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NetSuite OpenAir Best Practices

Supercharge your forecast using a PSA tool

How PSA Software Can Supercharge Forecasting Your Services Business

Unlike any other industry, professional services organizations experienced growing pains during the 2020 black swan year, calling attention to a critical question valuable to any ...
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Financial Management

How to Define Effective Financial Management Reporting and Metrics

Financial management and reporting are crucial to a professional services organization’s success. Unfortunately, it can either be overlooked as the powerful tool that it is ...
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Paper Sail Boat in Water

The Fundamental Business Case for Professional Services Automation Investment: Justifying the Investment

The journey to acquiring and implementing a Professional Services Automation (PSA) solution can be challenging. At the start of the journey, organizations face challenges like ...
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Adopting new automation technology

Adopting Automation Technology for Optimal Professional Services Operations

Introduction: Adopting Automation Technology is Hard Business operations have shifted. Business operations and customer relations have moved from pen, paper, spreadsheets, manually created reports, and ...
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OpenAir Integration

Quick Guide to NetSuite OpenAir Integration With Only API Connections

Your OpenAir implementation contains a wealth of information. So do your other back-office applications. To get a complete picture of a client, you may need ...
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Subcontractor management in OpenAir

Simplifying Subcontractor Management in OpenAir With These 3 Tips

There are many reasons that a professional services organization might need or want to bring on a subcontractor. Maybe there is the opportunity for work ...
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New OpenAir Release

Exciting Changes in 2020: A Look at Some of Top Step’s Favorite OpenAir Release Features

NetSuite OpenAir Release for October 2020 is heavily focused on enhancements to UI4. If your organization has not already made the switch to the new ...
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Revenue Recognition

4 Automation Strategies to Support Revenue Recognition for PS Organizations

One of the features of using a Professional Services Automation (PSA) tool is the benefit of the software being able to incorporate multiple team functions. ...
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resource scheduling and bench management in OpenAir

Improve Resource Scheduling and Bench Management with These OpenAir Features

Managing scheduling, resourcing, and your bench is key to a successful professional services organization, especially during an economic slowdown. You need good processes in place ...
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Business Case for PSA Investment: Cost Reduction

The Fundamental Business Case for Professional Services Automation Investment: Cost Reduction

In a previous article, we discussed the many ways that investing in a professional services automation (PSA) platform can promote revenue growth. We mentioned in ...
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About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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