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NetSuite for Professional Services

NetSuite for Professional Services

ERP Software for Professional Services Companies

Delivering expert service requires a solid foundation. As you manage resources and schedules, track changes and profit margins, and continue to grow your customer relationships, the professional services industry needs a back-office platform that makes it easy to see where you are and where you need to go. 

NetSuite ERP, the leading cloud ERP platform for midsize businesses, is built for professional services organizations. As you continuously drive operational effectiveness, you need full visibility and adaptability. NetSuite empowers your business to grow with a suite of features and functionality that help you track, manage, and scale.  

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Efficiently Manage Your Financial Processes

From bank reconciliation and assets management to receivables, payables, revenue management and more, NetSuite helps you automate complex financial processes.

NetSuite financial management solutions expedite daily financial transactions, reduce budgeting and forecasting cycle times, ensure compliance and accelerate the financial close. Our cloud-based platform delivers real-time visibility into the financial performance of any business, from a consolidated level down to individual transactions. NetSuite financial management seamlessly integrates with additional business applications — including order management, inventory, CRM and commerce — so you can run your entire business with a single solution.

NetSuite’s Professional Services Automation (PSA) solution, SuiteProjects, provides a comprehensive, end-to-end PSA system that supports an entire services business with a single, cloud-based suite. From project and resource management to time and expense tracking, project accounting and billing and invoicing, SuiteProjects helps organizations complete projects quickly and profitably, generate invoices accurately and efficiently and shrink accounts receivable cycles.

What is NetSuite SuiteProjects? (Video)

NetSuite SuiteProjects project reporting and analytics provides robust dashboards and reporting and analytics tools, such as Project 360, that deliver a real-time, project-centric view into your services organization. Monitor, report on and analyze overall project performance in real time, and zero in on metrics including resource utilization, profit margins, budgets versus actuals and more. Every stakeholder, from executive to project manager, can instantly access personalized reports populated with the data that matters most to them.

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 integration overhead.

NetSuite’s SuiteProjects resource management solution provides a fast and easy way to assign people to projects. With centralized, up-to-date profiles of skills, interests, experience, work preferences, availability and more, project managers can ensure that the right resources are working on the right projects. By managing resources effectively, businesses are able to optimize profit margins, improve billable utilization, retain top talent and increase client satisfaction.

Embedded Professional Services teams benefit from NetSuite PSA solutions designed to maximize resource allocation, elevate on-time delivery and streamline project accounting.

  • Improve utilization with resource management.

  • Gain visibility into project management.

  • Automate billing and revenue recognition.

  • Easily manage time and expense.

  • Enable project accounting.

Manage the Complete Customer Lifecycle

Today’s successful companies adapt to their customers’ needs. Where possible, they have replaced manual processes with automated ones to increase efficiency and responsiveness. 

NetSuite customer relationship management (CRM) delivers powerful capabilities all in a single cloud solution, including sales force automation, marketing automation and customer service and support management. NetSuite CRM also includes powerful sales performance management, order management and partner management seamlessly integrated with your NetSuite ERP and ecommerce systems. A complete picture of sales helps you plan your shop floor operations and improve your forecasting. 

“Our employees have noticed that NetSuite is making their lives easier and they’re even thinking of additional ways to leverage the platform on their own.”
Lis Collins
TGT Stickers

NetSuite Professional Services Resources

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