NetSuite OpenAir Tips
Spring Into Action With These Three New OpenAir Features
Blog | Release Management
|Each year OpenAir has two releases, one in the spring (April) and one in the fall (October). This year’s Spring Release includes requested enhancements to existing features, overall new improvements, and API performance support. Here are Top Step’s three favorite ...
What You Need to Know Before Using OpenAir Integration Manager
Blog | Integration, Integration
|As users of the solution already know, OpenAir is a powerful tool. However, with OpenAir Integration Manager, you can add yet another new level of functionality. Integration Manager allows for importing and exporting OpenAir data. Because this tool is powerful, ...
Does Professional Services Automation Replace Project Management Tools?
Blog | Project Management, Project Management
|Projects are at the heart of any Professional Services organization and critical to that is the discipline of Project Management to ensure successful project delivery on time and on budget. As organizations seek to invest in a Professional Services Automation ...
Best Practices for Integrating OpenAir and NetSuite
Blog | Integration
|Creating an integration between NetSuite and your OpenAir implementation can be a true benefit for your business. The integration allows for the automated flow of important data between the systems, saves time by removing data entry duplication, and improves data ...
Unleash the Power of Your OpenAir System Using OpenAir Scripts
Blog | OpenAir Scripting
|OpenAir offers a lot of powerful tools and reporting to keep your professional services on track, understand usage, and executing billing quickly and effectively. Sometimes, however, there is additional data processing and features that it would be great to have ...
Top 3 Benefits Of Leveraging Automation For Professional Services Organizations
Blog | Business Efficiency, NetSuite OpenAir
|The digital transformation is both challenging and revolutionizing industry in equal measure. For many organizations, this has meant restructuring themselves so they can continue to deliver in the digital age and remain competitive while enhancing customer experience and building an ...
3 OpenAir Features That Will Improve Your Invoicing – For You And Your Clients
Blog | Invoicing, Invoicing
|Invoices are an essential part of any professional services organization. But not just because it’s the mechanism by which you get paid, it is also an important representation of your business. For some customers, it might be the only document ...
3 Tips To Simplify OpenAir Report Creation To Get The Data You Need
Blog | Reporting and Dashboards, Reporting
|There is a great deal of truth to the quote “You can’t improve what you don’t measure”. That’s particularly true for a professional services organization. There are so many moving pieces - from resourcing to project planning to billing to ...
Using Custom Calculations In OpenAir Reporting
Blog | Custom Calculations | Reporting, Custom Calculations, Reporting
|Creating Custom Calculations is a standard feature of OpenAir Reporting. They complement the plethora of standard reporting values with your very own calculations to interpret data and align reports to your organization’s measures. A custom calculation is exactly what the ...
4 Big Benefits of OpenAir User Acceptance Testing
Blog | Administration | PSA Best Practices
|User Acceptance Testing, or UAT, is the final step of the OpenAir implementation process and one of the most critical phases of any successful project. It is the opportunity to validate that the software configuration meets the needs and supports ...