There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”— Colin Powell

“PSA – NetSuite OpenAir vs. NetSuite SRPOverview | August 2016

OUR OPINION

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Table Of Contents

• What is included in both PSA solutions………………………………………4

• Project Setup Comparison ...………………………………………………….5

• Resource Assignments (screenshots) …………………………………........6

• Time & Expense (screenshots) …………………………………………......11

• Project Billing Options ……………………………………………………….19

• Invoicing Clients ...…………………………………………………………...20

• Project Reporting ………………...…………………………………………..21

• Integration of OpenAir & NetSuite ERP..…...………………………………22

• Strengths and Weaknesses.……...…………………………………………25

• Contact Bridgepoint Consulting ….…………………………………..........28

4

What is included in both PSA solutions

• Customer & Contact Details

• Employee Records– Titles, cost, bill rates– Skills, certifications, experience

• Vendor Records

• Service and Expense Items

• Projects & Project Tasks

• Options for Project Setup– Create New– Project Templates– Import form MS Project

• Resource Planning & Allocations

• Track Labor & Expense– Employee Timesheets & Approval– Employee Expense Reports & Approval– Vendor Purchase Orders

• Invoice directly from application– Invoice Review & Approval– Billing Types (Charge, Fix, T&M)– Billing Schedule (Milestone or % Complete)– Revenue Recognition

• Project & Revenue Reporting– View/Report on Project Categories

• Proposed, Active, Closed, (Custom)– Real Time Project Metrics

• % Complete• Resource Utilization• Budget vs. Actual

Both applications can stand

alone

NetSuite SRP goes beyond PSA!

5

Project Setup Comparison

NetSuite SRP• Create New Project

• Copy from another Project

• Create from Project Templates

• Create Project from Opportunity

• Import Projects and Tasks

• Import Resource Assignments

• Manage Resource Allocations

• Search for Resources by Availability and Skills

• Can create projects as Internal to manage Time-Off

NetSuite OpenAir• Create New Project

• Copy from another Project

• Create from Project Templates

• Create Project from Proposal

• Import Projects and Tasks

• Import Resource Assignments

• Manage Resource Allocations

• Search for Resources by Availability and Skills

• OpenAir has more options for Internal Projects (+)

– Leave Accrual and Leave Accrual Rules

– Time-Off Requests

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Resource Assignments

NetSuite SRP

• Group by Resource Name

• No Client / Project View (-)

• Click on Row to Edit Allocation– Drag /Edit Allocation (+)

• Grid and Chart Views

• Search Available Resources– Search by Availability– Search for Skills needed– Additional Options

NetSuite OpenAir• Group by Resource Name

• Group by Client / Customer (+)

• Click on Row to Edit Allocation

• Grid / Chart / Planner Views

• Search Available Resources – Search by Availability– Search for Skills needed (+)– Additional Custom Options (+)

OpenAir has additional options for custom searches. Both applications provide an

interactive screen to manage resources.

7

NetSuite Resource Allocations

8

NetSuite Resource Allocations (Search)

9

OpenAir Resource Planner

10

OpenAir Resource Planner (Search)

11

Time & Expense

NetSuite SRP

• Employee Timesheet– Capture Hours, Cost, and Bill rates by Project Task– Capture comments on work completed– Native Timesheet Approval (Supervisor or Designee)– Custom Approval Routing

• Employee Expense Report– Expense Categories– Bill Client/Project for Expense– Native Expense Approval – Custom Approval Routing

• Vendor Purchase Order– Apply to Billable Project– Add a Markup to Billed Amount

NetSuite OpenAir

• Employee Timesheet– Capture Hours, Cost, and Bill rates by Task– Capture comments on work completed– Pre-built Timesheet Approval Routing (+)

• Employee Expense Report– Expense Categories– Bill Client/Project for Expense– Pre-built Expense Approval Routing (+)– Pre-built Timesheet Submission Rules (+)

• Vendor Purchase Order– Apply to Billable Project– Add a Markup to Billed Amount

Both applications have mobile apps!

12

OpenAir Create New Timesheet

3-4 Clicks to Create a New Timesheet in OpenAir (-)

13

OpenAir Timesheet

Capture Daily Comments Easily!

14

NetSuite Employee Center

*Single click to create a new Timesheet from Employee Dashboard

*Employee views for Projects and Tasks

15

NetSuite Weekly Timesheet

Capture Weekly Comments

Move from week to week easily!

16

NetSuite Daily Time Entry

Capture Daily Comments

17

OpenAir Expense Report

OpenAir has the same basic and custom Expense Reporting functions as NetSuite SRP!

18

NetSuite Expense Report

NetSuite SRP has the same basic and custom Expense Reporting functions as OpenAir!

