Industry Solutions

NetSuite for Professional Services

Transform Your Service Delivery with Integrated Project and Resource Management

Operational inefficiencies
Manage resources
Drive Growth
Scale operations

The Challenges Crushing Professional Services Service Providers

Resource Management Chaos 

Without real-time visibility into resource availability, skills, and workloads, you're either overworking your best people or underutilising expensive talent, destroying both profitability and employee satisfaction.

Project Profitability Blindness 

Managing projects without integrated financial tracking means you don't know which projects, clients, or services are profitable until it's too late to course-correct, leading to margin erosion and missed targets.

Billing and Revenue Leakage 

Manual time tracking, delayed invoicing, and complex billing arrangements result in lost billable hours, disputed invoices, and cash flow problems that threaten business stability.

Client Experience Breakdown 

Disconnected systems mean no single view of client interactions, project status, or service history, resulting in inconsistent communication and deteriorating client relationships.

Scaling Bottlenecks 

Manual processes for project management, resource allocation, and financial reporting create operational bottlenecks that prevent efficient scaling as your client base and service offerings grow.

How NetSuite Transforms Professional Services Service Delivery

Integrated Project Management

Complete project lifecycle management from initiation to completion. Real-time project tracking, milestone management, task scheduling, and financial integration ensure projects stay on time, within budget, and profitable.

Resource Management and Optimisation

Maximise utilisation and profitability with intelligent resource allocation. Skills-based matching, real-time availability tracking, workload balancing, and capacity planning ensure the right people work on the right projects.

Advanced Financial Management

Streamline complex billing and revenue recognition. Support for time-and-materials, fixed-fee, milestone, and hybrid billing models with automated revenue recognition compliant with ASC 606 and IFRS 15 standards.

Time and Expense Management

Capture every billable minute and expense. Mobile-friendly time entry, automated expense tracking, approval workflows, and direct integration with billing ensure accurate invoicing and improved cash flow.

Customer Relationship Management

360-degree client view for exceptional service delivery. Integrated CRM tracks leads, opportunities, projects, and support tickets, providing complete visibility into client relationships and enabling proactive engagement.

Client Success

Etymon - Boutique Hotel Management Services

Challenge: Fragmented systems made financial reporting and property management inefficient, lacking centralised operations and real-time visibility into performance metrics across their boutique hotel portfolio.

Solution: NetSuite implementation with integrated financial management and operational capabilities tailored to hospitality professional services.

Results:

  • Centralised financial and operational management for boutique hotels
  • Improved reporting accuracy and timeliness for property performance
  • Streamlined property management processes
  • Enhanced collaboration across finance and operations teams
  • Scaled operations to support portfolio growth

Employment Innovations - HR and Payroll Services

Challenge: Managing financial operations and client accounts with legacy systems that lacked automation and integration needed to handle growing workload efficiently.

Solution: NetSuite implementation to centralise financial and operational data while automating key HR and payroll service processes.

Results:

  • Improved payroll accuracy for better client satisfaction
  • Streamlined management of client accounts for HR and payroll services
  • Enhanced financial reporting for strategic decision-making
  • Real-time visibility into operational performance
  • Scaled operations to support a growing client base

AIPA - Australian and International Pilots Association

Challenge: Managing membership processes, financial operations, and compliance reporting with legacy systems that couldn't provide scalability and integration for complex union activities.

Solution: NetSuite implementation with robust financial management capabilities, streamlined membership tracking, and real-time reporting.

Results:

  • Streamlined membership management for pilots across Australia
  • Improved financial reporting for greater transparency and accountability
  • Enhanced tracking of union activities and compliance requirements
  • Real-time insights into financial and operational performance
  • Scaled operations to support a growing and diverse member base

NetSuite Professional Services Core Capabilities

/01

Project Accounting and Billing

Comprehensive project financial management with automated tracking of billable hours, expenses, and project costs. Flexible billing options including time-and-materials, fixed-fee, milestone-based, and hybrid models with automated invoicing.

/02

Resource Planning and Optimisation

Intelligent resource management with skills matching, availability tracking, and capacity planning. Real-time utilisation reporting and workload balancing ensure optimal resource allocation and profitability.

/03

Revenue Recognition and Compliance

Automated revenue recognition compliant with ASC 606 and IFRS 15 standards. Support for complex revenue scenarios including percentage-of-completion, milestone-based recognition, and multi-element arrangements.

/04

Analytics and Reporting

Real-time dashboards and customisable reports for project performance, resource utilisation, and financial metrics. Monitor project margins, utilisation rates, client profitability, and key performance indicators.

/05

Time and Expense Tracking

Mobile-enabled time entry and expense capture with automated approval workflows. Integration with project accounting and billing ensures accurate invoicing and eliminates revenue leakage.

/06

Multi-Currency and Multi-Subsidiary Support

Global operations management with multi-currency transactions, inter-company eliminations, and consolidated reporting. Local tax compliance and unified view of international operations.

/05

Risk-Free Engagement 

Fixed-price projects, clear success metrics, and milestone-based payments. You know exactly what you're getting and when you'll get it - with accountability at every step.

Why Wholesale Distributors Choose DWR

Why Professional Services Choose DWR

Deep Professional Services Understanding 15+ years implementing business systems for Australian professional services firms like Etymon, Employment Innovations, and AIPA. We understand project complexity, resource challenges, and client service requirements.

Proven Services Solutions Our NetSuite implementations include services-specific configurations, project templates, billing structures, and reporting frameworks designed for various professional services models.

Scalable Implementation Methodology Established approach for professional services implementations that supports multi-entity growth, handles complex billing scenarios, and integrates with existing practice management systems.

Ongoing Professional Services Support Continuous support for evolving service requirements, new service line launches, acquisition integration, and operational scaling as your practice expands.

Professional Services Services We Support

HR & Recruitment Services

Candidate tracking integration, placement management, contractor management, client account tracking

IT Services & Technology Consulting

Technical resource allocation, project milestone tracking, SLA management, support ticket integration

Management Consulting

Strategic project management, client engagement tracking, knowledge management, deliverable tracking

Marketing & Creative Agencies

Campaign management, creative resource scheduling, client approval workflows, media buying tracking

Engineering & Architecture Firms

Project phase management, CAD integration capabilities, compliance tracking, subcontractor management

Legal & Accounting Services

Matter management, client trust accounting, document management integration, compliance reporting

Frequently Asked Questions

/01

Can NetSuite handle complex billing arrangements?

/02

How does NetSuite improve resource utilisation?

/03

What about project profitability tracking?

/04

Can NetSuite integrate with our existing systems?

/05

How long does implementation take for professional services firms?

/06

What about multi-entity and global operations?

Transform Your Professional Services Operations

Stop letting operational inefficiencies destroy your profitability and client relationships.

Professional services firms using NetSuite report significant improvements in resource utilisation, project profitability, and client satisfaction—enabling rapid growth while maintaining service quality and improving margins.

Ready to Deliver Exceptional Client Outcomes?

Consulting Firms → Book Your Project Profitability Assessment
Evaluate current project management and identify margin improvement opportunities

Growing Services Firms → Get Your Resource Utilisation Analysis
Assess resource management and capacity planning optimisation

All Professional Services → Talk to a Professional Services ExpertDiscuss your specific operational challenges and growth objectives

Free consultation to discuss your professional services operational requirements
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