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150 West San Carlos Street, San Jose, CA 95110 AGENDA • BREAKOUT SESSIONS

AGENDA • BREAKOUT SESSIONS · AGENDA • BREAKOUT SESSIONS. ... from setting up easy to use forms to managing your metrics with ... history and how to personalize customer service

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150 West San Carlos Street, San Jose, CA 95110

AGENDA • BREAKOUT SESSIONS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 2

SUITE WORLD 2014 AGENDA

MAY 11 • SUNDAY • PRE-CONFERENCE TRAINING

8 am – 5 pm Pre-Conference Training Workshops (Additional Fee)

• NetSuite ERP: Manufacturing Fundamentals (Intermediate)

• NetSuite ERP: Consultant Certification Package (Advanced)

• SuiteAnalytics: Advanced Searches (Advanced)

• SuiteAnalytics: Financial Reports and Searches (Intermediate)

• SuiteAnalytics: Reports and Searches (Intermediate)

• SuiteBuilder: Point-and-Click Customizations (Intermediate)

• SuiteCloud: Exploring the NetSuite Platform (Intermediate)

• SuiteFlow: Advanced Workflows (Advanced)

• SuiteFlow: Workflow Fundamentals (Intermediate)

• SuiteCommerce: Building Web Stores Part 1 (Advanced)

• SuiteCommerce: Running Your Web Store (Intermediate)

MAY 12 • MONDAY • PRE-CONFERENCE TRAINING & SHOW OPENS

8 am – 7 pm Registration Open

8 am – 5 pm Pre-Conference Training Continued (Additional Fee)

3 pm – 5 pm Partner Kickoff and Opening Session

5 pm – 7 pm SUITEwelcome Reception/SuiteWorld Expo Opens

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 3

SUITE WORLD 2014 AGENDA

MAY 13 • TUESDAY

6:30 am – 6 pm Registration Open

7:30 am – 9 am Breakfast and SuiteWorld Expo

9 am – 11 am OPENING KEYNOTE Zach Nelson, CEO, NetSuite

11 am – 11:30 am Break, Networking and SuiteWorld Expo

11:30 am – 12:30 pm Breakout Sessions

12:30 pm – 1:45 pm Lunch and SuiteWorld Expo

1:45 pm – 2:45 pm Breakout Sessions

3 pm – 4 pm Breakout Sessions

4 pm – 4:30 pm Break, Networking and SuiteWorld Expo

4:30 pm – 5:30 pm Breakout Sessions

MAY 14 • WEDNESDAY

7 am – 5:30 pm Registration Open

7:30 am – 9 am Breakfast and SuiteWorld Expo

9 am – 10:30 am GENERAL SESSION Evan Goldberg, Founder, CTO and Chairman of the Board, NetSuite

10:30 am – 11 am Break, Networking and SuiteWorld Expo

11 am – 12 pm Breakout Sessions

12 pm – 1:15 pm Lunch, Product Roundtables and SuiteWorld Expo

1:15 pm – 2:15 pm Breakout Sessions

2:30 pm – 3:30 pm Breakout Sessions

3:30 pm – 4 pm Break, Networking and SuiteWorld Expo

4 pm – 5 pm Breakout Sessions

7 pm – 11 pm SUITEcelebration Gala

MAY 15 • THURSDAY

7:30 am – 4 pm Registration Open

8 am – 9 am Breakfast and SuiteWorld Expo

9 am – 10 am GENERAL SESSION Jim McGeever, COO, NetSuite

10 am – 10:30 am Break, Networking and SuiteWorld Expo

10:30 am – 11:30 am Breakout Sessions

11:30 am – 12:30 pm Lunch and SuiteWorld Expo

12:30 pm – 1:30 pm Breakout Sessions

1:45 pm – 2:45 pm Breakout Sessions

3 pm – 4 pm Breakout Sessions

3 pm SuiteWorld Expo Closes

4 pm SuiteWorld Conference Ends

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 4

BREAKOUT SESSIONS • OVERVIEW

We’re offering more than 200 interactive, expert-led breakouts designed to give you the tangible knowledge you need to kick-start innovation in your company. You’ll find everything from detailed product information to expert panels, vertical industry case studies and industry analyst experts.

To make it easy to find the breakouts best suited to your needs, we’ve organized the sessions by tracks and identified suggested sessions for key roles and industries for NetSuite users.

You can mix and match any of these sessions to create your own personal SuiteWorld experience.

Mix and match from over 200 breakout sessions offered across 14 tracks!

• CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

• ERP – FINANCIALS/ONEWORLD

• ERP − ORDER MANAGEMENT/SUPPLY CHAIN

• ERP − BILLING/PROJECT MANAGEMENT

• OPENAIR

• SUITECOMMERCE

• SUITECLOUD

• ADVERTISING/MEDIA AND PUBLISHING/SERVICES COMPANIES

• MANUFACTURING INDUSTRY

• RETAIL INDUSTRY

• SOFTWARE INDUSTRY

• WHOLESALE DISTRIBUTION INDUSTRY

• ENTERPRISE BUSINESS MANAGEMENT

• SELLING NETSUITE (PARTNERS ONLY)

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 5

A CRM Day in the Life: Sales, Marketing, Support (BASIC)Get real-time visibility into your entire customer lifecycle—from lead to close, to fulfillment and support. In this basic overview session, learn how to make the most of NetSuite CRM’s sales and marketing automation. We’ll take you through a sales process that covers campaign and lead generation, opportunity and forecasting, orders and sales performance, and customer support. NetSuite’s CRM is a robust, end-to-end solution that can help you drive sales and improve your customer service.

Sell Effectively with NetSuite (BASIC)Hear from the experts and learn the best tips, tricks and configuration settings to get the most from your NetSuite Sales Force Automation (SFA). During this session, you will be exposed to all aspects of SFA -- from setting up easy to use forms to managing your metrics with easily customizable searches and reports linked to your dashboard. We’ll review commissions management and upsell manager, as well as activity and lead conversion reporting.

Best Practices: Customer Support and Knowledge (BASIC)‘NetSuite’s customer service and support capabilities empower your business to uniquely manage all customer support interactions. Join this session to learn how to manage your customer service business processes using NetSuite’s case management, knowledge base and defect management tools to deliver high-quality support to customers in a timely manner.

Manage Your Time Efficiently by Integrating NetSuite for Outlook (INTERMEDIATE)Manage your time as efficiently as possible by maximizing Outlook’s integration with NetSuite. Use NetSuite for Outlook to manage your meetings and messages so you can spend your valuable time doing your job, instead of cleaning up your calendar.

Best Practices: Email and Keyword Marketing (INTERMEDIATE)Learn the ins and outs of creating, launching and tracking the results of an email campaign using NetSuite. Use marketing automation and keyword tracking to receive real-time visibility into your campaign’s performance and immediately realize your ROI.

Boost the Effectiveness of Your Email Communications with Personalization (INTERMEDIATE)Impress your customers with emails that are dynamically personalized to each customer in content and style using scriptable templates. Learn how to tailor your campaign emails and customer service communications to ensure your customers only receive content that’s relevant to them.

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 6

Running Best in Class Demand Generation Operations with NetSuite (INTERMEDIATE)In this session, attendees will get a comprehensive overview of NetSuite’s complete lead and campaign management capabilities. Hear from members of NetSuite’s demand generation team as they explain how NetSuite CRM+ manages demand generation activities, such as lead generation programs and marketing campaign execution. We will also discuss how to use standard reports to effectively evaluate lead source contribution and revenue contribution.  Through interactive live demo sessions, attendees will learn the basics and get pointers for properly setting up lead sources for reporting, creating email target lists, executing campaigns and setting up forms.

NetSuite for iPhone: Making Every Minute Count (INTERMEDIATE)Every minute counts, so learn how the latest updates to NetSuite for iPhone can help you stay productive no matter where you are. Whether you just need access to your business contacts on the go, or you need to track your time and upload receipts, this session will teach you valuable tips and tricks so you can get the most from NetSuite for iPhone.

Best Practices: CRM for Manufacturing and Retail Companies (ADVANCED)In this session, learn valuable tips and tricks on how to effectively drive visitors and revenue to your online store, as well how to provide customer service that builds brand loyalty. During this session you will also learn how to build marketing campaigns based on a customer’s purchase history and how to personalize customer service by creating brand-specific content.

Accelerate Demand Generation ROI with NetSuite (ADVANCED)Looking to push the limits of demand generation through using NetSuite? This session will provide in-depth information on using NetSuite’s powerful marketing capabilities to improve your team’s contribution to business revenue growth. Learn how NetSuite’s demand generation team uses NetSuite to manage their marketing mix -- including both inbound and outbound tactics. Best practices of managing a high-performing marketing database, reporting on both new and nurtured/re-energized lead generation, understanding campaign and paid program ROI results, running email tests, using NetSuite for drip marketing, and providing sales with deep insight in to prospect campaign and web activity will all be discussed.

