NetSuite OpenAir Tips
The Fundamental Business Case for Professional Services Automation Investment: Cost Reduction
Blog | PS Best Practices
|In a previous article, we discussed the many ways that investing in a professional services automation (PSA) platform can promote revenue growth. We mentioned in that article that cost reduction was a benefit as well - in fact, it’s an ...
Does Your PSA Fit Your Resource Management Model?
Blog | Resource Management, Resource Management
|As organizations continue to evolve, best practices will reshape to fit new business structures and platforms. Some professional services operations may begin to shift to flatter models to improve the fluidity of roles, while others might move to more hierarchical ...
Checklist for the Economy Restart
Blog | PSA Best Practices
|Are you ready for the green light for providing services? Now is the time to make sure your OpenAir system is primed for the economy restart! Here is a short checklist to assess if your OpenAir system is ready. ...
NetSuite OpenAir Techniques for Forecasting Utilization and Reporting
Blog | Forecasting Utilization and Reporting
|Professional service organizations can’t survive without understanding their utilization. Knowing where your teams spent their time and what your resource needs and billings are for upcoming projects is what drives your business. Of course, each and every professional service organization ...
The Fundamental Business Case for PSA Investment: Revenue Growth
Blog | pipeline management | Project Management | Resource Management | Revenue Management
|During the early stages of a professional services organization, project and resource tracking and reporting are usually handled with an expertly-crafted spreadsheet in the hands of a few key stakeholders. As time goes on, a successful and growing professional services ...
Optimizing Your Resource Capacity vs Demand In OpenAir
Blog | Capacity Planning | Demand Planning | Resource Management
|Capacity and resource planning is important during good times for a professional services organization. When times get rough, however, optimizing your resource capacity planning and having a tight handle on your projected resource demands is crucial. There is a lot ...
Project Manager Perspective: An Integrated PSA
Blog | Project Management
|Project management is a balancing act. Project managers own planning, execution, and closing of a project. The key elements of the project management triangle are cost, scope, and time. A fourth element, resources, supports each of these components. A successful ...
Best Practice Guide For Project Management in OpenAir
Blog | Project Management
|As an OpenAir user, you already know that it’s a great tool for professional services management with a lot of flexibility. But did you also know that it’s a powerful tool for managing projects? Thanks to OpenAir’s customization, automation, and ...
Effective Resource Management to Balance Supply with Customer Demand During Tough Times
Blog | Capacity Planning | Demand Planning | Reporting | Resource Management | sales strategy, Reporting, resource capacity, Resource Management, Sales
|The COVID-19 pandemic and the accompanying societal and economic changes have many professional services organizations scrambling to manage their resource allocations effectively against client needs. Many professional services organizations are finding their teams are spending more time on the bench. ...
Getting The Most Out Of Your OpenAir Timesheets
Blog | Timesheets
|Timesheets are both a boon for a business and a source of stress. Employees see them as a hassle, while leaders need the data they contain for billing, process optimization, and much more. Your goal should be to streamline input ...