NetSuite OpenAir Tips

How do we get better? That is a question good Project Management Organizations (PMOs) ask themselves on a regular basis. Even if your company does not have a formal PMO, if you have a team that manages projects, the same ...

Unlike any other industry, professional services organizations experienced growing pains during the 2020 black swan year, calling attention to a critical question valuable to any business leader. How quickly and effectively can you shift your business efforts when your market ...

Financial management and reporting are crucial to a professional services organization’s success. Unfortunately, it can either be overlooked as the powerful tool that it is or, worse, can be set up so that the reporting isn’t helpful, resulting in it ...

The journey to acquiring and implementing a Professional Services Automation (PSA) solution can be challenging. At the start of the journey, organizations face challenges like requirements gathering, vendor and system selection. During the implementation and roll-out phases, a company must ...

Introduction: Adopting Automation Technology is Hard Business operations have shifted. Business operations and customer relations have moved from pen, paper, spreadsheets, manually created reports, and calculators to modern software tools. Automation (or the more popular term, Digital Transformation) is the ...

Your OpenAir implementation contains a wealth of information. So do your other back-office applications. To get a complete picture of a client, you may need data from your accounting system, ticketing, and CRM, combined with the data you have in ...

There are many reasons that a professional services organization might need or want to bring on a subcontractor. Maybe there is the opportunity for work that a company has resources for, but only in the short term. Perhaps a project ...

NetSuite OpenAir Release for October 2020 is heavily focused on enhancements to UI4. If your organization has not already made the switch to the new user interface, now is a good time to develop a plan for the change and ...

One of the features of using a Professional Services Automation (PSA) tool is the benefit of the software being able to incorporate multiple team functions. A comprehensive PSA tool can support not only the project management, budget tracking, time entry, ...

Managing scheduling, resourcing, and your bench is key to a successful professional services organization, especially during an economic slowdown. You need good processes in place for resource requests, allocation, and management, but your scheduling tool should make your process run ...