navigation panels and dashboards that are available for merchandisers, store managers, executives and others.

Customer Panel: Innovation and Transformation Drives Growth for Today’s Retailers (BASIC)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Brenda Whisenhunt, Director, Industry Marketing, Retail, NetSuite Paul Dell, President, SportStop.com Peter Isermann, CFO, Patriot Outfitters

The retail landscape is quickly evolving and forcing retailers to transform their businesses into integrated retail organizations to improve operations and deliver on the expectations of today’s savvy and demanding consumers. Join this session and learn how your retail peers are transforming and leveraging NetSuite to increase profitability, sell more product and improve customer engagement and loyalty. You’ll also hear how users are expanding their use of the platform, implementing third-party applications and rolling out customizations to drive growth and innovation across their organization.

Surprise and Delight Your Customers with a Seamless In-Store Shopping Experience (BASIC)


★ Elliot Slivoskey, Solution Consultant, NetSuite

Seamlessly integrate your brick-and-mortar locations onto the NetSuite platform with our customer-centric POS that enables your sales associates to streamline and accelerate transactions while enhancing the customer experience. In this session, you will see firsthand how NetSuite makes it possible for retailers to deliver a high-quality, highly personalized omnichannel shopping experience – with functionality such as buy online, pick up in-store and order in-store, and fulfill from anywhere. You’ll also hear about NetSuite’s mobile POS capabilities and hear how other retailers are leveraging NetSuite POS to improve operations and grow their businesses.

SESSIONSBREAKOUT


TRACK 1

63

TRACK 6

Beyond the Basics: Maximize the Power of NetSuite’s Retail Solutions (INTERMEDIATE)


★ Chad Goldsmith, Solution Consultant, NetSuite Nancy Roecker, Practice Director, NetSuite

Join our NetSuite consultants as they share ideas and discuss tips and tricks to drive usage and help you get more out of your NetSuite solution. During this session, you’ll also hear about specific examples of what other retailers are doing to maximize usage and functionality within NetSuite. This session is intended for retailers that are beginning their journey with NetSuite or recently completed an implementation.

Transform the POS User Interface (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Elliot Slivoskey, Solution Consultant, NetSuite

The NetSuite point-of-sale user interface supports multiple POS layouts, varied store concepts and multiple role-based users in the retail store security hierarchy. In this session, we’ll share advice and tips on the most effective ways to organize your POS screen layouts, customize the look and feel and update function permissions. You’ll also learn about best practices on design, advanced settings and flags as well as pitfalls to watch out for in the process. Session attendees should have user and / or administrator experience with NetSuite POS.

Boost the Power of Your Promotions (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 210 D – Exhibit Level, San Jose Convention Center

★ Chad Goldsmith, Solution Consultant, NetSuite

Join this session and learn how to increase your conversion rates by delivering the right promotion, for the right product, via the right channel / location and at the right time. We’ll demonstrate how to leverage your existing customer data to develop dynamic, targeted customer segments to deliver the most relevant offer to your customers.

Expand Selection and Revenue with Advanced Store Fulfillment (INTERMEDIATE)


★ Jeff Hoffmeister, Solution Consultant, NetSuite Matthew Rhodus, Vertical Market Expert, NetSuite

Are you leveraging your supply chain to its fullest? NetSuite’s single platform enables your customers to browse for product information, check inventory, compare products and order out-of-stock items/products not carried in the store. Learn how to leverage this functionality to deliver an improved customer experience by saving lost sales due to retail store stock outages. This “endless aisle” strategy is an integral part of delivering a converged channel experience that ensures your customers receive consistent product information, pricing and order fulfillment capabilities during their in-store shopping activities.

Supercharge Your Retail Supply Chain Using Workflow, Scripting and Web Services (ADVANCED)


★ Aihsan Qadir, Senior Consultant, NetSuite Jodie Barr, Professional Services Solutions Consultant, NetSuite

Automation and integration are key elements of success for retail companies looking to streamline their supply chain and provide the right products at the right time to consumers in an omnichannel environment. In this session, you’ll see the latest use cases and best practices recently implemented across an array of NetSuite customers. Our focus will be on the use of workflow, scripting and Web services to work with entrenched supply chain systems and processes while improving inventory placement, visibility and investment. Session attendees who have experience with SuiteScript and /or SuiteFlow will get the most out of this session.

SESSIONSBREAKOUT

64

TRACK 7: SOFTWARE INDUSTRY

Software Customer Success: Streamlining the Financial Close Process (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Kimberly Odom, Director, Vertical Marketing, NetSuite Kartik Pasumarti, Solution Consultant, NetSuite David Southwick, Manager, Tax & Accounting, Imagine Learning, Inc.

Improving the speed and accuracy of the financial close process is often a primary area of focus for new NetSuite customers. But, are you taking full advantage of NetSuite’s capabilities? This session focuses on best practices designed to help you reduce the close cycle, improve your confidence in the numbers and ensure you have the documentation in place to work with your auditors. This session is ideal for newer customers who will learn from the experiences of peers as well as NetSuite’s experts.

Recurring Billing and Subscription Management for High Tech Companies (INTERMEDIATE)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Kimberly Odom, Director, Vertical Marketing, NetSuite Balaji Ramanujam, Vertical Market Expert, NetSuite Denis Pombriant, Managing Principal, Beagle Research Group

This session delivers an in-depth look at how NetSuite recurring billing has evolved to meet the needs of your software business. Our billing experts will explore the wide range of use cases supported for software and high tech companies, including live demonstrations that showcase the flexibility of the solution to manage both simple and complex recurring revenue, subscription and billing scenarios.

Critical Metrics for the High-Value SaaS Business with NetSuite CFO Ron Gill (INTERMEDIATE)


★ Ron Gill, CFO, NetSuite Dan Miller, General Manager, Software Vertical, NetSuite Kimberly Odom, Director, Vertical Marketing, NetSuite

Join NetSuite CFO Ron Gill and learn about the critical metrics he uses to run the business. Updated for 2014, this discussion will cover key metrics for revenue, bookings, sales and marketing efficiency, as well as churn including cohort-based retention analysis. Learn about dashboards and KPI tools available to help our SaaS customers drive success – and hear Ron answer questions from the audience. You’ll walk away from this session with a better understanding of how to build a healthy recurring revenue business.

Optimize Your Budgeting and Planning Process with NetSuite Financial Planning (INTERMEDIATE)


★ Eileen Tobias, Sr. Director, Financial Planning & Analysis, NetSuite Aaron Ellis, Account Manager, NetSuite

Are you ready to move away from labor-intensive and error-prone manual processes for forecasting and budgeting? Hear financial planning best practices from NetSuite’s Financial Planning & Analysis team, including key drivers software companies should focus on, as well as our own success using the NetSuite Financial Planning module. Learn how NetSuite Financial Planning improves planning accuracy, increases business agility and enhances alignment across the business while also reducing time and manual work spent in the financial planning function. Our experts will also demonstrate the solution and answer your questions during this session.

SESSIONSBREAKOUT


TRACK 1

65

TRACK 7

Roadmap and Vision: NetSuite for Software Companies (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Dan Miller, General Manager, Software Vertical, NetSuite Rob McKelligan, Sr. Director, Product Management, ERP, NetSuite

What’s on the horizon for NetSuite’s solution for software industry customers? This popular session provides an overview of key short-term and long-term product priorities. Led by NetSuite’s general manager, software vertical, and our senior director, product management, this session is designed to provide you with insights about the roadmap and how customer feedback influences the development process. A question and answer period will conclude the session.

Software Customer Success: Upgrading to NetSuite OneWorld (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Kimberly Odom, Director, Vertical Marketing, NetSuite Kartik Pasumarti, Vertical Market Expert, Software, NetSuite Rick Bradley, Sr. Director, IT, Meltwater

As your software company grows through acquisitions or geographic expansion, you’re faced with a new set of challenges. Financial consolidation is more complex as new subsidiaries and currencies are introduced and, more than ever, you need the real-time visibility across the business that NetSuite provides. This session is designed to provide you with a blueprint on how NetSuite OneWorld can help solve these global business management challenges. Hear a customer share their own success story – and pose your own questions to our OneWorld experts.

Laying the Foundation for Rapid Growth: Our 3-Year Journey with NetSuite (INTERMEDIATE)


★ Steven Poessnecker, Director, Business Operations, Lumension Security, Inc.

If you are a small software company with big growth aspirations, or a mid-market company entering a rapid-growth phase, your approach to using NetSuite can benefit from a “big company” mentality. In this session, hear about one software industry customer’s three-year experience with NetSuite, including implementation, automation, customizations, training, knowledge transfer and integrating with partner applications. This deep-dive, live case study will include a demonstration and Q&A.

Revenue Recognition: Best Practices for Today and Preparing for the New Standard (ADVANCED)


★ Dan Miller, General Manager, Software Vertical, NetSuite Kimberly Odom, Director, Vertical Marketing, NetSuite Fran Delaney, Principal Solution Consultant, NetSuite Bernie De Jager, National Office – Accounting Consultations and Audit Partner, Deloitte & Touche

With the new revenue recognition standard looming on the horizon, now may be the best time to get more out of your NetSuite investment. In this session you’ll learn best practices to streamline and automate revenue accounting. You’ll also hear advice on how to prepare for transitioning to the new standard. A demonstration of revenue recognition capabilities and an “ask our experts” Q&A opportunity will conclude the session. Attendees should have a firm grasp of revenue accounting standards, as well as a basic understanding of NetSuite’s revenue recognition functionality.

SESSIONSBREAKOUT

66

Calling All NetSuite Admins: Best Practices for the Administrator Role (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Brian Taylor, Sr. Director, Compliance, Systems & Tools, NetSuite

Designed for NetSuite administrators and power IT users, this session provides an in-depth look at how NetSuite runs NetSuite. Brian Taylor, NetSuite’s lead administrator, will take you through detailed best practices on establishing controls, organizing user roles and permissions, using your sandbox, prototyping SuiteCloud customizations and more. Updated for 2014, this popular, interactive session will arm you with our own tips and tricks, help you avoid “gotchas,” and provide you with an opportunity to ask your toughest NetSuite admin questions. A solid understanding of NetSuite and experience as an administrator is helpful to those attending this session.

