Top Step’s Take On The Fall 2022 New Release
OnlineIn this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review (may be subject to change) include: OpenAir Projects OpenAir Mobile OpenAir NetSuite Connector Global Features Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
Tips And Insights For How To Do Capacity Planning In OpenAir
OnlineIn this webinar, We will review tips for how to do capacity planning in OpenAir that will include: Capacity reporting in OpenAir How to capture types of products or services on staff Accounting for non-scoped work/time Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
Peeling Back The Layers For Demand Planning In OpenAir
OnlineIn this webinar, we will peel back the layers on how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. We will cover: Pipeline tracking/reporting – integrating with your CRM Pipeline resource forecasting – tips and tricks Reporting on demand planning Following the presentation, we will open the lines…
OpenAir Invoicing Tips and Tricks
OnlineIn this webinar, we will discuss tips and best practices for invoicing in OpenAir. You will learn more about: Invoice number increments Expense groups Expense insert layout Prefix, billing codes Following the presentation, we will open the lines for a 15-minute live Q&A discussion.
Best Practices for Auditing Data in Your Professional Services Automation System
OnlineIn this webinar, we will discuss best practices to auditing PSA data. This includes: 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.
NetSuite OpenAir Best Practices for Timesheets
OnlineIn this webinar, we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics. This will include: Auto-population options Common scripting solutions Handling timesheet corrections Following the presentation, we will open the lines for a 15-minute live Q&A discussion.