Skip to content

Recorded OpenAir Webinars

Are You Benefiting From the Project Center in OpenAir?

The Project Center is a newer feature, that allows users to edit tasks, milestones, phases and bookings from a single editable list view. Since no forms are required for editing these elements, making updates is quicker and easier. In this recorded webinar, we will demonstrate key features such as: Project ...
Watch Webinar

5 OpenAir Rarely Used Features You Will Benefit From

In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. 
Watch Webinar

Best Practices for Auditing Data in Your Professional Services Automation System

In this recorded webinar, we discuss best practices for auditing PSA data. This will include: How audits support business processes Types of data to audit Frequency and ownership 
Watch Webinar

Top Step’s Take on the Fall of 2021 New Release

In this recorded webinar, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review include: OpenAir Mobile, OpenAir NetSuite Connector, OpenAir Projects, and OpenAir User Experience 
Watch Webinar

Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. In this recorded webinar, you will learn the benefits of connecting OpenAir report data with other systems ...
Watch Webinar

Managing Percent Complete in OpenAir

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this recorded webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is handled both natively and with customizations. 
Watch Webinar

Best Practices for Using Tags in OpenAir

Tagging data in OpenAir can be a powerful tool. In this recorded webinar, we will review best tips and tricks and how to use tags effectively. We will discuss: How best to tag key objects for metrics Tagging in custom calculations Pros and cons of using tags as filters 
Watch Webinar

OpenAir Resource Management Model Comparisons

Resource Management is something that every Professional Services organization has to figure out. In this recorded webinar, we talk about different ways to tackle Resource Management and how to determine what is best for you. We discuss: Resource Management Approaches Functionality Models Pros & Cons of each model Other Key ...
Watch Webinar

Scheduling Techniques & Bench Management in OpenAir

In this recorded session, you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy. This includes: How to define critical roles and assign tasks in OpenAir How to schedule resource effort more efficiently How to achieve organizational objectives during times ...
Watch Webinar

Project Budget Management, Earned Value Management, and Reports

In this recorded webinar, we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports.
Watch Webinar

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.

Scroll To Top