NetSuite OpenAir Tips

Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving the need to define a skill database as part of ...

For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing subcontractors, both financially and as resources. There are three basic ...

There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the ...

A PSA tool is a great way to bring efficiency to project-based organizations. If you have decided that you want to implement a PSA tool but you’re not sure which is the best one for your organization or business, here ...

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a ...

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a ...

As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes be more complex than obtaining growth. This is especially true for companies with growth beyond ...

What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such as CRM and ERP. But, have you heard about PSA? PSA, the acronym for professional ...

The challenge with multiple systems in an organization is they can create silos of information, where each system requires redundant information entry. Silos of information can create the perception of unreliable information and inefficient processes within your organization. Integrating systems ...

Reports are fundamental to providing the information needed to run your business. Keeping your Professional Services organization focused on what is important is critical to achieving the goals of the business. The NetSuite OpenAir system has an extensive set of ...