RSM x NetSuite for technology companies

Organizations with a strong technology focus must be nimble and ever-evolving

Empowering technology companies with solutions that foster growth. Organizations with a strong technology focus must be nimble and ever-evolving.

Technology companies must act decisively to innovate their products, manage their capital, and stay ahead of current industry trends. Companies must also comply with global regulations and data security while staying competitive in the marketplace. RSM is here to support your technology company through every phase of your company’s life cycle.

Middle-market technology and software companies can generally be categorized into one of four phases:

  1. Startup: Focused on obtaining funding, typically from private equity growth partners for the development of their core product and sales generation.
  2. Rapid growth: Focused on positioning the company for scale and formalizing policies and procedures. Sales growth may include the need to defer revenue and align with ASC606/IFRS15 guidance and growing employee count.
  3. Established and expanding: Focused on maximizing business value and profitability with an eye toward IPO. Mergers and acquisitions may be taking place along with international expansion as revenue continues to grow.
  4. Mature and exiting: Focused on regulatory compliance and preparing for an exit to the public sector. Revenue continues to grow so much that it is time to go public.

A modern cloud-based ERP and a solution provider with the right skills and industry expertise can be critical in positioning the right features in the right phases to help tech companies manage major business functions and remain adaptable in a changing market.

How RSM Can Help Technology Companies

RSM has proven success in helping clients in software and technology companies utilize the full potential of NetSuite’s ERP solution for their business needs. Our team of skilled and dedicated consultants offers their unique experience with navigating the challenges of the technology sector and can assist you in customizing, implementing, and deploying integrated ERP and CRM solutions.

Our team will provide the valuable insights and expertise needed to ensure that your organization can achieve its goals faster and more efficiently. From early stage to IPO-readiness, RSM services can help you customize NetSuite solutions and provide the necessary tools for maximum organizational success in each stage.

Leverage RSM’s NetSuite team to support you in navigating the complexities of the competitive and highly regulated tech sector while simultaneously developing the capabilities and strategies necessary to maximize your company's value and achieve your long-term objectives. Let us provide the support you need to get the most out of a powerful NetSuite ERP solution.

RSM’s NetSuite solutions for technology companies are custom-built for your business

RSM offers the best of NetSuite’s functionality, intelligently configured for your business to streamline processes and close gaps saving you time.
Recurring billing

RSM can help technology companies optimize their operations and drive their growth with the NetSuite suite of solutions. Leveraging our extensive experience and deep industry expertise, we can help technology companies maximize the potential of NetSuite applications to automate recurring billing processes, increase profitability through cross-selling and up-selling, and better understand their customers to target potential revenue opportunities.

Our team of certified professionals can help with each step of a technology company's NetSuite implementation, from planning and deployment to customization and maintenance. RSM’s customized services ensure that NetSuite is tailor-made to the company’s unique objectives and processes. These solutions help optimize time and effort spent on billing and revenue processes while also improving customer experience. With custom analytics, reporting, and integration from CRM tools, technology companies can tap into customer behavior data to generate smarter strategies to increase sales and profits. With real-time visibility, companies are better equipped to target customers with enhanced precision and capitalize on sales opportunities.

No matter the size or complexity of the project, RSM’s unparalleled experience and proven track record is why we are the first stop for technology companies in need of NetSuite solutions. Our tailored approach and advanced tools give technology companies the power to understand their customers and optimize their operations for maximum growth.

System Integrations

RSM can help technology companies maximize their NetSuite investment and create new operational efficiencies with our innovative integrations. Our certified NetSuite consultants can help businesses make the most of their software and integrate with best-in-class solutions. Our integration services enable quick and easy data synchronization between NetSuite and third-party solutions, giving businesses a holistic view of their operations and enabling powerful automation.

For example, businesses can combine the power of Salesforce and NetSuite's capabilities to improve their lead-to-cash process, providing their customers with a better overall experience. Integration with Avalara helps businesses with automated tax compliance and ensures their compliance with current regulations. Concur streamlines expense management processes, helping save time and improving accuracy. RSM's integration solutions help technology companies benefit more from their existing NetSuite investment, maximize operational efficiency, and help them grow their business.

Additionally, RSM has the experience and skills to help technology companies leverage native integrations in SuiteApps, such as ZoneBilling, to further leverage NetSuite capabilities and get closer to your customer

Reporting and analytics

RSM offers comprehensive solutions that empower technology companies to gain valuable real-time insights, optimize operations, and make informed decisions more efficiently. By utilizing RSMs integration services for NetSuite, companies can harness the power of a centralized database, consolidating enterprise-wide information for seamless access. Technology companies leveraging RSM's capabilities enjoy the advantage of real-time insights and the flexibility of customization. They can rely on a single, centralized solution that maximizes the value of their data, leading to enhanced operational efficiency and improved business outcomes.

With RSM services, NetSuite can become a comprehensive solution that enables companies to optimize their operations and make data-driven decisions. RSM's integration capabilities and industry experience elevate the power of NetSuite, providing technology companies with the tools they need to effectively leverage their data and drive business success.

Planning and budgeting

NetSuite's planning and budgeting solution can provide tech companies with the power to develop and manage budget plans more accurately and efficiently. With the help of RSM, companies can build comprehensive plans with multiple versions and contributors, including forecast models and operational or statutory reports, as well as analyses targeting specific roles or strategies.