Bringing People, Process and Technology Together to Drive ERP Success (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 210 E & F – Exhibit Level, San Jose Convention Center

★ Eric Luehmann, Financial Systems Manager, CommVault

Building the right team is perhaps the most important step to ensuring your initial or follow-on ERP project is successful. It’s more than just smart people with expertise in one area, but rather a diverse group of people who offer a variety of strengths. There are three key areas of expertise required: general business acumen, IT/business applications background and accounting/financial knowledge. In this session, you’ll learn how bringing these areas together was the key to success in taking CommVault, a public, multinational, SOX-regulated $4 billion market cap company, live on NetSuite in less than seven months.

What I Did After Going Live: How to Extend NetSuite with SuiteCloud (INTERMEDIATE)


★ Sudheer Yerabati, Director, Business Systems & Integration, MindJet Brian Dougherty, Director, Enterprise Architecture, SolarWinds Dan Milller, General Manager, Software Vertical, NetSuite

Your company has been running on NetSuite and now you’re ready to take it to the next level with workflows, scripting and other customization tools. This session focuses on how the SuiteCloud platform can be used to further transform your business operations. Through a detailed customer case study, as well as best practices from our own professional services experts, you’ll learn how to tap into the power of SuiteCloud and achieve similar results in your organization.

NetSuite TribeHR for Software Companies (BASIC)


★ Mark Gally, Area VP, HCM Sales and Marketing, NetSuite Donna Fung, Product Manager, NetSuite

NetSuite’s acquisition of TribeHR created the industry’s first integrated cloud ERP and HCM software suite. The result is a single cloud solution for modern organizations that combines powerful ERP to run core business processes with rich social HR software to manage employees. In this session, you’ll learn how TribeHR supports core HR functions and hear how software industry customers have benefitted from this powerful combination. We’ll also be conducting a live demonstration of TribeHR’s functionality and NetSuite integration points during this session.

SESSIONSBREAKOUT


TRACK 1

67

TRACK 8

TRACK 8: ADVERTISING / MEDIA AND PUBLISHING / SERVICES COMPANIES

Adaptive Discovery and NetSuite: Moving at the Speed of Change (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Aaron Ellis, Account Manager, NetSuite

Publishers, broadcasters, news services and entertainment businesses are challenged by the rapid changes being driven by the Internet, online publishing and digital broadcasting. The key is having 360-degree insights into your business by expediting the time to market for offerings – tapping into real-time consumer insights and increasing revenue from intellectual property rights and royalties. Adaptive Discovery delivers sophisticated business intelligence capabilities with interactive, graphic dashboards, content and easy-to-use analytics. In this session, you’ll learn the top metrics that media and publishing organizations must use to measure and manage performance and what makes a successful set of dashboards to boost engagement.

Best Practices: Measuring Revenue for Media and Publishing Companies (BASIC)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Paul Lapan, Pre-Sales Solution Consultant, NetSuite Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite

Learn how to make the most of NetSuite to gain real-time visibility and control over revenue and performance reporting to make better, data-driven business decisions. Explore best practices for monitoring and analyzing ad sales and performance, revenue, circulations, site visitors, marketing effectiveness and more, including cost metrics. You’ll learn how to create customizable, highly visual dashboards, intelligent alerts and comprehensive business reports for your key stakeholders that can guide your tactical day-to-day decisions and longer-term strategic direction.

Using Ecommerce to Increase Revenue and Engagement in Media and Publishing Companies (INTERMEDIATE)


★ Owen Fayle, Vertical Market Expert, Ecommerce, NetSuite

NetSuite SuiteCommerce enables publishers to proactively generate new revenue streams and increase internal efficiencies by selling directly to media consumers and B2B partners over a robust ecommerce front-end that seamlessly integrates with the NetSuite back office and CRM. From customer self-service to online merchandising strategies, to transactions and to digital content delivery, this seminar will feature lively discussions on strategies and trends within ecommerce, and how media publishers can capitalize on NetSuite SuiteCommerce capabilities to deliver a superior customer experience.

Using NetSuite’s Billing Engine to Turbocharge Your Media Firm’s Cash Flow (INTERMEDIATE)


★ Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite Balaji Ramanujam, Vertical Market Expert, NetSuite

Streamlining your billing and subscription processes is a great opportunity to improve internal efficiencies, optimize your cash flow and deliver a simple, straightforward billing experience to B2C customers, B2B advertisers and partners alike. During this session, our subject matter expert will examine the challenges media and publishing companies face in complex billing environments, and how to leverage key capabilities of NetSuite’s billing engine to increase revenue capture and maximize subscription renewals – while also saving critical staff time by utilizing a unified billing system.

SESSIONSBREAKOUT

68

Be the Best: Optimize Resource Management at Your Advertising Firm (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Ryan Morrissey, Manager, Pre-Sales Solution Consultant, NetSuite Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite

Are your advertising firm’s resource management operations best-in-class? In this session, you will learn the multitude of options firms have at their fingertips to control freelancer overage, map skills and talent gaps, and optimize staffing workflow using NetSuite OpenAir. You will also walk away with insights into crucial requirements like staffing plans, what-if forecasting and budget management.

Best Practices: Running Your Advertising Company on NetSuite (BASIC)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite

This session will highlight NetSuite’s flexible business platform that enables agencies to adjust core workflows – saving time and delivering a consistent, reliable set of processes that improve agility, visibility and collaboration across the company. The session will also cover deployment best practices and adoption techniques.

Increase Agency Profitability with Better Project Workflow and Resource Management (INTERMEDIATE)


★ Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite Greg Dos Santos, CFO, Cardinal Path David Reichenbacher, Sr. Director, Operations, Cardinal Path Tim Groves, VP, Professional Services, NetSuite

Learn the workflow of a typical client, from client pitch to cash collection. The session will highlight areas where organizations can save significantly

from adopting new streamlined workflows, and explore critical areas of resource management, labor budgeting and reporting analytics with real-world use cases that your agency can leverage. This session is a terrific opportunity for agency leaders looking to maximize their team’s investment in the NetSuite solution.

Customer Panel: Transforming Business Operations at Next-Generation Agencies (BASIC)


★ Jason Balk, CFO, Adtegrity Chris Hering, Industry Manager, Advertising, Media and Publishing, NetSuite

Today’s advertising world is rapidly changing via innovative advertising technology providers. These innovators need flexible platforms to run their own businesses and optimize their growth. In this session, learn how two firms are thriving by using NetSuite to evaluate growth, select areas of investment and integrate with their own proprietary tools. This is a great opportunity to hear first-hand how innovators are using NetSuite for real-time visibility and process optimization – freeing valuable resources to focus on growing the business.

Services Resource Planning (SRP) Demystified (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Dan Grace, Director, Product Management, NetSuite

Learn how SRP can help you manage your entire services business with one end-to-end solution, from lead generation to professional services automation and back-end financials. This session focuses on the benefits of SRP, with a discussion of NetSuite-native functionality and features. We will cover functionality that spans project and resource management, project accounting, and time and expense management. Learn how you can leverage these and other workflows of SRP to manage your business more effectively.

SESSIONSBREAKOUT


TRACK 1

69

TRACK 9

Analyst Perspective: Best Practices for Services Organizations (BASIC)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 210 G & H – Exhibit Level, San Jose Convention Center

★ Jeanne Urich, Managing Director, Service Performance Insight Ed Marshall, SVP and General Manager, Services Vertical, NetSuite

What separates the best service organizations from the rest? In this fun and informative session, service industry leader Jeanne Urich will share data, insights, best practices and case studies from Service Performance Insight’s 2014 Professional Services Maturity Model Benchmark. The presentation will cover trends and challenges shaping the service industry, an introduction to the PS Maturity Model and the impact of operational maturity on the bottom line – and an overview of the five Service Performance Pillars. The presentation will also include data on how integrated ERP, CRM and PSA applications impact revenue and profitability.

Increase Visibility and Profitability in Services Companies with Financial Planning and Business Analytics (INTERMEDIATE)


★ Aaron Ellis, Account Manager, NetSuite

The best-run services organizations have clear visibility across the entire delivery chain, from bookings to billings to backlogs. They’re able to manage headcount, utilization cost per person and expenses to drive overall project margins by using analytics to quickly uncover issues that hamper performance. In this session, you’ll learn the top metrics that services organizations must use to manage performance, how successful dashboards maximize project profitability, how to use financial planning to align headcount and keep expenses under control, and how integrating with NetSuite OpenAir data delivers enhanced visualization and reporting.

Tips and Tricks for Maximizing Reporting with OpenAir for Services Companies (ADVANCED)


★ Tim Groves, VP, Professional Services, NetSuite

Accurate, comprehensible and reliable reporting of your OpenAir data is essential to running your business. In this session, we demystify OpenAir reporting features and empower you to use them easily and quickly. Do I need a summary, detail or advanced report? What’s the difference between subtotals and subtotal roll-up? Is this a calculated field or a custom field? These questions and more will be addressed as we demonstrate how to be effective with utilization reporting, project margin reporting, cycle time reporting, forecasting and other metrics. A basic understanding of the OpenAir database and reporting is helpful for session attendees.

TRACK 9: ERP: FINANCIALS / ONEWORLD

Case Study: Transform People Processes with the Power of HCM and ERP (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Mark Gally, Area VP, HCM Sales and Marketing, NetSuite Jillian Mood, Director, Corporate Culture and Talent Acquisition, Magmic

To best leverage its growing workforce, Magmic recognized the need for a social and collaborative HR solution. The social nature of TribeHR’s solution aligns with the expectations of tech-savvy and socially active employees, which boosts morale and productivity. Going beyond HCM, Magmic leverages the pre-configured integration by synchronizing employee directory data between NetSuite core financials and TribeHR,

SESSIONSBREAKOUT

70giving Magmic a single system of record for employee information. In this session, discover how HCM and ERP not only transformed the way Magmic manages their employees, but the way they manage their entire business.

Need to Report Financials by GAAP and IFRS? Multi-Book Accounting is Your Secret Weapon (ADVANCED)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Michael Ye, Principal Product Manager, NetSuite

NetSuite’s multi-book accounting module enables financial users to run multiple sets of financial books in parallel, for the purpose of supporting various accounting and reporting standards. This session will review how to configure your financial system with multi-book accounting rules, process business transactions to generate book-specific accounting results and leverage our enhanced data analytics toolkit to analyze your financial performance on a per book basis. A basic understanding of NetSuite’s OneWorld and Advanced Financials modules will be helpful for session attendees.

