NetSuite OpenAir Tips

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 ...

What do organizations like IT services, management consulting, advertising, and marketing agencies have in common? Some or all of their revenue comes from managing projects for their clients. This is generally referred to as professional services. Once you move past ...

Earned value can mean a lot of different things, depending on your business and even your role or perspective within the organization. However, when it comes to projects and reporting within OpenAir, earned value takes on a very specific meaning. ...

In his book Upstream, Dan Heath opens with a fable of two friends picnicking near a river. A drowning child draws their attention. Upon saving that child, another child in distress appears. And then another. The friends run back and forth ...

A significant part of good project management is not to be surprised and to always be proactive. A professional services automation tool should enable that goal. The good news is that NetSuite’s OpenAir does that and in a myriad of ...

NetSuite OpenAir releases new features twice each year to enhance the product and user experience. Here are four of our favorite features in the April 2021 release we would like to highlight. Redesigned User Experience We would be amiss not ...

Every touchpoint that a services organization has with its clients is important. It’s easy to focus on the quality of the interactions with the sales team, the project team, or the customer support team, but these aren’t the only interfaces ...

Accurately and effectively running your professional services organization involves a lot of financial management and reporting. One of the keys to ensuring accuracy and profitability is proper cost tracking. It’s the word “proper” that can be the sticking point. Cost ...

Automation can streamline business processes and allow your team to work more efficiently.  But automating parts of your business can also be a time-consuming process that can bite into your already busy days. If done correctly, you can save time, ...