Professional Services/Consulting

Helping Your Team Deliver Value

NetSuite Helps Your Service Business Run Better

Professional services and consulting firms, of all sizes and needs, use NetSuite to integrate their people, information, services, and process. Alignment across the organization and real-time visibility enable firms to run better. From prospect to post-analysis including client stewardship, resource allocation, finance, accounting, billing, time management, and project management, NetSuite makes it possible to anchor every department and team to a common set of data and information.

Your Tool Kit

  • NetSuite ERP
  • NetSuite Analytics
  • NetSuite CRM
  • NetSuite Planning & Budgeting

NetSuite Helps You Integrate People, Process, Information, and Service

NetSuite Enterprise Resource Planning (ERP) is a complete cloud ERP solution targeted at high-growing, mid-sized businesses and large enterprises. It automates front- and back-office processes including financial management, revenue management, fixed assets, order management, billing, and inventory management.

NetSuite Customer Relationship Management (CRM) helps you increase customer satisfaction. Your team can access information real time to drive customer engagement, retention, and any upsell or cross-sell opportunities. A high-quality, high-touch portal provides customers with an effective self-service option.

NetSuite Analytics offers users incredible flexibility to create saved searches and reports that enables them to easily answer questions on what is happening in the business. Data can be further analyzed using SuiteAnalytics Workbook pivot and chart capabilities, with intuitive drag and drop interactions. Workbooks can be saved, shared, and reused with content easily displayed in NetSuite dashboard as portlets.

NetSuite Financial Planning & Budgeting helps you align your organization through the planning cycle providing a single version of the truth, and improved real-time visibility. Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution.

NetSuite Financials: Advance Revenue Management

NetSuite’s abilities to report on sales and revenue by region, subsidiary, or even by sales representative, and dashboard capabilities.

Meridian Helps You Improve Team Performance

NetSuite provides professional services and consulting firms with a 360-degree single actionable view of the business. Optimize quotes and staffing, increase utilization and agility, streamline project workflow, gain insight into client and project-based accounting, collaborate across projects, and track progress. NetSuite helps services firms:

  • Integrate Project Management
  • Monitor Billing Accuracy
  • Facilitate RFP/SOW Process
  • Improve Project Visibility/Profitability
  • Develop Accurate Quotes

NetSuite Project Managment


Resources for Professional Services Firms/Consulting

January 26, 2023

Oracle Named a Leader in the 2022 Gartner® Magic Quadrant™ for Financial Planning Software

Oracle NetSuite Planning & Budgeting (NSPB) recognized as a Leader…
November 22, 2022

How NetSuite Solves Finserv’s Biggest Technology Challenges

The financial services, or “finserv,” industry comprises insurance companies, mortgage…
November 22, 2022

Chicago Music Exchange Fine-Tunes Inventory Management and Ecommerce Operations With NetSuite

Since 1990, Chicago Music Exchange (CME) has been a destination…

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