NetSuite's planning and budgeting solutions also facilitate collaboration for quick decision-making, as well as the sharing of comments and formulas. The solution ensures secure data while eliminating the need for shared local files and spreadsheets. These features enable tech companies to manage their budgeting and resource planning accurately and effectively, and work more easily and efficiently with other decision-makers.

Compliance

RSM's NetSuite Compliance Solutions provides technology companies with the tools needed to ensure their software environment meets their organization's compliance requirements. Our team of skilled professionals can help you navigate the complex revenue recognition standards of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 606 for both privately held and publicly traded companies. We use a unique approach to leverage NetSuite's array of compliance optimization tools to integrate internal controls and policies, streamline processes, and improve control.

With our in-depth knowledge of the technology industry and NetSuite’s compliance features, RSM can help you customize the software to fit your exact needs while providing ongoing support throughout the process. As a result, you can be sure that your technology business is always up-to-date with industry best practices and in accordance with the necessary financial requirements.

RSM’s NetSuite solutions for technology companies are custom-built for your business

RSM offers the best of NetSuite’s functionality, intelligently configured for your business to streamline processes and close gaps saving you time.

RSM can help technology companies optimize their operations and drive their growth with the NetSuite suite of solutions. Leveraging our extensive experience and deep industry expertise, we can help technology companies maximize the potential of NetSuite applications to automate recurring billing processes, increase profitability through cross-selling and up-selling, and better understand their customers to target potential revenue opportunities.

Our team of certified professionals can help with each step of a technology company's NetSuite implementation, from planning and deployment to customization and maintenance. RSM’s customized services ensure that NetSuite is tailor-made to the company’s unique objectives and processes. These solutions help optimize time and effort spent on billing and revenue processes while also improving customer experience. With custom analytics, reporting, and integration from CRM tools, technology companies can tap into customer behavior data to generate smarter strategies to increase sales and profits. With real-time visibility, companies are better equipped to target customers with enhanced precision and capitalize on sales opportunities.

No matter the size or complexity of the project, RSM’s unparalleled experience and proven track record is why we are the first stop for technology companies in need of NetSuite solutions. Our tailored approach and advanced tools give technology companies the power to understand their customers and optimize their operations for maximum growth.

RSM can help technology companies maximize their NetSuite investment and create new operational efficiencies with our innovative integrations. Our certified NetSuite consultants can help businesses make the most of their software and integrate with best-in-class solutions. Our integration services enable quick and easy data synchronization between NetSuite and third-party solutions, giving businesses a holistic view of their operations and enabling powerful automation.

For example, businesses can combine the power of Salesforce and NetSuite's capabilities to improve their lead-to-cash process, providing their customers with a better overall experience. Integration with Avalara helps businesses with automated tax compliance and ensures their compliance with current regulations. Concur streamlines expense management processes, helping save time and improving accuracy. RSM's integration solutions help technology companies benefit more from their existing NetSuite investment, maximize operational efficiency, and help them grow their business.

Additionally, RSM has the experience and skills to help technology companies leverage native integrations in SuiteApps, such as ZoneBilling, to further leverage NetSuite capabilities and get closer to your customer

RSM offers comprehensive solutions that empower technology companies to gain valuable real-time insights, optimize operations, and make informed decisions more efficiently. By utilizing RSMs integration services for NetSuite, companies can harness the power of a centralized database, consolidating enterprise-wide information for seamless access. Technology companies leveraging RSM's capabilities enjoy the advantage of real-time insights and the flexibility of customization. They can rely on a single, centralized solution that maximizes the value of their data, leading to enhanced operational efficiency and improved business outcomes.

With RSM services, NetSuite can become a comprehensive solution that enables companies to optimize their operations and make data-driven decisions. RSM's integration capabilities and industry experience elevate the power of NetSuite, providing technology companies with the tools they need to effectively leverage their data and drive business success.

NetSuite's planning and budgeting solution can provide tech companies with the power to develop and manage budget plans more accurately and efficiently. With the help of RSM, companies can build comprehensive plans with multiple versions and contributors, including forecast models and operational or statutory reports, as well as analyses targeting specific roles or strategies.

NetSuite's planning and budgeting solutions also facilitate collaboration for quick decision-making, as well as the sharing of comments and formulas. The solution ensures secure data while eliminating the need for shared local files and spreadsheets. These features enable tech companies to manage their budgeting and resource planning accurately and effectively, and work more easily and efficiently with other decision-makers.

RSM's NetSuite Compliance Solutions provides technology companies with the tools needed to ensure their software environment meets their organization's compliance requirements. Our team of skilled professionals can help you navigate the complex revenue recognition standards of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 606 for both privately held and publicly traded companies. We use a unique approach to leverage NetSuite's array of compliance optimization tools to integrate internal controls and policies, streamline processes, and improve control.

With our in-depth knowledge of the technology industry and NetSuite’s compliance features, RSM can help you customize the software to fit your exact needs while providing ongoing support throughout the process. As a result, you can be sure that your technology business is always up-to-date with industry best practices and in accordance with the necessary financial requirements.

1,500+

Largest global NetSuite partner, serving 1,500+ NetSuite clients since 2004

10

NetSuite Worldwide Solution Provider Partner of the Year awards

500+

With 85 North American offices and practices in 16 countries, RSM has 500+ global NetSuite resources

Download the NetSuite buyer’s guide

For more information about NetSuite, including product-related information, pricing, product comparisons, how to get a free NetSuite trial and how to purchase NetSuite, download RSM’s NetSuite buyer’s guide. 

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