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RSM and NetSuite for business and professional services

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Gain visibility, and control over, enterprise-wide processes in your NetSuite system
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Contact our NetSuite team
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NetSuite for business and professional services

Improve results with automation

NetSuite is the first cloud-native solution that unites the full power of a comprehensive ERP solution with professional services automation (PSA). Use NetSuite ERP to replace cumbersome manual tasks with highly efficient automation and to manage the requirements of your professional services firm from one convenient platform.

Who says you can’t have it all?

Our experienced NetSuite consultants can help you unleash the capabilities of a fully integrated solution that includes project management, resource management, project accounting, timesheet management, expense management and analytics. We’ll help custom-build a solution that fits your unique business needs—so you can manage projects, resources and finances more efficiently.

The proof is in our experience

As the leading NetSuite solution provider and implementer, RSM brings extensive knowledge to executive search and staffing solutions across multiple industries. Our NetSuite consultants also have significant real-world experience with consulting and professional services firms. With decades of cross-industry history, we’re comfortable working in every major vertical.

NetSuite solutions designed for your sector

RSM’s NetSuite business and professional services industry team combines years of cross-functional expertise in your sector with technological innovations that automate tedious processes and deepen client relationships giving your business a competitive edge.

Staffing and recruiting

Staffing and Recruiting companies offer a wide range of services, including recruitment and placement, temporary and contract staffing, permanent staffing, executive search, talent management, training and development, payroll management, and HR consulting. They serve diverse industries and sectors, such as information technology, healthcare, finance, manufacturing, and more.

A common pain point for staffing and recruiting organizations is talent management and tracking including tracking candidate information, qualifications, and job placements.

RSM’s NetSuite solution is configured to track and manage candidate information, including contact details, resumes, qualifications, work history, and skills. It allows staffing and recruiting organizations to maintain a centralized database of candidates and easily search for potential matches when job openings arise.

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Architecture and engineering

Architecture and engineering companies are a dynamic and essential sector that encompasses a wide range of professionals and projects that revolve around the design, planning, and construction of buildings, infrastructure, and systems that shape our physical environment. This industry plays a crucial role in creating safe, sustainable, and aesthetically pleasing structures that meet the needs of society.

A common pain point for architecture and engineering firms is the ability to accurately track costs at the project level.

RSM’s industry consulting team configures NetSuite solutions with project cost tracking that allows for robust project accounting and cost tracking features including monitoring expenses, billing costs to clients, and managing both expense and revenue budgets at the project level.

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Environmental and facility services

The environmental and facility services industry is a diverse sector that encompasses a wide range of services focused on maintaining, improving, and preserving both natural and built environments. These services include waste management, environmental consulting, janitorial, utilities sites, and security services. This industry plays a crucial role in promoting sustainability, ensuring the health and safety of communities, and enhancing the overall quality of life.

A common pain point for environmental and facility services businesses is maintenance management.

RSM’s industry consulting team configures NetSuite solutions to track and manage your assets, including equipment, machinery and facilities.  It helps you monitor asset condition, maintenance history, and track warranty information.

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Marketing and advertising

The marketing and advertising industry is a dynamic and constantly evolving sector focused on promoting products, services, and ideas to targeted audiences. Its primary objective is to create awareness, generate interest, and ultimately drive sales or influence behavior. This industry plays a crucial role in connecting businesses with their customers and shaping consumer perceptions.

A common pain point for the marketing and advertising industry is the ability to integrate specialized tools and software to manage their operations including project management, digital marketing and creative tools.

RSM’s industry consulting team configures NetSuite solutions to enable the ability to integrate all the applications in your portfolio giving you consolidated reporting and management of a single source of truth for your business.

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Consulting

The consulting industry is a professional sector that provides expert advice and specialized services to businesses, organizations, and individuals. Consultants are hired to help clients address various challenges, improve performance, achieve specific goals, and make informed decisions. These challenges can range from strategy development, process optimization, organizational restructuring, technology implementation, financial analysis, and more.

A common pain point for the consulting industry is mobile and remote access to business applications.

