PS Best Practices Blog Articles

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 you track your records and give visibility into potential risks of lack of following processes, misuse, or breaches. So, you need data auditing to maintain…

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 want to use text or .csv files as a way to import data into OpenAir. In an earlier scripting article, we discussed using OneDrive or…

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 professional service (PS) organizations thrive in years to come. The rapid rise of disruptive technologies, unpredictable market dynamics, intense global competition, and new business models…

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 are apparent – if you log in. To address the gap between in-app alerting and prompting users that don’t log in often to complete tasks,…

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…

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…

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…

Imagine you’ve got a new client that needs a resource to come to their location to do some work. You find the perfect resource and book them, only to find out they are in another state or country. Or, after signing with the client, you discover that while you have six potential resources available, only…

Growth and profitability are key elements for any professional service organization. You may be more focused on one than the other for a time, but they go together like hand in glove. Which you lean toward at any given time is unique to your business and its goals. PS organizations have one thing in common,…

Revenue for a professional services organization relies on customer payments, and payments rely on correct billing. That isn’t easy to do without timely and accurate timesheets from your teams. While there are still no silver bullets to achieve compliance on timesheet completion, there are best practices for timesheets you can put in place within OpenAir.…