Streamlining IT Consulting Workflows with NetSuite-OpenAir Integration

November 22, 2024
Ramesh Janga
Case Studies
0

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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