NetSuite OpenAir Tips

NetSuite’s OpenAir has powerful reporting tools available for your professional services organization to use. But even with the wealth of tools natively available within the platform, there may still be some limitations that keep you from getting exactly the information ...

Professional service organizations have a lot of moving parts. Resources have different skills, different availability, and even different regional access. Project leaders juggle multiple client priorities. Team leads need to understand resource availability and usage. And leadership needs a handle ...

The Best of Both Worlds: Jira and OpenAir PSA By Jim Schein Jira is an incredibly popular tool with technology teams, with more than 65,000 businesses that rely on its features for agile task management, issue management, and reporting. As ...

NetSuite OpenAir’s October 2021 release is primarily focused on building on previous interface enhancements to UI4. If your organization has not already switched to the new user interface, now is a good time to develop a plan for the change ...

Understanding when a project will be complete is critical for a professional services organization. Project completion impacts budgets, resourcing, sales, hiring, revenue realization, and reporting. Regardless of what the definition of “done” is for an organization, having a view of ...

The process of implementing a Professional Services Automation (PSA) solution can be a long one. Cost justifications, platform comparisons, discussions with vendors - once it’s done, your organization is simply looking forward to using their new productivity tool. Unfortunately, even ...

Professional services organizations rely on their PSA tool to provide accurate and complete data in order to operate effectively. It is critical that the data stored in your PSA is accessible, accurate, and meaningful so that your reporting and searches ...

The process of evaluating a significant solution investment - like acquiring a Professional Services Automation (PSA) platform - is similar across businesses and verticals. The reasons are compiled, the needs considered, and the potential candidates reviewed. The review of a ...

Every professional services organization has its way of handling resource management. When discussing an OpenAir implementation, Top Step spends considerable time with each client, understanding and detailing how they manage resource allocation and assignments for their projects. Why? Because resource ...

Your team is the lifeblood of your professional services organization. So, managing these resources well is key - key to ensuring your teams are getting the hours they deserve, that they are not overworked, and key in keeping your business ...