NetSuite Process Demos for Software & Services Companies
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CRM:
CRM – Customer Relationship Management
Finance & Banking:
Global Financials
Revenue Management
Multi-Book Accounting
Projects:
NetSuite SuiteProjects
Resource Management
Time & Expense Management
Project Accounting
Order to Cash:
Projects
NetSuite SuiteProjects
Watch this demo to understand the capabilities of NetSuite SuiteProjects. Starting on the main dashboard, we see key metrics for all of our active projects, like billable hours and project status. We’ll drill into a project-specific dashboard where we dive into project-specific KPIs, like billable hours and percentage completed, as well as project indicators with recommended tasks. To conclude, we’ll navigate the project record, where we review the details of the project schedule, resources list, financial information, and risk detail, which notifies us when technical help is needed to complete the project.Resource Management
Watch this demo to understand how to look deep into NetSuite’s project management capabilities, focusing on resource management. We also explain how to assign and search for resources.Project Setup and Delivery
Watch this demo to understand how NetSuite’s Project Manager dashboard provides a consolidated view of projects that are being managed. We also show how to set up a project and reports used to track the status of a project.Time and Expense Management
Watch this demo to understand how resources can enter time and expenses within NetSuite. We also show NetSuite’s mobile capabilities for time and expense approvals.Project Accounting
Watch this demo to understand NetSuite’s project management module for billing and revenue recognition as well as related sales orders.Duration: Approx. 6 Mins
CRM
Watch this demo to understand how NetSuite CRM helps sales reps maintain the sales pipeline, view key sales metrics, track activities and manage ongoing opportunities.
Duration: Approx. 6 Mins
Finance & Banking
Global Financials
Watch this demo to understand NetSuite OneWorld demonstration capabilities; subsidiary management, currency management, consolidated reporting and period close management.Revenue Management
Watch this demo to understand NetSuite OneWorld demonstration breaks down revenue management capabilities within NetSuite. With the purpose-built dashboard, users have access to items like reminders for tasks to complete, key metrics by product, real-time KPIs and a visual representation of expansion and revenue trends.Multi-Book Accounting
Watch this demo to understand NetSuite’s Multi-Book Accounting capabilities. With the purpose-built dashboard, users have access to role specific/real-time KPI’s, reminders for tasks and key metrics by product. Sovers key aspects of setting up rules for each book to match business needs and recognising revenue from multiple currencies and books into a single income statement.Duration: Approx. 4 Mins
Order to Cash (P2P)
Order Management
Watch this demo to understand NetSuite’s order-to-cash process for a typical services organization, starting at the creation of a sales order through payment acceptance and tracking open receivables.Duration: Approx. 5 Mins
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