A cloud-based professional services automation tool is necessary for helping teams track their projects, manage resources and handle the financial aspects of the business. NetSuite OpenAir is a great tool that allows businesses to organize their assets, handle advanced billing processes, as well as track the time and costs of projects. The software automates the service delivery and creates an effective lifecycle for continuous use. It is an affordable Software as a Service suite that is utilized by small and large businesses all over the world.
The software demonstrates measurable and data-driven results and helps companies improve their processes. They can expand assets, improve project accounting, and cater to on-time delivery while lowering expenses and reducing the company overhead. The billing cycle can be accelerated and users can improve their accuracy providing customers with better service. The features that help deliver precise offers according to NetSuite OpenAir reviews are listed below.
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NetSuite OpenAir Features
Project Management
The project management capabilities allow users to improve their delivery time and target higher profitability. It is easier to manage, update, and report the project status from anywhere because the system is cloud-based.
Resource Planning
Resource utilization is key to project success and users can easily manage or deploy their resources with NetSuite OpenAir demo. They can carry on according to the project needs, employee experience, skills, and availability.
Finance and Accounting
Project accounting with this software is flexible and users can efficiently manage their revenues, expenses, and costs. They can go through the lifetime of a project and make sure the project is always within the desired budget.
Opportunity Tracking
NetSuite provides complete visibility into the business operations and helps monitor results in real-time. They can identify new opportunities at each point in time and fulfill them through invoicing, project delivery, and revenue identification.
Expense Monitoring
There are powerful features for expense management that help improve the productivity levels of all employees. They can submit their dues any time from their computers, laptops, and mobile devices.
Timesheet Management
Time tracking features are integrated with the project management tools and allow managers to view the number of hours spent on a task, phase, or the entire project.
Integration Options
Larger organizations have to deal with the challenges of using multiple systems and switching back and forth between them. This leads to information being siloed and information takes longer to access. NetSuite OpenAir can solve the problems associated with data inaccuracy and inefficiency. It has many integration options to cater to those users who have data overlap. There are four different options available to users and each one has its pros and cons. The choice lies solely on the specific application needs and IT environment of the organization.
The four different integration options for OpenAir are listed below.
NetSuite Tools
A business that utilizes NetSuite ERP can benefit from the direct integration options available on the OpenAir UI. The software allows standard data flow to and from the system. It has custom script options for support that provide users with additional control options. The NetSuite integration with OpenAir can be scheduled to run up to six times a day. The integration results are mailed to administrators after each successful run. They can review any exceptions or errors that need to be resolved. Different types of data can be transferred between two systems, and they involve significant changes to expenses, projects, invoices, and user accounts as mentioned in NetSuite OpenAir reviews.
Integration Manager
The built-in integration management system known as OpenAir connect is a useful option for processing batch files. It has an import/export tool for databases and allows field mapping, text files, and other connection options for the OpenAir database. The integration manager can export files out of OpenAir and store them as a text file in a predefined location. Users can also create a .csv file and use the field-level mapping options and create a specific database. This is the quickest and least costly option for integrating any system with NetSuite OpenAir demo.
API Options
OpenAir supports XML and SOAP interfaces as well and provides processing options that are near to real-time. The interface can open up to integrate with other systems and requires complete customized programming. The API integration tool is flexible enough to extract the desired data or import it directly from the OpenAir database. Using the API requires companies to develop an infrastructure that helps with error handling and retries. Programming languages that help create, send and receive XML files are useful at this point. API is the most flexible option and it offers more capabilities than the integration manager, however, you need someone with the skills and expertise in API interfacing to execute it.
Third-Party Apps
Third-party integration applications are the last option for OpenAir users. Software consultants often use Dell Boomi because it allows direct communication with NetSuite OpenAir and all other systems. They can use table mapping, Atmospheres i.e. cloud connectors, and other features related to interaction. The third-party tools have API connectors that are relevant to a specific system. Users can share information and benefit from its ability to map data between different systems without any problem.
Disconnected systems should no longer stand in the way of business efficiency especially when they are so many integration options available. Users can share information between the NetSuite OpenAir system and other core software such as CRM and ERP. It is important for an organization delivering professional services to understand data ownership. Business workflows rely on the effective implementation of software. If the organization does not have the technical expertise they can find software consultants to implement the best integration option.
Making data available to all users within an organization increases the value of a project management tool. NetSuite OpenAir users can make the most out of their platform using the customization options available. There are built-in tools that make it easier to set up, configure and personalize the software according to the organization’s requirements.
