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Recorded Webinars

Project Management Techniques by Project Type

Financial Management Reporting and Metrics for Predictive Accuracy

In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover ...
Project Management Techniques by Project Type

Webinar: Cost Tracking Approaches with NetSuite OpenAir

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking Cost transfers ...
Project Management Techniques by Project Type

Gaining Control Over Project Costs to Drive Profitability for Your PSO

Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss: Project budgeting process Timesheet / Expenses process for billing accuracy Empowering ...
Project Management Techniques by Project Type

Webinar: Deferred/WIP Revenue Management in NetSuite OpenAir

Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will ...
Project Management Techniques by Project Type

Percent Complete Revenue Models in NetSuite OpenAir

Earning revenue based on delivered services is an essential component of revenue recognition. Fixed price offerings tend to rely on a percentage model for recognition. In this webinar, you will learn more about approaches to managing % complete revenue including: ...
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NetSuite OpenAir Administration Best Practices

The end of the year is upon us and this is a good time to review NetSuite OpenAir administration best practices. In this webinar you will learn about: End of year considerations Annual, Quarterly, Monthly checklists Tips to support your ...
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PS Best Practices: Efficient Administration For Your PSA Software

You have invested in a PSA tool - now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss: What are typical ...
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NetSuite OpenAir Best Practices for Billing

In this webinar we will discuss billing options and configurations in NetSuite OpenAir. You will learn about: Billing options including prepaid handling, subscriptions, and more System configuration support & dependencies Reporting options Following the webinar, we will keep the lines ...
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NetSuite OpenAir Best Practices for Timesheets

In this webinar we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics: auto-population options common scripting solutions handling timesheet corrections Following the webinar, we will keep the lines open for 15 minutes for ...

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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