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Professional Services
Automation

Maximize your Services Business
Performance with NetSuite Professional
Services Automation

Home / Professional Services Automation

Manage the complete Bid-to-Bill process of your services business with NetSuite’s leading Professional Services Automation solutions. Designed from the ground up to serve the needs of your growing services delivery business, our solutions are easy to implement, and simple to maintain. And as your processes change, NetSuite’s powerful configurability and expanded capabilities in project management, resource management, project financials, billing and invoicing, available when you need them.

Learn how to manage your services business better
with cloud-based Professional Services Automation.
Get a value assessment now

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.
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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.
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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.
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Timesheet Management

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

With NetSuite’s PSA solution you will increase visibility into your professional services organization, improve resource utilization, streamline invoicing and billing, elevate on-time project delivery and drive profitability.

The totally integrated solution, which includes Project Management, Resource Management, Project Accounting, Timesheet and Expense Management and Analytics, 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 Professional Services Automation solutions have you covered.

  • Delivers real-time visibility into your services organization’s performance and profitability.
  • Improves on-time project delivery and drives project success rates.
  • Increases resource utilization with advanced resource management functionality.
  • Equips your services team with mobile access to time and expense management.
  • Reduces hardware maintenance costs and upgrade hassles with cloud-based delivery.

Learn more about how our Professional Services Automation solution can help elevate your services delivery business

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One Single System

NetSuite PSA is the first cloud native solution that unites all of the ERP and professional services automation functionality to meet the business requirements and needs of both product and services companies in one single system. NetSuite PSA allows you to:

  • Automate and manage key aspects of their business across the complete bid-to-bill lifecycle, giving them what they need to stay competitive, gain efficiency, deliver quality services and delight their clients.
  • Enable omni-business model billing for service delivery across the services value chain from fixed fee, to milestone and to time-and-materials.
  • Provide on-the-go services professionals to access real-time business information anywhere, anytime and better collaboration across the organization.
  • Gain comprehensive visibility into back-office financials and front-office services operations in one unified system to increase project profitability, maximize billable resource utilization and make informed, data-driven, strategic and tactical decisions with powerful and insightful business metrics.
  • Address global businesses’ needs by giving them comprehensive real-time visibility, integrated financials, resource optimization and services management from corporate to subsidiaries, down to the individual project level across geographies, currencies and tax jurisdictions.

For service delivery organizations of any type who require visibility and control over their enterprise-wide processes such as revenue recognition for diverse revenue streams and unified billing, we have your solution. From embedded professional services teams within software companies, to marketing and creative teams in agencies, to specialty services teams, to management consulting organizations, NetSuite delivers everything you need to run and grow your business.

Learn more about NetSuite OpenAir PSA

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  • 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