SuiteProjects Pro Best Practices
Streamline Your Business with OpenAir and CRM Integrations
In today’s fast-paced business environment, professional services organizations rely on seamless coordination between their project management and customer relationship management (CRM) systems. Integrating OpenAir with your CRM of choice can unlock a host of benefits, from increased efficiency to better decision-making. In this article, we’ll explore the value of OpenAir-CRM integrations and spotlight our recent…
Read MoreTop Step’s Top 5 Features of the OpenAir Spring 2024 Release
Project Center, Project Center, Project Center! At the heart of this latest release is the NetSuite OpenAir product team’s endeavor to integrate resource and project management in one place. As a result, the Project Center is where you will find most of the latest and greatest features. The NetSuite OpenAir 2024.1 release features are available…
Read MoreRevolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial management for CROs. The discussion focused on ways to streamline processes, enhance efficiency, and drive business growth. Be sure to read to the end –…
Read MoreBeyond Out-of-the-Box: Advanced OpenAir Financial Workflows
For professional services firms, financial oversight of project budgets, accounts receivable and revenue recognition is paramount. Yet disjointed systems and manual processes often undermine visibility and control. The Challenges Several common issues arise for finance teams when solely relying on OpenAir’s out-of-the-box functionality: Decentralized Invoice Generation – Inconsistent formats and approvals Delayed Payment Notifications –…
Read MoreScripting Your OpenAir Success Story: Tales from the Front Lines
OpenAir is a powerful professional services automation (PSA) platform that helps organizations manage key business processes like project management, resource management, time tracking, expense reporting and more. One of the advantages of OpenAir is its flexibility – it can adapt to fit different business models and workflows. However, there are often unique business needs that…
Read MoreThe Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm
Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing over 200 contractors assigned to varying client projects, submitting timesheets and expenses through NetSuite OpenAir. While growth was positive, operations were increasingly difficult to manage.…
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