Recorded OpenAir Webinars

You want your services organization to be the best it can. During this webinar we will discuss the role professional services automation (PSA) plays in becoming the best of the best as a services organization. Our live webinars are now 30 minutes to more easily fit into your busy schedule. ...

Metrics are proven to be an effective way to evaluate your performance. However metrics can be just another distraction unless there is a clear association for how they will help you achieve your goals and objectives. In this webinar you will learn more about: What metrics should be captured to ...

In this session you will learn more about: Cost tracking options within OpenAir (Pros and Cons) How to handle a mixture of approaches for costing How to handle impact on resource management Valuable metrics to aid in staffing decisions for subcontractor needs

In this recorded webinar you will learn more about using skill profiles in OpenAir including: Creating and managing skill profiles Incorporating skill profiles into your resource management process Other uses for skill profile elements Best practice tips

In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and more

In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are alerts useful and what frequency is effective Customizing emails for critical content and information communication Conditionally sending notifications to avoid ...

In this webinar you will learn more about: Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials

Provide a seamless integration from opportunity to project by integrating your CRM and Accounting systems with OpenAir. With integration, information can be kept in sync and shared with users in each system. In this webinar you will learn: Common data workflows and system integrations System alignment and controls Establishing master ...

In this webinar your will learn how Release Management for OpenAir can improve your bottom line. How are releases communicated, deployed, and managed by NetSuite Importance of reviewing new features for efficiencies Best practices for change management and deployment

In this webinar you will learn more about: Project Management approaches and features Plan establishment and baselining/ MS Project Connector schedule interaction OpenAir Wizards