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PRODUCTS & SOLUTIONS
Professional Services Automation (PSA) Solutions
Deliver Real-Time Visibility Into Your Services Organization’s Performance and Profitability
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NetSuite Professional Services Automation (PSA), a feature of NetSuite’s Services Resource Planning (SRP) solution, increases visibility into your professional services organization, improves resource utilization, streamlines invoicing and billing, elevates on-time project delivery and drives profitability. This completely integrated solution provides powerful tools to help you manage your projects, resources and finances. Whether you are struggling to gain control over your projects, accurately invoice your clients, or deliver more with less, NetSuite PSA is the answer.
NetSuite PSA is proven to quickly drive tangible results—increasing resource utilization, project margins and on-time project delivery while driving down IT costs, decreasing project accounting and overhead, and expediting billing cycles.
With NetSuite PSA, you can find the right resource for each and every project, regardless of their physical location, and easily bill their time in the project currency while accounting for the hours in the resource’s local currency—all from a single system.
Collaborative Project Management
Resource Management
Automated Project Accounting & Invoicing
Expense Management
PROJECT MANAGEMENT
NetSuite provides a seamless quote-to-order, processing-to-fulfillment solution—with complete centralization of customer, order, invoice and shipping information—helping you dramatically reduce fulfillment errors and eliminate the costs of reconciling shipping information.
NetSuite is integrated with top shipping carriers (i.e., FedEx and UPS), allowing you to manage all of your shipping needs from within NetSuite. You’ll have access to up-to-date shipping rates, increasing efficiency and lowering your fulfillment order processing costs.
Drive Successful Projects
Easily plan projects and collaborate with others. Stay organized and keep your projects on track.
Real-time Visibility
Connect NetSuite OpenAir to your CRM, ERP, HR, and Payroll applications to gain unparalleled automation and visibility
Collaborate in Real-time
Improve collaboration and work seamlessly with the team in real time to effectively track status and manage changes.
Estimate Project Profitability
View and analyze revenue, margin and the metrics that matter. Drill down to understand the drivers of key metrics.
Easy Project Setup
Easily set up projects using project templates, utilize flexible project duplication options to create new projects from templates and flexibly assign resources.
Complete Project Visibility
View the entire project plan with an easy-to-read Gantt chart and get a comprehensive real-time snapshot of project status — down to the task level.
Monitor Project Progress in Real-time
Record project issues down to the task level and track them with descriptions, severity, resolution date and assignment.
Create and Monitor Detailed Project Level Budgets
Create revenue and cost estimates for engagements and use “what if” scenarios to optimize price, margin, billing rates and staffing.
PROJECT MANAGEMENT
Effective resource management is a priority for all professional services executives looking to optimize profit margins, improve billable utilization, retain top talent and increase client satisfaction.
With NetSuite Resource Management, you can ensure that the right resources are working on the right projects, based on real-time project timelines as the project evolves. A comprehensive resource management system, NetSuite helps you manage even the most complex project resource management requirements.
Gain Visibility and Control
Achieve complete visibility into resource utilization, skills profiles, bookings and more.
Optimize Profit Margins and Billable Utilization
Reduce dependence on resource management spreadsheets with real-time tracking of skills and availability and centralized, up-to-date, searchable resource profiles.
Enhance Efficiency and Productivity
Robust utilization reporting allows you to select the metrics that matter most-worked hours, allocated hours, assigned hours and more.
Centralized Resource Management and Deployment
Automate resource management requests and bookings with customizable workflows and optimize project teams using a single, global pool of resources.
Proactively Forecast and Allocate Resources
Automate resource utilization and allocation with graphic, interactive reports. Drive forecasting and staffing with generic resource placeholders.
Streamline Resource Requests and Bookings
Effectively track and allocate resources, specific or generic, by defining multiple booking types and allocate by specific timeframes to provide in-depth visibility.
Advanced Skills Tracking and Searching
Search and allocate resources by several criteria. Find the right people and monitor utilization and availability via intuitive visual representation.
Create and Monitor Detailed Project Level Budgets
Create revenue and cost estimates for engagements and use “what if” scenarios to optimize price, margin, billing rates and staffing.
PROJECT ACCOUNTING
Maintaining tight control over the strategic direction of your projects, supporting resources effectively and ensuring that projects are completed on time and within budget are critical components to maximize service delivery performance and profitability.
NetSuite Project Accounting connects project activities with company financials, helps ensure accurate accounting and billing throughout project lifecycles, and streamlines time and expense management and provides extensive reporting capabilities. NetSuite Project Accounting is integrated with the general ledger, accounts payable, accounts receivable, sales orders, purchase orders, inventory management and the employee portal.
Monitor Profitability
Monitor project profitability and get real-time visibility into project finances against budget.
Flexible Invoicing
Align invoicing to changing project, regional, customer and business needs.
Improve Cash Flow
Improve your cash flow by invoicing customers quickly and more accurately.
Reduce Manual Effort
Automatically invoice customers for billable work and expenses and reduce manual effort and errors.
Proactively Forecast and Allocate Resources
Automate resource utilization and allocation with graphic, interactive reports. Drive forecasting and staffing with generic resource placeholders.
Streamline Resource Requests and Bookings
Effectively track and allocate resources, specific or generic, by defining multiple booking types and allocate by specific timeframes to provide in-depth visibility.
Advanced Skills Tracking and Searching
Search and allocate resources by several criteria. Find the right people and monitor utilization and availability via intuitive visual representation.
Create and Monitor Detailed Project Level Budgets
Create revenue and cost estimates for engagements and use “what if” scenarios to optimize price, margin, billing rates and staffing.
EXPENSE MANAGEMENT
In a billable services organization, expense management is critical. To maximize the accuracy and timeliness of expense reporting and overall expense management, this process should be as easy and flexible as possible for users and connect directly with project management and project accounting.
NetSuite Expense Management offers powerful features that improve productivity, enable better tracking and compliance, maximize the accuracy and timeliness of expense reporting and enhance the overall experience.
Powers Employee Productivity
Submit expenses from anywhere—via web browser or mobile device. Photograph receipts with an iPhone.
Flexible and Customizable
Customize workflows and approval processes to meet your unique business, project accounting and expense management needs.
Improve Cash Flow
Improve your cash flow by managing maximizing the accuracy and timeliness of your expense processes.
Increase Accuracy and Efficiency
Increase accuracy by integrating Expense Management with Project Management and NetSuite ERP to eliminate double entry of expense reporting data.
Proactively Forecast and Allocate Resources
Automate resource utilization and allocation with graphic, interactive reports. Drive forecasting and staffing with generic resource placeholders.
Streamline Resource Requests and Bookings
Effectively track and allocate resources, specific or generic, by defining multiple booking types and allocate by specific timeframes to provide in-depth visibility.
Advanced Skills Tracking and Searching
Search and allocate resources by several criteria. Find the right people and monitor utilization and availability via intuitive visual representation.
Create and Monitor Detailed Project Level Budgets
Create revenue and cost estimates for engagements and use “what if” scenarios to optimize price, margin, billing rates and staffing.