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SRP

Project-based enterprise sales contracts and project execution of the two main lines of full-process interactive management.

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Scenario Features

Most professional service companies across various fields operate in a project-based management model. This approach encompasses everything from pre-sales follow-up and contract implementation to the specific execution and tracking of the project. The project serves as the central focus throughout the entire process, connecting pre-sales, sales, and after-sales services.

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Key Challenges

Professional service companies have rich project scenarios with different CRM, project management and financial accounting subsystems, which are separated from each other, and lack an industry-finance integration platform that integrates the whole process of pre-sales, sales and after-sales.

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    Sales contract and project management dual mainline intertwined;

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    Project process and milestone management;

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    Project scope changes and contract changes;

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Representative Solutions

    Hitpoint itself as a project-based professional services company, a deep understanding of the project management field, with a wealth of practical experience, the formation of a unique solution .

    1、NetSuite itself has a complete project management (SRP) through the solution framework, through the CRM, PSA (project management) and financial processes;

    2、The project-based business of the two main intertwined management issues: sales contract implementation and project process management is the project-based business of the two main lines, the two according to different scenarios in different milestones of interaction, the consideration of the project progress must be taken into account at the same time the milestone of the sales contract invoicing and collection of funds, changes in the scope of the project at the same time will trigger the addendum to the sales contract;

    3、Project process management: templates, resource allocation, Gantt charts, budget management, progress management, cost management and other details of the process is complete, while forward through the CRM process (business opportunities on the creation of pre-sales projects, management of pre-sales costs, after the transaction is converted into a formal project), backward through the sales contract, the project procurement and financial accounting modules;

    4、Hitpoint full use of NetSuite system, based on the standard features of NetSuite SRP, in the sales team and project team collaboration, project rolling budget, invoicing plan, after-sales software assets and other aspects of deep and personalised expansion;

    5、Project cost (project procurement, labour cost, expense reimbursement) and project revenue management, cost and revenue redistribution, real-time analysis of project profit.


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