Boost Your Productivity in NetSuite with bluApps
Dramatically boost your team’s collaboration and productivity
bluChat
Expand the Capabilities of Your Business with the only native NetSuite team collaboration application. bluChat is the smartest way for any NetSuite-based organization to extend the power, value and productivity of its NetSuite investment, by incorporating a powerful yet easy team collaboration tool. bluChat enables faster and better communication across all company teams and groups, minimizing operational fumbles, and eliminating the back and forth time sink of using non-native chat tools.
Skip all the jumping back and forth between applications to communicate with your team. bluChat takes minutes to deploy, and minutes to learn, because it uses the NetSuite navigation and search conventions your staff already know. Leverage the power and ease of bluChat for better team collaboration, faster issue resolution, and improved productivity and profitability.
Key Features
- Enable chat directly on every writable NetSuite record
- Existing permissions determine bluChat access
- Enhance team collaboration and throughput
- Workflows can trigger status change alerts in bluChat
- Guest access for partners, vendors and customers
- Assign tasks to yourself or to others from within bluChat
Challenges
- Traditional chat doesn't provide enough context for the issue
- Time gets wasted switching between platforms and searching for messages
- Tasks assigned in chat are often forgotten, need follow up, or have an unknown status
Solutions
- bluChat stores the chat message in the relevant NetSuite record
- With bluChat all messages are searchable within NetSuite and users can get email alerts
- Use the short form in bluChat to assign tasks to yourself or to others. Easily track the status.
bluDocs
bluDocs is a native NetSuite smart document management system that uniquely leverages the full power of NetSuite’s single source of truth and database functionality to manage all documents, whether stored internally, or externally to Google Drive, SharePoint and OneDrive. By utilizing NetSuite’s customizable workflow automations, bluDocs delivers flexible, precise, and comprehensive control over documents and productivity.
Key Features
- With bluDocs you live, breathe, and build all in NetSuite
- Flexible, powerful, and precise control of your documents
- Create virtual file folder structures
- Automate your document management annoyances
- Open and edit the documents directly from NetSuite
What is bluDocs?
bluDocs is cost-effective document storage outside of NetSuite and connects with OneDrive, Google Drive, and SharePoint. bluDocs provides flexible, powerful, and precise control of your document security.
3 Ways bluDocs Solves Document Management Headaches
Folder structures are necessary to keep documents organized, and to prevent staff or partners from unauthorized access. Creating a folder structure each time you start a new record or project is time consuming and subject to error. As initiatives advance to the project stage, folders and files need to be reorganized and/or renamed, creating additional work and potential for error.
bluDocs simply and effectively solves document management headaches in 3 simple ways:
- Workflow automation automatically creates the folder structure in the external cloud storage, based on templates for projects and objects. Using pre-defined templates, clients can choose to have automation rename the folder structure as tasks naturally mature from one stage to the next. For example, when an opportunity progresses to a project, you click the button to convert to a project, part of the automated actions is to move the opportunity files into the newly created project file structure. Using bluDocs to manage the system workflow provides dramatic time savings.
- Use bluDocs to manage permissions for folders and files and for groups and individuals easily and automatically. Create a group and assign that group to a folder. Set up workflows to automatically re-assign groups, users, projects, and the associated documents to match the established permissions in your external drive. When there are project or personnel changes everybody is kept in sync so that the right person is looking at the right document, at the right time. bluDocs creates coherence for the whole group and keeps everyone in current time with the document status.
- Utilize tags to dynamically create virtual views of the file folder structure. This enriched experience allows users to selectively view and edit relevant files based on file and folder permissions.
“bluChat has been a key driver in elevating Titan’s overall performance and productivity. Thanks to its integration, our employees are able to communicate in real time interdepartmentally and nationally on the relevant NetSuite records. The ability to effectively engage with each other, and our partners, allows for faster issue resolution behind the scenes, which leads to better customer experience.”
Aaron CasillasVP of Technology
“bluChat brings the power of team collaboration directly into the NetSuite platform. This new SuiteApp extends our robust solution for native communication in NetSuite and can help customers improve team productivity, streamline operational efficiencies across all departments, save time, and resolve issues faster.”
Guido HaarmansVice President, SuiteCloud Developer Network & Partner Programs, Oracle NetSuite
