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







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