Keeping up With Global VAT Compliance Changes (BASIC)


★ Kamlesh Rajyaguru, Director, International Products, NetSuite Alex Baulf, Sr. Manager, International Indirect Tax, Grant Thornton UK LLP

This session will provide valuable insight into planned VAT compliance changes in strategic markets including the European Union, China and India. During this session, we will cover changes to the mini One Stop Shop legislation that will impact U.S.-headquartered businesses operating in the EU with electronically supplied services (ESS), as well as the European Commission’s proposals for a single VAT return and the implications for businesses.

NetSuite ERP: What’s New, What’s Next (INTERMEDIATE)


★ Michael Ye, Principal Product Manager, NetSuite

Join the NetSuite ERP product team as they share major financial features released in NetSuite since last year’s SuiteWorld event. You can also expect a sneak peek into the high-impact functionality we are planning to deliver in the coming years, which cover such areas as OneWorld, Advanced Revenue Recognition, Multi-book Accounting and more.

NetSuite Premier Payroll: What’s New, What’s Next (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Barinder Saini, Director, Software Development, NetSuite

NetSuite Premier Payroll is a full-service U.S. payroll offering. In this session, learn how to fully integrate NetSuite Premier Payroll to pay time, wages, commissions and expenses to your employees. We will also demonstrate recently released features in addition to upcoming, yet-to-be released, NetSuite Premier Payroll capabilities.

Effectively Manage Financials within Business Units with Statistical Accounting and Dynamic Balance Allocations (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Robert Gunzinam, Product Manager, NetSuite

NetSuite’s statistical accounting feature allows financial users and corporate management to enter non-monetary data, run cost and revenue allocations and enhance financial statements with financial ratios. During this session we’ll review how to set up the statistical accounting system and use it to process dynamic account balance allocations so you can maximize performance of your independent operating units.

SESSIONSBREAKOUT


TRACK 1

71

TRACK 9

Transforming the CFO Role with Cloud ERP (INTERMEDIATE)


★ Tom Kelly, Managing Director, T - Edward, Inc.

Companies are solving back-office pain points by migrating processes to the cloud. In this session, we will examine the benefits of moving to cloud ERP/financials with real-world examples including: how the cloud transforms the CFO Role; a financial close process that runs 24/7/365; how the cloud improves efficiency and accuracy for planning, budgeting and forecasting; real-time access to accurate information anytime, anywhere and on any device; workshifting; and one size fits all, at least 80 percent of the time.

NetSuite TribeHR: Transform the Way You Recruit, Manage and Retain Your Employees (BASIC)


★ Joseph Fung, VP, HCM Products, NetSuite

NetSuite TribeHR can help you transform the way you recruit, manage and motivate your employees. By delivering fully integrated core HR with social performance management and comprehensive applicant tracking, NetSuite TribeHR reduces administration while driving increased productivity. And, for the first time, HCM and ERP data are brought together to deliver incredible insight across the organization. Discover how NetSuite TribeHR can transform your business by giving you the tools needed to manage one of your most valuable assets: your employees.

Simplifying Financial Disclosures to Decision-Makers: Tools for Success (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Brett Hills, CFO, Teton Gravity Research

Profit and losses, balance sheets, cash flow statements, budgets, AP, AR and forecasts: How do you effectively communicate all of this information to your management and board? During this session you will find out what is important to your company’s management, how NetSuite can provide that information and how best to communicate it to decision makers. Whether it is a financial report, an MD&A or a business position statement, discover what is best for your company and be a star in your organization.

Add to Your Financial Analytics Toolbox (BASIC)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room LL20 A & B – Lower Level, San Jose Convention Center

★ Russell Cull, Principal Instructor, Training Consultant, NetSuite

Learn simple tips, tricks and techniques to get more from your financial analysis. During this session, we will walk through a real-world scenario illustrating how to meet financial analysis needs by using standard NetSuite features. We will use Report Builder to customize a report, taking a look at summary snapshots and Web queries, then dive into searches by exploring formulas, HTML formatting and creating custom key performance indicators (KPIs). This session will conclude by examining KPI scorecards, including investigating the standard scorecard format, creating formulas and adding highlighting. Apply the techniques demonstrated in this session and become your company’s reporting specialist!

SESSIONSBREAKOUT

72

Maximize Revenue Recognition Process Efficiency with NetSuite (ADVANCED)


★ Mohana Suggula, Sr. Product Manager, NetSuite

NetSuite advanced revenue recognition completely automates your revenue recognition processes and helps provide compliance with revenue recognition rules and regulations such as SOP 97-2, EITF 08-01 and EITF 09-03. During this session, we will review various advance revenue recognition solution cases, including enhanced revenue recognition processes and reports, as well as the latest version of the NetSuite EITF 08-01 SuiteApp that manages revenue allocation and recognition for the multi-element sales transaction. A basic understanding of NetSuite revenue recognition and revenue commitment features will be helpful for session attendees.

Align Sales Behavior with Corporate Objectives Using Incentive Compensation (INTERMEDIATE)


★ Barinder Saini, Director, Software Development, NetSuite

NetSuite incentive compensation is a fully integrated module to calculate and pay commissions to your company’s sales force. In this session, learn how to implement standard and custom incentive compensation plans to incent and motivate your sales force to achieve revenue goals and align their behavior with corporate objectives. Session attendees will also learn about upcoming commission features.

TRACK 10: SUITECLOUD

Turbocharge Your ERP and Financial Operations with SuiteScript (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Bruce Tanenholtz, Program Manager, Technical Curriculum, NetSuite Robert Lin, Sr. Product Manager, NetSuite

ERP financial management is typically at the heart of any NetSuite deployment. In this session, we will explore how SuiteScript assists automating your business processes through best practices. Learn how to harness the customization power of SuiteScript to get the most out of your financial information and improve your bottom line. You will also discover how to customize key records and transactions such as sales orders or customers. Use SuiteScript to gain a racing edge in running your turbocharged business.

SAFE is Best: SuiteApp Architectural Fundamentals and Examples (SAFE) (ADVANCED)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Terry Chan, Sr. Manager, SDN Solutions Engineer, NetSuite Robert Prentiss, Director, SDN Quality Programs, NetSuite Lucas Vear, General Manager, Klugo Pty Limited

Gain a deep understanding of the guiding principles for secure applications with good performance built on the SuiteCloud platform in this hands-on session. You will get insight into design best practices to ensure your application works in harmony with other SuiteApps and customizations in any NetSuite account. While this session mainly focuses on best practices for developer partners, administrators would also benefit from many of the same ideas for their custom development work. You will need to have a strong working knowledge of the SuiteCloud APIs and customization framework to attend this session.

SESSIONSBREAKOUT


TRACK 1

73

TRACK 10

Amp Your SuiteApp: Best Practices for Scaling and Tuning Application Performance (ADVANCED)


★ Kevin Brown, Principal Client Manager, NetSuite John Cherniavsky, Director, Software Development, NetSuite

SuiteCloud developers and administrators will not want to miss this in-depth session on optimizing performance of your SuiteApps across the SuiteCloud platform. Join some of NetSuite’s top technical resources as they provide hands-on tips on leveraging the advantages of SuiteCloud Plus for throughput and scalability, data migration strategies and effective script queue utilization. You will also learn how best to design your SuiteApp to avoid the common pitfalls that could result in performance degradation. Session attendees should have experience writing SuiteScript or SuiteTalk applications and also possess a strong working knowledge of the SuiteCloud APIs.

Gain Deeper Business Insight with the Power of Saved Searches (INTERMEDIATE)


★ Mihail Mihaylov, Principal Product Manager, NetSuite Jan Stacha, Product Manager, NetSuite

Are you getting the most out of saved searches to understand what is happening at all levels of your business in real time? Chances are that you are not and this session can help. Through examples and live demonstrations, we will explore advanced saved search capabilities such as email alerts, summary criteria, formulae, SQL functions and many other techniques that enable you to address a broad set of business questions and drive immediate calls to action that align with business strategy and goals.

Case Study: SuiteTalk Your Way to NetSuite Integration (BASIC)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Nick Thomson, Sr. Technical Consultant, NetSuite Jay Goel, Engineer, Eponym

Whether you need to integrate with an EDI system using SOAP, or have a modern application that relies on REST, SuiteCloud is an “all-you-can-do” platform for your integration needs. Come join NetSuite experts for an overview of SuiteCloud integration technologies. Customers like you will share how they have taken their business to the next level with the power and flexibility of SuiteCloud integration APIs.

SuiteCloud Platform: What’s New, What’s Next (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Elham Ghassemzadeh, Director, Product Management, Platform, NetSuite

Wondering what’s in store for customizing and configuring NetSuite? Attend this roadmap session to hear from the NetSuite platform product management team as they recap the features released within the last year and provide a look into the future of the SuiteCloud platform. Topic areas will include SuiteAnalytics, SuiteBuilder, SuiteFlow, SuiteScript, SuiteTalk and SuiteBundler. Administrators and developers attending this session will have the opportunity to ask questions and provide feedback on platform features and the roadmap.

SuiteAnalytics Connect: Your NetSuite Data, Your Way (INTERMEDIATE)


★ Mihail Mihaylov, Principal Product Manager, NetSuite Jan Stacha, Product Manager, NetSuite

The SuiteAnalytics Connect feature (formerly known as ODBC Connections for Advanced

SESSIONSBREAKOUT

74Reporting) enables you to access your NetSuite data via SQL so it can be archived, combined with external data, analyzed or visualized outside of NetSuite. In this session, we will explore and demonstrate the feature and the exciting new SuiteAnalytics Connect enhancements which give you the freedom and flexibility to use virtually any ODBC, JDBC or ADO.NET compatible archiving, data-warehousing or business intelligence tool thus enabling you to do more with your NetSuite data.

Unveiling a New Framework for SuiteCloud Application Development (ADVANCED)


★ Mariano Saenz, Principal Software Engineer, NetSuite Doug Williams, Sr. Director, Software Development, NetSuite

Attend this session and get a first look at what the future holds for SuiteApp development and deployment. Whether you are an administrator who codes or a seasoned developer who has already built and released applications on SuiteCloud, you will find value in this technical session as we reveal details of our development toolset and how they are evolving. Is the recently unveiled framework for SuiteCloud application development an evolution or a revolution? You be the judge. Attendees should be familiar with tools and processes for migrating customizations across NetSuite accounts, or building and deploying applications with the SuiteCloud Platform.

