NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
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Todoist
Score 9.0 out of 10
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Doist, a company boasting an entirely globally distributed workforce, offers Todoist, a project management platform emphasizing the needs of a distributed workforce. The application emphasizes tracking events over time with advanced closed task and progress reporting, with custom graphics for sharing or ease of review.
This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product
There have been lots of times when we need to add a new habit into our daily work routines, and having the option to do so in the To-Doist app on the very first screen is incredibly helpful. It's a good reminder, and I believe that professionals who truly appreciate and properly value the implementation of good habits would be very grateful for this feature. It's also a time saver because you don't have to manually type it in every day/week / etc.
Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
Tasks are easily designed to automate processes in your business workflow.
OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.
Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.
The Todoist application now works almost identically across all platforms. There is a minor improvement that I would like to see on iOS and that is the ability to show task count by custom filter.
In Board view, I want to be able to easily add sub-tasks to a parent task.
Besides those two minor improvements, I am extremely happy with the application.
It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.
Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.
OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems
In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
Excellent features and concept, simple implementation, but the software is not very clear in training new users and communicating features. The occasional unexplained crash or freeze is not handled gracefully by the desktop software, requiring either the user or tech support to manually restart.
As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
I've used Todoist for about three years now and I haven't needed to contact support, which I'm considering a 10 out of 10. Honestly, their platform is so easy to use that I never had to look up a knowledge base or forum to be able to do what I wanted in Todoist. So I'm not sure what their support system looks like or how it works, but I do know that if I haven't needed support, that's also a good sign!
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.
[Todoist: To-Do List & Task Manager] is significantly simpler and cheaper than most of the alternatives and doesn't complicate the management of tasks with a plethora of unnecessary features. While all the alternatives have strong feature sets, what Todoist does better than any of them is manage tasks, in theory the central point of them all.
Location-based reminders ensured that my staff didn't miss things when they went onsite with a customer. This has led to renewals on a regular basis.
Sharing of task visibility for managers with their direct reports has enhanced 1-on-1 meetings and ensured that field coaches kept focused
The cost of Todoist vs. the value it creates is a huge selling point for the software. For the price per user, I've found nothing that even comes close!