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 7

NetSuite ERP: What’s New and What’s Next (INTERMEDIATE)Join the NetSuite ERP product team as they share major financial features released in NetSuite since last year’s SuiteWorld event. You can also expect a sneak peek into the high-impact functionality we are planning to deliver in the coming years which cover such areas as OneWorld, Advanced Revenue Recognition, Multi-book Accounting and more.

Effectively Manage Financials within Business Units with Statistical Accounting and Dynamic Balance Allocations (INTERMEDIATE)NetSuite’s statistical accounting feature allows financial users and corporate management to enter non-monetary data, run cost and revenue allocations and enhance financial statements with financial ratios. During this session we’ll review how to set up the statistical accounting system and use it to process dynamic account balance allocations so you can maximize performance of your independent operating units.

Need to Report Financials by GAAP and IFRS? Multi-Book Accounting is Your Secret Weapon (ADVANCED)NetSuite’s multi-book accounting module enables financial users to run multiple sets of financial books in parallel, for the purpose of supporting various accounting and reporting standards. This session will review how to configure your financial system with multi-book accounting rules, process business transactions to generate book specific accounting results and leverage our enhanced data analytics toolkit to analyze your financial performance on a per book basis. A basic understanding of NetSuite’s OneWorld and Advanced Financials modules will be helpful for session attendees.

Maximize Revenue Recognition Process Efficiency with NetSuite (ADVANCED)NetSuite Advanced Revenue Recognition completely automates your revenue recognition processes and helps provide compliance with revenue recognition rules and regulations such as SOP 97-2, EITF 08-01 and EITF 09-03. During this session, we will review various advance revenue recognition solution cases, including enhanced revenue recognition processes and reports, as well as the latest version of the NetSuite EITF 08-01 SuiteApp that manages revenue allocation and recognition for the multi-element sales transaction. A basic understanding of NetSuite revenue recognition and revenue commitment features will be helpful for session attendees.

NetSuite Premier Payroll: What’s New, What’s Next (ADVANCED)NetSuite Premier Payroll is a full-service U.S. payroll offering. In this session, learn how to fully integrate NetSuite Premier Payroll to pay time, wages, commissions and expenses to your employees. We will also demonstrate recently released features, in addition to upcoming, yet-to-be released, NetSuite Premier Payroll capabilities.

Align Sales Behavior with Corporate Objectives Using Incentive Compensation (INTERMEDIATE)NetSuite incentive compensation is a fully integrated module to calculate and pay commissions to your company’s sales force. In this session, learn how to implement standard and custom incentive compensation plans to incent and motivate your sales force to achieve revenue goals and align their behavior with corporate objectives. Attendees will also learn about upcoming commission features during this session.

ERP – FINANCIALS/ONEWORLD

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 8

Add to Your Financial Analytics Toolbox (INTERMEDIATE)Learn simple tips, tricks and techniques to get more from your financial analysis. During this session, we will walk through a real-world scenario illustrating how to meet financial analysis needs by using standard NetSuite features. We will use Report Builder to customize a report, taking a look at summary snapshots and web queries, then dive into searches by exploring formulas, HTML formatting and creating custom KPIs. This hands on session will conclude by examining KPI scorecards, including investigating the standard scorecard format, creating formulas and adding highlighting. Apply the techniques demonstrated in this session and become your company’s reporting specialist!

Keeping up With Global VAT Compliance Changes (BASIC)This session will provide valuable insight into planned VAT compliance changes in strategic markets including the European Union, China and India. During this session we will cover changes to the mini One Stop Shop legislation that will impact U.S.-headquartered businesses operating in the EU with electronically supplied services (ESS), as well as the European Commission’s proposals for a single VAT return and the implications for businesses.

Simplifying Financial Disclosures to Decision-Makers: Tools for Success (INTERMEDIATE)Profit and losses, balance sheets, cash flow statements, budgets, AP, AR and forecasts: How do you effectively communicate all of this information to your management and board? During this session you will find out what is important to your company’s management, how NetSuite can provide that information and how best to communicate it to decision makers. Whether it is a financial report, an MD&A or a business position statement, discover what is best for your company and be a star in your organization.

ERP – FINANCIALS/ONEWORLD CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 9

Optimize Your Manufacturing Processes: A Functional Overview (BASIC)This session will provide a general overview on how work in progress (WIP) control and production scheduling can increase efficiency in your manufacturing environment. Learn how production managers, cost accountants and planners can leverage these new capabilities to have better visibility and control resources utilization on the shop floor.

Cost Accounting Unveiled: Control Manufacturing Costs with NetSuite Standard Costing (INTERMEDIATE)This session will provide an in-depth review of standard costing for controlling your manufacturing costs. The use of cost categories and manufacturing and inventory costing templates will be covered in this session. We’ll also explore the variance generation process and learn how cost accountants can use these capabilities to identify cost saving opportunities on the shop floor.

Inventory and Manufacturing Planning: Improve Inventory Utilization with NetSuite (INTERMEDIATE)In this session, discover how to increase your inventory utilization with new functionality added to the inventory and manufacturing planning area. This session will also highlight recent improvements in NetSuite demand planning. It is intended for new and existing manufacturing customers interested in extending their NetSuite implementation.

Inventory Management: A Detailed Look at New Functionalities (INTERMEDIATE)In this session, learn about new capabilities to control your inventory. Learn how supply chain analysts can use the new inventory commitment enhancements to increase customer satisfaction.

Procure to Pay: Control Spend with NetSuite (INTERMEDIATE)Discover how NetSuite can help you control expenses in your organization. Learn how controllers can leverage new capabilities to improve purchasing efficiencies, reduce procurement costs and drive procurement productivity.

Shipping: A Detailed Look at New Functionalities (BASIC)The delivery of your goods to your customers is vital to achieving the optimal service level of your organization. During this session, you will learn about recent functional innovations in the shipping area.

ERP − ORDER MANAGEMENT/SUPPLY CHAIN

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 10

Achieving Omnichannel Order Management Excellence for B2C and B2B (BASIC)The last several years have left B2C sellers breathless trying to keep up with rising customer expectations for a seamless omnichannel experience -- and B2B sellers are beginning to experience the same demands. To deliver on the omnichannel promise, sellers must implement order management as the bridge across all channels and fulfillment sources to enable fast, flexible and flawless omnichannel fulfillment. Join this session and learn how the NetSuite order management capabilities, combined with other offerings in the NetSuite portfolio, enable you to provide an omnichannel sales and service experience that will delight today’s customers.

NetSuite Order Management and Payments: What’s New and What’s Coming (INTERMEDIATE)Join this session to learn about new order-to-cash features in the areas of order management, pricing and promotions, and payments in our recent releases. During this session, we’ll also discuss near-term product strategy and the roadmap in these areas, including key features we’re planning for our upcoming releases.

Ask the Experts Roundtable: Order-to-Cash Best Practices and Q&A (ADVANCED)Have you wondered how to get the most out of your NetSuite order-to-cash implementation? Do you have questions about how the NetSuite order-to-cash process works? Join this session for an opportunity to discuss best practices with our panel of order-to-cash product experts. A Q&A session will be a key component of this “can’t miss” session. Experience configuring NetSuite order-to-cash features will be helpful for those attending this session

Improve Fraud Control Using Line-Level Detail with Decision Manager (ADVANCED)Improve order risk assessment and amplify your credit card fraud management strategy with new NetSuite functionality that easily includes line-level information from the sales order in the message to CyberSource Decision Manager. Learn from the experts as we discuss fraud management strategy and how to make the most of NetSuite’s integration with Decision Manager. Experience with NetSuite sales order processing and CyberSource may be helpful for session attendees, but isn’t required.

An Introduction to Supply Chain SuiteApps (INTERMEDIATE)This session will provide an introduction to Supply Chain SuiteApps that extends supply chain solutions for product-based industries. NetSuite SuiteApps, such as Grid Order Management, Supply Chain Management, and Warranty and Repair will be discussed in detail during this session.

Increase Billing Success with Recurring Indicator for Credit Card Transactions (INTERMEDIATE)Recurring billers can improve credit card decline rates due to expired cards by using a new NetSuite functionality that indicates the charge is authorized by the cardholder as part of a recurring or installment sales agreement. Learn how the credit card networks support the subscription billing model with the recurring indicator, how to use the new NetSuite functionality to take advantage of the recurring indicator and what this can mean for your profitability.

ERP − ORDER MANAGEMENT/SUPPLY CHAIN CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 11

Learn What’s New and Improved in Recurring Billing (BASIC)Subscription-based businesses need to respond quickly to changing customer demands and manage any subscription business model with ease, and this requires billing systems that provide accurate, timely and customizable solutions. NetSuite’s recurring billing module has several new enhancements to help create and manage subscriptions with greater agility and responsiveness.