Discover What More You Can Do with SuiteFlow (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Mike Hikel, NA Regional Delivery Manager, NetSuite

Are you getting the most out of the power of SuiteFlow? Many customers use SuiteFlow for business process automation, UI customization or approval processes. In this session, we will demonstrate and explore SuiteFlow and how you can manage multiple workflows deployed on the same record. You will learn tips and gain a deeper understanding of how workflows are

invoked when related records change. You will see examples of how you can take advantage of SuiteFlow to solve complex automation needs. A solid working experience with SuiteFlow is necessary to take the most from of this session.

Transform Change Management from Major Pain to Major Gain with SuiteBundler (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room LL20 C & D – Lower Level, San Jose Convention Center

★ Suhas Mehta, Sr. Product Manager, NetSuite Ravi Ramakrishnan, Practice Manager, NetSuite

Want to make the best of your sandbox environment? Are you finding it hard to stay on top of the changes you need to promote to production? During this session, we will explore and demonstrate best practices for account administrators or system integrators to leverage the power of SuiteBundler to manage and migrate customizations from sandbox to production. We will also discuss a few models for using one or more sandbox accounts to make change management easier.

Mitigate Against Risk with Security and Authentication Best Practices that Matter (ADVANCED)


★ Chris Blum, Chief Security Architect, NetSuite Brian Taylor, Sr. Director, Compliance, Systems and Tools, NetSuite

Learn about the complexities and stringent requirements of IT security risk management and compliance from NetSuite’s top security experts and lead NetSuite administrators. You will walk away from this session with knowledge of the available tools and features that help you best mitigate against security threats such as phishing attacks aimed at your end users. NetSuite experts will also share tips and best practices for cloud security when building or deploying applications for NetSuite. To get the most out of this session, you should be familiar with the NetSuite access model and authentication options as well as the common security risks for a Web-based application.

SESSIONSBREAKOUT


TRACK 1

75

TRACK 11

Delight Your Users with a Tailor-Made UI with SuiteScript (INTERMEDIATE)


★ Bruce Tanenholtz, Program Manager, Technical Manager, NetSuite Ishmael Vargas, Sr. Technical Instructor, NetSuite Robert Lin, Sr. Product Manager, NetSuite

Customizable from one centralized administrative login, the NetSuite Retail Anywhere POS user interface supports multiple POS layouts to support varied store concepts and multiple role-based users in a retail store security hierarchy. In this session, our retail team will share advice and tips on the most effective way to organize your POS layouts and customize user roles and permissions as well as best practices on design – and pitfalls to watch out for.

TRACK 11: SUITECOMMERCE

Future Product Direction and Vision for SuiteCommerce (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL21 A & B – Lower Level, San Jose Convention Center

★ Rebecca Nathenson, Director, Product Management, Ecommerce, NetSuite

Join us for a look into the near future of SuiteCommerce and learn about the priorities and major functional areas NetSuite is working on for future product releases. Attendees will also gain insight into industry trends and customer opinions shaping the future product direction of NetSuite’s ecommerce platform. This session will offer an opportunity for customers to continue to be a part of the discussion and further influence the product roadmap.

Best Practices: Delivering Best-in-Class Website Performance (ADVANCED)


★ Jeff Binder, Cell Leader, Ecommerce Performance and Scalability, NetSuite Meir Tsinman, President, Medical Supply Depot

What would making your website 40-50 percent faster mean to your top and bottom line? In this session, discover the root causes of poor website performance and learn techniques to resolve them and significantly improve your website’s performance. Faster websites can mean higher search engine rankings, better conversion rates and, ultimately, increased revenue. You’ll learn more about industry benchmarks and what NetSuite is doing to improve performance. Hear how a NetSuite customer, Medical Supply Depot, improved their website performance and what that has meant to their business. Although the focus of this session will be more high-level than technical, a good understanding of NetSuite ecommerce applications – such as SuiteCommerce SiteBuilder, SuiteCommerce Advanced, or HTML – would be helpful for session attendees.

Just the Facts: SuiteCommerce Advanced (BASIC)


★ Baruch Goldwasser, Director, Ecommerce Operations, NetSuite Matt Grimm, Director of Ecommerce, RST Brands

NetSuite’s ecommerce platform, SuiteCommerce Advanced, provides a powerful and customizable architecture for building ecommerce experiences for any device. Attend this session to learn about the features and functionality, how it differs from NetSuite’s own Site Builder product as well as how it compares to other ecommerce products on the market. You will also hear how a NetSuite customer, RST Brands, has transformed their ecommerce sites using SuiteCommerce Advanced.

SESSIONSBREAKOUT

76

Market Insights: B2B Ecommerce Trends of Tomorrow (INTERMEDIATE)


★ Owen Fayle, Ecommerce, Vertical Market Expert, NetSuite

Forrester Research estimates domestic B2B ecommerce surpassed $550 billion in 2013 – more than double of online B2C sales. However, only 25 percent of B2B sellers have an ecommerce website. Come to this “can’t miss” session and learn how to gain market share in this industry. From delegated purchasing and customer-specific products/pricing to rich user experiences and personalization, we will discuss strategies and trends specific to B2B ecommerce that businesses can capitalize on by employing NetSuite ecommerce.

Marketplaces are Devouring the Ecommerce World (BASIC)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL21 A & B – Lower Level, San Jose Convention Center

★ Ryan Walsh, VP, Sales, ChannelAdvisor

Four major waves of innovation are sweeping through ecommerce and changing the way merchants sell online. Attendees will leave this session with a clear understanding of current ecommerce trends and how they can stay ahead of the curve by embracing the following waves of innovation: The Amazon Effect: Raising the bar on the ecommerce experience; Cross-Border Trade: Expansion in virtually all markets, globally; Mobile Adoption: The value of ecommerce in your pocket; and Social Commerce: The next generation of large-scale ecommerce channels.

How to Win in Ecommerce with Outstanding Inventory and Order Management (INTERMEDIATE)


★ Matt Rhodus, Vertical Market Expert, NetSuite

In today’s real-time global world of ecommerce, inventory and order management are more complex than ever. With inventory sitting in more locations, from distribution centers to stores and the warehouses of drop-ship suppliers, orders coming from websites, mobile sites, mobile apps, stores and contact centers and customers communicating with retailers through e-mail, live chat and social networks as well as web and physical stores, the complexities to provide a superior customer experience are many. Businesses that can show shoppers all available inventory, ship from the optimal location and respond quickly to customer requests stand to win loyal customers. Join this session and learn how to execute on this experience.

Best Practices: Upgrading From SuiteCommerce Site Builder to SuiteCommerce Advanced (ADVANCED)


★ Eric Dubiner, Practice Director, NetSuite Charlie Poladura, Solution Architect, NetSuite

Are you planning to migrate your current SuiteCommerce Site Builder site to SuiteCommerce Advanced? In this session, you will learn how to go through a typical ecommerce upgrade and discuss common challenges that might be faced, how to overcome them and highlight best practices around data migration techniques, and back-end configuration. Participants familiar with NetSuite navigation and features will get the maximum benefit from this session.

SESSIONSBREAKOUT


TRACK 1

77

TRACK 11

SEO + SuiteCommerce Advanced = Your Secret Sauce for Success (INTERMEDIATE)


★ Carlos Munoa, Principal, Ecommerce Marketing, NetSuite

Optimizing SEO for your ecommerce site poses challenges such as solving for pagination, faceted search, canonical tags, code markup, sitemap, schema.org, user-friendly URLs and 301 redirects. In this session, we will provide you with the recipe to meet these challenges head-on. You will learn how the SuiteCommerce platform is built to deliver best practice SEO, and we’ll demonstrate how the platform can take SEO to the next level through customization and deliver solutions that add the same sort of value as point SEO add-on products.

Harnessing Big Data to Automate and Optimize Your Commerce Business (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room LL21 A & B – Lower Level, San Jose Convention Center

★ Sanjay Mehta, Commerce VME Team Lead, NetSuite

Do you know how to take advantage of your back-office transactional data to increase profits? There is a wealth of knowledge that can be used to improve your commerce business and, in this session, you will learn how to grow your commerce business using big data. Leverage inventory, order, financial and customer analytics to automate and optimize your marketing, merchandising, order management and customer service decisions. Big data can help you increase efficiency, which improves customer service and leads to increased profits.

Customer Experience Innovations (INTERMEDIATE)


★ Diego Terra, Director, Ecommerce, NetSuite

Get inspired and let your imagination flow as we take a look at examples of the innovative ways NetSuite users have customized their SuiteCommerce storefronts to provide great shopping experiences.

Customizing Your SuiteCommerce Web Store (ADVANCED)


★ Bruce Tanenholtz, Program Manager, Technical Manager, NetSuite

Discover how to get started with customizing pre-built reference implementations for My Account, Cart, Checkout and Shop Flow. In this session we’ll identify the core front-end and back-end technologies, outline how to apply customizations and provide tips on enhancing developer productivity.

Going Old School: Using a Blog to Grow Your Online Sales (BASIC)


★ Tim Wall, Sr. Marketing Manager, NetSuite LightCMS, NetSuite

Remember when blogging made everyone super cool and super rich? Those were the days. Now blogging is about as sexy as snail mail, but for those willing to work hard and embrace the fads of yesteryear, blogging can deliver real, long-lasting results. In this session, we’ll demonstrate how a strategic, high-quality blog can grow your online sales, and we’ll also teach you how to build and maintain a blog that delivers results.

SESSIONSBREAKOUT

78

TRACK 12: ERP: ORDER MANAGEMENT / SUPPLY CHAIN

Cost Accounting Unveiled: Control Manufacturing Costs with NetSuite Standard Costing (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Peter Fung, Principal Product Manager, NetSuite

This session will provide an in-depth review of standard costing for controlling your manufacturing costs. The use of cost categories and manufacturing and inventory costing templates will be covered in this session. We’ll also explore the variance generation process and learn how cost accountants can use these capabilities to identify cost saving opportunities on the shop floor.

Achieving Omnichannel Order Management Excellence for B2C and B2B (BASIC)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Allison Manetakis, Sr. Product Manager, NetSuite

The last several years have left B2C sellers breathless trying to keep up with rising customer expectations for a seamless, omnichannel experience – and B2B sellers are beginning to experience the same demands. To deliver on the omnichannel promise, sellers must implement order management as the bridge across all channels and fulfillment sources to enable fast, flexible and flawless omnichannel fulfillment. Join this session and learn how the NetSuite order management capabilities, combined with other offerings in the NetSuite portfolio, enable you to provide an omnichannel sales and service experience that will delight today’s customers.

