Consulting & Implementation Services
We can bring the experience and knowledge around your Oracle NetsSuite SuiteProjects Pro (OpenAir) implementation to help guide you to a successful reporting implementation. SuiteProjects Pro is a solid professional services automation (PSA) tool for project management, time entry, invoicing, and revenue recognition. But the out-of-the-box reporting solution may not meet the needs of your thriving business. That’s where we come in.
A powerful PSA reporting solution should include rich, multi-dimentional reports that will drive your daily decision making:
- Daily reports to drive business decision making
- Geared toward high performing managers
- Multi-tab Excel Reports
- Joining and aggregating data across the system
- Rich formatting
The out-of-the-box SuiteProjects Pro will handle your basic reporting needs but is limited in its integration with Microsoft Excel and its ability to create reports that bring together all of your data across the PSA system. We have developed an implementation pattern that provides a bolt-on reporting solution incuding the ability to deploy 20+ standard reports that every business needs along with any number of custom reports.
- Cloud-Based or On-Premise Data Lake with Automatic Replication
- 20+ Out-of-the-Box Standard SuiteProjects Pro Reports
- All based on proven operator experience
- Configurable Scheduling Engine
- Daily, weekly, monthly, quarterly
- Delivered to configured email lists
- Ability to Create & Configure Customer-Specific Reports
- Custom fields, formatting, or data
Standard Reporting
We can provide starter reports in the following areas. With our extensive experience in SuiteProjects Pro reporting, we can tailor these reports to your organization and include any custom fields you may be using within your SuiteProjects Pro implementation.
- Project Management
- Project, task, hours, and COGS management for billable projects
- Catch PM-related issues before they impact invoicing, revenue recognition, or planning
- Revenue
- Billing rule, invoicing, and revenue
- Forecast and manage revenue changes based on configured information
- Resource Management
- Management of staff related and planning
- Utilization reporting, management & planning for staff to maximize billing & hiring
- Leadership & Accounting
- Holistic project, revenue and staff management
- Information to drive leadership, finance, and accounting decisions
Customer-Specific Reports
Do you have a specific use case or custom module within SuiteProjects Pro that requires a custom report? We can help define the requirements and iterate on the report until it meets your exact needs to enable your decision making.
- Custom fields, formatting, or data
- Can be based on a standard report template
- Made available for customer to configure/manage
Our Process
01
Analyze
Identify reporting requirements
In this initial step, we assess the unique reporting needs of your organization to ensure that the solutions we develop are aligned with your business objectives.
02
Review
Set up reporting parameters
During this phase, we configure the reporting tools to align with your specific data sources and desired output formats, ensuring that the reports generated are relevant and actionable.
03
Develop
Custom reporting solutions
This step involves creating tailored reports that meet specific business needs.
04
Implement
Deploy and configure
The final implementation ensures that the reporting solutions are effectively integrated and utilized for optimal decision-making.