As you may have caught on by our previous blog posts, we really love NetSuite saved searches at Concentrus.  Saved searches have many uses and are one of the easiest tools to learn and use in NetSuite.  It doesn’t matter if you are an everyday user or log in occasionally to get the information you need, saved searches give you the tools to get the data you need, how you need it and when you need it.

What is a Saved Search?

When many organizations make the switch to an ERP such as NetSuite, one of their most common pain points is having disparate systems that don’t talk to each other and consequently data that doesn’t sync.  Once on NetSuite all data is housed in one database and the opposite may happen, you have too much data and don’t know how to leverage it.  In comes NetSuite saved searches.  A NetSuite saved search is one of the most powerful tools NetSuite has to offer because you can use it for:

• Creating custom searches and display only what you need

• Adding shortcuts for searches to your dashboard
• Displaying custom KPI’s
• Using as a reference for running scripts and workflows
• Automating emailed results
• Many other options.

Let’s take it back a step and answer, what is a saved search? 

In my previous blog, we explored what Project Methodology is meant to do at a high level and why it is important.  When professional services organizations share their methodology with their customers, they are showing them what to expect and preparing them for success.  The more the client is bought into the outlined process and understands the value, the more likely the project is to succeed.

Project Methodology is defined by the Project Management Institute as “a system of practices, techniques, procedures and rules used by those who work in a discipline.”  Project methodology is full of fancy buzz words like sprints, scrum master and burndowns.  It sounds complicated, but let’s breaks down what it really means and why it’s important for an organization and their clients.

What value is your project manager (PM) bringing to your projects?