Planning and budgeting using spreadsheet is tedious and inefficient, resulting in more work for planners, not less. 

It’s also error-prone, less collaborative and lacks the complex dynamic planning and reporting required by services firms. However, on the other hand, NetSuite’s Planning and Budgeting solution facilitates both organisation-wide and departmental planning with advanced modelling capabilities, approval workflows and reporting within one collaborative scalable cloud-based solution. And with NetSuite’s SuiteSuccess solution optimised for services firms, customers get pre-defined functional roles, dashboards, KPIs and business process flows that will rapidly get them up and running. 

Key features of the NetSuite Planning and Budgeting solution for service firms: 

  • Optimise headcount planning including multiple dimensions and assign calculations to groups of people or to specific individuals.  
  • Allocate personnel across multiple projects, departments or service offerings.  
  • Perform what-if analyses to compare various hiring scenarios and their impact on the bottom line.  
  • Re-forecast frequently and make adjustments based on different revenue assumptions.  
  • Model integrated P&L, balance sheet and cash flow statements.  
  • Drag-and-drop report builder puts powerful, yet easy to use, web-based reporting into the hands of finance.  
  • Use pre-built dashboards to analyse key metrics including sales per employee, billable and paid man-hours, etc.  
  • Integrate with Microsoft Office tools with Smart View for adding custom members on the fly, slicing and dicing data, and apply common planning actions such as spreading and allocation.  
  • Create report books for financial presentations such as executive and board reporting.  

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