Posts by Jim Schein
Get the Most from OpenAir with API Integrations
OpenAir is a powerful professional services automation (PSA) platform. But getting the most value requires connecting it to other business systems. Integrating via OpenAir’s API unlocks new capabilities without expensive middleware tools. Why Integrate via the API? Integrating OpenAir with surrounding systems via the API opens new possibilities: Eliminate manual data entry: Send data seamlessly…
Read MoreStreamline Your Operations: 5 Overlooked OpenAir Features That Can Transform Your Workflow
OpenAir stands tall as a leading cloud-based Professional Service Automation (PSA) solution, known for its innovative features and unparalleled customizability. This powerful tool offers immense flexibility in time management, resource allocation, and billing capabilities, making it an indispensable asset for businesses seeking efficient project management. However, amidst its array of functionalities, there are hidden gems…
Read MoreImproving Time Off Request Process with a SuiteProjects Pro Script
In the dynamic realm of project management, ensuring smooth time-off approval processes can pose a significant challenge. Top Step recently encountered this situation faced by one of their valued customers. The challenge centered around the efficient routing of time-off requests for employees engaged in long-term client projects spanning 6-12 months. In response, Top Step leveraged…
Read MoreAutomating Entity Tag Updates with OpenAir Scripting
OpenAir’s reporting capabilities allow users to access a wealth of data. However, most data only shows the current value, not previous changes over time. This is where OpenAir’s entity tags come in handy for tracking historical data that may be needed not only for reporting but for analysis and business processes as well. What are…
Read MoreUsing OpenAir Scripts to Achieve Maximum Efficiency in Your Professional Services Organization
NetSuite’s OpenAir Professional Services Automation (PSA) platform is renowned for its robust set of features, seamless integrations, and powerful reporting capabilities, making it an indispensable asset for services based organizations worldwide. However, the true strength of OpenAir lies in its inherent flexibility, which paves the way for endless possibilities. In this guide, we will delve…
Read MoreThree OpenAir Scripts That Make Timesheet Compliance Simple
Keeping track of timesheets and ensuring compliance can be a time-consuming task for professional services organizations. However, with the right process and OpenAir scripts in place, this process can be simplified, saving both time and effort. In this article, we will discuss three OpenAir scripts that can make timesheet compliance simple and hassle-free. Auto-Populate Holiday…
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