Professional Services Automation
Resource Availability & Group Calendaring
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Many consulting organizations use a different application for task management than for calendaring. But without links between the two, it's difficult to determine who's available for a project and when, or how each consultant's time is divided among training activities, the sales cycle, and customer projects. As a result, it's nearly impossible to commit to project timelines with a high degree of confidence.
NetSuite's services companies industry solution enables you to share calendars, invite people (including clients) to meetings, and set up meetings and resources. Additionally, with NetSuite's calendaring and scheduling software solution, meetings and calls become a permanent part of the integrated client or project record.
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- Integration of calendaring and scheduling data provides a 360-degree view of the project, eliminating the need to shuffle back and forth between disparate calendaring and time-management systems.
- Activity tracking lets you manage your team—and clients—better, leading to lower operational costs and higher productivity.
- The ability to set up recurring events and book resources, such as meeting rooms, projectors, and videoconferencing equipment, lets you run well-organized, professional meetings.
- Since managers are always in the loop, they can ensure that the right resources are in place for each meeting. Access to everyone's calendar also enables managers to measure productivity more accurately.
- Better organization of time and resources leads to more professional dealings with clients and partners.
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- Check the availability of everyone in your organization, and schedule multiple attendees for a single meeting easily and quickly.
- Receive automatic e-mail or pop-up reminders that alert you to upcoming meetings and events.
- Display your meeting schedule for the entire day on your Dashboard.
- Accept or reject meeting invitations via e-mail.
- Managers have full visibility into the day's activities, enabling them to load balance assignments and meetings for their team members more effectively.
- Manage shared resources such as meeting rooms, projectors and conference phones.
- Create events for a group, department or team, and view group events in a single location.
- Log customer calls or meetings, and view the notes directly from the customer or project record.
- Synchronize seamlessly with Microsoft Outlook.
- Access meeting records either online or offline.
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