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.

In today’s always-connected world, being able to provide instantaneous feedback to your customers has become a requirement of doing business. Using NetSuite’s saved searches and their built-in email features to automate common notifications is an effective way to meet your customers’ expectations without increasing the workload of your team.  Below are five quick and easy email automation that can be achieved entirely within saved searches – with no development or technical knowledge required.

NetSuite Solution Provider and Field Service Management Software Developer, NextService, Work Together to Better Support Companies with Field Service Requirements.

Diamond Bar, CA – Concentrus, a full-service NetSuite provider, today announced a partnership with Klugo, Australian NetSuite partner and developer of NextService. With this strategic alliance, Concentrus and NextService will help field service organizations across the United States manage every aspect of their business from within NetSuite.

Original press release can be found here.

If you are in the business of “buying or selling”, or “building or selling” you have probably asked this question many times throughout your process: “How much should I stock keep in stock?”. 
This question is very important and drives many business decisions. 

In any project, models or mock ups are the best way for Client’s to validate and communicate with the Project Team.  Written requirements and use cases are a great start and the next best step is to be able to see the functionality.  As a Project Manager, I have seen plenty of situations where Client’s expectations were not met, and development was already completed. This often results in frustration and wasted work.

This article is a continuation of my previous post, in which we started setting up a workflow using SuiteFlow to pre-populate several field values within a ticket record used by support staff to help improve their overall efficiency. We began by configuring the workflow itself, and then added a simple automation to set and unset the value of a custom field called “Completed By” based on the value of the “Status” field.  In the second half, we’ll dive deeper into workflows and use joins to source fields from other related records to populate additional fields on the ticket for an even more dynamic automation.

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 is NPS?

Net Promoter Score (NPS) is an index to measure customer loyalty toward your company or service. Customers are asked to provide feedback about how likely they are to recommend your services in the future using a 0 to 10 scale.

When looking for ways to optimize your business operations, it is tempting to focus on “big wins” – the changes that will yield time savings in the minutes or hours.  However, it can be just as fruitful, if not more so, to find ways to save a few seconds on repetitive tasks that are performed hundreds of times each day by multiple employees.