NetSuite OpenAir Tips
Automate Administrative Checks on Timesheets with an OpenAir Script
Blog | Administration | Timesheets, Administration, Timesheets
|In a professional services organization, there can be a lot of details to manage and keep track of. That’s especially true when it comes to crucial documentation and tracking processes, like timesheets. It’s pretty clear that timesheets are essential - ...
5 Areas for Data Audits in Your NetSuite OpenAir PSA System
Blog | Auditing Data | Business Efficiency, Auditing Data, Business Efficiency, NetSuite OpenAir
|Investing in a Professional Services Automation (PSA) system, such as Netsuite OpenAir, is a valuable step toward improving operational efficiency, which can positively impact revenue and growth for your business. Realizing a return on this investment and the value that ...
Guide to Using the OpenAir Business Intelligence Connector
Blog | Business Intelligence | Integration, Business Intelligence, Integration
|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 ...
3 Big Time Savings with Professional Services Automation
Blog | PS Best Practices, Business Efficiency, PSA Best Practices
|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
Blog | Integration | OpenAir Scripting, Integration, OpenAir Scripts
|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 ...
OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite OpenAir Release Features
Blog | New Features, Release Management
|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 ...
The Power of Percent Complete in OpenAir
Blog | Revenue Forecasting, Revenue Management
|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 ...
3 Pitfalls to Avoid When Implementing a PSA Solution
Blog | PSA Best Practices, PSA Best Practices
|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 ...
Best Practices for Using OpenAir Entity Tags
Blog | Entity Tags, Administration
|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 Advantages of Integration with PSA
Blog | PSA Justification | PSA Solution, PSA Best Practices
|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 ...