Rapid Implementation Methodology

Work Plan

Implementation Approach

Loop ERP offers a rapid NetSuite implementation methodology that helps businesses go live faster with a fully optimized ERP system. Our proven approach combines industry best practices, pre-configured NetSuite templates, and expert-led process mapping to accelerate deployment without sacrificing quality. We streamline key phases like data migration, system configuration, user training, and post-go-live support—ensuring your NetSuite ERP is tailored to your operations from day one. Whether you're transitioning from QuickBooks or scaling into a full-featured ERP, our fast, cost-effective NetSuite implementation delivers measurable results and long-term value.

Book a Demo
img
icon

Client Success

Click the Logo to download the Case Studies

Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story
Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story

Step 1

Project Initiation – Laying the Foundation for Success

Objective

  • Establish a strong foundation for the project by aligning stakeholders, setting expectations, and formalizing the structure, scope, and communication strategy.

Key Activities

  • Conduct a formal kick-off meeting with project stakeholders and leadership
  • Review the Statement of Work (SOW) and confirm project scope and deliverables
  • Define clear project goals, success metrics, and timelines
  • Identify core team members, assign roles, and finalize a communication plan
  • Set up project tools for documentation, collaboration, and reporting
  • Perform initial risk assessment and mitigation planning

Deliverables

  • As businesses grow, their operational needs evolve. NetSuite ERP is highly scalable, allowing businesses to add new modules and functionalities as needed without significant disruptions.
  • This flexibility ensures that the ERP system can grow alongside the business, supporting expansion and innovation.

Step 2

Business Process Review & Solution Design – Defining and Architecting the Future State

Objective

  • Understand the client's current workflows, pain points, and strategic needs.
  • Architect a NetSuite solution that supports growth and operational efficiency.
  • Deliver a signed-off blueprint that will guide configuration, development, and testing.

Key Activities

  • Complete Business Process Questionnaire to gather background details
  • Conduct discovery workshops across all core functional areas (e.g., Finance, Operations)Document current-state workflows, systems, manual processes, and reporting gaps
  • Capture key pain points and "wish list" improvements for automation, visibility, or efficiency
  • Design optimized future-state process maps aligning with NetSuite’s capabilities
  • Perform fit-gap analysis between requirements and NetSuite's native functionality
  • Finalize NetSuite configuration blueprint (Business Requirements Document), including chart of accounts, subsidiaries, departments, locations, and approval routing
  • Define all custom fields, forms, records, workflows, and scripts as needed
  • Develop integration strategy for third-party systems, including architecture and data flows
  • Establish the data migration plan: scope, objects, transformations, and historical data requirements

Deliverables

  • Business Requirements Document (BRD) summarizing current/future states and business needs.
  • Data Migration Strategy and Templates

Step 3

System Configuration & Development – Building the Solution

Objective

  • To configure NetSuite and build customizations, workflows, and integrations according to the approved design.

Key Activities

  • Configure modules, accounting setup, and business preferences.
  • Customize forms, fields, dashboards, and workflows
  • Provide sample data for migration
  • Conduct internal reviews and validation of configuration quality
  • Conduct solution walk-through sessions with client stakeholders to demonstrate configured features and gather feedback

Deliverables

  • Configured Environment
  • Sample Data Sets for Testing
  • Functional Validation Reports
  • Solution Walk-Through Presentations and Feedback Logs

Step 4

Data Migration – Moving Data with Accuracy and Integrity

Objective

  • To extract, cleanse, validate, and migrate all necessary data from legacy systems into NetSuite.

Key Activities

  • Identify scope of master and transactional data to migrate
  • Cleanse, standardize, and deduplicate source data
  • Develop mapping templates between source fields and NetSuite fields

Deliverables

  • Finalized Data Migration Templates
  • Go-Live Data Migration Plan

Step 5

Testing – Ensuring System Readiness

Objective

  • To validate that the system behaves as expected and meets business needs prior to go-live.

Key Activities

  • Create comprehensive test scripts for each business function
  • Conduct unit testing by CEBA consultants
  • User Acceptance Testing (UAT) to be performed by client team
  • Require client team to present key workflows back to CEBA to confirm understanding
  • Log and triage defects and feedback for resolution
  • Perform regression testing as needed

Deliverables

  • UAT Test Plan and Scripts
  • UAT Issue Log and Resolution Tracker
  • Client Playback Session Notes
  • Final UAT Sign-Off Document
  • Testing Completion Report

Step 6

Training & Change Management – Preparing the Team

Objective

  • To equip users with the knowledge and confidence to effectively use NetSuite and embrace new ways of working.

Key Activities

  • Deliver live and recorded training sessions
  • Provide how-to documentation, video walkthroughs, and quick-reference guides
  • "Train-the-trainer" sessions for internal users
  • Support change management through communication and Q&A sessions

Deliverables

  • Training Schedule and Plan
  • Training Materials Repository
  • Attendance and Feedback Logs

Step 7

Go-Live Preparation – Final Steps Toward Deployment

Objective

  • To prepare the NetSuite environment, data, and teams for a successful and smooth go-live.

Key Activities

  • Execute trial data migrations and reconciliation testing
  • Review production environment configurations
  • Freeze scope and confirm readiness
  • Perform final system health check and validation
  • Execute go-live rehearsal or dry run
  • Final data load of cleansed and validated records

Deliverables

  • Final Go-Live Readiness Checklist
  • Cutover Plan
  • Data Load Sign-Off
  • Data Migration Test Load Results
  • Stakeholder Go/No-Go Sign-Off

Step 8

Go-Live & Hypercare – Launching with Support

Objective

  • To officially launch the NetSuite system in the production environment with intensive post-go-live support.

