Great for professional services organizations
Anonymous | TrustRadius Reviewer
Updated March 21, 2015

Great for professional services organizations

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with NetSuite OpenAir PSA

NetSuite OpenAir PSA is being used across the entire organization. Our goal was to improve business processes by combining multiple disparate systems into one. We chose OpenAir because of the integration it offers with NetSuite, giving us visibility on end-to-end project delivery. The biggest benefit we get with OpenAir is revenue recognition along with the integration with NetSuite financials.
  • OpenAir PSA is well suited for professional services organizations that want to track project delivery from the standpoint of project milestones, time tracking, expense reporting, billing and invoicing, and project revenue recognition.
  • OpenAir PSA offers comprehensive time tracking of project and admin time. Project owners, line managers, and other designated individuals may be responsible for approving user’s time. Detailed reporting of time from a project/cost and resource perspective another nice feature.
  • Expenses can be entered by users and recorded directly against projects in NetSuite OpenAir expense reports. A workflow can be established for the expense approval process.
  • OpenAir PSA provide the ability to recognize revenue based on a rules an organization would like to establish. OpenAir PSA accommodates multiple recognition scenarios.
  • General UI navigation can be a bit clunky and dated. It really needs an overhaul.
  • Reports in OpenAir PSA are somewhat limited in flexibility complexity (compared to say Salesforce.com). It would be nice if there was easy access to the data via ODBC connection.
  • Even though OpenAir PSA is integrated with NetSuite, they are on two different platforms which poses some challenges.
  • Improve business processes by combining multiple disparate systems into one.
  • Ability to determine cost of sales for revenue generating projects. We can track projects that are product based, which will facilitate product based cost reporting. Time and expense is tracked for each project.
It was our goal to be on a single vendor solution for all aspects of our business: CRM, Project Management, and Finance. By choosing NetSuite with OpenAir PSA, we were able to eliminate the need for three other vendor solutions that required external integration among the disparate systems (Salesforce.com for CRM, MS Project Server for Project Management, and MS Dynamics for finance).
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.

OpenAir PSA Feature Ratings

Task Management
8
Resource Management
7
Gantt Charts
Not Rated
Scheduling
7
Workflow Automation
7
Team Collaboration
Not Rated
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
8
Document Management
Not Rated
Email integration
8
Mobile Access
Not Rated
Timesheet Tracking
9
Change request and Case Management
Not Rated
Budget and Expense Management
9