Best Practices for Auditing Data in Your Professional Services Automation System
In this recorded webinar, we discuss best practices to auditing PSA data. This includes: How audits support business processes Types of data to audit Frequency and ownership
Read MoreOpenAir as a Collaboration Tool using Scripting
Every professional services firm faces multiple challenges on its path to success. There’s a need to acquire new clients, retain existing ones, optimize billable hours, handle complex projects, manage payments,…
Read MoreOpenAir Invoicing Tips and Tricks
In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. This includes: Invoice number increments Expense groups Expense insert layout Prefix, billing codes
Read MoreTips for Demand Planning in OpenAir
Demand planning is a critical practice in Professional Services operations. It involves forecasting or predicting future human, capital, infrastructure, and other resources for customizing the output. For example, demand planning…
Read MorePeeling Back The Layers For Demand Planning In OpenAir
In this recorded webinar, we will peel back the layers for how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations.
Read MoreCapacity Planning in OpenAir
Capacity planning is an essential part of managing a project-based business. How do we define capacity planning? Generally, it answers the question, “what is the staff I have available to…
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