Ask the Experts Roundtable: Order-to-Cash Best Practices (ADVANCED)


★ Jeff Hoffmeister, Solution Consultant, NetSuite Joel Engelstad, Consultant, NetSuite Sherwin Delos Santos, Customer Support Supervisor, NetSuite Nancy Roecker, Practice Director, NetSuite Catherine Jones-Franey, Practice Manager, NetSuite

Have you wondered how to get the most out of your NetSuite order-to-cash implementation? Do you have questions about how the NetSuite order-to-cash process works? Join this session for an opportunity to discuss best practices with our panel of order-to-cash product experts. A Q&A session will be a key component of this “can’t miss” session. Experience configuring NetSuite order-to-cash features will be helpful for those attending this session.

Improve Inventory Optimization Through Effective Planning with NetSuite (INTERMEDIATE)


★ Thad Johnson, Sr. Product Manager, NetSuite

Discover how to increase your inventory utilization with the latest additions to the inventory and manufacturing planning area. We will highlight recent improvements in NetSuite demand planning. This session is geared towards new and existing manufacturing customers interested in extending their NetSuite implementation.

Optimize Your Manufacturing Processes: A Functional Overview (BASIC)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Vera Kalabova, Product Manager, NetSuite

This session will provide a general overview on how work in progress (WIP) control and production scheduling can increase efficiency in your manufacturing environment. Learn how production managers, cost accountants and planners can leverage these new capabilities to have better visibility and control resources utilization on the shop floor.

SESSIONSBREAKOUT


TRACK 1

79

TRACK 12

Inventory Management: A Detailed Look at New Functionality (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center


In this session, supply chain analysts and managers can learn about how the new inventory commitment enhancements can increase customer satisfaction. By leveraging the new order line priority, order lines can be automatically reprioritized and reallocated to achieve the target service level. This session will include a detailed discussion of the inventory commitment function and its new capabilities.

Improve Fraud Control with NetSuite (ADVANCED)


★ Peter Knopf, Payment Processing Manager, NetSuite Cory Siddens, Sr. Director, Risk Solutions, CyberSource

Learn how to improve order risk assessment and amplify your credit card fraud management strategy in this session featuring NetSuite integration with CyberSource Decision Manager. Learn from the experts as we discuss fraud management strategy and how best to protect your business interests. Attendees should have some experience with NetSuite sales order processing and CyberSource.

An Introduction to Supply Chain SuiteApps from NetSuite (INTERMEDIATE)



This session will provide an introduction to Supply Chain SuiteApps that extend supply chain solutions for product-based industries. You will walk away from this session with a deep understanding of SuiteApps from NetSuite such as Grid Order Management, Supply Chain Management, and Warranty and Repair.

Ship, Ship, Hooray! A Detailed Look at New Shipping Functionality (BASIC)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Vera Kalabova, Product Manager, NetSuite

The delivery of your goods to your customers is vital to achieving the optimal service level of your organization. During this session, you will learn about recent functional innovations in the shipping area, including default shipping methods per customer, per item, shipping item restrictions by state and shipping exclusions of certain items.

Procure to Pay: Control Spend with NetSuite (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Thad Johnson, Sr. Product Manager, NetSuite

Discover how NetSuite can help you control expenses in your organization. Learn how you can leverage new capabilities to improve purchasing efficiencies, reduce procurement costs and drive procurement productivity.

NetSuite Order Management and Payments: What’s New, What’s Next (INTERMEDIATE)

ƴ Thursday 1:45 p.m. – 2:45 p.m., Room LL21 C & B – Lower Level, San Jose Convention Center

★ Allison Manetakis, Sr. Product Manager, NetSuite Lukas Skulnik, Product Manager, NetSuite

Join this session to learn about new order-to-cash features in the areas of order management, pricing and promotions, and payments in recent releases. During this session, we’ll also discuss near-term product strategy and the roadmap in these areas, including key features we’re planning for our upcoming releases.

SESSIONSBREAKOUT

80

TRACK 13: OPENAIR

Must Have Reports for Your OpenAir Account (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Heather Rippere, Sr. Training Consultant, NetSuite Bariza Narmada, APAC Principal Instructor, NetSuite

Are you running a global or multi-department organization? Do you need an accurate view of all aspects of your business? Attend this session to hear what key reports you must be running to gain global visibility into your organization and assist with key decision-making.

Best Practices: Optimizing Resource Management (ADVANCED)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Carolyn Turley, Sr. Consultant, NetSuite

Whether you have 10 or 100 employees, it’s crucial to have the right staff with the right skills working on projects. Join this session to hear our experts describe the latest and greatest features to help streamline the resource management process. You will learn how to create resource requests, allocate skills priority, quickly modify bookings via drag and drop, and much more.

Turbocharge Your Business with the Power of Financial Forecasting in OpenAir (BASIC)


★ Heather Rippere, Sr. Training Consultant, NetSuite Bariza Narmada, APAC Principal Instructor, NetSuite

Join our OpenAir experts to learn all the different ways to run forecasting for your company. This session will help provide greater visibility into how to look at forward-looking financial information such as billing, revenue and costs based on resource staffing and project commitments. Learn how to take advantage of NetSuite OpenAir’s powerful forecasting capabilities to predict future staffing requirements, utilization, revenue and margin.

Customer Success: Streamlining Your Resource Management Organization (BASIC)


★ Tomas Slezak, Product Manager, NetSuite Laura Gonzalez, Operations - Field Technical Services, Cloudera Neal Kolber, Director, Global Systems, Emergo Group

Do you want to ensure your organization’s resources are allocated with the right skills and availability? Join this session to hear how Cloudera is leveraging OpenAir to streamline their resource management processes. Hear how companies are leveraging bookings, booking approvals and skill searching to ensure maximum utilization of their employees.

Unlock the Power of Scripting for Customizing Your OpenAir Workflows (ADVANCED)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Eric Rybski, Sr. Consulting Engineer, NetSuite

Do you have complex workflows for your business needs? Come find out how you can further customize your OpenAir solution with advanced user scripting. You’ll see real-life examples of how custom user scripts can help streamline your organization’s workflow processes. Attend this session and walk away with expert tips you can immediately leverage to benefit your business.

Customer Showcase: Best-in-Class OpenAir Integrations (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Justin Harvey, Director, Accounting, Sirius Computer Solutions Ryan Olshan, Practice Manager, Professional Services, NetSuite

NetSuite OpenAir offers many integration capabilities leveraging different technologies. Join this session to learn how NetSuite customers are taking advantage of these tools to facilitate their integration needs. Come hear about the different applications that are seamlessly integrated into their OpenAir account.

SESSIONSBREAKOUT


TRACK 1

81

TRACK 13

NetSuite OpenAir: Product Review and Roadmap (INTERMEDIATE)


★ Vlastimil Kolaja, Product Manager, NetSuite Tomas Slezak, Product Manager, NetSuite

Join the NetSuite OpenAir product management team for a recap of the past year’s product enhancements. Attendees will also get a sneak peek into the exciting OpenAir product plans for the upcoming year.

Managing Your Multi-Currency Account: From Custom Currencies to Foreign Exchange Rates (ADVANCED)


★ Tim Groves, VP, Professional Services, NetSuite

Are you managing projects and resources in different countries? Are you billing in different currencies? Join our expert to learn how to best leverage multi-currency capabilities using OpenAir. You will learn how currency conversions work, how to use custom currencies and foreign currency receipts, how to set foreign exchange rates and much more.

Deep Dive: The Powerful New OpenAir Scripting Platform (INTERMEDIATE)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Eric Rybski, Sr. Consulting Engineer, NetSuite

The NetSuite OpenAir scripting platform is here! Join this session to learn how to deeply customize your OpenAir system using new user-scripting capabilities such as different trigger events, working with the user-scripting Web services, debugging techniques and much more. Session attendees should have worked with APIs and have some prior knowledge of JavaScript.

Perfectly Tune Your OpenAir Account Configuration to Maximize Efficiency (BASIC)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room LL21 E – Lower Level, San Jose Convention Center

★ Ryan Olshan, Practice Manager, Professional Services, NetSuite

Are you taking full advantage of OpenAir’s tools to ensure your account is configured to meet your organization’s needs? Learn about the options available to you to help keep your OpenAir account organized and well maintained. Whether it’s leveraging filter sets or form permission rules, see how you can ensure your users only have access to the information they care about.

Essential Metrics to Run Your Services Business Using OpenAir (INTERMEDIATE)


★ Lesley Avann-Tanner, Sr. Curriculum Developer, NetSuite

Utilization, profit, profitability, realization and recovery are the key metrics successful services organization should track. During this session, we will explore how to create these metrics within OpenAir. Learn from real-world examples that you can take back to your business and immediately implement.

Advanced Revenue Recognition in OpenAir (ADVANCED)


★ Eric Cheung, Project Manager, NetSuite

In this session, hear from product experts on what you need to think about if you’re considering recognizing revenue in OpenAir. You will learn when and if you should use percent complete, fixed-fee or as-billed recognition rules for your company. Session attendees should have a basic understanding of project accounting.

SESSIONSBREAKOUT

82

TRACK 14: ERP: BILLING / PROJECT MANAGEMENT

Learn What’s New and Improved in Recurring Billing (INTERMEDIATE)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ John Peacock, Practice Manager, NetSuite

Got a subscription business model? Then you know how challenging it can be to set up and manage ordering, billing and pricing. The NetSuite Recurring Billing (RB) module is NetSuite’s solution for subscriptions and, in this session, we will start with an overview of the RB module, and then we’ll discuss some of its new features introduced this year such as change orders, custom pricing, fixed dates and co-termination.

Increase Your Billing Success for Credit Card Transactions (INTERMEDIATE)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ Lukas Skulnik, Product Manager, NetSuite Nathan Morgan, Director, Product Management, Visa

Recurring billers can improve credit card decline rates due to expired cards by using new NetSuite functionality that indicates the charge is authorized by the cardholder as part of a recurring or installment sales agreement. Learn how the credit card networks support the subscription-billing model with the recurring indicator, how to use the new NetSuite functionality to take advantage of the recurring indicator and what this can mean for your profitability.

NetSuite Services Resource Planning: Solution Overview and What It Means for You (BASIC)


★ JP Nahmias, Sr. Product Manager, NetSuite

Learn the ins and outs of NetSuite’s new Services Resource Planning (SRP) solution. This session is designed to provide an overview of

SRP and a discussion of why SRP is the right solution to help you manage your services-based business. We will focus on specific features recently introduced in such areas as project management, resource management and job costing. In addition to a NetSuite-led overview, this session will provide real-world learnings and benefits from a NetSuite customer.

