NetSuite Mobile Quick Reference Guides

In addition to live training and our catalog of training videos, NetSuite Education Services offers Quick Reference Guides for our clients. These step-by-step, process-specific job aids walk end-users through the use of the NetSuite system.

A recent gap identified was that there were no Quick Reference Guides for the NetSuite mobile application. Prior to creating these documents, I reached out to other Education Consultants to determine what their clients tend to ask about regarding the mobile app. After conducting this needs assessment, I determined that four Quick Reference Guides were needed:

• Basic Usability and Set-Up - iPhone

• Basic Usability and Set-Up - Android

• Employee Center (Time and Expense) - iPhone

• Employee Center (Time and Expense) - Android

After developing these documents, I reached out to several consultants—some who use iPhone and some who use Android—to evaluate and suggest edits to the Quick Reference Guides. After receiving and applying feedback, management reviewed and approved the documents for client use.