Project/Professional
Services Automation

Meridian Helps You
Manage Your Services Business Better

What is a Project/Professional Services Automation Solution?

A Professional Services Automation (PSA) platform helps you plan, track, and invoice client projects. A PSA solution helps improve your service business by providing integrated tools to manage your projects, resources and finances. This includes increased visibility and streamlining of your projects, accounting, expenses, and analytics.

Why We Recommend NetSuite’s Professional Services Automation

NetSuite’s Professional Services Automation (PSA) is designed to help you easily implement process improvement and expand your capabilities in project management giving you accuracy and control. NetSuite’s PSA automates and manages your bid-to-bill lifecycle helping gain efficiency by integrating your back-office financials and front-office services operations.

Meridian Helps You Get the Most from Your Professional Services Automation

For service organizations who require visibility and control over processes around diverse revenue streams, billing, resources, timesheet management, project or job accounting, and expense management, NetSuite PSA provides:

  • Improved Inventory Management
  • Real-time visibility into performance and profitability
  • Improves on-time project delivery
  • Increases resource utilization
  • Provides mobile access to time and expense management

NetSuite Project Management Overview

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Meridian Helps You Get the Right Professional Services Automation Software

Meridian helps you find a PSA solution that helps you gain better visibility into and control over all your projects.

NetSuite SuiteAnalytics vs. Monday.com

NetSuite’s PSA solution is designed to work with NetSuite’s ERP and CRM offerings. For any size organization looking for a comprehensive management solution delivered via the cloud it helps streamline your organization through automated, resource utilization, shortening invoice-to-payment times, and helps ensure on-time project delivery. 

Monday.com is used for project management by companies of all sizes across different industries. These organizations use this project management software in different ways but share the same goals of improving productivity, organization, and collaboration. Monday.com uses a visual team management tool that enables users to quickly add members, assign tasks, customize workflow, and track the progress of their work to completion.  While a good standalone tool – integrations to backoffice functions like accounting and HR systems need to be maintained. CRM integration can also have complex overlaps that can create complexity during implementation and upgrades.

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