NetSuite OpenAir Helps Technology Consultants Demonstrate Expertise via SharePoint Integration
"Our clients feel much more at ease knowing they have access into how their investments are progressing."
—Portal Solutions
Results:
- Integration of NetSuite OpenAir with Microsoft SharePoint has enabled Portal Solutions to offer clients real-time project workspaces, available anytime via the client portal
- Client workspaces deliver on-demand project information, including task schedules, planned vs. actual budget figures, and incurred time and expenses
- NetSuite OpenAir integration with QuickBooks helps keep accounting records accurate and up-to-date, and invoices on time
- Accurate forecasts, based on real-time metrics, have helped the company's managers improve their resource planning and utilization
- Role-based management dashboards let Portal Solutions' managers quickly address discrepancies in real vs. actual time tracking, which facilitates client relations
Challenges:
- The company's clients were unable to monitor their projects' status because they couldn't get access to project management information
- Manual time-tracking and billing processes were causing delays and errors in invoices
- Project management was chaotic because of minimal administrative controls and lack of visibility into projects and resources
Solution:
- Portal Solutions used NetSuite OpenAir's Web services-based application programming interfaces (APIs) to integrate the software with Microsoft SharePoint and QuickBooks
- NetSuite OpenAir tracks the entire project lifecycle, performing financial analysis and then pushing actual billing information into QuickBooks