Service · Systems & Technical Requirements Gathering
NetSuite requirements gathering a build can be held to.
Before a build or migration starts, I turn how finance actually works into documented requirements, test scenarios and a UAT plan, so everyone agrees what done looks like and the build team has something precise to work from.
Book a 20-minute intro call →
No prep needed. Bring the project you’re about to start.
What I do
From how finance works to what gets built.
The groundwork that decides whether a system project lands.
Process
Finance process documentation
Mapping finance workflows end to end and aligning them to NetSuite modules, so gaps and workarounds are visible before configuration starts.
Requirements
Requirements and specifications
Business and technical requirements written for both audiences: clear to finance, precise enough for a developer or implementation partner.
Testing
Test scenarios and UAT
Test cases, UAT planning and management, and reviewing recorded task walk-throughs against the agreed build.
Migration
Data migration readiness
Defining what data moves, how it’s cleansed and how it’s reconciled, with user training planned in from the start.
Where I’ve done this
Requirements work on real projects.
2024 – 2025
Games studio
Reviewed finance modules against the documented processes, found where the live system had drifted from what had been agreed, and remediated the gaps.
Gap analysis · Post-implementation
2022 – 2023
Pharmaceutical company
Advised on NetSuite finance and supply chain set-up, including item records, inventory management, bills of materials, assembly builds and work orders.
Supply chain · Inventory · BOMs
2021 – 2022
Digital and print media publisher
Documented finance business process workflows aligned to NetSuite modules, then developed UAT test cases and reviewed task recordings against the agreed build.
Process mapping · UAT · NetSuite
2020 – 2021
FMCG coffee company, ERP transition
Supported a group move to Dynamics 365 Finance and an Azure data warehouse: developed test scenarios, documented finance requirements, managed data migration and delivered user training. Reported project analysis to the IT director and ERP programme manager.
D365 Finance · Azure Synapse · UAT
Questions
Requirements gathering: common questions
Do you write the requirements, or just run workshops?
Can you work alongside an implementation partner?
Do you only work on NetSuite projects?
What about user acceptance testing?
Can you help with data migration?
A 20-minute call is enough to tell you whether this fits.
Tell me what you’re about to build or migrate and I’ll tell you how I’d scope the requirements. No prep needed.
Book your intro call →