NetSuite Solution: Professional Services Dashboard

The Vested Group's Solutuion: My Workbench

The Vested Group provides high-quality software and support that integrates with NetSuite for convenient use. We’ve invested 11 years in creating solutions that enhance NetSuite implementation for small to large businesses in manufacturing, distribution, professional services and other industries.

My Workbench is a professional services dashboard that aids team members with project management. Professional services staff can oversee various activities from a single platform, including customer relationship management (CRM), case tasks and project to-dos. Our multiuse portal consolidates each team member’s duties in one place. My Workbench makes it easier to get a full view of deadlines, log work time and share progress updates.

Key Features

Streamline your case management with a dedicated NetSuite portal for project tasks. My Workbench’s intuitive features include:

Assignment filters: Sort tasks according to the client, task type, assignee, project and more. Apply these filters for convenient access to locate task information and set clear completion priorities.
Progress status update: Change task status, indicating activity progress or completion.
Time logging: This feature allows individuals to monitor time spent on each activity, an essential option for billable activities. Log worked time for each activity in one click!
Individual customization: Everyone has different strategies for coordinating their task lists and workload. With platform customization, people can attach or remove data, adapting their dashboards to an efficient version that works for them.
Bandwidth indicator: The Vested Group’s Bandwidth Indicator is a collaboration tool that promotes communication and advanced resource allocation. Your team can communicate their capacity in real time, updating their colleagues on availability. Managers can also use the solution to view resource availability. With this bird's-eye view of teams’ live capacity, project managers can optimize work allocation and resource designation.

Use the above features to optimize your workflow, track information and implement efficient time management.

Streamline Operation With My Workbench

My Workbench addresses operational pain points like billing and profit targeting by offering the following benefits.

Data Accessibility: Improving data access enhances decision-making and team productivity. With My Workbench, project contributors can gain easy access to key task information in NetSuite. They can refer to historical and track open cases with convenience. The dashboard makes all records accessible for easier task completion and advanced, informed decision-making. Better decisions expand your business's profit.
Cost-Conscious Resource Optimization: Resource silos are a thing of the past with our integrated system. With live updates, team leaders can maximize resource use and boost returns. Expand group efficiency through accurate resource allocation and increase profitability while minimizing project costs.
Automated Employee Tracking for Billing: My Workbench NetSuite dashboards automate task data updates and staff availability. You can see your employees’ schedules and assign work to them in real time. This feature allows you to even out individual workloads and prevent staff from feeling overwhelmed. My Workbench also simplifies billing procedures and ROI calculations.
Time Management: For professional services, automation frees up time you and your team may have spent on administrative tasks like logging availability. Instead, your team can enhance their time management through unique time logging and tracking. They can also organize and work through tasks with key insights in a central place. Efficient time control has a direct and positive impact on productivity and profitability.

Optimize Project Management With The Vested Group

Leverage the best NetSuite professional services dashboard on the market when you choose My Workbench. Our system can transform your team communications, resource allocation, assignment procedures and data accessibility. Named Oracle’s NetSuite Partner of the Year, we design solutions and services that optimize NetSuite implementation and operations. Contact us today, and we’ll help you implement advanced dashboards that give you better control over your business.

NetSuite Solution: Professional Services Dashboard

The Vested Group's Solutuion: My Workbench

Key Features

Streamline Operation With My Workbench

Optimize Project Management With The Vested Group

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