Managing Project/Engagement Profitability (Basic)
In this comprehensive session on project profitability, you’ll learn the basics of billing, revenue recognition, and cost tracking. Learn how to build profitability reports and determine the levers that are critical to your services team’s success. Best practices will be shared along with how to avoid common pitfalls.
Talent and Resource Management (Intermediate)
Putting the right person on the right project at the right time can yield enormous benefits. This session will cover best practices for leveraging SRP to optimize your most important assets—talent. You will gain a deeper understanding of skills tracking and utilization reporting, plus we will share additional insights designed to help you optimize your resources and talent.
Financial Forecasting for your Services Business (Intermediate)
Are you ready to take your service operations to the next level? Learn how to take advantage of NetSuite’s powerful forecasting capabilities to predict future staffing requirements, utilization, revenue and margin. This session is intended for customers who are already familiar with the operational and reporting capabilities and are looking to leverage NetSuite SRP to tell them about not only their past and present, but also their future.
The New, Strategic Role of Field Service Operations (Advanced)
Field service operations are undergoing radical changes to people, process and technology, emerging as a key driver of not only customer experience, but also revenue. Industry trends such as mobility are driving rapid innovation within field service, and enabling major shifts in processes, such as shifting from "push" to "pull" scheduling and introducing contextual upsell/cross-sell. While trying to embrace these changes, companies still struggle with core operational metrics, leaving little time to figure out how to harness these industry forces. Join Epiphany for a real-world discussion with industry veteran John Ragsdale, Author of "Lessons Unlearned: 25 Years in Customer Service."
Marketing Agency Customer Panel; Balancing Culture and Operational Competitiveness (Basic)
How are forward thinking agencies Engauge, Cardinal Path and others transforming their businesses to operate and thrive in a metrics-driven environment? Agency leaders will talk to why they decided to move to the cloud with topics including employee empowerment and others.
Best Practices in Service Resource Planning (SRP) (Advanced)
Learn from NetSuite Professional Services how the integration of NetSuite OpenAir and ERP can yield superior results. See the "favorite features" that make other SRP clients successful. In this session you’ll learn about the new integration capabilities such as WIP and passing labor costs that push the integration further than it has gone in the past.
Introduction to SRP Reporting: Getting Started on the Right Path (Basic)
Are you ready to understand what’s really going on with your services business through reporting? This session provides an overview on how to get started on the path to success by learning the ins and outs of NetSuite’s reporting capabilities. Hear from NetSuite Professional Services on creating and running prebuilt reports, as well as the basics of building your own reports.
Turning Account Managers into Profitability Hawks (Intermediate)
Join our experts and a, NetSuite customer as we discuss the cultural and systems challenges in traditional advertising/digital marketing agencies. Learn how NetSuite can provide you with a system that helps your account manager understand profit margins as well as the creative process.
Advanced SRP Reporting: Monitoring Metrics that Matter to You (Advanced)
Looking to build a culture around data-driven analysis? Learn the key reports that services businesses are using to track their success. We will dive into the details of financial reporting as well as non-GAAP reports. We’ll cover an overview of prebuilt reports, but we’ll focus more on adding customer calculations, advanced filtering, exception reporting and other advanced functionality.
NetSuite Publishing Solution Panel: Managing Traditional and Digital Media Sales in the Cloud (Intermediate)
What tools does NetSuite offer to transform your publishing business as the industry continues to roll through the digital revolution? You’ll hear from our own experts as well as NetSuite customers who have been successful in using NetSuite to manage their ad sales and customer management across multiple digital properties. The conversation will include multi-channel campaigns and commissions management.
Getting the Most of Your SRP Solution: Power Hour Health Check (Basic)
Is your SRP deployment configured to meet the changing needs of your services organization? In a fast-paced world, services-based businesses are constantly evolving to meet the demands of their customers and the market. Attend this session to learn about the "phase 2" professional services engagements, after initial deployment, that customers see providing the biggest payback.