19

Project Billing Options

NetSuite SRP

• Billing Types– Charge-Based– Fixed Bid, Interval– Fixed Bid, Milestone– Time and Materials

• Revenue Recognition– % Complete Rule– Fixed Amount, Date or Milestone– Fixed Amount, % Complete– Match Time and Expense Rule

NetSuite OpenAir

• Billing Rules– Time & Expense billing rule– Fixed Fee, Date– Fixed Fee, Milestone– Fixed Fee, % Complete

• Revenue Recognition– % Complete Rule– Fixed Amount, Date or Milestone– Fixed Amount, % Complete– Match Time and Expense Rule

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Invoicing Customers

NetSuite SRP

• Know what to bill and when

• Eliminate duplicate data entry

• Automate Billing Schedules

• Review and Approve Invoices before sending them to

Customers

• Email .pdf attachment of Invoice

• Bulk Email to Clients

• Custom Invoice Formats

• No Outside CRM or ERP system needed (+)

NetSuite OpenAir

• Know what to bill and when

• Eliminate duplicate data entry

• Automate Billing Schedules

• Review and Approve Invoices before sending them to

Customers

• Cannot email .pdf attachment of Invoice (-)

• Bulk Email to Clients

• Custom Invoice Formats

• Connects to NetSuite, QB, or Custom API

21

Project Reporting

NetSuite SRP Reports• Project Summary

– Cost Budget vs. Actual or Billing Budget vs. Actual

• Project Task– Cost Budget vs. Actual or Billing Budget vs. Actual

• Project Profitability• Project Charges Forecast• Unbilled Time / Cost by Client• Project Billing Reports• Time Entry Exceptions• Utilization by Employee• Allocated Utilization by Resource or Project• Allocated vs. Actual Hours by Resource• Current Backlog by Resource• Estimated Profitability by Project• Earned Value by Project

NetSuite OpenAir Reports• Bookings vs. Actual Report• Budget Management• Project Burn (Hours)• Booked Utilization • Supply vs. Demand Report• Timesheet Status Report• Project Financial Analysis• Backlog Report ($)• Projected Billings by Stage• Resource Management• Time & Expense Administration• Revenue Management

*This is just a list of Standard Reports. We can help you

build more!

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Integration of OpenAir & NetSuite ERP

Overview• Specific objects are owned by each system and enabled to integrate• Logic for mapping, filtering, etc. controlled within OpenAir• Multiple ways to manage integration timing• Single Sign-on within NetSuite

Advanced Settings• Visual Mapping for standard and custom fields/values• Custom filtering and logic can be added• Several optional settings within each data chapter

Frequency & Timing• Automated schedules from OpenAir• Supports batch process• Real time integration options on events• Can be script triggered with coded logic if desired

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Integration – List Records

*Arrows depict data flow from object to object

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Integration – Transaction Objects

*Arrows depict data flow from object to object

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Strengths & WeaknessesFeatures Preference NetSuite SRP NetSuite OpenAir

Project Creation Both

Allows for the creation of projects from Templates and/or cloning from other projects - more intuitive process to setup

and assign

Allows for the creation of projects from Templates and/or cloning from other projects; must create portfolio projects

Resource Skillset &

Assignment

Complex/Custom - OpenAir

Basic-to-moderate ability to track resource skillset, view available resources in a clean and interactive manner, and

assign to projects

More advanced ability to track resource skillset, view available resourcces in a clean and interactive manner, and

assign to projects

TimesheetsComplex/ Custom - OpenAir

Standard timesheet entry, including notes, and assignment to customers and projects; ability to clone previous

timesheets, all timesheet approvals occur in NetSuite

Standard timesheet entry, including notes, and assignment to customers and projects; ability to clone previous

timesheets, show remaining estimated hours, and other project fields directly from timesheet record

Expense Management NetSuite

Easier to create expense reports in NetSuite; no requirement to drill into specific expense entry record to

upload attachments; Expense approvals occur in NetSuite

Standard table format to create expense report; must drill into the specific time entry row and open a new window in order to upload attachments; all expense approvals must

occur in OpenAir before integrating to NetSuite

ApprovalsComplex/ Custom - NetSuite

Limited native approvals; use of workflows and/or scripts allow for more complex and dynamic approval based on

various project or employee attributes

More native approvals associated to projects, expenses, timesheets and approvals, including multiple levels; more restrictive for customized approvals or dynamic approval

based on various project or employee attributes

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Strengths & WeaknessesFeatures Preference NetSuite SRP NetSuite OpenAir

Revenue Recognition NetSuite

Advanced revenue recognition engine built on the NetSuite platform is leveraged, including reallocation of revenue

based on % of complete

Revenue recognition process can be run, but is limited in functionality and does not leverage NetSuite's

sophisticated Rev Rec capability; with integration to NetSuite, comes over to NetSuite as Journal Entries

Billing RulesComplex/Custom - OpenAir

Ability to create standard billing rules Ability to create standard and complex billing rules, ability to run in linear fashion to pickup most relevant rule first

Invoicing NetSuite Fully integrated invoicing capabilities with NetSuite SRP and all other billable items and expenses

OpenAir has ability to invoice for project related work, however will not be performed in OpenAir if NetSuite is also used; Cannot invoice for other non-service related invoice items; only approved invoices in OpenAir will integrate to

NetSuite

Reports Both Numerous native reports built into the platform; capability to customize or create new as needed

Numerous native reports built into the platform; capability to customize or create new as needed

Integration NetSuite No integration between the SRP and ERP processRequires setup and maintenance of integration between OpenAir and NetSuite; Point-and-click integration setup;

NetSuite serves as master data for most record types

Usability NetSuite Same screen layout, and ability to drill into linked records, as NetSuite; Common experience for all users

Different screen layouts; inability to drill down to customer or transactions in NetSuite; disparate experiences for PSA

vs. back-office users

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ANY QUESTIONS?

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