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Global Services Resource Planning

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A Complete Bid-to-Bill Solution

Global Services Resource Planning

NetSuite SRP provides a comprehensive, end-to-end Services Resource Planning (SRP) solution that supports an entire services business. From Customer Relationship Management (CRM) and Professional Services Automation (PSA), to accounting/Enterprise Resource Planning (ERP), NetSuite SRP supports the complete bid-to-bill lifecycle with a powerful Software-as-a-Service (SaaS) suite. NetSuite SRP helps you complete projects more quickly, generate invoices accurately and efficiently, and decrease accounts receivable cycles, so you improve cash flow and eliminate revenue leakage. With NetSuite SRP, you gain complete visibility into and control over the entire business—in real-time, from the moment a new opportunity is identified through to project delivery, invoicing and revenue recognition, all while eliminating double entry and costly systems and integrations management overhead.

Features

Project Management

NetSuite's Project Management solution enables project managers and team members to collaborate on projects and maintain current and accurate project status at all times, allowing managers to proactively identify and resolve potential issues with each engagement.

Timesheet Management

NetSuite's customizable timesheet feature enables users to quickly and easily capture detailed timesheets, whether in the office or on the road.

Client Management

NetSuite CRM software is the only cloud solution that delivers a real-time 360-degree view of your customer. It provides a seamless flow of information across the entire customer lifecycle from lead through to opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support.

Resource Management

NetSuite's Resource Management enables project managers to optimize staffing and utilization by minimizing bench and ensuring that qualified resources are working on the right projects.

Billing

NetSuite's Billing and Invoicing Management automates one-off invoices as well as complex recurring, time and project-based billing. NetSuite provides flexible billing options—based on completing project work, achieving project milestones, or according to a schedule of dates.

Expense Managementc

NetSuite Expense Management offers powerful features that improves productivity, enables better tracking and compliance, maximizes accuracy and timeliness of expense reporting and enhances the overall user experience.

Project Accounting

NetSuite Project Accounting connects project activities with company financials, helps ensure accurate accounting and billing throughout the project lifecycle, and streamlines time and expense management while providing extensive reporting capabilities.

Analytics

NetSuite's robust reporting and analytical tools deliver on-demand, real-time data, enabling you to monitor, report and analyze overall project performance in real-time.
  • Business requirements: The ERP system should meet your organization’s business needs and align with your operational processes.
  • Scalability: The system should be scalable to meet your organization’s future needs, including growth, expansion, and changing business requirements.
  • Customization: The system should allow for customization to meet specific business needs and integrate with other systems.
  • Integration: The ERP system should integrate with other systems and applications your organization uses, such as CRM, HR, accounting, and inventory management.
  • Ease of use: The system should be user-friendly and easy to use, reducing training costs and ensuring a smooth transition for employees.
  • Cost: Consider the total cost of ownership, including licensing, implementation, training, and ongoing maintenance costs.
  • Security: The ERP system should have robust security features to protect sensitive data and prevent unauthorized access.
    Vendor reputation: Choose a reputable vendor with a proven track record of delivering quality ERP systems and excellent customer support.
  • Support & maintenance: The vendor should offer reliable support and maintenance services to ensure smooth system operation and minimize downtime.
  • Industry-specific features: The ERP system should have industry-specific features that meet your needs, such as compliance with regulatory requirements or specific reporting capabilities.
  • Experience and expertise: Choose a vendor with a proven track record of delivering successful ERP implementations. Look for reviews, case studies, and references to evaluate the vendor’s experience and expertise.
  • Project management methodology: Check their project management approach and see how they manage risks, issues, and change requests.
  • Team composition: Ensure the vendor has the right team composition to deliver successful implementation, with skilled and experienced members having diverse expertise like functional, technical, and project management.
  • Customization capabilities: The vendor should have customization capabilities to meet your specific business needs and integrate with other systems.
  • Cost: Consider the vendor’s pricing structure, including implementation, training, and ongoing maintenance costs.
  • Training and support: Check their training and support processes and see how they will help you and your employees throughout the implementation and beyond.
  • Change management expertise: The vendor should have experience in change management, ensuring your organization can adopt the new system smoothly and efficiently.
  • Communication and collaboration: The vendor should have open and transparent communication channels and foster collaboration between their team and your organization.
  • Data security: The vendor should have robust security features to protect sensitive data and prevent unauthorized access.
  • Scalability: The vendor should have the capabilities to scale the system to meet your organization’s future needs, including growth, expansion, and changing business requirements