5 Essential Metrics for Professional Services Leaders to Drive Success
As a Professional Services (PS) leader, keeping a pulse on your organization’s health is crucial for making informed decisions and driving success. By focusing on key metrics that cover the three essential aspects of your business—People, Money, and Time—you can gain valuable insights and take actionable steps to improve performance. In this article, we’ll discuss…
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 MoreThe Unchanging Heart of Professional Services in an Age of AI
The march of technology often seems unstoppable. Artificial intelligence and automation are transforming industry after industry, changing the nature of work and the skills needed to thrive. It can be tempting to assume that everything will be handled by algorithms and robots soon. However, there is a human core to certain services that technology cannot…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding visuals and custom terminology Tailoring layouts for different clients/projects And more! Frequently Asked Questions Can you correct multiple timesheets in a single action? Using the…
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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