Scoping Workshops

Crafting Your NetSuite Project Plan

At Klugo, our scoping workshops are tailored to your business needs, whether you’re beginning with NetSuite or expanding its capabilities.

We believe in a hands-on, direct approach that eliminates jargon and delivers practical strategies. Here’s how we make it happen.

1. Initial Chat and Understanding.

Interactive tools.
We have interactive tools to get insights into your processes and goals.

Personalised demos.
We can show you how NetSuite can help with specific challenges.

Team meet-ups.
We get into your day-to-day, what makes your team tick, and how we can support key players to drive change.

Coaching action.
We support you in uncovering solutions based on your experiences, guiding rather than imposing our ideas.

2. Structured Discovery.

Helpful deliverables.
We write down what we find – identified pain points, objectives, and proposed solutions.

Scope of Work (SOW) development.
We break out work, what needs doing, when it’ll happen, and who’ll be involved on both teams.

Cost transparency.
We outline clear costs upfront, ensuring you can plan effectively based on our thorough discovery process.

3. Our Expert Touch.

Data migration advisory.
Rely on our expertise in data migration. We assist in planning and estimating time and effort, steering clear of common mistakes. Our approach guarantees clarity in the process of integrating your data into NetSuite.

Crafting staged approaches.
We help you design a phased plan with clear milestones and releases, aiming to achieve quick goals in a practical, cost-effective way that delivers results swiftly.

Industry experience.
Benefit from our deep industry knowledge across various sectors, enabling us to provide personalised solutions.

Agile methodology.
Embrace an agile approach to adapt quickly to evolving requirements and ensure project success.

Personalised approach.
We avoid corporate jargon, ensuring clarity and understanding at every step of the process.

Project management.
Assign a dedicated project manager to oversee and coordinate the implementation or expansion, ensuring smooth execution.


Our workshops aren’t just about setting up or expanding NetSuite; they’re about improving your business. We put people first with a down-to-earth team that understands different cultures, speaks your industry language, and offers global reach through remote capabilities.

Our workshops help your team focus, strategise, and craft a plan to simplify work.

Client Testimonials

“We asked Klugo to think creatively, and together, we solved the NetSuite setup; it was a massive win for us. Our account managers can be out there in the community instead of sitting behind a computer inputting orders.”
Ellie Davidson
Operations Manager, TLA Merchandise
“Klugo tailored NetSuite to the needs of a machinery manufacturer, now it’s a task-driven application that suits our purposes brilliantly. We were able to reduce our customers’ wait time for deliveries and save on transportation costs.”
Jay Chirnside
General Manager, Kerfab
“Klugo were flexible and professional, supporting us in our hour of need. They enabled us to onboard a whole remote finance team and ensure continuity. I look forward to working with them to optimise dashboards and reporting so we can work smarter, not harder.”
Nigel Dearing
CEO, Nuffield Group