Tips and Tricks for NetSuite Administrators: Getting the Most Out of Your NetSuite Implementation (BASIC)


★ Tom Heideman, Director, IT, Mastergraphics Inc.

Are you taking full advantage of NetSuite to drive productivity gains? Would you like to learn a few tips and tricks to help your users get the most out of NetSuite? Join us for this informative session as a seasoned NetSuite administrator shares real-world best practices to simplify and automate workflows, improve information identification with custom records, drive efficiencies through the power of formulas and more. You will walk away with a handy formula guide and new ideas on how to enhance your NetSuite environment.

Services Resource Planning: Forecast Generation Best Practices (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ JP Nahmias, Sr. Product Manager, NetSuite

Grappling with revenue forecasting across both your product and services businesses? Then this session is for you! Learn how to generate a true services- and product-based forecast all in the same report and how to best leverage the functionality in NetSuite’s new Services Resource Planning (SRP) solution. We will demonstrate how to use variable revenue recognition schedules in conjunction with your charge-based projects, and leverage the sales order to tie it all together. We will also demonstrate how a billing forecast can be different than a revenue forecast and how the two can be separated in transactions.

SESSIONSBREAKOUT


TRACK 1

83

TRACK 14

The Future of NetSuite Billing Starts with the New Billing Work Center (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ Dennis Shak, Principal Product Manager, NetSuite

Is your billing team swamped and still creating and validating invoices one at a time? With the new Billing Work Center, streamline your billing operations and workflow approvals. Execute bill runs for one customer, groups of customers or all of your customers – and even put your bill runs on a schedule to run completely hands-off. The resulting invoices can be automatically posted or held for bulk review, validation and approval. In this session, we will share NetSuite’s vision for unified billing and rating to provide one consistent business process to handle all of your billing requirements.

Optimize Your Project Delivery Processes with Time and Expense on Your iPhone (INTERMEDIATE)


★ Lesley Avann-Tanner, Sr. Curriculum Developer, NetSuite

Join this session to learn how Services Resource Planning (SRP) and new capabilities in NetSuite for iPhone enable you to better manage your forecasting, utilization and capacity planning. Learn how mobile access with NetSuite allows your assigned resources to enter time and expenses on-the-go, so that you can immediately track percent complete in real-time. Key takeaways will include how best to accelerate the invoicing process, increase accuracy of time management and optimize revenue management processes.

Project Profitability Using Standard Costing Models (ADVANCED)


★ Adam Mayo, Pre-Sales Solution Consultant, NetSuite

This session will look at the various tools for project profitability in NetSuite. We will explain

how NetSuite generates a profitability report using a standard costing model and why companies might prefer using the standard costing model instead of the actual costing model of profitability. Experience with NetSuite’s project management functionality will be helpful for attendees of this session, but not required.

Billing (and Pricing) for Dummies (BASIC) ƴ Thursday 10:30 a.m. – 11:30 am, Room LL21 F – Lower Level, San Jose Convention Center

★ Dennis Shak, Principal Product Manager, NetSuite

One of the many nice things about billing and pricing in NetSuite is that there are so many different ways to do it! In this session, we will cover a variety of ways to bill customers, including billing sales orders, projects and subscriptions, to support an array of different business models. And, what’s a talk on billing without a talk on pricing?! Learn when – and when not – to use item pricing, pricing groups, price levels and quantity pricing.

Make NetSuite Your Suite with the SuiteCloud Platform (BASIC)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ Jayesh Jain, Principal Developer Evangelist, NetSuite

The SuiteCloud platform offers a variety of configuration and customization capabilities to NetSuite developers and administrators. In this session, you will get an overview of NetSuite’s platform tools so you can determine the appropriate technology to use and unleash the power of the platform to tailor NetSuite for your unique business needs to maximize your competitive advantage.

SESSIONSBREAKOUT

84

Yes You Can! Use APIs to Connect your System to Recurring Billing (ADVANCED)

ƴ Thursday 3:00 p.m. – 4:00 p.m., Room LL21 F – Lower Level, San Jose Convention Center

★ Andy Vincent, Platform Software Architect, NetSuite Balaji Ramanujam, Vertical Market Expert, NetSuite

Don’t recreate the wheel! When implementing a subscription business model with the Recurring Billing (RB) module, you can reuse and integrate your existing systems to RB for a seamless user experience. New APIs enable partners and developers to create a solution where users can create and manage RB subscriptions from their CRM console – or consumers can order services over the Web. A basic understanding of SuiteFlow and JSON concepts will be helpful for some topics covered in this session.

TRACK 15: ENTERPRISE BUSINESS MANAGEMENT

Implementing NetSuite While Preserving Your Existing ERP Investments: Lessons Learned at Shaw Carpets (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ Ben Kang, Sr. Product Marketing Manager, NetSuite Allen Stephens, Manager, IS Strategic Planning, Shaw Industries Group Inc.

Your company has already bet on a cloud ERP strategy and you’re invested in NetSuite. However, you still have questions about how you can best leverage it in your organization. Attend this session to hear from Shaw Carpets, a Berkshire Hathaway company, on how they began their expansion into international markets powered by a new NetSuite implementation to drive all of their financials and manufacturing operations in China while keeping their existing corporate systems intact. During this session you will also learn how Shaw Carpets is entering other markets in this manner.

EXECUTIVE SOLUTION SESSION: SaaS ERP in the Enterprise Expands as BPaaS in the Enterprise Emerges (INTERMEDIATE)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ James Mattison, Global NetSuite Practice Lead, Accenture Shannon Gilbertson, Operations Managing Director, Accenture

Cloud ERP solutions for enterprises driven by business initiatives such as M&A, global expansions or cloud transformation continues to grow. While moving ERP to the cloud brings several benefits associated with it, such a transformation begs several critical questions. Join Accenture in a discussion on SaaS ERP enterprise trends as we share client case studies addressing these questions and more, including key drivers of growth for enterprise cloud ERP, important considerations of deploying ERP in the cloud, the latest insights from enterprise cloud ERP clients and best practices in extending the value potential of NetSuite through BPaaS.

Technical Solutions Integrating NetSuite into Your Existing Environment (ADVANCED)


★ Bruce Cavers, Director, Professional Services, NetSuite

Your company has decided to adopt NetSuite to meet your growing demands; however, as an IT analyst, you wonder how to integrate NetSuite into your organization so that you can still leverage your existing tools. Attend this session to listen to integration experts as they highlight the range of options available for various application integration scenarios. This is an advanced session so some knowledge of the SuiteCloud platform would be helpful for attendees.

SESSIONSBREAKOUT


TRACK 1

85

TRACK 15

Fast-tracking Your Growth With NetSuite: An IT Panel Session with GoPro and Industry Influencers (BASIC)


★ Kishore Bhamidipati, Director, Product Marketing, NetSuite Stephen Baumer, CTO, GoPro Ben Kepes, Founder and Principal, Diversity Limited Michael Krigsman, Analyst, ZDNet and CxOTalk

GoPro was founded in 2002 and has quickly become a household name. Attend this session to hear Stephen Baumer the CTO of GoPro talk about what that growth has meant, the challenges it has presented and how GoPro is leveraging NetSuite to handle these challenges. He will also outline some of the ways NetSuite has powered GoPro’s growth while freeing them from worrying about their IT infrastructure. This session will also feature well-known industry bloggers Ben Kepes and Michael Krigsman in a panel discussion with Stephen. In the panel, they will delve into some of the trends that they observe in the cloud, their impact on businesses such as yours and how to leverage these trends to realize growth similar to GoPro.

Case Study: Williams-Sonoma Leverages Cloud Commerce to Take Their Business Global (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ Rob Bogan, VP, International Systems, Williams-Sonoma, Inc. Kishore Bhamidipati, Director, Product Marketing, NetSuite

At Williams-Sonoma, we are embracing next-generation commerce systems to streamline our business processes. We are also nurturing relationships with our customers by engaging them in an interactive, personalized and intuitive shopping experience whether it is in our stores, through our websites or our catalogs. We are doing all this with the benefit of a central system to manage all transactions with our consumers and partners worldwide via the NetSuite platform. Attend this session

to learn how NetSuite has played a key role in our international expansion through support for a variety of currencies, tax jurisdictions and financial structures all while offering a pixel-perfect experience to our website users that our customers have come to expect from us.

EXECUTIVE SOLUTION SESSION: Extending the Value of the NetSuite Platform with Application Integration (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ Lester Vergara, Sr. Business Development Manager, Dell Boomi Jaya Jaware, Corporate Controller, ServiceMax

How do companies extend the value and functionality of the NetSuite platform to automate business processes across their organizations in ways that scale? Through case studies from NetSuite customers, including ServiceMax, this executive session will arm you with information as well as tips and best practices for extending the NetSuite platform. Additionally, you’ll learn how integration platform as a service (iPaaS) automates business processes across NetSuite and other applications, and how iPaaS may help your company achieve business-critical goals in both the short- and long-term. This session is designed for functional users of NetSuite, managers and technical personnel.

EXECUTIVE SOLUTION SESSION: The Design and Delivery of a Digital Transformation (INTERMEDIATE)


★ Chris McDivitt, VP, Capgemini Dee Burger, NA Innovative Digital Services Leader, Capgemini Cyndi Lago, NA NetSuite Practice Lead, Capgemini

Businesses are experiencing a wave of technology disruptions, challenges and opportunities more intense than ever before. There is an inseparable connection between

SESSIONSBREAKOUT

86new and enhanced technology and the business processes and impacts they create and enable. The need for business elasticity with Cloud SaaS solutions, including ERP, CRM and SCM, is now as organizations deal with all channel business model shifts, expansion into new geographies or markets, mergers, joint ventures and overall digital opportunities to expand business. Capgemini will review its digital design solution framework and how leveraging NetSuite’s capabilities deliver the building blocks of a digital transformation.

Case Study: NetSuite Powers International Expansion Plans for Land O’Lakes, Inc. (INTERMEDIATE)


★ Todd Stabenow, Director, IT, International and M&A, Land O’Lakes, Inc.

As Land O’Lakes, Inc. develops and implements its international growth plans, the company is making changes and adjustments to its processes and systems to enable and support this expansion. Functionality-specific to global consolidation, local statutory reporting, foreign exchange management and several other areas will need to be extended, changed or simply implemented to accommodate the company’s potential expansion beyond its traditional US-centric business model. Attend this session and learn how NetSuite, a key Land O’Lakes, Inc. business partner, is helping the company achieve its international business expansion goals.

