This article is designed to help you create guidelines and internal processes, so all users of ExtendInsights are on the same page. Below are the questions you want to have outlined for your users, to ensure internal success and adoption.
Who is going to use ExtendInsights?
Determine which departments will be using ExtendInsights. Finance, Sales, operations etc. ExtendInsights Analytics allows you to pull saved searches from NetSuite and by then you can transform the data to charts, pivot tables or other visuals that will help digest information faster.
Finance departments can use it for budgeting, forecasting, and generating financial reports. The sales team can manage their sales activity more effectively and track their sales metrics. Different department will benefit by using the app.
What searches will you be working with?
Determine which searches you would like your users to work with.
You may set it up to run on schedule or on-demand
See the guide Best Practices ExtendInsights for Analytics NetSuite
Installation and Setup
Admin setup/install completed
⬜ Bundle Installed
⬜ Added an additional admin to the admin portal
⬜ Permissions adjusted in NetSuite for each role using ExtendInsights
End-user setup/install completed (Each end-user)
⬜ Installed ExtendInsights from the Microsoft Store
(or was pre-deployed by the Microsoft 365 Admin)
⬜ Reviewed how to add saved searches
⬜ Reviewed how to schedule saved searches (Enterprise Users only)
⬜ Reviewed best practices on how to share reports with others
Onboarding
⬜ End-user training was held
⬜ Power users are identified and introduced to your CSM
⬜ User guidelines were outlined, reviewed, and communicated to end-users
🚨 Find all-important resource links to the above here.