Integrate with Recurring Billing (ADVANCED)Integrate recurring billing and provide a seamless experience. New APIs enable partners and developers to integrate third-party systems with recurring billing. Users can create subscriptions from their CRM system, or consumers can order services over the Web and experience a seamless online shopping experience despite using more than one system. Basic understanding of SuiteFlow and JSON concepts is helpful for some topics covered in this session.

Unified Billing Roadmap + Billing Work Center (INTERMEDIATE)Join us to get insights into what we have envisioned for you with NetSuite billing -- starting with the Billing Work Center. With the Billing Work Center, you will be able to streamline all of your billing operations and workflow. Execute bill runs for one customer, groups of customers or configure it to be fully automatic. Resulting invoices can be automatically posted or they can be held for review and approval. And, that’s just the beginning of our journey.

Salesforce Integration with Recurring Billing (INTERMEDIATE)Learn about a lead-to-cash business process flow from the perspective of a sales rep. A day in the life of a sales rep working from Salesforce to interact with leads, opportunities and customers by taking advantage of the integration with NetSuite and recurring billing. Get a 360-degree view of the customer while combining information from NetSuite.

Generating a Forecast Using New functionality of New Services Resource Planning (INTERMEDIATE)This session will help users generate a true services- and product-based forecast all in the same report by using new functionality that has been released with NetSuite’s new Services Resource Planning (SRP) solution.

New Services Resource Planning: What’s New, What’s Next (BASIC)Learn the ins and outs of NetSuite’s new Services Resource Planning (SRP) solution. This session is designed to provide an overview of SRP and a discussion of why SRP is the right solution to help you manage your services-based business. We will focus on specific features recently introduced in such areas as project management, resource management and job costing. In addition to a NetSuite-led overview, this session will provide real-world learnings and benefits from a NetSuite customer.

ERP − BILLING/PROJECT MANAGEMENT

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 12

Make NetSuite Your Suite with the SuiteCloud Platform (INTERMEDIATE)The SuiteCloud platform offers a variety of configuration and customization capabilities to NetSuite developers and administrators. In this session, you will get an overview of NetSuite’s platform tools so you can determine the appropriate technology to use and unleash the power of the platform to tailor NetSuite for your unique business needs to maximize your competitive advantage.

Project Profitability Using Standard Costing Models (ADVANCED)This session will look at the various tools for project profitability in NetSuite. We will explain how NetSuite generates a profitability report using a standard costing model and why companies might prefer to use the standard costing model over the actual costing model of profitability. Experience with NetSuite’s project management functionality will be helpful for attendees of this session but not required.

Multi-mobility Resourcing (INTERMEDIATE)Join this session to learn how Services Resource Planning (SRP) enables you to better manage your forecasting, utilization and capacity planning, and how mobile access with NetSuite allows your assigned resources to enter time and expenses on-the-go, so that you can immediately track % complete in real-time.

Advantages to demonstrate: • Access anytime, anywhere • Improved efficiency • Faster invoicing process • More accurate time-tracking • % Complete • Revenue recognition • Resource Management • Forecasting resources • Resource utilization • Capacity planning

ERP − BILLING/PROJECT MANAGEMENT CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 13

Must Have Reports for Your OpenAir Account (BASIC) Are you running a global or multi-department organization? Do you need an accurate view of all aspects of your business? Attend this session to hear what key reports you must be running to gain global visibility into your organization and assist with key decision making.

Best Practices for Optimizing Resource Management (ADVANCED)Whether you have 10 or 100 employees, it’s crucial to have the right staff with the right skills working on projects. Join this session to hear our experts describe the latest and greatest features to help streamline the resource management process. You will learn how to create resource requests, allocate skills priority, quickly modify bookings via drag and drop, and much more.

Turbocharge Your Business with the Power of Financial Forecasting in OpenAir (BASIC)Join our OpenAir experts to learn all the different ways to run forecasting for your company. This session will help provide greater visibility into how to look at forward-looking financial information such as billing, revenue and costs based on resource staffing and project commitments. Learn how to take advantage of NetSuite OpenAir’s powerful forecasting capabilities to predict future staffing requirements, utilization, revenue and margin.

Customer Success: Streamlining Your Resource Management Organization (INTERMEDIATE)Do you want to ensure your organization’s resources are allocated with the right skills and availability? Join this session to hear how businesses are leveraging OpenAir to streamline their resource management processes. Hear how companies are leveraging bookings, booking approvals and skill searching to ensure maximum utilization of their employees.

Perfectly Tune Your OpenAir Account Configuration to Maximize Efficiency (BASIC)Are you taking full advantage of OpenAir’s tools to ensure your account is configured to meet your organization’s needs? Learn about the options available to you to help keep your OpenAir account organized and well maintained. Whether it’s leveraging filter sets or form permission rules, see how you can ensure your users only have access to the information they care about.

Customer Showcase: Best-in-Class OpenAir Integrations (INTERMEDIATE)NetSuite OpenAir offers many integration capabilities leveraging different technologies. Join this session to learn how NetSuite customers are taking advantage of these tools to facilitate their integration needs. Come hear about the different applications that are seamlessly integrated into their OpenAir account.

OPENAIR

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 14

Managing Your Multi-Currency Account: From Custom Currencies to Foreign Exchange Rates (ADVANCED)Are you managing projects and resources in different countries? Are you billing in different currencies? Join our expert to learn how to best leverage multi-currency capabilities using OpenAir. You will learn how currency conversions work, how to use custom currencies and foreign currency receipts, how to set foreign exchange rates and much more.

NetSuite OpenAir: Product Review and Roadmap (INTERMEDIATE)Join the NetSuite OpenAir product management team for a recap of the past year’s product enhancements. Attendees will also get a sneak peek into the exciting OpenAir product plans for the upcoming year.

Deep Dive: The Powerful New OpenAir Scripting Platform (INTERMEDIATE)The NetSuite OpenAir scripting platform is here! Join this session to learn how to deeply customize your OpenAir system using new user-scripting capabilities such as different trigger events, working with the user-scripting web services, debugging techniques and much more. Session attendees should have worked with APIs and have some prior knowledge of JavaScript.

Unlock the Power of Scripting for Customizing Your OpenAir Workflows (ADVANCED)Do you have complex workflows for your business needs? Come find out how you can further customize your OpenAir solution with advanced user scripting. You’ll see real-life examples of how custom user scripts can help streamline your organization’s workflow processes. Attend this session and walk away with expert tips you can immediately leverage to benefit your business.

Essential Metrics to Run Your Services Business Using OpenAir (INTERMEDIATE)Utilization, profit, profitability, realization and recovery are the key metrics successful services organization should track. During this session, we will explore how to create these metrics within OpenAir. Learn from real-world examples that you can take back to your business and immediately implement.

Advanced Revenue Recognition in OpenAir (ADVANCED)In this session, hear from product experts on what you need to think about if you’re considering recognizing revenue in OpenAir. You will learn when and if you should use percent complete, fixed-fee or as-billed recognition rules for your company. Session attendees should have a basic understanding of project accounting.

OPENAIR CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 15

Future Product Direction and Vision for SuiteCommerce (INTERMEDIATE)Join us for a look into the near future of SuiteCommerce. Join us and learn about the priorities and major functional areas NetSuite is working on for future product releases. Attendees will also gain insight into industry trends and customer opinions shaping the future product direction of NetSuite’s ecommerce platform. This session will offer an opportunity for customers to continue to be part of the discussion and further influence the product roadmap.

Best Practices: Upgrading From SuiteCommerce SiteBuilder to SuiteCommerce (ADVANCED)Are you planning to migrate your current SuiteCommerce SiteBuilder site to SuiteCommerce Advanced? In this session, you will learn how to go through a typical ecommerce upgrade and discuss common challenges that might be faced, how to overcome them and highlight best practices around data migration techniques, and back-end configuration. Participants familiar with NetSuite navigation and features will get the maximum benefit from this session.

Best Practices: Delivering Best-in-Class Website Performance (ADVANCED)What would making your website 40-50 percent faster mean to your top and bottom line? In this session, discover the root causes of poor website performance and learn techniques to resolve them and significantly improve your website’s performance. Faster websites can mean higher search engine rankings, better conversion rates and, ultimately, increased revenue. You’ll learn about industry benchmarks and what NetSuite is doing to improve performance. A good understanding of NetSuite ecommerce applications – SuiteCommerce SiteBuilder or SuiteCommerce Advanced, or HTML would be helpful for session attendees.

Market Insights: B2B Ecommerce Trends of Tomorrow (INTERMEDIATE)Forrester Research estimates domestic B2B ecommerce surpassed $550 billion in 2013 – more than double of online B2C sales. However, only 25 percent of B2B sellers have an ecommerce website. Come to this “”can’t miss”” session and learn how to gain market share in this industry. From delegated purchasing and customer specific products/pricing to rich user experiences and personalization, we will discuss strategies and trends specific to B2B ecommerce that businesses can capitalize on by employing NetSuite ecommerce.

