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NetSuite OpenAir Tips

What You Need to Know About Deferred and WIP Revenue Management in NetSuite OpenAir

One of the powerful features of NetSuite OpenAir is the ability to separate invoicing from revenue recognition. These features make it possible to implement billing scenarios that fit your business model.  But, without the proper controls and understanding, it can ...

Quick Guide for Adding Functionality to OpenAir with Scripting

NetSuite’s OpenAir is a powerful system with an extensive amount of functionality. Still, you may find that the platform is missing something that could increase the integrity of your data, streamline the application’s usage, or alert teams to critical information. ...

Improving Project Outcomes: 4 Keys to Managing Success

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 ...

How PSA Software Can Supercharge Forecasting Your Services Business

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 ...

How to Define Effective Financial Management Reporting and Metrics

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 Fundamental Business Case for Professional Services Automation Investment: Justifying the Investment

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 ...

Adopting Automation Technology for Optimal Professional Services Operations

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 ...

Quick Guide to NetSuite OpenAir Integration With Only API Connections

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 ...

Simplifying Subcontractor Management in OpenAir With These 3 Tips

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 ...

Exciting Changes in 2020: A Look at Some of Top Step’s Favorite OpenAir Release Features

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 ...

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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