Cadence · Phase 4

Configuration Grounded in Your Signed Scope

This is AI actively configuring your system, not a checklist you fill out yourself. A live checklist tracks exactly what's built, what's validated, and what still needs evidence — never generic ERP knowledge.

A consultant configuring an ERP system on a laptop in a modern open-plan office

Benefits

Navigate Netsuite with neo3

Grounded in Your Scope

AI grounds every configuration step in your signed scope and confirmed facts — never generic ERP knowledge.

A Live Checklist

AI keeps a live checklist current automatically — what's configured, what's validated, and what still needs evidence.

Nothing Generic

AI generates configuration guidance for your specific NetSuite or Sage Intacct — never a generic playbook borrowed from someone else's business.

Validated as You Go

AI confirms each setting is actually validated before checking it off — never assumed complete because a box got clicked.

Flagged the Moment Scope Changes

If your underlying scope changes, AI catches it and flags configuration automatically — actively watching, never silently falling behind.

How Configuration Works

Step 1

Scope Reviewed

Your signed Implementation Scope becomes the source of truth for exactly what needs to be configured.
Step 2

Configuration Guidance Generated

Step-by-step guidance is written for your specific NetSuite or Sage Intacct — never a generic playbook.
Step 3

Live Checklist Tracks Progress

A running checklist shows exactly what's configured, what's validated, and what still needs evidence.
Step 4

Validated Against Evidence

Each setting is confirmed complete only once it's actually verified — not assumed done because time passed.
Step 5

Flagged if Scope Changes

If your underlying scope changes, configuration is flagged automatically instead of silently falling behind.
400+
Real Implementations Behind Every Configuration Step
50%
Less Manual Configuration and Documentation
2x
More Consultant Time For Configuration Guidance, Not Paperwork