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PS Best Practices Blog Articles

The 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…
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Navigating Project Management Choices: Professional Services Automation vs. Standalone Project Management Tools

In today’s fast-paced business landscape, managing projects, resources, and finances effectively is paramount. As companies grow and their operations become more complex, the need for streamlined processes and efficient resource allocation becomes increasingly apparent. Many businesses, in their quest for operational excellence, often find themselves at a crossroads when evaluating their project management software options.…
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Boosting Productivity in Professional Services: A Step-by-Step Guide for Professional Services Automation

In a world where technology is rapidly reshaping how we work, every Professional Services Organization (PSO) faces the challenge of boosting productivity while ensuring operational efficiency. However, this journey can feel like navigating an intricate labyrinth. The myriad of processes to streamline, resources to optimize, and services to deliver can often seem daunting. It’s like…
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It’s Not If – It’s When: Key Technology Advancements That Will Impact Your PS Organization

To excel with professional service automation, it’s crucial to be proactive and stay up-to-date with the latest IT and process trends. We must continually analyze the emerging developments that are transforming the industry. This article identifies and discusses advancements that are enhancing profitability, scalability, and efficacy for all businesses, including professional services organizations. Understanding these…
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Unlocking Project Progress Insights: Mastering Percent Complete in OpenAir for Effective Project Management

Tracking how your team progresses in executing tasks is a critical part of project management. Monitoring a project’s progress is vital for various reasons, including identifying and fixing blockers, mitigating risks, and meeting deadlines. OpenAir recognizes the importance of knowing the status of a project and estimating its completion, especially for a professional services company.…
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Navigating Change Management in Professional Services: The Power of PSA Tools

Change is a constant in the world of professional services and managing it effectively can be a significant challenge – especially when implementing a new system that impacts nearly every part of a professional services organization. In this blog post, we’ll discuss some best practices for navigating change management in your organization, from communicating effectively…
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Two OpenAir Scripts for Creating Bookings Faster and Easier

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 Professional Services Automation (PSA) software. However, even with a powerful tool like OpenAir, it can still be time-consuming to create bookings and manage your team’s…
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Why Switching from Spreadsheets is Essential for Your Professional Services Company’s Success

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) software can help you streamline your business operations and take your organization to the next level. In this article, we’ll explore the top four reasons…
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Four Reasons for Data Audits in Your Professional Services Operations

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 is inaccurate and unreliable. You might ask questions like: How could I have prevented this? What proactive measures could I have taken to ensure data…
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Guide to using Custom Calculations in OpenAir

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 and functionalities, such as custom calculations, aren’t so obvious to everyday use. The custom calculations feature allows users to bring reporting and report values together…
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