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Techniques To Help You Manage Utilization in OpenAir
Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure that, when used correctly, opens opportunities for forecasting future needs and informing decisions from sales to resourcing. Oracle NetSuite’s OpenAir offers a number of out-of-the-box…
Read MoreWant OpenAir alerts via a communication channel other than email?
Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily basis. Few people still use alerts for incoming messages, and many ignore or gloss over a high percentage of their messages. That’s a real challenge…
Read MoreWhy Do So Many PSO’s Struggle with Resource Management?
Professional services organizations (PSOs) are a vital part of the modern business environment and continue to grow in numbers and importance. According to the SPI 2022 Professional Services Maturity™ Benchmark report, 2021 saw the greatest utilization within PSOs in the last decade, topping 73% billable utilization and nearly 16% net profit. The success of every…
Read MoreManaging Subcontractors with OpenAir
Nearly every professional service provider is familiar with using subcontractors to fill the gaps in a project in staffing or knowledge. There are a vast number of ways in which a professional service organization can engage with subcontractors. You may work with them through a vendor. You might work with them directly. They might be…
Read MoreAutomating Data Import to OpenAir Script
It may come as a surprise to you, but there are almost as many different ways to customize NetSuite OpenAir as there are companies using OpenAir. For instance, while most companies use the existing interface or leverage tools like OpenAir Integration Manager to facilitate data exchange with other software applications or to import or export…
Read MoreOpenAir Script for Translating Subcontractor Time Entries Into Expense Reports
Some OpenAir tasks aren’t overly complex but are still ripe for automation. These tasks aren’t always something that everyone needs. For instance, our “Translating Subcontractor Time Entries Into Expense Reports” script is an excellent example. It’s pretty straightforward, and somewhat of a niche need, but for the companies that have requested this script from us…
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