•

•

•

•

•

•

•

•

•

Hardware

Software

Computer

and IT Services

Law Firms

Healthcare

Professional

ServicesAdvertising

Management

Consulting

Manual

Processes /

Non-Integrated

Systems

Legacy Systems

Lack Flexibility

Lack of Visibility

into Data

Embracing

Evolving

Technologies –

Mobile / Cloud

Gaining Repeat

Business

CFO VP of Services

6

Core

G/L

Revenue

Recognition

Billing and

Invoicing

Reconciliation

Financial

Reporting

Opportunity

Management

Project

Management

Resource

Management

Timesheet

Management

Expense Management

Project

Accounting

Business

Intelligence

Quotes

Contracts

Sales Order

Upsell

Renewals

Forecasting

Project Profitability

Resource Utilization

Future Billings

Chargebacks

Budgeting

MGT Reports

PSA Financials

CRM

One

Database

CFO VP of Services

Global Business Management

and Financial Consolidation

Advanced Revenue Recognition

Multi-Subsidiary, Multi-Currency

Environments

Accurate and Efficient Billing and

Invoicing

Real-Time Resource Visibility

Consolidated Time Tracking

Rules-Based Automated Billing

Manage Performance - Monitor

KPI’s In Real-Time

ClientManagement

ProjectManagement

ResourceManagement

Time andExpense

MobileProductSales

Billing

RevenueRecognition

Financials

Analytics

Your Business

Cloud Based– No Upgrade Hassles,

Secure, Customizable, Adapts To New

Business Models

Anytime, Anywhere, Any Device Access

Integrated, End-to-End Solution –

Includes CRM, PSA, Financials

Gain Repeat

Business

Real-Time Visibility Across Business -

Forecasts, Resources, Projects

KPIs.

•

•

•

•

•

•

NetSuite SRP

What is my…. Analyze… Act

Utilization Rate Per consultant and on team basis -

compare utilization for two time

periods

Maximize billable resources.

Project Budget vs. Actuals Variance between

budgeted and actual project

financials

Determine how your costs and

billings compare to those you

originally budgeted.

Project Profitability Project profitability based on

revenue and cost

Analyze exactly where you’re

making money – or losing it.

Revenue Forecast Revenue forecasting using sales

orders and return authorization

amounts.

Gives a more complete picture -

includes all orders whether they are

billed, unbilled, or use multiple

invoices.

General Manager

VP of Professional Services

Project Manager

Billing

Changing Business Models – Services companies selling products

and vice-versa, Manufacturers going direct to consumer, B2B going

B2C

Customization is not a dirty word: only way to tailor your “last

mile” –Every business is unique and has customized the system in

some way

Single Cloud code-base allows for rapid delivery of functionality

– Tax rates, accounting rules etc.

PCI DSS

•

•

•

•

•