Harnessing Big Data to Automate and Optimize Your Commerce Business (ADVANCED)Do you know how to take advantage of your backoffice transactional data to increase profits? There is a wealth of knowledge that can be used to improve your commerce business and, in this session, you will learn how to grow your commerce business using big data. Leverage inventory, order, financial and customer analytics to automate and optimize your marketing, merchandising, order management and customer service decisions. Big data can help you increase efficiency, which improves customer service and leads to increased profits.

Customer Experience Innovations (INTERMEDIATE)Get inspired and let your imagination flow as we take a look at examples of the innovate ways NetSuite users have customized their SuiteCommerce storefronts to provide great shopping experiences.

SUITECOMMERCE

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 16

Going Old School: Using a Blog to Grow Your Online Sales (BASIC)Remember when blogging made everyone super cool and super rich? Those were the days. Now blogging is about as sexy as snail mail, but for those willing to work hard and embrace the fads of yesteryear, blogging can deliver real, long-lasting results. In this session, we’ll demonstrate how a strategic, high-quality blog can grow your online sales. We will also teach you how to build and maintain a blog that delivers results.

Customizing Your SuiteCommerce Web Store (ADVANCED)Discover how to get started with customizing pre-built reference implementations for My Account, Cart, Checkout and Shop Flow. In this session we’ll identify the core front-end and back-end technologies, outline how to apply customizations and provide tips on enhancing developer productivity.

SUITECOMMERCE CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 17

SuiteCloud Platform: What’s New, What’s Ahead (INTERMEDIATE)Wondering what’s in store for customizing and configuring NetSuite? Attend this roadmap session to hear from the NetSuite platform product management team as they recap the features released within the last year and provide a look into the future of the SuiteCloud platform. Topic areas will include SuiteAnalytics, SuiteBuilder, SuiteFlow, SuiteScript, SuiteTalk and SuiteBundler. Administrators and developers attending this session will have the opportunity to ask questions and provide feedback on platform features and the roadmap.

Amp Your SuiteApp: Best Practices for Scaling and Tuning Application Performance (ADVANCED)SuiteCloud developers and administrators will not want to miss this in-depth session on optimizing performance of your SuiteApps across the SuiteCloud platform. Join some of NetSuite’s top technical resources as they provide hands-on tips on leveraging the advantages of SuiteCloud Plus for throughput and scalability, data migration strategies and effective script queue utilization. You will also learn how best to design your SuiteApp to avoid the common pitfalls that could result in performance degradation. Session attendees should have experience writing SuiteScript or SuiteTalk applications and also possess a strong working knowledge of the SuiteCloud APIs.

Unveiling a New Framework for SuiteCloud Application Development (INTERMEDIATE)Attend this session and get a first look at what the future holds for SuiteApp development and deployment. Whether you are an administrator who codes or a seasoned developer who has already built and released applications on SuiteCloud, you will find value in this technical session as we reveal details of our development toolset and how they are evolving. Is the recently unveiled framework for SuiteCloud application development an evolution or a revolution? You be the judge.

Transform Change Management from Major Pain to Major Gain with SuiteBundler (INTERMEDIATE)Want to make the best of your sandbox environment? Are you finding it hard to stay on top of the changes you need to promote to production? During this session, we will explore and demonstrate best practices on how account administrators or system integrators can leverage the power of SuiteBundler to manage and migrate customizations from sandbox to production. We will also discuss a few models for using one or more sandbox accounts to make change management easier.

Discover: Getting More From SuiteFlow (ADVANCED)Are you getting the most out of the power of SuiteFlow? Many customers use SuiteFlow for business process automation, UI customization or approval processes. In this session, we will demonstrate and explore SuiteFlow and how you can manage multiple workflows deployed on the same record. You will learn tips and gain a deeper understanding of how workflows are invoked when related records change. You will see examples of how you can take advantage of SuiteFlow to solve complex automation needs. A solid working experience with SuiteFlow is necessary to take the most from of this session.

SuiteAnalytics Connect – Your NetSuite Data, Your Way (INTERMEDIATE)The SuiteAnalytics Connect feature, formerly known as ODBC Connections for Advanced Reporting, enables you to access your NetSuite data via SQL so it can be archived, combined with external data, analyzed or visualized outside of NetSuite. In this session we explore and demonstrate the feature and the exciting new SuiteAnalytics Connect enhancements which give you the freedom and flexibility to use virtually any ODBC, JDBC or ADO.NET compatible archiving, data-warehousing or Business Intelligence tool thus enabling you to do more with your NetSuite data.

SUITECLOUD

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Customer Showcase: SuiteTalk Your Way to NetSuite Integration (INTERMEDIATE)Whether you need to integrate with an EDI system using SOAP, or have a modern application which relies on REST, SuiteCloud is an all-you-can-do platform for your integration needs. Come join NetSuite experts for an overview of the SuiteCloud integration technologies. Customers like you will share how they have taken their business to the next level with the power and flexibility of SuiteCloud integration APIs.

Delight Your Users with a Tailor Made UI with SuiteScript (INTERMEDIATE)Want to create a custom user interface (UI) in NetSuite that aligns with your corporate goals? Or, would you like to have a role-specific user interface for expedited transaction entry? No matter what the use case, learn how SuiteScript can help you build a tailored user experience that is unique to your specific business requirements and maximizes end-user productivity.

Gain Deeper Business Insight with the Power of Saved Searches (INTERMEDIATE)Are you getting the most out of saved searches to understand what is happening at all levels of your business in real time? Chances are that you are not and this session can help. Through examples and live demonstrations, we will explore advanced saved search capabilities such as email alerts, summary criteria, formulae, SQL functions and many other techniques that enable you to address a broad set of business questions and drive immediate calls to action that align with business strategy and goals.

Turbocharge Your ERP and Financial Operations with SuiteScript (INTERMEDIATE)ERP financial management is typically at the heart of any NetSuite deployment. In this session, we will explore how SuiteScript assists automating your business processes through best practices. Learn how to harness the customization power of SuiteScript to get the most out of your financial information and improve your bottom line. You will also discover how to customize key records and transactions such as sales orders or customers. Use SuiteScript to gain a racing edge in running your turbocharged business.

Mitigate Against Risk with Security and Authentication Best Practices that Matter (INTERMEDIATE)Learn about the complexities and stringent requirements of IT security risk management and compliance from NetSuite’s top security experts and lead NetSuite administrators. You will walk away with knowledge of the available tools and features that help you best mitigate against security threats such as phishing attacks aimed at your end users. NetSuite experts will also share tips and best practices for cloud security when building or deploying applications for NetSuite.

SAFE is Best: SuiteApp Architectural Fundamentals and Examples (SAFE) (INTERMEDIATE)Gain a deep understanding of the guiding principles for secure applications with good performance built on the SuiteCloud platform in this hands-on session. You will get insight into design best practices to ensure your application works in harmony with other SuiteApps and customizations in any NetSuite account. While this session focuses mainly on best practices for developer partners, administrators would benefit from many of the same ideas for their custom development work. You will need to have a strong working knowledge of the SuiteCloud APIs and customization framework to attend this session.

SUITECLOUD CONTINUED...

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Optimizing Advertising Sales in Media Publishing with NetSuite (INTERMEDIATE)Join NetSuite customer Torstar to hear how NetSuite’s platform can be used to optimize advertising planning and streamline order management. Learn how to leverage NetSuite for managing the calendar, orders workflow and revenue management.

Best Practices for Measuring Revenue for Media and Publishing Companies (BASIC)Learn how to make the most of NetSuite to gain real-time visibility and control over revenue and performance reporting to make better, data-driven business decisions. Explore best practices for monitoring and analyzing ad sales and performance, revenue, circulations, site visitors, marketing effectiveness and more, including cost metrics. You’ll learn how to create customizable, highly visual dashboards, intelligent alerts and comprehensive business reports for your key stakeholders that can guide your tactical day-to-day decisions and longer-term strategic direction.

Using Ecommerce to Increase Revenue and Engagement in Media and Publishing Companies (INTERMEDIATE)NetSuite SuiteCommerce enables publishers to proactively generate new revenue streams and increase internal efficiencies by selling directly to media consumers and B2B partners over a robust ecommerce front-end that seamlessly integrates with the NetSuite back office and CRM. From customer self-service to online merchandising strategies, transactions and digital content delivery, this seminar will feature lively discussions on strategies and trends within ecommerce, and how media publishers can capitalize on NetSuite SuiteCommerce capabilities to deliver a superior customer experience.

Using NetSuite’s Billing Engine to Turbocharge Your Media Firm’s Cash Flow (INTERMEDIATE)Streamlining your billing and subscription processes is a great opportunity to improve internal efficiencies, optimize your cash flow and deliver a simple, straightforward billing experience to B2C customers, B2B advertisers and partners alike. During this session, our subject matter expert will examine the challenges media and publishing companies face in complex billing environments, and how to leverage key capabilities of NetSuite’s billing engine to increase revenue capture and maximize subscription renewals -- while also saving critical staff time by utilizing a unified billing system.

