Skip to content
English

NetSuite for Project-Based Operations

NetSuite offers resource planning with automated services to streamline operations. With features such as Professional Service Automation (PSA) and Service Resource Planning (SRP), daily operational planning and management are enhanced. The system provides a complete overview and control over the entire company's operations.

Project-Based ERP for Service Organizations

NetSuite's project accounting enhances project profitability through real-time tracking of finances and performance, offering detailed analysis and reporting to proactively identify and manage potential issues.

Oracle NetSuite is a leading cloud-based ERP system, providing comprehensive functionality specially tailored for companies in the service sector. Being cloud-based, NetSuite allows users to easily access the system from any location, whether they are with clients, in transit, or at a meeting. The solution is scalable, suitable for businesses of all sizes.
Project-based ERP is crucial for service organizations, which differ from product-based companies in their reliance on human and intellectual capital. The key to profitability in these companies lies in delivering services efficiently, which requires financial and operational functionalities customized to manage resources and staff projects effectively.
xperitus consultants bring a wealth of knowledge in project-based operations, combined with extensive experience in ERP systems. This synergy has proven to be a critical factor in the successful implementation of ERP solutions.

ERP for Project-Based Operations

NetSuite's application for project-driven business includes key features such as project management, resource management, time and expense tracking, automated billing, and advanced revenue and project accounting. These features enable efficient coordination of teams, optimization of resource usage, straightforward recording of time and expenses, and management of complex billing and revenue scenarios.
NetSuite for Project-Based Operations
Project-Based ERP for Service Organizations

NetSuite is designed to scale with your company, supporting your growth and evolving business needs over time. With flexible standard tools, the system can be customized and integrated with other systems, ensuring support for all business processes. NetSuite offers a range of features to streamline and automate processes, reduce costs, and increase productivity.

Modules Tailored for Project-Based Operations:

Finance and Reporting: NetSuite offers a comprehensive financial module that is a central part of the ERP system. The financial module is designed to provide companies with an in-depth overview and control. All transactions and reporting occur in real-time in NetSuite.
For companies operating internationally, the financial module offers support for multiple currencies, tax management, intercompany transactions, and accounting standards, simplifying global finance management.

SuiteProjects: Effective project planning and management, tracking project status, and managing resources. Automatically balances supply and demand with an intuitive and flexible scheduling engine. PSA integrates with the finance module to automate the invoicing process, optimizing time management, and reducing billing errors. By centralizing project information, PSA facilitates team collaboration and smoother project management.

Customer Relationship Management (CRM): Improves customer engagement and business relationships. The application offers a range of features supporting customer management, including sales automation, marketing automation, customer service and support, and a detailed view of customer interactions.
Advanced analysis and reporting help companies understand their customers’ behaviors and needs on a deeper level.
Always included in NetSuite – no separate license needed.

Modules Tailored for Project-Based Operations
Modules Tailored for Project-Based Operations
Modules Tailored for Project-Based Operations

Key Features SuiteProjects

Project Management
Enables project managers and team members to collaborate on projects and constantly keep project status current and accurate, allowing managers to proactively identify and resolve potential issues in each assignment.
Resource Management
Project managers can optimize resource utilization and minimize idle time while ensuring that the right qualified resources are allocated to appropriate projects.
Time and Expense Management
Intuitive time and expense reports enable users to quickly and easily record detailed time and costs, whether they are in the office or traveling.
Billing

Automates simpler service invoices as well as more complex recurring time and material-based invoices and fixed contracts. Flexible billing options based on completed project, achieved milestones, or according to a predetermined schedule.

Project Revenue
Companies with NetSuite Advanced Revenue Management can automate complex revenue calculations and allocations, supporting various revenue scenarios on an individual project basis.
Project Accounting
Linking project activities to the company’s finances helps ensure accurate accounting and billing throughout the project’s lifecycle and streamlines time and expense management while providing comprehensive reporting on project profitability.
Analysis
Powerful reporting and analysis tools, such as Project360, deliver requested data in real-time, allowing for a 360-degree overview of individual projects and project portfolio status. Monitor, report, and analyze overall project performance in real-time to quickly identify and act on projects requiring special attention.

Key Benefits

effective

Improved Profitability

Automate, overview and improve profitability with Oracle NetSuite ERP’s cloud-based PSA system.
time-manager

Real-time Reporting

Visualize and control every project in real-time, from quotation to implementation and invoicing.
goal

Full Overview

Full overview of the business operations directly in the cloud, accessible from several different platforms.

handshake-1

Simplified Planning

Allocate the right resources to the right project at the right time by optimizing the resource utilization and scheduling.
cloud

High Availability

Share important documents and experiences with the entire organization.
updated

Automation

Integrated functions for automated time and cost reporting.

News

Get In Touch

Feel free to contact us for more information about how our services and products can help your specific business.