Change Management in the World of Cloud ERP (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ Ravi Ramakrishnan, Practice Manager, NetSuite Ben Kang, Sr. Product Marketing Manager, NetSuite

Change Management is an essential architectural discussion during an ERP implementation because it impacts the deployment and post go-live phases. These discussions are a precursor to managing change in any implementation. Attend this session to gain insight into best

practice recommendations – the pros and cons of multi-system landscapes for building, testing and deploying customizations. Key takeaways will include the implications of environment decisions on project timelines, multi-phase implementation, data refreshes and upgrades. You will also gain insight into new features pertaining to SuiteBundler and the improvements to Sandbox management and refreshes. This is an advanced session and requires knowledge of the SuiteCloud platform.

Anatomy of a NetSuite OneWorld Implementation - Lessons Learned at Land O’Lakes, Inc. (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 230 A – Exhibit Level, San Jose Convention Center

★ Arjun Devgan, Director, Professional Services, NetSuite Anand Misra, Sr. Product Marketing Manager, NetSuite Dennis Malinis, Mastery Level IT Project Manager, Land O’Lakes, Inc.

There are a growing number of enterprises in an array of industries tackling NetSuite OneWorld implementation projects and, while no two projects are alike, most of them likely do share commonalities in their approach and implementation methodology. In this presentation you will learn about the experiences gained during each phase of a case study implementation and how to leverage them to make your projects more efficient. The session will cover business requirements definition, political climate management and technical considerations, including integrations with legacy systems among others.

The Journey of Achieving Rapid ROI Through a Cloud ERP Strategy (INTERMEDIATE)


★ Vishrut Parikh, Director, Product Marketing, NetSuite Shamyo Chatterjee, CIO, Callidus Cloud Evan Trimble, Financial Systems Admin, Bazaarvoice

You have adopted the cloud-based ERP solution knowing that it can deliver immediate ROI through faster deployment of your business

SESSIONSBREAKOUT


TRACK 1

87

TRACK 16SESSIONS

BREAKOUT

management solution. However, in order to remain competitive in your industry you must leverage the investment and continue the journey you embarked upon. Attend this session and hear from Bazaarvoice and CallidusCloud as they outline how they are delivering a greater bang for their buck in such areas as financial consolidation, global deployment, and converting IT spend in to a strategic advantage by standardizing on the cloud platform worldwide.

Security, Compliance and Audit Best Practices for Global Deployments (INTERMEDIATE)


★ Brian Taylor, Sr. Director, Compliance, Systems and Tools, NetSuite Ning Wang, Manager Software Development, NetSuite Anand Misra, Sr. Product Marketing Manager, NetSuite

NetSuite runs its entire internal operations on the NetSuite Cloud ERP platform spanning all functional groups and serving over 2,400 worldwide employees. Join us for an informative session where NetSuite administration, security, compliance and internal audit experts share advice and tips on the most effective way to address the complexities and stringent requirements of IT security risk management and compliance. Best practices for monitoring and reporting for audit compliance will also be discussed.

TRACK 16: CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

A CRM Day in the Life: Sales, Marketing, Support (BASIC)

ƴ Tuesday 11:30 a.m. – 12:30 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Soren Schreiber-Katz, Manager, Services Enablement, NetSuite

Get real-time visibility into your entire customer lifecycle, from lead to close, to fulfillment and support. In this basic overview session, learn how to make the most of NetSuite CRM’s sales and marketing automation. We’ll take you through a sales process that covers campaign and lead generation, opportunity and forecasting, orders and sales performance, and customer support. NetSuite’s CRM is a robust, end-to-end solution that can help you drive sales and improve your customer service.

CRM Customer Insight Panel (INTERMEDIATE)

ƴ Tuesday 1:45 p.m. – 2:45 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ John Than, Manager, Solution Consulting, NetSuite Gerson Rodriguez, Manager, Corporate Information Systems, ADP AdvancedMD Catherine Adamson, CRM Administrator, Netsertive Derek Edwards, Manager, Sales Productivity, Netsertive

Discover how customers are successfully using NetSuite to support their diverse CRM data volume needs. In this session, you will hear from two NetSuite customers that are at different ends of the CRM use case spectrum. One customer is a high-touch, low-volume business, while the other is a high-volume, large sales team business. Both are using NetSuite CRM to better track, manage to goals and differentiate market strategy for their customer stratification.

SESSIONSBREAKOUT

88

Running Best in Class Demand Generation Operations with NetSuite (INTERMEDIATE)


★ Rob Israch, VP, Global Marketing Programs, NetSuite Jen Borelli, Director, Marketing Operations, NetSuite

In this session, attendees will get a comprehensive overview of NetSuite’s complete lead and campaign management capabilities. Hear from members of NetSuite’s demand generation team as they explain how NetSuite CRM+ manages demand generation activities, such as lead generation programs and marketing campaign execution. We will also discuss how to use standard reports to effectively evaluate lead source contribution and revenue contribution. Through interactive, live demo sessions, attendees will learn the basics and get pointers for properly setting up lead sources for reporting, creating email target lists, executing campaigns and setting up forms.

Best Practices: CRM for Manufacturing and Retail Companies (ADVANCED)


★ Jen Weiss, Principal Instructor, NetSuite Bob Roscoe, CEO, That’s Great News

In this session, learn valuable tips and tricks on how to effectively drive visitors and revenue to your online store, as well how to provide customer service that builds brand loyalty. During this session you will also learn how to build marketing campaigns based on a customer’s purchase history and how to personalize customer service by creating brand-specific content.

Best Practices: Email and Keyword Marketing (INTERMEDIATE)

ƴ Wednesday 11:00 a.m. – 12:00 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Jen Weiss, Principal Instructor, NetSuite

Learn the ins and outs of creating, launching and tracking the results of an email campaign using NetSuite. Use marketing automation and keyword tracking to receive real-time visibility into your campaign’s performance and immediately realize your ROI.

NetSuite for iPhone: Making Every Minute Count (INTERMEDIATE)

ƴ Wednesday 1:15 p.m. – 2:15 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Brett Zezulka, Product Manager, NetSuite

Every minute counts – so learn how the latest updates to NetSuite for iPhone can help you stay productive no matter where you are. Whether you just need access to your business contacts on the go, or you need to track your time and upload receipts, this session will teach you valuable tips and tricks so you can get the most from NetSuite for iPhone.

EBSCO Industries Inc.: A NetSuite CRM Customer Success Story (INTERMEDIATE)


★ Eric Abramo, Sr. Business Analyst, Business Systems Engineering, EBSCO Randall Esber, Sr. Director, Sales Operations and Training, EBSCO

Many organizations utilizing newer, flexible systems such as NetSuite still struggle integrating CRM information with their less-flexible, legacy back-office systems and applications. In this session, learn how one technology company, EBSCO, is successfully using SuiteScript, SuiteTalk and SuiteSignOn to integrate their NetSuite CRM system with both proprietary legacy systems and their newer business systems to empower their sales and support teams to access large amounts of customer data, including sales activity covering every customer touch point. EBSCO’s results speak for themselves with satisfied customers worldwide and continued company growth.

Best Practices: Customer Support and Knowledge Base Management (BASIC)


★ Maria Santiago, Sr. Manager, Customer Support, NetSuite Soren Schreiber-Katz, Manager, Services Enablement, NetSuite

NetSuite’s customer service and support capabilities empower your business to uniquely manage all customer support interactions.

SESSIONSBREAKOUT


TRACK 1

89

TRACK 16

Join this session to learn how to manage your customer service business processes using NetSuite’s case management, knowledge base and defect management tools to deliver high-quality support to customers in a timely manner.

Accelerate Demand Generation ROI with NetSuite (ADVANCED)

ƴ Thursday 10:30 a.m. – 11:30 a.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Rob Israch, VP, Global Marketing Programs, NetSuite Jen Borelli, Director, Marketing Operations, NetSuite

Looking to push the limits of demand generation through using NetSuite? This session will provide in-depth information on using NetSuite’s powerful marketing capabilities to improve your team’s contribution to business revenue growth. Learn how NetSuite’s demand generation team uses NetSuite to manage their marketing mix – including both inbound and outbound tactics. Best practices of managing a high-performing marketing database, reporting on both new and nurtured/re-energized lead generation, understanding campaign and paid program ROI results, running email tests, using NetSuite for drip marketing, and providing sales with deep insight into prospect campaign and Web activity will all be discussed.

Boost the Effectiveness of Your Email Communications with Personalization (INTERMEDIATE)

ƴ Thursday 12:30 p.m. – 1:30 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Vladimir Tucnik, Product Manager, CRM, NetSuite

Impress your customers with emails that are dynamically personalized to each customer in content and style using scriptable templates. Learn how to tailor your campaign emails and customer service communications to ensure your customers only receive content that’s relevant to them.

Sell Effectively with NetSuite (BASIC) ƴ Thursday 1:45 p.m. – 2:45 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Soren Schreiber-Katz, Manager, Services Enablement, NetSuite Bariza Narmada, APAC Principal Instructor, NetSuite

Hear from the experts and learn the best tips, tricks and configuration settings to get the most from your NetSuite Sales Force Automation (SFA). During this session, you will be exposed to all aspects of SFA – from setting up easy-to-use forms to managing your metrics with easily customizable searches and reports linked to your dashboard. We’ll review commissions management and upsell manager, as well as activity and lead conversion reporting.

Manage Your Time Efficiently by Integrating NetSuite for Outlook (INTERMEDIATE)

ƴ Thursday 3:00 p.m. – 4:00 p.m., Room 230 B – Exhibit Level, San Jose Convention Center

★ Jen Weiss, Principal Instructor, NetSuite Soren Schreiber-Katz, Manager, Services Enablement, NetSuite

Manage your time as efficiently as possible by maximizing Outlook’s integration with NetSuite. Use NetSuite for Outlook to manage your meetings and messages so you can spend your valuable time doing your job, instead of cleaning up your calendar.