What’s New for Advertising Companies? (BASIC)NetSuite’s solution for advertising agencies is constantly evolving to take advantage of new technologies and to serve its clients’ ever-changing business requirements. In this session, a NetSuite solution consultant will walk through some of the “must-have” enhancements for agencies including Resource Management, quoting and budgeting capabilities.

Best Practices for Running Your Advertising Company on NetSuite (BASIC)This session will highlight NetSuite’s flexible business platform that enables agencies to adjust core workflows -- saving time and delivering a consistent, reliable set of processes that improve agility, visibility and collaboration across the company. The session will also cover deployment best practices and adoption techniques.

ADVERTISING/MEDIA AND PUBLISHING/SERVICES COMPANIES

BREAKOUT SESSIONS • ABSTRACTS

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Increase Agency Profitability with Better Project Workflow and Resource Management (INTERMEDIATE)

Learn the workflow of a typical client, from client pitch to cash collection. The session will highlight areas where organizations can save significantly from adopting new streamlined workflows, and explore critical areas of resource management, labor budgeting and reporting analytics with real-world use cases that your agency can leverage. This session is a terrific opportunity for agency leaders looking to maximize their team’s investment in the NetSuite solution.

Customer Panel: Transforming Business Operations at Next-Generation Agencies (BASIC)

Today’s advertising world is rapidly changing via innovative advertising technology providers. These innovators need flexible platforms to run their own businesses and optimize their growth. In this session, learn how two firms are thriving by using NetSuite to evaluate growth, select areas of investment and integrate with their own proprietary tools. This is a great opportunity to hear first-hand how innovators are using NetSuite for real-time visibility and process optimization -- freeing valuable resources to focus on growing the business.

Analyst Perspective: Best Practices for Services Organizations (BASIC)

What separates the best service organizations from the rest? In this fun and informative session, service industry leader Jeanne Urich will share data, insights, best practices and case studies from Service Performance Insight’s 2014 Professional Services Maturity Model Benchmark. The presentation will cover trends and challenges shaping the service industry, an introduction to the PS Maturity Model and the impact of operational maturity on the bottom line -- and an overview of the five Service Performance Pillars. The presentation will also include data on how integrated ERP, CRM and PSA applications impact revenue and profitability.

Increase Visibility & Profitability in Services Companies with Financial Planning and Business Analytics (INTERMEDIATE)

The best-run services organizations have clear visibility across the entire delivery chain, from bookings to billings to backlogs. They’re able to manage headcount, utilization cost per person and expenses to drive overall project margins by using analytics to quickly uncover issues that hamper performance. In this session, you’ll learn the top metrics that services organizations must use to manage performance, how successful dashboards maximize project profitability, how to use financial planning to align headcount and keep expenses under control, and how integrating with NetSuite OpenAir data delivers enhanced visualization and reporting.

Tips and Tricks for Maximizing Reporting with OpenAir for Services Companies (ADVANCED)

Accurate, comprehensible and reliable reporting of your OpenAir data is essential to running your business. In this session, we demystify OpenAir reporting features and empower you to use them easily and quickly. Do I need a summary, detail or advanced report? What’s the difference between subtotals and subtotal roll-up? Is this a calculated field or a custom field? These questions and more will be addressed as we demonstrate how to be effective with utilization reporting, project margin reporting, cycle time reporting, forecasting and other metrics. A basic understanding of the OpenAir database and reporting is helpful for session attendees.

Services Resource Planning (SRP) Demystified (INTERMEDIATE)

Learn how SRP can help you manage your entire services business with one end-to-end solution, from lead generation to professional services automation and back-end financials. This session focuses on the benefits of SRP, with a discussion of NetSuite-native functionality and features. We will cover functionality that spans project and resource management, project accounting, and time and expense management. Learn how you can leverage these and other workflows of SRP to manage your business more effectively.

ADVERTISING/MEDIA AND PUBLISHING/SERVICES COMPANIES CONTINUED...

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Manufacturing Roadmap and Vision (INTERMEDIATE)Modern manufacturing is all about intelligence, efficiency and dynamic collaboration across the extended supply network. This presentation will highlight key macro-economic trends and their impact on the product roadmap over the next few releases. NetSuite’s general manager and product manager of Manufacturing will both be on hand during this session to provide information about the direction of NetSuite Manufacturing and its roadmap priorities.

Get the Most Out of NetSuite for Manufacturing with SuiteCloud (INTERMEDIATE)NetSuite is one of the most flexible ERP solutions thanks to the power of the SuiteCloud platform. Join us at this session to see several examples of how other customers have extended their systems, receive advice on how to identify when to customize and discuss best practices to ensuring that you end up with the solution that you had envisioned.

Bringing Engineering into the Cloud (BASIC)Savvy manufacturers are moving everything into the cloud, including engineering. Moving engineering into the cloud can help streamline the process and help companies bring products to market with higher quality and better profit margins. In this session, learn how to leverage NetSuite and cloud-based product lifecycle management and design solutions, such as Autodesk PLM360 and Fusion 360, to effectively manage the product lifecycle -- while integrating with NetSuite to ensure a seamless transition from design to production. This session will also include specific customer best practices examples.

Case Study: Refining the RMA Process (INTERMEDIATE)Every day, product-based businesses must run through the Return Merchandize Authorization (RMA) process. In this session, learn how Circus World Displays Limited (CWD), a designer, manufacturer and seller of consumer electronics, embarked upon a change of their RMA process. Their initial RMA process touched upon four departments with multiple touchpoints and decision making, which was time consuming and enhanced the likelihood of errors. With the help of ERP Guru, CWD refined their RMA process, which resulted in employee touchpoints being cut in half and the number of hours spent on RMAs each week being reduced by 40 hours.

Case Study: MRP and Lean in NetSuite (ADVANCED)Lightspeed has been a NetSuite customer since 2005 and we’ve recently brought in the concepts of Demand Driven MRP (DDMRP) into our NetSuite environment to help our company improve its supply chain performance. This session will provide an overview of the concept of DDMRP and demonstrate how Lightspeed has implemented a revolutionary new approach to ordering products based on the concepts of “”Position and Pull”” -- all within the friendly confines of NetSuite. See how you can meet your customers’ requirements and reduce your reliance on Excel, while increasing planning accuracy and also reducing inventory levels.

NetSuite and Compliance (BASIC)Many NetSuite manufacturing customers must comply with a host of federal and/or industry regulations. In this session, we will discuss several common compliance standards and considerations when using NetSuite to effectively comply. A discussion on Code of Federal Regulations Part 11 wil also be included in this session.

MANUFACTURING INDUSTRY

BREAKOUT SESSIONS • ABSTRACTS

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Inventory Valuation in NetSuite (INTERMEDIATE)Take a deep dive into NetSuite’s inventory valuation options, including Average, FIFO, LIFO, Standard and Specific costing. Learn best practices, including tips and tricks as we compare and contrast the inventory costing methods available in NetSuite.

Supply Chain Management with NetSuite (INTERMEDIATE)NetSuite inventory management software offers a complete set of inventory management, manufacturing and purchasing capabilities that improves supply chain management and delivers an end-to-end, procure-to-pay process. In this session, you will learn how to use NetSuite to gain an in-depth, real-time view into key supplier, inventory and procurement indicators, enhance collaboration through self-service capabilities for partners, vendors and customers, better manage inventory levels and costs, and meet fulfillment expectations resulting in improved customer service.

Running a Manufacturing Facility with NetSuite (ADVANCED)Over the last few years, NetSuite has added a lot of depth to its core manufacturing functionality. In this session, we will look at some of the key metrics that today’s manufacturers use to run their business, demonstrate how to configure NetSuite to access that same information and, then, how to use it to more efficiently run your manufacturing business.

Case Study: How c3controls Moved its Entire Manufacturing Business to the Cloud (BASIC)c3controls is an American manufacturer of standard industrial controls. Prior to moving to NetSuite, the company utilized a number of disparate systems as its ERP solution -- one software for financials, one software for inventory management, another one for CRM, another for MRP and the list goes on. In this session, learn how c3controls moved their entire business to NetSuite and how they’ve streamlined everything from sales to manufacturing. With an aggressive timeline of just three months, c3controls was able to meet its goal and take orders and ship the very same day.

Running a Global Manufacturing Operation (INTERMEDIATE)Making correct decisions in data cluttered world is not easy. This session will discuss how to identify data that is relevant for outsourcing, costing, throughput, and management decisions.

Support, Warranty and Repair for Manufacturers (INTERMEDIATE)In many ways, selling a product isn’t the end of your customer communication cycle – it’s the beginning. NetSuite’s new Warranty and Repair bundle makes it easy to manage that relationship going forward, gathering key additional information and ensuring that your customers stay happy -- even if there is a problem with the product. In this session, learn how to deploy this powerful new bundle, handle customer complaints easily and efficiently and turn what could have been a negative customer experience into a positive one.

