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Best Practices for Using Skill Profiles in OpenAir
Imagine you’ve got a new client that needs a resource to come to their location to do some work. You find the perfect resource and book them, only to find out they are in another state or country. Or, after signing with the client, you discover that while you have six potential resources available, only…
Read MoreExciting Changes in 2022: A Look at the OpenAir Release Features
NetSuite OpenAir’s May 2022 release is heavily focused on enhancements to UI4. If your organization has not already made the switch to the new user interface, now is the time to develop a plan for the change and execute. Here are a few of the features that we at Top Step are excited about. Redesigned…
Read MoreInvolving Your Team to Achieve Growth and Profitability
Growth and profitability are key elements for any professional service organization. You may be more focused on one than the other for a time, but they go together like hand in glove. Which you lean toward at any given time is unique to your business and its goals. PS organizations have one thing in common,…
Read MoreBest Practices for NetSuite OpenAir Timesheets
Revenue for a professional services organization relies on customer payments, and payments rely on correct billing. That isn’t easy to do without timely and accurate timesheets from your teams. While there are still no silver bullets to achieve compliance on timesheet completion, there are best practices for timesheets you can put in place within OpenAir.…
Read MoreReal-time Alerting with Chrome Extension for OpenAir
It’s a fairly well-known fact that, while you can do a lot with scripting in OpenAir, you can’t change the interface. Certainly, you can add fields, change labels, and so on. But truly altering the interface is beyond the scope of what NetSuite’s Professional Services Automation (PSA) will allow. For the most part, that isn’t…
Read MoreGrowth vs. Profitability? Can both be a strategic focus in your PS Business?
Professional services organizations have to keep a lot of balls in the air at all times. They are acquiring new clients, keeping existing ones. Finding the right consultants, maintaining balance for the ones you have, ensuring that they have the skills needed for the work that must be done. Reviewing reporting, looking at what’s working…
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