Key Activities

  • Execute the production cutover
  • Monitor initial transactions and user behavior
  • Provide real-time support, issue resolution, and triage
  • Facilitate daily status reviews and updates
  • Ensure system stability and user adoption in early days

Deliverables

  • Hypercare Support Plan and Logs
  • Issue Resolution Tracker
  • Knowledge Transfer to Internal IT or Support Team

Step 9

Post-Go-Live Support & Continuous Improvement

Objective

  • To ensure the continued success of the NetSuite solution and identify areas for enhancement.

Key Activities

  • Conduct post-implementation review and stakeholder interviews
  • Finalize any deferred items or outstanding issues
  • Document lessons learned
  • Identify next-phase opportunities or optimization areas
  • Transition into a long-term support plan or managed services

Deliverables

  • Post-Go-Live Review Report
  • Open Items Closure Summary
  • Continuous Improvement Roadmap
  • Ongoing Support Options Overview

Frequently Asked Questions

Everything you need to know about Loop ERP

What makes Loop ERP different from other ERP systems?

icon

Loop ERP is a specialized ERP solution focused on the needs of businesses in the circular economy. Unlike traditional ERP systems, Loop ERP provides tools for reverse logistics, material tracking, sustainability reporting, and recycling operations, all integrated with NetSuite.

How long does it take to implement Loop ERP?

icon

The implementation time for Loop ERP depends on your business’s size, complexity, and customization needs. Typical implementations range from a few weeks to a few months, with our team providing full support throughout the process.

Can Loop ERP handle large-scale operations?

icon

Yes, Loop ERP is designed to scale with your business. Whether you’re a small recycler or an enterprise-level operation, Loop ERP can grow with you, handling large quantities of materials and complex processes while maintaining system performance and efficiency.

How does Loop ERP help with sustainability reporting?

icon

Loop ERP includes built-in sustainability reporting tools that allow you to track key metrics such as material recovery rates, energy savings, and waste reduction. These reports help you demonstrate your business’s environmental impact and compliance with sustainability regulations.

How secure is Loop ERP?

icon

Loop ERP leverages NetSuite’s cloud security infrastructure, ensuring your data is protected with advanced security protocols, including encryption, access control, and regular system updates. Your business data is safe, and user access is controlled based on roles and permissions.

What support does Loop ERP offer?

icon

We offer comprehensive customer support including onboarding assistance, ongoing technical support, and access to a knowledge base with guides, tutorials, and FAQs. Our team is also available for troubleshooting and personalized consultations.

How do I get started with Loop ERP?

icon

Simply request a demo or contact our sales team to get started. We’ll walk you through the system, its features, and how it can be tailored to your business needs. Our team will guide you through the implementation process for a smooth transition.

Can Loop ERP help reduce costs?

icon

Yes, Loop ERP helps reduce costs by optimizing material flows, streamlining logistics, automating routine processes, and improving the efficiency of recycling operations. Additionally, AI features help businesses forecast demand, avoid overstocking, and reduce waste management costs.

What are the benefits of using AI with Loop ERP?

icon

AI provides predictive insights into material recovery, supplier performance, and demand forecasting. It helps businesses make data-driven decisions, optimize recycling processes, and improve sustainability by offering real-time recommendations and predictive analytics.

How does Loop ERP help improve supply chain management?

icon

Loop ERP uses AI-powered optimization to improve supply chain efficiency by predicting material demand, optimizing routes, and automating inventory management. This leads to cost savings, reduced waste, and better resource utilization.

Is Loop ERP customizable for my business needs?

icon

Yes, Loop ERP is highly customizable to meet your business’s specific needs. It can be tailored for various recycling and circular economy sectors such as automotive, battery, and electronics recycling, among others.

How can Loop ERP help with regulatory compliance?

icon

Loop ERP helps businesses comply with environmental regulations by tracking material flows, ensuring proper waste management, and generating reports required by authorities. It also supports compliance with industry standards for recycling and sustainability practices.

What are the key features of Loop ERP?

icon

Key features include: Inbound and outbound logistics management, AI-powered supplier optimization, reverse logistics, material tracking, traceability, real-time inventory management, sustainability reporting, and provisional pricing.

Can Loop ERP integrate with other software systems?

icon

Yes, Loop ERP integrates seamlessly with NetSuite for financial management and supply chain operations. It also offers flexibility for integration with other systems, ensuring smooth data flow across your operations.

What is Loop ERP?

icon

Loop ERP is a comprehensive, NetSuite-powered ERP solution designed specifically for businesses in the circular economy. It helps organizations streamline their recycling, material tracking, and supply chain management processes, enabling more efficient resource recovery, compliance, and sustainability.

How does Loop ERP support the circular economy?

icon

Loop ERP optimizes the management of materials throughout their entire lifecycle, ensuring efficient repurposing, reducing waste, and contributing to sustainability goals by tracking and managing resources from collection to recycling.

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

Contact Us

Blogs

Latest Insights

See All Blogs
icon

May 7, 2025

Transforming Circular Economy Operations: How Loop ERP Is Revolutionizing Scrap Metal and Waste Management

icon

March 18, 2025

How Loop ERP's Weight-Based Regrading Features Transform Profitability Tracking

icon

March 18, 2025

Beyond Compliance: Turning Environmental Regulations into Competitive Advantage with Loop ERP

See All Blogs