NetSuite SRP

Services Resource Planning

A Complete Bid-Bill Lifecycle Solution

Support Your Services Organization End to End with a Powerful, Cloud-Based Suite


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Project Management

NetSuite Project Management 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.

With NetSuite's cloud-based project management solution, stakeholders can see, monitor and manage project status anytime, anywhere. By delivering complete visibility and control, NetSuite Project Management gives you real-time access to all of your project information. The result is a significantly improved project completion record, more satisfied clients and reduced non-billable work.

Features

  • Get Visibility Into Project Profitability
  • Monitor Project Progress in Real Time
  • Easy Project Setup
  • Create and Monitor Detailed Project Level Budgets
  • Gain Complete Project Visibility

Benefits

  • Drive Successful Projects
  • Collaborate in Real Time
  • Estimate Project Profitability

Resource 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.

Features

  • Proactively Forecast and Allocate Resources
  • Advanced Skills Tracking and Searching
  • Streamline Resource Requests and Bookings

Benefits

  • Gain Visibility and Control
  • Optimize Profit Margins and Billable Utilization
  • Enhance Efficiency and Productivity
  • Centralized Resource Management and Deployment

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.

Features

  • Gain Flexible and Automated Invoicing
  • Monitor Project Profitability
  • Automate Project-Level Revenue Recognition Processes

Benefits

  • Monitor Profitability
  • Improve Cash Flow
  • Reduce Manual Effort
  • Flexible Invoicing

Timesheet Management

When it comes to timesheet management, you need to make it simple and easy for employees to enter hours worked and supporting timesheet information. The more manageable the process, the more likely timesheets will be accurate and entered on time.

With NetSuite, users can quickly and easily capture detailed timesheets, whether in the office or on the road. NetSuite timesheet management allows mapping of timesheet entry and approvals to your unique business requirements—ensuring you capture the right information the first time, every time.

Features

  • Timesheet Entry
  • Timesheet Approvals

Benefits

  • Match Business Needs
  • Flexible Time Entry
  • Integrated Time Tracking
  • Improved Visibility and Control

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.

Features

  • Flexible, Accurate Expense Entry and Reporting
  • Advanced Expense Approvals and Workflows

Benefits

  • Powers Employee Productivity
  • Flexible and Customizable
  • Increase Accuracy and Efficiency

Analytics

To maximize profits and operations, your organization needs clear visibility into team and project performance. NetSuite optimizes analytics by providing robust dashboards, reporting and analytical tools that provide a real-time view into your services organization.

NetSuite's dashboards and reporting solutions enable you to monitor, report and analyze overall project performance in real time, including resource utilization, profit margins, project budgets versus actual and more. Every stakeholder from executive to project manager can instantly see personalized reports with the metrics that matter most.

Features

  • Real-Time Personalized Dashboards
  • Self-Service Collaborative Reporting

Benefits

  • Make Data Driven Decisions
  • Drive Project Performance
  • Eliminate Manual Processes
  • Improve Collaboration

Client Management

NetSuite's integrated customer service management solution gives you a 360-degree view of customers-helping to improve customer satisfaction, attract new customers and lower service costs.

Only NetSuite's customer service software gives everyone that interfaces with the customer—sales, support, service, and fulfillment—access to complete, key customer data in real time empowering them to better support your customers while driving upsell and cross-sell.

Features

  • Case Management
  • Customer Portal
  • Knowledge Management
  • Time Tracking
  • NetSuite CRM Data Sheet
  • Customer

Benefits

  • Increase Customer Satisfaction
  • Reduce Costs with Effective Self-Service
  • Increase Efficiency and Productivity
  • Drive Incremental Revenue

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.

Features

  • Flexible, Accurate Expense Entry and Reporting
  • Advanced Expense Approvals and Workflows

Benefits

  • Powers Employee Productivity
  • Flexible and Customizable
  • Increase Accuracy and Efficiency