Professional Services Automation (PSA) and Services Resource Planning (SRP)

Increase visibility into your professional services organization, improve resource utilization, streamline invoicing and billing, elevate on-time project delivery and drive profitability.

Benefits

  • 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.

images-for-services-resource-planning-srp-page

Features

The totally integrated solution, which includes Project Management, Resource Management, Project Accounting, Timesheet & Expense Management and Analytics, provides powerful tools to help you manage your projects, resources and finances.

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.

With NetSuite’s cloud-based solution, stakeholders can see, monitor and manage project status anytime, anywhere. By delivering complete visibility and control, NetSuite’s project management solution 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.

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.

Project Accounting

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.

Timesheet Management

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.

Expense Management

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.

Analytics

NetSuite provides robust dashboards, reporting and analytical tools that provide a real-time view into your services organization and analyze overall project performance, 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.

images-for-services-resource-planning-srp-page_2

Highlights

Resource management, project management, project accounting, timesheet and expense management in NetSuite PSA improves resource utilization, on-time project delivery and profitability and streamlines invoicing and billing.

How to get started with Zone&Co.

  • Contact Us

    STEP 1

    Reach out so that we can get to know each other and understand your business goals and initiatives.

  • Discovery

    STEP 2

    We'll do an assessment of your current setup, whether it's with NetSuite or not, and discuss your business processes, desired areas of improvement, and big picture milestones.

  • Demo & Proposal

    STEP 3

    Once we know your day to day processes and where you would like to be, we'll put together a demo and proposal for the projects you want us to get started on.

  • Consult & Build

    STEP 4

    We'll deep dive into your systems- configuring, creating solutions specific for your company's processes, migrating data, and improving efficiency.

  • Train

    STEP 5

    Our NetSuite experts will train your team members so that they are your company's new super users.