MANUFACTURING INDUSTRY CONTINUED...

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NetSuite for Retail: Strategy and Roadmap (INTERMEDIATE)Learn about NetSuite’s approach to targeting the needs of retailers by attending this session where we will highlight industry trends and customer feedback defining the NetSuite retail strategy. Members of the NetSuite product management team will discuss future priorities and major functional areas around NetSuite’s retail capabilities, including using SuiteCommerce Advanced for building innovating web and in-store digital experiences, the evolving role of point of sale and the benefits of an integrated platform for omnichannel retail companies.

Industry Expert Insight: Seamless Commerce and the Future of Retail (BASIC)Consumers continue to blur the lines between shopping channels and expect a seamless shopping experience. The ability to adapt to whatever is most relevant to the customer right now is the key principle of omnichannel retailing, and will be a top characteristic of 2014’s leading retailers. Stay ahead of the trends and issues driving the future of retail by joining this session where you’ll hear from a panel of industry experts who will share their thoughts on what key trends are shaping today’s retail strategies and what you need to do to adapt.

Case Study: Single Commerce Platform Drives Big Results at Ibex (BASIC)Join this session and learn how Ibex is driving growth, scalability and performance with NetSuite’s end-to-end retail solution. Get a close look at how this outdoor apparel retailer is leveraging NetSuite’s single-commerce platform across all channels to deliver enhanced service to both retail and wholesale customers. In this session you will learn how Ibex improved inventory management, implemented any-channel order fulfillment and boosted warehouse performance by 300 percent without increasing space or adding personnel.

Customer Case Study: Williams-Sonoma Goes Global with NetSuite (BASIC)Are you considering international expansion as part of your long-term growth plans? Join this session and discover how Williams-Sonoma is expanding across global markets by leveraging NetSuite’s SuiteCommerce to power retail operations across its online and brick-and-mortar stores. Hear how this dynamic retailer is handling the complexities of global multi-channel commerce -- from optimizing their supply chain to internationalizing their U.S.-based customer call centers. You’ll also learn lessons learned and key dos and don’ts for planning and managing your international expansion.

Drive Visibility Across Your Retail Enterprise with Reporting, Saved Searches and Analytics (INTERMEDIATE)NetSuite’s robust and flexible reporting capabilities give you the visibility you need to better monitor, measure and manage your retail business across all areas of the organization. In this session, we’ll explore and create reports ranging from inventory and sales to customer profitably and campaign ROI. Additionally, we’ll look at NetSuite’s new report navigation panels and dashboards that are available for merchandisers, store managers, executives and others.

RETAIL INDUSTRY

BREAKOUT SESSIONS • ABSTRACTS

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Boost the Power of Your Promotions (INTERMEDIATE)Join this session and learn how to increase your conversion rates by delivering the right promotion, for the right product, via the right channel/location and at the right time. We’ll demonstrate how to leverage your existing customer data to develop dynamic, targeted customer segments to deliver the most relevant offer to your customers.

Merge the Physical and Digital with NetSuite Order Management (INTERMEDIATE)Today’s consumers no longer differentiate between online and in-store experiences. To attract and retain savvy shoppers, retailers must blend the physical and digital worlds into a seamless commerce experience that enables consumers to buy anywhere, fulfill anywhere and return anywhere; order management is the key enabler for this merging of the digital and physical worlds.   Join this session to learn how NetSuite’s Order Management enables global inventory visibility and fulfillment across stores, warehouses and drop shippers, and connects with ecommerce, CRM and POS to deliver the omnichannel experience today’s consumers expect.

Beyond the Basics: Maximize the Power of NetSuite’s Retail Solutions (INTERMEDIATE)Join our NetSuite consultants as they share ideas and discuss tips and tricks to drive usage and help you get more out of your NetSuite solution. During this session, you’ll also hear about specific examples of what other retailers are doing to maximize usage and functionality within NetSuite. This session is intended for retailers that are beginning their journey with NetSuite or recently completed an implementation.

Transform the POS User Interface (ADVANCED)The NetSuite point-of-sale user interface supports multiple POS layouts to support varied store concepts and multiple role-based users to support the retail store security hierarchy. In this session, we’ll share advice and tips on the most effective ways to organize your POS screen layouts, customize the look and feel and update function permissions. You’ll also learn about best practices on design, advanced settings and flags as well as pitfalls to watch out for in the process. Session attendees should have user and/or administrator experience with NetSuite POS.

Expand Selection and Revenue with Advanced Store Fulfillment (INTERMEDIATE)Are you leveraging your supply chain to its fullest? NetSuite’s single platform enables your customers to browse for product information, check inventory, compare products and order out-of-stock items/products not carried in the store. Learn how to leverage this functionality to deliver an improved customer experience by saving lost sales due to retail store stock outages. This “endless aisle” strategy is an integral part of delivering a converged channel experience that ensures your customers receive consistent product information, pricing and order fulfillment capabilities during their in-store shopping activities.

RETAIL INDUSTRY CONTINUED...

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Software Customer Success: Streamlining the Financial Close Process (BASIC)

Improving the speed and accuracy of the financial close process is often a primary area of focus for new NetSuite customers. But, are you taking full advantage of NetSuite’s capabilities? This session focuses on best practices designed to help you reduce the close cycle, improve your confidence in the numbers and ensure you have the documentation in place to work with your auditors. This session is ideal for newer customers who will learn from the experiences of peers as well as NetSuite’s experts.

NetSuite TribeHR for Software Companies (BASIC)

NetSuite’s acquisition of TribeHR created the industry’s first integrated cloud ERP and HCM software suite. The result is a single cloud solution for modern organizations that combines powerful ERP to run core business processes with rich social HR software to manage employees. In this session, you’ll learn how TribeHR supports core HR functions and hear how software industry customers have benefitted from this powerful combination. We’ll also be conducting a live demonstration of TribeHR’s functionality and NetSuite integration points during this session.

Optimize Your Budgeting and Planning Process with NetSuite Financial Planning (INTERMEDIATE)

Are you ready to move away from labor-intensive and error-prone spreadsheets for forecasting and budgeting?  Learn how NetSuite Financial Planning improves planning accuracy, increases business agility and enhances alignment across the business while also reducing time and manual work spent in the financial planning function. Hear financial planning best practices from NetSuite’s FP&A team, including key drivers software companies should focus on, as well as our own success using the NetSuite Financial Planning module. Our experts will also demonstrate the solution and answer your questions during this session

Critical Metrics for the High-Value SaaS Business with NetSuite CFO Ron Gill (INTERMEDIATE)

Join NetSuite CFO Ron Gill and learn about the critical metrics he uses to run the business. Updated for 2014, the discussion will cover key metrics for revenue, bookings, sales and marketing efficiency, as well as churn including cohort-based retention analysis. A short demonstration of the dashboard and KPI tools available to help our fellow SaaS customers drive success will be provided, as well as a Q&A session. You’ll walk away with a better understanding of how to build a healthy recurring revenue business.

Software Customer Success: Upgrading to NetSuite OneWorld (INTERMEDIATE)

As your software company grows though acquisitions or geographic expansion, you’re faced with a new set of challenges. Financial consolidation is more complex as new subsidiaries and currencies are introduced, and more than ever you need the real-time visibility across the business that NetSuite provides. This session is designed to provide you with a blueprint on how NetSuite OneWorld can help solve these global business management challenges. Hear a customer share their own success story -- and pose your questions to our OneWorld experts.

Bringing People, Process and Technology Together to Drive ERP Success (INTERMEDIATE)

Building the right team is perhaps the most important step to ensuring your initial or follow-on ERP project is successful. It’s more than just smart people with expertise in one area, but rather a diverse group of people who offer a variety of strengths. There are three key areas of expertise required: general business acumen, IT/business applications background and accounting/financial knowledge. In this session, you’ll learn how bringing these areas together was the key to success in taking CommVault, a public, multinational, SOX-regulated $4 billion market-cap company, live on NetSuite in less than seven months.

SOFTWARE INDUSTRY

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 26

Laying the Foundation for Rapid Growth: Our 3-Year Journey with NetSuite (INTERMEDIATE)If you are a small software company with big growth aspirations, or a mid-market company entering a rapid-growth phase, your approach to using NetSuite can benefit from a “big company” mentality. In this session hear about one software industry customer’s three-year experience with NetSuite, including implementation, automation, customizations, training, knowledge transfer and integrating with partner applications. This deep-dive, live case study will include a demonstration and Q&A.

Roadmap and Vision: NetSuite for Software Companies (INTERMEDIATE)What’s on the horizon for NetSuite’s solution for software industry customers? This popular session provides an overview of key short-term and long-term product priorities. Led by NetSuite’s general manager, Software Vertical, and our senior director of Product Management, this session is designed to provide you with insights about the roadmap and how customer feedback influences the development process. Time for Q&A will conclude the session.

