Posts Tagged ‘PSA Best Practices’
Effective Work Breakdown Structures in SuiteProjects Pro
Are you struggling to structure your projects in SuiteProjects Pro in a way that works for everyone, from the PMO, to the time enterer, to finance? Watch this Power Up Series video, where we break down best practices for building effective work breakdown structures (WBS). Getting your WBS right is key to timesheet accuracy, clean…
Read MoreWhen Low Code Solutions for NetSuite is the Best Solution (and when it is not)
When a professional services firm approached us about creating automated weekly status reports for their clients, they had one non-negotiable requirement: no custom scripts. Their reasoning was sound—they’d been burned before by elaborate custom solutions that became black boxes when the original developer left. They wanted something their team could understand, modify, and maintain without…
Read MoreFixed Fee Revenue Split: Allocating Revenue by User Contribution in SuiteProjects Pro
The Challenge: When Fixed Fee Revenue Obscures Individual Contributions Professional services organizations frequently work under fixed fee arrangements where clients pay a predetermined amount regardless of the actual hours invested. While this model provides predictable revenue streams, it creates a significant challenge for internal reporting and performance management: how do you fairly attribute that lump-sum…
Read MoreFrom Spreadsheet Chaos to Systematic Success: The Universal Challenge Across Industries
Walk into any professional services organization—whether it’s a clinical research company, an engineering firm, a marketing agency, or a technology consulting firm—and you’ll likely find the same scene: teams managing complex, multi-million-dollar projects using sprawling Excel workbooks filled with interconnected tabs, formulas, and manual processes that have evolved over years. This isn’t a technology problem—it’s…
Read MoreEliminating Data Silos: The Key to Project Profitability with SuiteProjects Pro PSA
The Silent Profit Killer in Professional Services Recent studies reveal that professional services organizations lose an average of 20% of potential profitability due to disconnected systems and processes. In my two decades working with services firms, we’ve seen firsthand how these “data silos” quietly drain profits while teams work harder than ever. Data silos—isolated information…
Read MoreStreamlining Retainer Management with SuiteProjects Pro Scripting
The Challenge of Retainer Management Professional services organizations using retainer-based billing models face unique challenges when managing prepayments. As clients provide advance payments to secure services, your finance team must meticulously track these funds, apply them accurately to invoices, and maintain a clear audit trail of all transactions. Without automation, this process can become error-prone…
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