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NetSuite OpenAir Best Practices

3 Big Time Savings with Professional Services Automation

Professional service organizations have a lot of moving parts. Resources have different skills, different availability, and even different regional access. Project leaders juggle multiple client ...
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The Best of Both Worlds: Jira and OpenAir PSA

The Best of Both Worlds: Jira and OpenAir PSA By Jim Schein Jira is an incredibly popular tool with technology teams, with more than 65,000 ...
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OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite Release Features

OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite OpenAir Release Features

NetSuite OpenAir’s October 2021 release is primarily focused on building on previous interface enhancements to UI4. If your organization has not already switched to the ...
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OA The Power of Percent Complete in OpenAir

The Power of Percent Complete in OpenAir

Understanding when a project will be complete is critical for a professional services organization. Project completion impacts budgets, resourcing, sales, hiring, revenue realization, and reporting. ...
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OA 3 Pitfalls to Avoid When Implementing a PSA Solution

3 Pitfalls to Avoid When Implementing a PSA Solution

The process of implementing a Professional Services Automation (PSA) solution can be a long one. Cost justifications, platform comparisons, discussions with vendors - once it’s ...
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Using Entity Tags in OpenAir

Best Practices for Using OpenAir Entity Tags

Professional services organizations rely on their PSA tool to provide accurate and complete data in order to operate effectively. It is critical that the data ...
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advantages of integration with PSA

The Advantages of Integration with PSA

The process of evaluating a significant solution investment - like acquiring a Professional Services Automation (PSA) platform - is similar across businesses and verticals. The ...
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Quick Guide to Determine the Right Resource Management Solution Using OpenAir PSA

Every professional services organization has its way of handling resource management. When discussing an OpenAir implementation, Top Step spends considerable time with each client, understanding ...
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Quick Guide for Resource Scheduling & Bench Management in OpenAir

Your team is the lifeblood of your professional services organization. So, managing these resources well is key - key to ensuring your teams are getting ...
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robot hand typing on a computer

What is Professional Services Automation?

What do organizations like IT services, management consulting, advertising, and marketing agencies have in common? Some or all of their revenue comes from managing projects ...
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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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