How To See the Full Picture During NetSuite Projects

Projects are critical to your success as a business.  

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If they fall apart, time and recourse is wasted, causing financial loss, poor customer service, and reputational damage.  

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NetSuite is often a key proponent behind projects, acting as the single source of truth for customer data and documents, but consider how this only holds part of the overall picture.  

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Not everyone you collaborate with during projects works in NetSuite, causing your system to be riddled with data blind spots.  

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Let's explore the real pitfalls behind projects with only some of the information you need stored in NetSuite, and then, we’ll explain the easiest way to sort this.  

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Project pitfalls

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Last year, 70% of companies experienced at least one failed project.
Project Management Works  

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37% of project failure is from a lack of clear goals.
Team Stage

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Poor communication is the main reason for project failure a third of the time.
Ascerta ‍

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Dust collecting documents

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NetSuite holds your project documents, but does it track the related communications?  

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Without this, grasping the nature of each document's lifecycle becomes a challenge.  

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This gap could lead to tasks being assigned incorrectly.

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It's crucial to know who interacted with documents, how they engaged, and the reasons behind their engagement.  

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Without this insight, a document in NetSuite may remain inactive, lacking the ability to push your project across the finish line.

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Communication black holes

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Using different communication tools alongside NetSuite for projects leads to scattered and isolated messages.  

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A crucial piece of information, vital for progressing in your project, could be hidden in any of these messages.  

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Searching through platforms like Microsoft Teams, Slack, and emails can consume a lot of your valuable time, time better spent on more critical tasks.  

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Moreover, if you can't find what you're looking for, asking others for help further delays progress, interrupting not just your work but also that of other team members involved in the project.

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Slow project decision making

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Without a complete view of your project in NetSuite, making swift decisions is tough.  

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Sometimes, just one missing detail can delay tasks that could have been finished today, rather than tomorrow.  

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Only by having a full overview can you make quick, significant decisions that can save a lot of time by allowing you to adjust resources and deadlines proactively.

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Workiro connects all project communication in NetSuite

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Clear and streamlined communication is key to project success.  

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That's why our NetSuite SuiteApp features integrated live chat, creating a central hub for all your project-related messages and documents, whether stakeholders use NetSuite or not.  

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This ensures all communications are saved directly within NetSuite records, giving you a complete view during your projects.  

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Below are some major advantages of using our live chat feature for NetSuite projects.

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No more siloed communication

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Say goodbye to endless emails and scattered messaging tools – now, you can talk to everyone involved in a project right inside the NetSuite ecosystem. It's your go-to 'single source of truth' for all project communications!

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Push notifications

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Stakeholders receive instant push notifications about urgent project tasks, so you don't have to manually remind them as important deadlines approach. This keeps everyone promptly informed and on track.  

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Powered by the cloud

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Communication can be sent to NetSuite records from any device, anywhere in the world, allowing people to get their important work done without being limited by logistical constraints.

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Safe & secure

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Sensitive project information is kept safe with strong end-to-end encryption, which is not typically found in regular email communication.

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Propel your projects in NetSuite

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Add the missing ingredient you need to complete projects in NetSuite without endless chasing and confusion – live chat.  

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Book a free demo