Integrate OpenAir with Quickbooks Online
Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir and Quickbooks Online. However, this script that we have developed for is a great alternative should you be migrating your desktop version of Quickbooks to…
Read MoreTechniques To Help You Manage Utilization in OpenAir
Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure that, when used correctly, opens opportunities for forecasting future needs and informing decisions from sales to resourcing. Oracle NetSuite’s OpenAir offers a number of out-of-the-box…
Read MoreWant OpenAir alerts via a communication channel other than email?
Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily basis. Few people still use alerts for incoming messages, and many ignore or gloss over a high percentage of their messages. That’s a real challenge…
Read MoreWhy Do So Many PSO’s Struggle with Resource Management?
Professional services organizations (PSOs) are a vital part of the modern business environment and continue to grow in numbers and importance. According to the SPI 2022 Professional Services Maturity™ Benchmark report, 2021 saw the greatest utilization within PSOs in the last decade, topping 73% billable utilization and nearly 16% net profit. The success of every…
Read MoreTop Step Recognized by Oracle NetSuite for Exceptional SuiteProjects Pro Product Expertise
Top Step, an award-winning and leading provider of Professional Services Automation solutions, was recently announced as the winner of the SuiteProjects Pro Alliance Partner Spotlight Award by Oracle NetSuite. Oracle NetSuite recognizes Alliance Partners that have demonstrated commitment and success in implementing NetSuite, including partners that have developed outstanding expertise, customizations and/or intellectual property in…
Read MoreManaging Subcontractors with OpenAir
Nearly every professional service provider is familiar with using subcontractors to fill the gaps in a project in staffing or knowledge. There are a vast number of ways in which a professional service organization can engage with subcontractors. You may work with them through a vendor. You might work with them directly. They might be…
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