RSM’s industry consulting team configures NetSuite solutions to enable resources to view dashboards and KPI’s, manage tasks, submit approvals, enter time and expenses, manage leads and opportunities all from their handheld devices.

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Legal services

The legal services industry is a critical sector that encompasses a wide range of professionals and businesses dedicated to providing legal advice, representation, and support to individuals, organizations, and governments. This industry plays a pivotal role in upholding the rule of law, protecting rights, and resolving disputes.

A common pain point for the legal services industry is the requirement to maintain accurate and detailed records of money coming in and out of client trust accounts.

RSM’s industry consulting team configures NetSuite solutions to allow real-time visibility and auditability into all trust account transactions for all clients and cases in your legal portfolio.

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Field Service Management

NetSuite Field Service Management is an integrated, cloud-based solution designed to help service organizations manage field operations—from scheduling and dispatch to mobile workforce enablement, asset tracking, inventory control, and billing

It replaces fragmented workflows and manual processes with a unified system that improves visibility, control, and efficiency across field service operations.

RSM’s industry consulting team configures NetSuite Field Service Management (FSM) to significantly enhance operational performance, especially for organizations that manage complex service delivery and asset-intensive workflows.

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NetSuite capabilities for professional services companies

NetSuite ERP is the leading cloud-based solution for business and professional services organizations looking to streamline and update processes. Read each section to learn more ways our NetSuite consultants can help you achieve the remarkable.

Project management
Instead of relying on multiple, disconnected tools, use NetSuite to collaborate in real time. Because it’s cloud-based, NetSuite gives you access to always-current project data—making it easier to proactively control timelines and resolve potential issues.
Resource management and forecasting
Optimize staffing and minimize bench time by ensuring that qualified resources are working on the right projects. Use up-to-date information to forecast resource usage for projects in the pipeline.
Project accounting
Because NetSuite connects project activities with company financials, you can deliver more accurate accounting and billing throughout a project’s life cycle, streamline time and expense management and quickly generate a variety of extensive reports.
Billing and invoicing
Let NetSuite automate invoicing—from one-offs to complex, recurring time- and project-based billing. Choose from several billing options: based on completing project work, achieving project milestones or following a date schedule.
Revenue recognition
NetSuite’s revenue management automation is flexible and capable of handling all scenarios for services companies, including percentage of completion based on hours or cost, revenue based on worked time, milestone revenue recognition and rateables over time.
Timesheet management
Replace high-touch time sheet processes with NetSuite’s customizable time tracking features. Whether in the office or on the road, your users can easily capture and submit detailed time sheet data.
Expense management
Use NetSuite’s impressive expense management options to improve the tracking, accuracy and timeliness of expense reporting while simplifying regulatory compliance. Enter expenses via web browser or mobile phone for go-anywhere convenience.
Analytics
Drawing from a single data source on demand, NetSuite’s full set of robust reporting and analytical tools enables you to monitor, report and analyze overall project and financial performance in real time.

Benefits of using NetSuite for BPS

Real-time visibility into performance and profitability
Because you’re accessing a single source of always-fresh data, you won’t have to rely on a piecemeal understanding of performance—it’s all right there, in real time.
Improved on-time delivery and project success rates
With detailed, accurate information at your disposal, you’ll have much finer control over project delivery—including navigating the unexpected.
Advanced resource management
Increase utilization and minimize downtime. With a true view of productivity, you’re better equipped to make tactical staffing decisions and help ensure your team isn’t idle when there are tasks to be completed.
Mobile access to time and expense management tools
Working from multiple locations is the new normal. NetSuite’s convenient and intuitive mobile interface gives you the key capabilities you need when you’re not at a desktop or laptop.
Multicompany, multicurrency tracking and automated consolidation
Doing business globally means not only using multiple currencies, but also adhering to regulations from region to region. Automate financial localization worldwide.
Cloud-based delivery
There’s big processing power in the cloud, and we leverage it to deliver advanced solutions with speed and precision—no expensive hardware required.
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Lean more about how to buy and implement NetSuite for business and professional services.

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