Disconnected Systems
Jira, BambooHR, and NetSuite operated independently, requiring manual data reconciliation for billing and reporting.
Brady Technologies Automates Invoicing and
Time-Based Billing with Boomi Integrations
Client Overview
Brady Technologies is a global provider of software solutions supporting energy trading, risk management, and grid operations across power, oil, gas, LNG, and renewables. Serving clients across Europe, the Middle East, and North America, Brady plays a key role in enabling energy companies to accelerate their green energy transition through technology-driven solutions.
As a project-based software services organization, Brady manages multiple client engagements simultaneously, each with varying resource allocations, billing models, and invoicing cycles.
Business Objective
Brady Technologies aimed to automate and streamline its time tracking, project management, and invoicing processes by integrating Jira, BambooHR, and Oracle NetSuite. The primary goal was to ensure accurate, real-time synchronization of project effort, employee availability, and billing data to generate precise customer invoices with minimal manual intervention. They also sought improved visibility into resource utilization, project progress, and billing metrics to support better financial control and profitability.
Industry
Energy and Utilities
Platform
Boomi
Service
Integration, Automation
Nick Owen
CTO
We are thrilled to share our positive experience with NeosAlpha. Initially engaging them for their...
Read More Challenges
Complex Resource Allocation
Employees were assigned to multiple projects with different billing rates based on role and engagement.
Time-Off Management
Annual leave, sick leave, and other types of time off followed different approval policies, which impacted billable effort calculations.
Billing Accuracy
Monthly invoices depended on up-to-date time entries and utilization data, increasing the risk of billing discrepancies.
Manual Effort & Delays
Accounting and billing teams spent significant time consolidating data during invoicing cycles.
Struggling with fragmented project tracking and inaccurate time-based billing?
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Real-Time Integration Across Jira, BambooHR, and NetSuite
NeosAlpha designed and implemented a Boomi-based integration architecture to synchronize project, HR, and financial data in real time.
Project & Task Synchronization
Projects and tasks created in NetSuite were automatically synchronized with Jira, ensuring consistent project identifiers across systems.
Automated Effort-to-Billing Flow
Developer worklogs captured in Jira were integrated with NetSuite Time Entry objects, enabling accurate time-based billing.
Employee Time-Off Synchronization
BambooHR-managed leave data was synchronized with NetSuite Time Bill to exclude non-billable hours from invoicing.
Boomi Connector-Based Architecture
The solution leveraged Boomi’s out-of-the-box NetSuite connector along with HTTP client connectors to securely integrate with Jira and BambooHR APIs.
Results
Accurate Invoicing
Customer invoices accurately reflected the effort expended and the applicable billing rates.
Reduced Manual Effort
Billing and accounting teams significantly reduced time spent consolidating and validating data during monthly invoicing cycles.
Real-Time Visibility
Project managers gained real-time insights into effort tracking, resource utilization, and project progress.
Improved Financial Control
Accurate SKU-level sales order metrics supported better budgeting, forecasting, and profitability analysis.
Scalable Integration Foundation
The Boomi-based architecture enabled future extensions such as refunds, returns processing, and buyer analytics.
Technology Stack
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