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Professional Services Automation
Contract and Document Management


If your firm is struggling to manage its contracts and project documents, you're not alone. In services firms, individual projects and departments often have disparate systems that contain a wide range of documents and data. From the IT perspective, the result is multiple software products to operate and maintain—a costly proposition. From the business perspective, it means that contracts and the same or similar versions of project-specific documents exist in multiple places, making it difficult to find information easily—and leaving you vulnerable to employees operating from outdated procedures, policies and more.

That's why getting content and contracts under control is an imperative for any successful business. Using NetSuite, firms can make all their key content and contracts accessible to employees—and their clients. With NetSuite, firms have the ability to manage and publish documents easily and quickly to a password protected, audience restricted intranet, and without the cost or burden or integrating multiple systems.



Benefits:
  • By managing and publishing documents via NetSuite you eliminate the need to store them in multiple systems across multiple departments, saving your company considerable time and money.
  • Storing documents online, rather than on the computers (or paper in binders) of numerous employees, means that you can restrict access as needed, leading to better internal control of key corporate data.
  • Personnel with the necessary access rights can work on documents from multiple locations 24/7, resulting in higher productivity.
  • The tight security of the File Cabinet means your documents are always safe, leading in higher confidence in your data.


Features:
  • Organize and store content electronically on a per-client, per-project, or aggregate basis.
  • Publish content internally via your Intranet, and externally to your Web site, or customer and partner centers.
  • All content is based in a central File Cabinet, where shared folders and sub-folders can be set up for a plethora of file types, including Word, Excel, PowerPoint, PDF, and many more.
  • The File Cabinet automatically records when the file is modified, and by whom, maintaining a complete audit trail.
 
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