NetSuite OpenAir

Unify Professional Services Automation and Project Financials

Consulting firms and professional service organizations struggle with siloed systems for managing the lifecycle of client engagements. Disconnected professional services automation, project accounting, billing, and resource management tools lead to errors, duplicates, and revenue leakage. NetSuite OpenAir provides an end-to-end workflow to unify the entire services delivery process.

NetSuite OpenAir goes beyond basic PSA functionality. With intelligent automation across the entire engagement lifecycle, services organizations gain efficiency, visibility, and business performance advantages.

Why Choose NetSuite OpenAir?

Siloed systems for managing consulting engagements cause critical business data to fall through the cracks. NetSuite OpenAir connects the entire lifecycle—from opportunity to invoice—for unified visibility, efficient team collaboration, and accelerated growth.

  • Unified engagement lifecycle from opportunity to invoice
  • Resource management and skills-based assignment
  • Automated time and expense capture
  • Configurable billing rules and invoicing
  • Mobile app for on-the-go productivity
  • Real-time analytics and reporting

Key Capabilities of NetSuite OpenAir

Opportunity Management

  • Pipeline visibility
  • Automated alerts and reminders
  • Configurable opportunity stages
  • Collaboration tools

Billing and Revenue Recognition

  • Configurable billing methods
  • Milestone-based invoicing
  • Invoice approval workflows
  • Automated revenue calculation

    Project Delivery

    • Skills-based assignment
    • Task workflow automation
    • Mobile app user experience
    • Integrated document management

    Resource Management

    • Utilization tracking
    • Bench strength overview
    • Capacity planning
    • Competency analysis

    Timesheets and Expenses

    • Flexible time entry options
    • Automated expense compliance
    • Real-time validation and alerts
    • Extensive audit capabilities

    Analysis and Reporting

    • Pre-built KPIs
    • Real-time visibility
    • Configurable dashboards
    • Financial analytics

    Customization and Integration of NetSuite OpenAir

    Configuration

    • Opportunity and project lifecycles
    • Automated workflow triggers
    • Personalized notifications
    • Advanced reporting templates
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    Integrations with NetSuite Modules

    • Seamless ERP connectivity
    • Shared project, resource, and customer data
    • Real-time transaction sync and financial updates
    • Unified master data management
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    Third-Party Integrations

    • Resource management software integration
    • Document management solutions
    • Project planning tools
    • Billing and invoicing ecosystem connectivity

    Industry Solutions

    Software and Technology

    • Software development lifecycle templates
    • IT project progress-based billing
    • Consultant payment automation

    Manufacturing

    • Supplier collaboration portals
    • Engineering change order payment controls
    • Component and BOM costing

    Nonprofit

    • Grant project tracking
    • Fundraising campaign financials
    • Donor reporting automation

    Food and Beverage

    • Supplier quality workflows
    • Inventory invoice automation
    • Formula-based costing

    Retail and Ecommerce

    • Drop shipment orchestration
    • Vendor order and invoice reconciliation
    • Aftersales expense automation

    Healthcare

    • Insurance claim management
    • Patient accounting system connectivity
    • Provider payment integrity

    Services

    • Sales pipeline integration
    • Resource management optimization
    • Configurable delivery lifecycles

    Wholesale Distribution

    • Supply chain automation
    • Inventory and shipment invoice workflows
    • Supplier rebates and claim processing

    Apparel and Accessories

    • Seasonal design workflows
    • Costing sheets and BOMs
    • Purchase order supplier financials

    Gain the Advantage with Connected Services Delivery

    Are business goals slowed down by services delivery friction and data gaps? The future waits for no one. We’re ready when you are to show just what’s possible. Let’s connect the dots to reveal the bigger picture.

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    FAQs

    How does OpenAir handle opportunity management?

    OpenAir provides visibility into sales pipelines and opportunities. It automates reminders, stage progression, and qualification criteria to help convert opportunities faster. Sales data seamlessly flows into resourcing and delivery.

    Can project tasks be assigned based on skills?

    Yes, OpenAir allows skills-based assignment of project work and tasks to consultants. Skills profiles and competency matrices provide visibility into resource bench strength for optimal job assignment.

    How are timesheets and expenses captured?

    OpenAir allows flexible time entry based on duration, percentage completion etc. It offers web and mobile apps for time capture. Expenses can be entered via receipt upload or mobile app with automated policy enforcement.

    Can milestone-based billing be configured?

    OpenAir provides flexibility to define billing rates, project phases, milestones achieved, and completion percentage for dynamic invoice generation and revenue recognition.

    How can resource utilization be tracked?

    OpenAir provides real-time visibility into resource utilization at individual and team levels. Bench strength analysis helps reassign consultants to balance workloads for optimum utilization.

    Does OpenAir integrate with payroll?

    Bi-directional integration with payroll systems allows seamless data exchange for consultant compensation planning and processing based on billable hours worked and revenues generated.