What I Did After Going Live: How to Extend NetSuite with SuiteCloud (INTERMEDIATE)Your company has been running on NetSuite and now you’re ready to take it to the next level with workflows, scripting and other customization tools. This session focuses on how the SuiteCloud platform can be used to further transform your business operations. Through a detailed customer case study, as well as best practices from our own professional services experts, you’ll learn how to tap into the power of SuiteCloud and achieve similar results in your organization.

Recurring Billing and Subscription Management for High Tech Companies (INTERMEDIATE)This session delivers an in-depth look at how NetSuite Recurring Billing has evolved to meet the needs of your software business. Our billing experts will explore the wide range of use cases supported for software and high tech companies, including live demonstrations that showcase the flexibility of the solution to manage both simple and complex recurring revenue, subscription and billing scenarios.

Revenue Recognition: Best Practices for Today and Preparing for the New Standard (ADVANCED)With the new revenue recognition standard looming on the horizon, now may be the best time to get more out of your NetSuite investment. In this session you’ll learn best practices to streamline and automate revenue accounting. You’ll also hear advice on how to prepare for transitioning to the new standard. A demonstration of revenue recognition capabilities and the opportunity to ask our experts questions will conclude the session. Attendees should have a firm grasp of revenue accounting standards, as well as a basic understanding of NetSuite’s revenue recognition functionality.

Calling All NetSuite Admins: Best Practices for the Administrator Role (ADVANCED)Designed for NetSuite administrators and power IT users, this session provides an in-depth look at how NetSuite runs NetSuite. Brian Taylor, NetSuite’s lead administrator, will take you through detailed best practices on establishing controls, organizing user roles and permissions, using your sandbox, prototyping SuiteCloud customizations and more. Updated for 2014, this popular, interactive session will arm you with our own tips and tricks, help you avoid “gotchas,” and provide you with an opportunity to ask your toughest NetSuite admin questions. A solid understanding of NetSuite and experience as an administrator is helpful to those attending this session.

SOFTWARE INDUSTRY CONTINUED...

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Wholesale Distribution Roadmap and Vision (INTERMEDIATE)Modern distribution is all about intelligence, efficiency and dynamic collaboration between manufacturers and customers -- while minimizing inventory on hand and managing margins. This presentation will highlight key macro-economic trends and their impact on the product roadmap over the next few releases. NetSuite’s general manager and product manager of Wholesale Distribution will provide insight into the direction of the business organization and its roadmap priorities.

Extending NetSuite Using Platform Solutions (INTERMEDIATE)Learn to extend your wholesale distribution business with the latest platform solutions from NetSuite and NetSuite partners. NetSuite recently released two new platform modules, Grid Order Entry and Warranty and Repair, and this session will showcase how these can best be leveraged. This session will also cover other platform solutions, including Container Management, Smart Order Entry, Rentals and Field Service. Lastly, we’ll include a discussion on when it makes sense to customize versus leveraging an off-the-shelf application.

Effective Warehouse Management in NetSuite (INTERMEDIATE)Managing inventory within the warehouse is key to successfully delivering customers their product in an efficient manner. Managing the cycle from receiving and put away, to controls while the inventory is stocked, to ultimately readying the product for delivery, involves good processes, people and, at times, automation. Join us in reviewing warehouse management best practices and how NetSuite and our partner community can help make efficiency in the warehouse a reality.

Wholesale Distributor Collaboration and Communication Problems Solved Using NetSuite (INTERMEDIATE)Communicating and collaborating internally and externally within your supply chain becomes ever more important in our rapidly changing environment. Disjointed or slow collaboration negatively impacts business performance and, ultimately, the bottom line. Join us as we walk through an array of business collaboration problems and how they are solved using NetSuite.

SuiteFlow for Wholesale Distribution Companies (INTERMEDIATE)Why use NetSuite SuiteFlow for your wholesale distribution business? SuiteFlow is one of the most cost-effective ways you can automate user actions and processes within NetSuite. In this session, you’ll be guided through the steps of building your first workflow. Through this demonstration, you’ll gain a better understanding of how this amazing tool can be leveraged. We’ll also cover advanced use cases that illustrate the effectiveness of automating business processes without having a proficiency in JavaScript.

Saved Searches, Reporting and Analytics for Wholesale Distribution Companies (BASIC)NetSuite saved searches and reports can provide wholesale distribution companies with the necessary visibility to run their business across all facets of the organization. In this session, we’ll explore the latest analytical data types pertaining to procuring, managing and selling product within the NetSuite application. In addition, you’ll see the latest reporting use cases recently implemented across various NetSuite customers.

WHOLESALE DISTRIBUTION INDUSTRY

BREAKOUT SESSIONS • ABSTRACTS

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Inventory Management in NetSuite: Managed or Outsourced, Simple or Complex (BASIC)How are NetSuite customers managing their inventory today and where do they want to go? Learn about helpful tools and processes to help guide you through inventory management decisions. Learn best practices for inventory reduction, increased turns and intelligent inventory planning.

Case Study: The Power of the NetSuite Platform for Musclepharm (ADVANCED)Scripting and customization is often a key element of success for wholesale distribution companies. In this session, you’ll hear how Musclepharm has effectively used customization and scripting to better fit their business as well as integrate with multiple partners. This content will focus on scripted automation that saves time and money across an organization -- allowing departments to better streamline their processes and day-to-day work.

Case Study: Enabling Your Wholesale Distribution Business to Scale (INTERMEDIATE)In this session you’ll learn how EndoChoice managed to grow more than 100 percent in just 12 months and establish new offices in two additional countries - with both now boasting more than 50 employees each. In this session, EndoChoice will share some of its learnings and the top five items that need your attention during rapid expansion. This session will discuss how we refined our shipping process, launched a B2B ecommerce site and built a manufacturing process.

The Wholesale Distribution Value Chain (BASIC)Managing a complete wholesale distribution business is complex. How do you leverage NetSuite across the entire value chain from marketing through after sales service and support? In this session, we will cover how a wholesale distributor can leverage NetSuite CRM and Ecommerce in addition to Financials and Inventory Management.

Case Study: Reducing Costs Through Electronic Invoicing and Freight Visibility (INTERMEDIATE)Today, distributors face ever-increasing pressures to control costs in all aspects of their operation. This session will address ways to control costs by customizing NetSuite to maximize the number of customers participating in electronic invoicing and, thus, reducing the postage and labor costs of mailing invoices and statements. Also covered in this session will be customizations that enable distributors to see the cost of freight at a per-transaction level, which provides a tool to better control freight costs.

Becoming a Global Wholesale Distribution Business with NetSuite OneWorld (ADVANCED)Since implementing NetSuite, your company has grown exponentially. You now have subsidiaries in different countries and you’re buying and selling in multiple currencies. Due to your dynamic growth, your accountants are screaming about financial consolidation and your domestic purchasing manager, foreign production manager and worldwide sales staff have no visibility into your new global supply chain. In this session we will review the benefits of utilizing NetSuite OneWorld and how to make the transition from your single instance into the robust power of OneWorld.

WHOLESALE DISTRIBUTION INDUSTRY CONTINUED...

BREAKOUT SESSIONS • ABSTRACTS

For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 29

Security, Compliance and Audit Best Practices for Global Deployments (INTERMEDIATE)NetSuite runs its entire internal operations on the NetSuite Cloud ERP platform spanning all functional groups and serving over 2,400 worldwide employees. Join us for an informative session where NetSuite Administration, Security, Compliance and Internal Audit experts share advice and tips on the most effective way to address the complexities and stringent requirements of IT security risk management and compliance. Best practices for monitoring and reporting for audit compliance will also be discussed.

Anatomy of a NetSuite OneWorld Implementation - Lessons Learned at Land O’Lakes (INTERMEDIATE)There are a growing number of enterprises in an array of industries tackling NetSuite OneWorld implementation projects and, while no two projects are alike, most of them likely do share commonalities in their approach and implementation methodology. In this presentation you will learn about the experiences gained during each phase of a case study implementation – and how to leverage them to make your projects more efficient. The session will cover business requirements definition, political climate management and technical considerations, including integrations with legacy systems among others.

How NetSuite is Powering International Expansion Plans for Land O’ Lakes (INTERMEDIATE)As Land O’Lakes develops and implements its international growth plans, the company is making changes and adjustments to our processes and systems to enable and support this expansion. Functionality specific to global consolidation, local statutory reporting, foreign exchange management and several other areas will need to be extended, changed or simply implemented to accommodate our potential expansion beyond our traditional US-centric business model. Attend this session and learn how NetSuite, a key Land O’ Lakes business partner, is helping the company achieve its international business expansion goals.

Leverage Cloud Commerce to Take Your Business Global (INTERMEDIATE)At Williams-Sonoma, we are embracing next-generation commerce systems to streamline our business processes and nurturing relationships with our customers by engaging them in an interactive, personalized and intuitive shopping experience. We are doing all this with the benefit of a central system to manage all transactions with our consumers and partners worldwide via NetSuite SuiteCommerce platform. Attend this session to learn how we are leveraging the SuiteCommerce platform to power our global operations with our existing backend ERP system.

