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NetSuite Professional Services Automation

Maximise your Services Business Performance with NetSuite Professional Services Automation

NetSuite’s Professional Services Automation solution allows you to manage the complete Bid-to-Bill process of your services business.  With expanded capabilities in project management, resource management, project financials, billing and invoicing you can easily serve the needs of your growing services delivery business.

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    The World’s #1 Cloud Professional Services Automation Solution

    From resource management and project management, to time and expense tracking, project accounting and advanced billing and invoicing, NetSuite OpenAir supports the entire professional services delivery lifecycle with a powerful Software-as-a-Service (SaaS) Suite.

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    • Gain complete project visibility with easy to read Gantt charts and real time snapshots of your project down to task level
    • Get control over project risks and issues and track them with descriptions, severity, resolution date and assignment
    • Set up projects easily using templates and duplication options while flexibly assigning resources
    • Gain visibility into project profitability including budgets, estimates, work in progress, bookings, invoices, billing milestones, percentage complete and costs
    • Create and monitor detailed project level budgets using “what if” scenarios to optimise price, margin, billing rates and staffing
    • Streamline resource requests and bookings – effectively track and allocate resources by defining multiple booking types and allocate by specific timeframes to provide in-depth visibility
    • Proactively forecast and allocate resources with interactive reports and graphics. Drive forecasting and staffing with generic resource placeholders
    • Automate project invoices, manage approvals, view outstanding balances in real-time and integrate your project accounting with your general ledger
    • Recognise revenue that’s separate from project billing to support how your business measure profitability
    • Monitor your project profitability by monitoring and reporting on summary and project-level accounts. Monitor budget versus actual in real-time with easy to read graphs and reports
    • Place billing at the core of your business while gaining control and flexibility over billing and revenue management processes
    • Customise time entry to meet business rules, include time for multiple projects on the same timesheet and track and submit time in bulk
    • Define approval levels, amend approved timesheets, reject individual time entries on a timesheet and empower users to self-reject timesheets when needed
    • Keeping track of time spent on both project, tasks and cases is fully connected with the rest of your NetSuite system. Once time is logged it can automatically be accounted for by posting to your general ledger
    • Customise business rules for expense management, consolidate expenses from multiple projects into a single expense report and create and submit expense reports from mobile devices
    • Track expense reports through submit/approve lifecycle, view an auditable system history for each report and create overdue expense report approval alters
    • Make expense reporting easy, improving adoption and accuracy with a simple, straightforward interface
    • Get a full reporting suite that allows you to create flexible reports as well as the ability to sort and filter. Save any report and view the latest up to the minute results
    • Use and modify pre-configured professional services reports and create powerful historical and forecast reports, including billing and utilisation
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