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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 calculators to modern software tools.…
Read MoreQuick 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 data from your accounting system,…
Read MoreSimplifying 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 that a company has resources…
Read MoreExciting 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 user interface, now is a…
Read More4 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. A comprehensive PSA tool can…
Read MoreImprove 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 for resource requests, allocation, and…
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