Implementing NetSuite While Preserving Your Existing ERP Investments (BASIC)Your company has already bet on a cloud ERP strategy and you’re invested in NetSuite. However, you still have questions about how you can best leverage it in your organization. Attend this session to hear from Shaw Carpets, a Berkshire Hathaway company, on how they began their expansion into international markets powered by a new NetSuite implementation to drive all of their financials and manufacturing operations in China – while keeping their existing corporate systems intact. During this session you will also learn how Shaw Carpets is entering other markets in this manner.

Change Management in the World of Cloud ERP (BASIC)As you adopt and expand NetSuite throughout your organization, you realize that it is not a matter of just switching over one night from an older release to a newer one. You need an “industrial strength” change management process in place to ensure that you are prepared to take advantage of the new functionality from day one. Attend this session to gain insight from an experienced change management consultant and a seasoned NetSuite customer on how they have successfully implemented fool-proof change management methodologies within their organizations.

ENTERPRISE BUSINESS MANAGEMENT

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Technical Solutions to Integrate NetSuite into Your Existing Environment (ADVANCED)Your company has decided to adopt NetSuite to meet your growing demands. However, as an IT analyst, you wonder how to integrate NetSuite into your organization so that you can still leverage your existing tools. Attend this session to listen to integration experts as they highlight the range of options available for various application integration scenarios. This is an advanced session so some knowledge of the SuiteCloud platform would be helpful for attendees.

Achieving Rapid ROI Through Your Cloud ERP Strategy (INTERMEDIATE)It’s no secret that Cloud ERP can deliver immediate ROI through faster deployment of your business management solution. However, you must accelerate the ROI across numerous areas of your business in order to remain competitive. Attend this session and hear from Thomson-Reuters to learn how they adopted Cloud ERP solutions to deliver a greater bang for their buck in such areas as financial consolidation, change management initiatives and business process mapping. During this session, you will also hear about key strategies for demonstrating quick success to your peers.

IT Executive Panel: Best Practices Managing Cloud/On-premise Hybrid Computing Environments (BASIC)As the leader of your company’s IT department, you are constantly grappling with tight budgets and necessary investments. Attend this session and hear from industry analysts, global SIs and your peers to learn how you can leverage your NetSuite investment to run your business systems cost effectively in combination with your existing systems, while ensuring that a greater share of the IT budget is weighted towards streamlining business processes, gaining competitive advantage and delivering innovation. Attend this session to learn best practices in managing a hybrid computing environment and getting the most out of both investments.

ENTERPRISE BUSINESS MANAGEMENT CONTINUED...

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For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 31

Solution Update: Winning with NetSuite Ecommerce (INTERMEDIATE)Ecommerce is one of NetSuite’s key differentiators and our commerce-ready platform offers the only true cloud-based, omnichannel solution in the industry. In this session, learn how SuiteCommerce addresses the unique requirements of B2C and B2B markets. We will also explore NetSuite’s latest ecommerce product features, share the best performing calls to action to generate a sales pipeline and review how to sell a complete ecommerce solution. You will hear from our experts as they walk through the latest ecommerce sales presentation and learn about valuable sales collateral to help you close the deal.

Industry Update: Selling NetSuite into Wholesale Distribution Companies (INTERMEDIATE)The wholesale distribution industry thrives on speed and efficiency—not on managing disconnected IT systems for finance, order and inventory management, ecommerce and others. Learn the five keys to successfully selling into wholesale and distribution businesses and helping your WD clients run their business smarter and faster. We will review important NetSuite product features specific to WD, share sales and marketing best practices, explore the partner and competitive landscape, as well as showcase NetSuite’s latest wholesale distribution client success stories.

Industry Update: Selling NetSuite into Services Companies (INTERMEDIATE)The services industry is projected to be among the fastest growth sectors for the foreseeable future. With a fast-growing market and the opportunity to deliver industry-leading solutions with a proven ROI, don’t miss this session on how to grow your sales of NetSuite into services firms. Learn how NetSuite’s professional services automation (PSA) and services resource planning (SRP) solutions help services firms dramatically improve project margins, billable rates, rate realization and revenue growth. During this session, NetSuite experts will share selling tips, review the latest NetSuite product enhancements for service organizations, reveal best performing marketing campaigns and more.

Industry Update: Selling NetSuite into Retail Companies (INTERMEDIATE)Today’s consumers no longer differentiate between online and in-store shopping experiences. To attract and retain savvy shoppers, retailers must blend the physical and digital worlds into a seamless commerce experience that enables consumers to buy anywhere, fulfill anywhere and return anywhere. Join our experts as they review how NetSuite’s retail solution enables retailers to deliver this omnichannel experience while also streamlining operations, driving growth and increasing revenues. Attendees will learn sales and marketing best practices, helpful tips and industry insights to achieve success in your NetSuite retail sales efforts

Industry Update: Selling NetSuite into Manufacturing Companies (INTERMEDIATE)The manufacturing industry thrives on innovation and cost-efficiency—not on managing disconnected IT systems for finance, order and inventory management, ecommerce and more. Learn the five keys to successfully selling into manufacturing businesses and helping your manufacturing clients gain a competitive edge. We’ll review the fundamental NetSuite product features specific to manufacturing, share sales and marketing best practices, explore the partner and competitive landscape, and showcase NetSuite’s latest manufacturing client success stories.

Industry Update: Selling NetSuite into Software Companies (INTERMEDIATE)Software companies face unique challenges managing rapid growth, tackling revenue recognition, managing billing complexity and laying the proper foundation to transition from a start-up to a publicly traded company. Learn how NetSuite addresses the specific requirements of software and SaaS companies through the native capabilities of its Software Company Edition, as well as the SuiteCloud platform and partner applications. Key capabilities will be demonstrated and you’ll also have opportunities to pose your questions to our software vertical experts.

SELLING NETSUITE (PARTNERS ONLY)

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For more information about SuiteWorld 2014 Agenda and Breakout Sessions, please contact us at [email protected]. 32

Industry Update: How to Profit from Selling NetSuite into Nonprofits (INTERMEDIATE)The nonprofit industry is growing—and so is NetSuite’s commitment to this sector. Join our sales and marketing experts as they share five technology trends for nonprofit organizations, explore how nonprofits are putting cloud business technology to use to increase their social impact and update partners on NetSuite.org—the NetSuite corporate citizenship program that benefits nonprofits through product donations, discounts and pro bono services.

Best Practices: Boost Prospecting and Close Rates Through Social Selling (INTERMEDIATE)Did you know that over 60 percent of U.S. marketers use social media to increase their lead gen? Or, that LinkedIn generates more leads for B2B companies than Facebook, Twitter and blogging combined? Join us as experts from NetSuite, LinkedIn and InsideView share social media best practices for engaging with buyers, establishing rapport, expanding your relationship network and accelerating deal closure. With more and more B2B buying decisions starting, progressing and often even closing online without any face-to-face meetings, this will be one session you will not want to miss.

Best Practices: The NetSuite Demo “Elevator Pitch” (INTERMEDIATE)Want to learn the demo equivalent of the sales “elevator pitch” that quickly summaries your solution, what it does and why one should select it over others? Our demo expert will walk you through the demo foundation every partner should know. Eighty percent of NetSuite demos deliver an executive overview, showcase NetSuite’s 360-degree view of the customer and tour the lead-to-cash process workflow to demonstrate the power of the NetSuite cloud ERP suite. Our NetSuite pre-sales technical expert will share best practices, advice and insights in demonstrating the key features and capabilities of NetSuite’s industry-leading, cloud-based business management suite.

Best Practices: Keys to Success Implementing NetSuite (INTERMEDIATE)Successfully implementing your first customer or your next customer is one of the keys to long-term success in selling and delivering the NetSuite solution. In this session, you’ll learn the most important investments to make in training and personnel, what skills and experience mark the profile of the ideal candidate when staffing and gain strategies to ensure a successful customer go-live. Join us and benefit from NetSuite’s experiences on what makes a successful partner professional services practice while avoiding the most common pitfalls.

Competitive Update for Partners (INTERMEDIATE)Seeking an edge when competing against other business management application solutions? Join our competitive intelligence expert to review key competitors you should be prepared to deal with, explore the latest resources available to better position NetSuite against common on-premise and cloud competitors, and learn how to handle any questions from your prospects that may have been planted by the competition. This session will also feature a resource guide describing materials available for your use in competitive sales situations.

Best Practices: Selling to the Finance Department (INTERMEDIATE)How does your business position and sell the NetSuite solution to the CFO and financial leadership of a company? Are you incorporating best practices when prospecting, diagnosing customer needs, crafting a solution and establishing value? Join our experts in exploring how they tailor their approach to financial buyers while taking a consultative approach to all aspects of the NetSuite sales process.

SELLING NETSUITE (PARTNERS ONLY) CONTINUED...