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Best Practices for Using Tags in OpenAir

Online

August 12, 2021 @ 1:00 pm ET Tagging data in OpenAir can be a powerful tool. In this webinar, we will review tips, tricks and how to use tags effectively. We will discuss: How best to tag key objects for metrics Tagging in custom calculations Pros and cons of using tags as filters Following the…

Managing Percent Complete in OpenAir

Online

September 9, 2021 @ 1:00 pm ET From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is handled both natively and with customizations. Following the presentation,…

Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

Online

October 14 , 2021 @ 1:00 pm ET The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. In this 30 minute webinar, you will learn the benefits of connecting OpenAir report…

Top Step’s Take On The Fall 2021 New Release

Online

October 28 , 2021 @ 1:00 pm ET In this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review (subject to change) include: OpenAir Mobile OpenAir NetSuite Connector OpenAir Projects OpenAir User Experience Following the presentation, we will open the lines…

Best Practices for Auditing Data in Your Professional Services Automation System

Online

November 11 , 2021 @ 1:00 pm ET In this webinar, we will discuss best practices for auditing PSA data. This will include: How audits support business processes Types of data to audit Frequency and ownership Following the presentation, we will open the lines for a 15-minute live Q&A discussion. REGISTER NOW

5 OpenAir Rarely Used Features You Will Benefit From

Online

December 9 , 2021 @ 1:00 pm ET In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. Following the presentation, we will open the lines for a 15-minute live Q&A discussion. REGISTER NOW

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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