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OpenAir and NetSuite Integrate Professional Services Automation
with ERP and CRM


Application Overview

Service Delivery organizations have pressing challenges, such as determining how to increase resource utilization and project profitability, while also meeting increasing customer demands. NetSuite has incorporated OpenAir PSA functionality into NetSuite, allowing your organization to manage the services delivery process from a single application. In addition to eliminating data transfer between systems - and the associated errors - this integration provides your entire organization, including your suppliers and customers, with full visibility into the project delivery process.

Integration Overview

With this automated web integration, project managers can view project status and profitability from within NetSuite. Resource planning is improved, allowing you to more effectively manage your resource pool to optimize utilization and profit margins. OpenAir allows you to set up billing rules and revenue recognition rules, view planned vs. actual project status, and monitor real-time project profitability. Data such as timesheets, expenses reports, and invoices, are seamlessly integrated across OpenAir and NetSuite, automating the flow of financial data.

Learn How This Turnkey Integration Will:

> Accurately measure profit margin on projects, using real-time costing data
> Keep resources off the bench, improving profitability
> Fix project problems faster, improving client satisfaction
> Automate invoicing workflow, improving cash flow

Integrated View of All Customer Activity Enables Complete Visibility

NetSuite automatically maps customer numbers to project plans, billings, revenue, invoices and customer records, providing complete visibility into the services delivery lifecycle from any transaction or customer record. Contact us to learn why.

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