NetSuite OpenAir Helps Marketing Agency Grow 300% By Streamlining, Integrating Professional Services

"NetSuite OpenAir's ability to integrate with our GL and CRM tools was a huge draw for us. We no longer have to spend time and effort on double entry of data in multiple systems."

—Duo Consulting

Results:

Since bringing in NetSuite OpenAir, the company's client workload has grown approximately 300%
NetSuite OpenAir, now integrated with general ledger and CRM systems, has eliminated redundant data entry, saving the costs of administrative overhead, as well as those earmarked for IT and maintenance
Order-to-invoice integration has helped Duo boost productivity by streamlining and standardizing all business processes
With reliable, centralized historical information, the company is able to generate highly accurate revenue and cost forecasts several months in advance
The company is also saving time that was necessary for correcting errors in invoices and reports
NetSuite OpenAir's cloud architecture has simplified access by remote employees by supporting browsers of desktops and handheld devices

Challenges:

Lack of process integration, manual data entry errors, slowdowns, and redundancies prevented the company from expanding its business
Lack of integration with GL and CRM caused redundant data entry, slowing productivity
Existing PSA software was limited and unreliable, which reduced the accuracy of invoices and reports
Project managers, working with spreadsheets, had difficulty keeping processes consistent among themselves and making accurate forecasts

Solution:

Duo replaced an unreliable, "buggy" PSA system for time-tracking and project management
NetSuite OpenAir's ability to integrate with QuickBooks and Salesforce.com was a major selection criterion
Constant updates by NetSuite OpenAir keep the software fresh and up-to-date, and don't require maintenance overhead from Duo