Time for a change in systems
In 2014 Optimation decided it was time to move from the separate, standalone business solutions they were using to a single core system.
With the company’s information spread across a range of databases and on independently maintained spreadsheets, it was difficult and time-consuming to see and manage project profitability as well as many other business operations. And while some systems were accessible via the cloud, others weren’t.
It was clear to Sharon Butler, Optimation’s Business Advisor, that they needed a fit-for-purpose business solution. One with a single source of the truth, and that streamlined their processes through automation. And naturally, it needed to be fully cloud-based to support employees and managers who required real-time access to critical business information.
Finding a fit-for-purpose solution
Optimation issued an RFP, and despite the number of options they had to evaluate, Optimation found that choosing the right solution was easy.
“Fusion5 proposal to implement NetSuite’s Services Resource Planning solution,” said Butler, “came out on top. It met all our business needs, as well as being affordable.”
NetSuite SRP is specifically designed for companies like Optimation, who sell both services and products. It provides complete visibility and control over enterprise-wide processes. Its capabilities include revenue recognition for diverse revenue streams, and consolidated billing across multiple service and product delivery models.
As a purpose-designed and built cloud solution, Optimation knew that the ERP and professional services automation functions would meet all their requirements in one, single system.
