Streamlining IT Consulting Workflows with NetSuite-OpenAir Integration
CLIENT OVERVIEW
The client is a trusted IT Consulting partner for mid-market companies, helping them leverage technology to improve business efficiency through tailored IT solutions and services.
Challenges
Challenge 1: Resolving Data Inconsistencies in Classifications
- Records had inconsistent data, requiring accurate mapping to predefined classifications.
Solution:
- Designed a custom solution to enable seamless updates of multiple fields based on defined classifications in NetSuite
Challenge 2: Streamlining Record Approval Process
- Approval of transactions within the application was time-consuming and inefficient.
Solution:
- Implemented an email-based approval system to simplify and expedite transaction approvals.
Challenge 3: Discrepancies in NetSuite-OpenAir Integration
Absence of built-in functionality for invoice synchronization between NetSuite and OpenAir led to mismatched data across platforms.
Solution:
- Implemented a custom REST API integration to streamline invoice transactions.
- Ensured seamless data flow between the systems addressing the limitations of OpenAir Connector.
Challenge 4: Missing Functionality for Project Creation
- The system lacked functionality to automatically create projects from opportunities, hindering operational efficiency and alignment with business requirements.
Solution:
- Developed automation to generate projects directly from opportunities based on predefined conditions.
Results
- Improved Data Flow: Precise field updates minimized data discrepancies while maintaining consistency across systems.
- Faster Processing Times: Streamlined invoice approvals led to faster billing cycles and enhanced operational efficiency.
- Reduced Errors: Automation reduced manual intervention, minimizing errors and ensuring accurate invoicing.
- Better Project Management: Automated project creation from opportunities increased productivity and ensured better project tracking.
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