NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
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Rocketlane
Score 9.7 out of 10
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As per the information provided by the vendor, Rocketlane is
a platform specifically designed to cater to onboarding, implementation, and
professional services teams. The primary objective of this platform is to
enhance collaboration with customers, optimize project delivery efficiency, and
augment customer experience and accountability. Its target audience primarily
includes industries such as CS (Customer Success) and Professional Services. It
emphasizes its capability to expedite time-to…
OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks …
I wasn't involved in the initial purchase decision so I don't know what else we evaluated, but I imagine that we selected OA because we selected NetSuite and OA integrated well with it (same product family). We've been hearing a lot of good things with Mavenlink and will likely …
Previously we used a custom application running on top of Oracle ERP. One of the reasons we chose OpenAIR was because it was covering our requirements for time tracking and project/resource management, much better than the custom app. In addition we got other features like: …
Netsuite is a better and more scaleable solution for our agency as we have grown from just a few employees in 2001 to nearly 100 employees today. Netsuite helps us track expenses, time reporting, getting approvals on large purchases, project management from a personnel …
Our team found that OpenAir has better, increased functionality than other project management programs. Instead of using multiple softwares for time tracking, expense reports and project management, OpenAir combines all three into one. Using one tool instead of three saves us …
It was our goal to be on a single vendor solution for all aspects of our business: CRM, Project Management, and Finance. By choosing NetSuite with OpenAir PSA, we were able to eliminate the need for three other vendor solutions that required external integration among the …
We were handling concurrent project in multiple counties with multiple currencies. Netsuite handles multicurrency well. This was essential for our global operations. Because of this we chose OpenAir over Clarizen.
We came from a QuickArrow envirnoment, so going to OpenAir was the path of least resistance and it hit all the requirements. We looked at Financial Force and Changepoint. Financial Force was very intriguing because of the Salesforce platform, but not all our users are on …
Microsoft Project Server was a very complex solution and often unflexible. We needed something less complex but with power and chose OpenAir.
Verified User
Anonymous
Chose OpenAir PSA
I was not on the selection team that chose OpenAir. However, as I mentioned in my previous comments, I feel that OpenAir is a great stand alone PSA solution. For OpenSymmetry, we outgrew OpenAir and needed a solution that seemlessly integrated with Salesforce.com CRM data. …
Verified User
Anonymous
Chose OpenAir PSA
I have evaluated Clarity, ConnectWise, SAP, and Tenrox solutions. From my perspective, judging against our internal have-to-have and nice-to-have criteria, they do not offer the level of flexibility and detail our organization needed to continue to support our current service …
Verified User
Anonymous
Chose OpenAir PSA
OpenAir was the most complete solution and was strong in all areas.
Verified User
Anonymous
Chose OpenAir PSA
Oracle PAC professional services automation tool.
SAP PSA product
The older one was no as good as Rocketlane because the User interface and UI are most important to use any software for the end user. Because more easy to understand, and easier to adapt the software. Thanks, Rocketplane I really like rocketplane because of its features and …
Rocketlane was extremely easy to stand up and get running. Both our internal teams and customers have been fans of the process so far. We had our first projects set up, with our Salesforce sync and white-labeled branding all live within the first week.
For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.
Rocketlane is more robust for onboarding than monday.com with better customer interface. However, Rocketlane does not have some of the advanced features of ChurnZero or GUIDEcx. However, Rocketlane's pricing is aligned well with the features they offer.
I would only recommend OpenAir if you are a company of 100+ with complex business processes and have a need to integrate into multiple external systems. I think most project managers find it cumbersome and irritating until they are trained on what not to use. It needs a more simplistic obvious approach rather than having every feature exposed all at once.
There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.
We had a specific process down pat with QuickArrow and wanted similar functionality. It gave us that and more.
It has a lot more reporting functionality than QuickArrow. There are hundreds of options for layout, what is reported, etc. I haven’t played too much with those reports yet. We more or less just replicated reports I had in QuickArrow. We needed the professional services/transition team at NetSuite to help me. There are too many options at this point. I imagine we won’t use all of those reports. Quick Arrow had a lot less.
Mobile Capabilities – There wasn’t a mobile concept for QuickArrow. OpenAir has been beneficial for iPhone users for time sheet submissions. There is no app for Droid users yet. There are not a lot of users out there, who really know how to use it yet. Managers are not using the app for dashboards/reporting, etc. The field has been pretty quiet but they do really like the mobile app feature. They like not having to go to laptop to enter their time. That’s all we require of them – just time entry. We ran into some glitches - some of the time sheets submitted via iPhone did not get to the tool itself. That happened in one instance. I made QA aware of it. I am not sure what the resolution turned out to be.
Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
Timesheets can be easily tracked through which resource utilization can be planned.
The UI of many parts of the system is really poorly designed. Inputting and updating forecasts is a very time-consuming and difficult process for our PMs and it doesn't allow any type of upload from a spreadsheet (which might be easiest in absence of a decent UI).
I have extensive experience with the reporting piece of OA and have a list of notes and improvements. The entire module is very inflexible at least pieces of it are not intuitive. Easy example: If you create a custom calc with a filter on Project Type to only include hours from our customer projects (Impl and MS), but then create a report with a filter to only show hours from MS, that custom calc won't work properly. The filter logic is unable to handle multiple filters on the same field.
Specific example of a ticket we've filed but not heard back on: When you close a project, any remaining forecasts from that project remain active and show as "committed hours" against those individuals which doesn't make sense on projects that are closed. Why would you not give an option to delete any remaining forecasts when closing a project as default behavior?
We plan to continue our use of NetSuite OpenAir for the reasons cited already. Outside factors, behond our control, would be the only reason we would not renew -- such as an executive mandate to use the same platform going forward. If such were to happen, our Services processes would need to be revamped, as other PSA solutions do not support our current have-to-have criteria.
In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
It was our goal to be on a single vendor solution for all aspects of our business: CRM, Project Management, and Finance. By choosing NetSuite with OpenAir PSA, we were able to eliminate the need for three other vendor solutions that required external integration among the disparate systems (Salesforce.com for CRM, MS Project Server for Project Management, and MS Dynamics for finance).
As an admin and end-user, Rocketlane has saved me at least four hours of work every week. Multiply that across the entire team, and we're saving two full days of work by removing all the manual tasks.