SESSIONSBREAKOUT

90

TRACK 17: SUITEIDEAS WORTH SHARING

ASK ME ANYTHING… about The Suite! (ADVANCED)


★ Dan Miller, VP Finance, GM Software Vertical, NetSuite Gavin Davidson, Vertical Market Expert, NetSuite Malin Huffman, Director, Product Management, NetSuite Rosalina Kessman, Sr. Product Manager, NetSuite Albert Ryan, Principal Pre-Sales Solution Consultant, NetSuite

Do you have questions about recent scientific discoveries related to life on other planets? We have no clue about that – but we do know a lot about financials, ERP, CRM, manufacturing, mobile, social and all other functional areas of “The Suite.” Join NetSuite’s Dan Miller, general manager for software, and a panel of NetSuite experts who, collectively, have over 40 years of NetSuite wisdom trapped in their heads for this audience-driven interactive session. This high-powered group of experts will answer any questions you can throw at them – provided those questions aren’t about the intricacies of culinary artistry. Ask your questions live and learn from others in this “can’t miss” session that is sure to be all the buzz at SuiteWorld!

Nonprofit Financial Sustainability: Debunking the Myth and Addressing the “Pain Points” (BASIC)

ƴ Tuesday 3:00 pm – 4:00 pm, Room 230 C – Exhibit Level, San Jose Convention Center

★ Brent Copen, CFO, Asian Americans for Community Involvement, UC Berkeley Haas School of Business

Whether you are a large nonprofit or a new start-up venture, program success depends upon an economic logic that is both “sound and defensible.” In this training, we will explore organizations’ financial situations in the context of the current economic landscape, future plans and approaches for pursuing

long-term sustainability. In this session, we will learn how to assess the strengths and weaknesses of the nonprofit business model, become more comfortable with principles of financial management and implications for sustainability, understand how to use financial tools to inform critical management decisions and recognize the importance of communicating the “financial narrative” to key stakeholders.

Innovate or Perish! But How? (BASIC) ƴ Tuesday 4:30 p.m. – 5:30 p.m., Room 230 C – Exhibit Level, San Jose Convention Center

★ Tim Wall, Sr. Manager, LightCMS, NetSuite Justin Stevens, Director, Domestic Operations, Alton Lane Kris Koeller, COO, Quirky

There it is…staring us down…day after day, week after week. It’s the need for constant product innovation. We know we can’t ignore it, but the constant reminder to recreate and reinvent our products and processes — even our companies — can wear down even the mightiest among us. What to do? For starters, don’t miss this special session featuring two industry experts and titans of innovation. Join men’s clothier Alton Lane’s Justin Stevens and product innovation platform Quirky’s Kris Koeller as they deliver two, distinct, rapid-fire (TED-style) talks. Be inspired and find respite from the constant demands of our highly-innovative world.

ASK ME ANYTHING… about SuiteCommerce! (ADVANCED)


★ Andy Lloyd, General Manager, Commerce Products, NetSuite Mariano Ferrario, Director, Ecommerce Solutions Sanjay Mehta, Vertical Market Expert, NetSuite Iman Sadreddin, Sr. Director, Commerce Development Diego Terra, Director, Ecommerce, NetSuite

Curious about the work of Stanislavski and its influence on modern day cinema? We don’t even know what that means, but we do know a lot about ecommerce and how to leverage the power of NetSuite’s SuiteCommerce solution.

SESSIONSBREAKOUT


TRACK 1

91

TRACK 17

Join NetSuite’s GM of Commerce Products, Andy Lloyd and a panel of NetSuite experts who have mad ninja skills across all things ecommerce – from script optimization, to the best way to set up product attributes for multi-faceted catalog search, to leveraging your data for personalization, to SEO tips. Come prepared with your questions to stump these seasoned web warriors as they stand ready to share best practices, demonstrate solutions and answer every single question you ever had about anything (And, by “anything,” we mean “SuiteCommerce”!).

Brand + Technology = Success (BASIC) ƴ Wednesday 4:00 p.m. – 5:00 p.m., Room 230 C – Exhibit Level, San Jose Convention Center

★ Tim Wall, Sr. Manager, NetSuite LightCMS, NetSuite Troy Smith, Sr. Director, Marketing, Oakland Athletics Grace Dolan, Head of BrandLab Activation, Google

It’s a challenge we all face and one that is never going away: How can we maintain and grow our businesses and our brands while technology is changing everything around us? The answer is clear: We must recognize the good that technology can do for our brands and maximize the benefits it offers to drive business success. To this end, NetSuite is celebrating the marriage of technology and branding in this special session. In two, distinct, rapid-fire (TED-style) talks, you’ll hear viewpoints from tech giant Google, who are undoubtedly experts on this topic, and a little something inspirational from out of left field from the Oakland Athletics that is sure to get you thinking outside the box.

ASK ME ANYTHING… about SuiteCloud! (ADVANCED)

ƴ Thursday 12:30 p.m. – 1:30p.m., Room 230 C – Exhibit Level, San Jose Convention Center

★ Gary Wiessinger, SVP, Product Management, NetSuite Doug Williams, Sr. Director, Software Development, NetSuite Elham Ghassemzadeh, Director, Product Management, Platform, NetSuite Bruce Cavers, Director, Professional Services, NetSuite Mihail Mihaylov, Principal Product Manager, NetSuite

Want to get the latest scoop on all your favorite celebs? There’s no way we’ll be able to help you with that but we can offer you all kinds of advanced help with the SuiteCloud platform, SuiteAnalytics and administering NetSuite. Join NetSuite Product Management SVP Gary Wiessinger and a team of NetSuite code-a-holics for this interactive session geared for NetSuite power-users, administrators and SuiteCloud developers. If you know what “nlapiGetQuestionsAnswered” means, or what a Financial Statement Formula Row is, then you definitely won’t want to miss this audience-driven session! No questions are off limits, unless those questions are about Beyoncé or anything else unrelated to SuiteCloud and SuiteAnalytics. Get answers to your advanced customization, configuration, reporting and administration questions and learn from others!

SESSIONSBREAKOUT

92

PRODUCT ROUNDTABLES

Your product feedback is invaluable to us! At the SuiteWorld 2014 Product Roundtables, you will have the opportunity to share feedback directly with our product managers and experts to help shape NetSuite’s future product direction. Product Roundtables take place during the lunch break on Wednesday (12:10 p.m. – 1 p.m.). These interactive sessions will be hosted by NetSuite product team members who would love to hear your thoughts as users who rely on NetSuite products to run their businesses.

These sessions require pre-registration and have a limited number of attendees per session. Box Lunch will be provided in your session. To register on-site, pending space availability, please visit the information counter at the NetSuite booth on the SuiteWorld Expo floor.

Customer Relationship Management (CRM) ƴ Room 211 A & B, Exhibit Level, San Jose Convention Center

★ Rosalina Kessman, Senior Product Manager

This roundtable session will gather feedback and ideas for future functionality in NetSuite CRM, including sales force automation, partner relationship management, customer support / service, marketing automation and more.

Ecommerce and Retail ƴ Room LL21 A & B, Lower Level, San Jose Convention Center

★ The Ecommerce / Retail Product Management Team

NetSuite’s ecommerce and retail solutions — including B2C and B2B commerce, web store, POS, omnichannel order management, SEO / SEM, digital marketing and site analytics — will be the focus of this interactive roundtable. If yours is a retail or online business, or if selling on the Web is an important channel for your company, we’d love to get your feedback at this session!

Financials and Revenue Recognition ƴ Room LL20 A & B, Lower Level, San Jose Convention Center

★ Mohana Suggula, Senior Product Manager Michael Ye, Principal Product Manager

This roundtable session will gather feedback and ideas for future functionality in NetSuite Financials, including accounting, revenue recognition, revenue management, financial planning, financial reporting / analysis, fixed asset management, payroll and more.

Global Business and OneWorld ƴ Room LL21 E, Lower Level, San Jose Convention Center

★ The International Product Management Team

This roundtable session will cover the needs of international businesses, including NetSuite OneWorld, multi-currency, translation, localized taxes, reporting, payments, payroll, formatting and more.


93

SESSIONSBREAKOUT

ROUN

DTABLES

Nonprofit Management ƴ Room 210 D, Exhibit Level, San Jose Convention Center

★ David Geilhufe, Senior Corporate Citizenship Leader

This interactive roundtable will cover standard nonprofit business processes including fundraising, grant accounting, grants management, fund accounting, member management, volunteer management and more. If you are using NetSuite in a nonprofit, we’d love to hear from you!

Order Management and Billing ƴ Room LL21 F, Lower Level, San Jose Convention Center

★ Allison Manetakis, Senior Product Manager, Omnichannel Order Management Dennis Shak, Principal Product Manager, Billing

Share your feedback and ideas on how we can improve the “order-to-cash” process in NetSuite, including order management, billing, recurring billing, contract renewals and payment processing.

Professional Services Automation (PSA) ƴ Room 210 C, Exhibit Level, San Jose Convention Center ƴ Dan Grace, Director, Product Management Deb Kwan, Senior Product Manager

Does your services business rely on NetSuite Advanced Projects? Then this roundtable is for you! This session will cover project and resource management, project accounting, time and expense management and more!

Reporting and Business Intelligence ƴ Room 210 A & B, Exhibit Level, San Jose Convention Center

★ Mihail Mihaylov, Principal Product Manager

SuiteAnalytics, including search, dashboards, business intelligence, saved searches, reporting, report customization, ODBC and more, will be the focus for this interactive roundtable. If analytics, reporting and dashboards have become a vital part of managing your business with NetSuite, we’d love to hear from you at this session.

SuiteCloud Platform ƴ Room LL20 C & D, Lower Level, San Jose Convention Center

★ The SuiteCloud Platform Product Management Team

The SuiteCloud Platform, including SuiteBuilder, SuiteScript, SuiteTalk, SuiteBundler, SuiteFlow and all customization elements of NetSuite products, will be the focus of this roundtable. If you have heavily customized NetSuite or are building add-on applications for NetSuite using the SuiteCloud platform, we would love to have you join us for this session.

Supply Chain and Inventory Management ƴ Room LL21 C & D, Lower Level, San Jose Convention Center

★ Peter Fung, Senior Product Manager Thad Johnson, Senior Product Manager, Wholesale Distribution and Manufacturing

Do you rely on NetSuite to manage your product-based business? We’d like to hear from you! Attend this roundtable session on NetSuite Supply Chain and Inventory Management, including purchasing, warehouse management, MRP, inventory control and more.

BREAKOUT SESSIONS - netsuitesuiteworld.com · by Cloud ERP (4:30 p.m. – 4:55 p.m.) ... ERP: ORDER...

Documents

Transcript of BREAKOUT SESSIONS - netsuitesuiteworld.com · by Cloud ERP (4:30 p.m. – 4:55 p.m.) ... ERP: ORDER...