PS Best Practices Blog Articles
Two OpenAir Scripts for Creating Bookings Faster and Easier
By Jim Schein |
As a project manager, you know how important it is to manage your team’s time and resources effectively. One tool that can help you do this is OpenAir, a cloud-based…
Read More Why Switching from Spreadsheets is Essential for Your Professional Services Company’s Success
By Ronn Breaux |
Spreadsheets have long been the go-to tool for managing business operations in professional services organizations. However, as your business grows, spreadsheets become increasingly inadequate and inefficient. Professional services automation (PSA)…
Read More Four Reasons for Data Audits in Your Professional Services Operations
By Jimmy Morales |
Your data is only as valuable as it is accurate. The last thing you want is the pressure to make a critical decision, then realize the data you’re working with…
Read More Guide to using Custom Calculations in OpenAir
By Ronn Breaux |
NetSuite OpenAir is already a powerful all-around PSA solution as it is. It has a ton of features and functionalities to promote quality project management. However, some of these features…
Read More Make Your Data Audit Process More Efficient With An OpenAir Data Audit Script
By Jim Schein |
Data auditing is essential for a variety of reasons, including assessing the quality of your data throughout its lifecycle to ascertain its accuracy and efficacy for specific usage. Audits help…
Read More Using OpenAir Workspaces and OpenAir Scripting for Data Importing
By Jim Schein |
NetSuite OpenAir is a powerful PSA solution. By using the scripting functionality, we can extend and customize the system in creative ways to align with your business needs. Often users…
Read More Top 4 Challenges faced by Professional Services Organizations today – and what to do about it
By Ronn Breaux |
The global professional services industry is massive and rapidly growing. The market is expected to surpass $8 billion by the end of 2022, presenting tons of opportunities that will see…
Read More Using Twilio with NetSuite OpenAir for Alerts
By Jim Schein |
Alerts are a great way to remind your users of different tasks that must be completed. However, they are only effective when those users see them. In NetSuite’s OpenAir, alerts…
Read More Techniques To Help You Manage Utilization in OpenAir
By Ronn Breaux |
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…
Read More Want OpenAir alerts via a communication channel other than email?
By Jim Schein |
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…
Read More