Recorded Webinars
Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir
Revenue Forecasting
| |In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep ...
Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations
PS Best Practices | Revenue Forecasting
| |Revenue Forecasting is an art and a science. Good forecasting isn't just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss ...
Resource Management Techniques in NetSuite OpenAir
Resource Management
| |In this recorded webinar you will learn more about resource management in NetSuite OpenAir including: bookings vs. task assignments data entry and maintenance tips and a variety of visual dashboards, features, and reports for at a glance information
The Importance of Resource Management Strategies in Professional Services
PS Best Practices | Resource Management
| |In this webinar we will discuss strategies for successful team management including: planning resource needs, forecasting skill types, communicating schedules to staff, measuring key resource management metrics Following the webinar, we will keep the lines open for 15 minutes for ...
Developing Data Flows for NetSuite OpenAir Integration
Integration
| |Explore the common integration challenges using OpenAir and how to address them with: Concur NetSuite QuickBooks Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.
Who is the Master? Overcoming PSA System Integration DataFlow Challenges
Integration | PS Best Practices
| |Connecting systems and platforms involves not only a data mapping and translation understanding, it involves an understanding of data ownership. Tune into this presentation to learn about common data masters and data synchronization challenges when building out your PSA solution. ...
Tips For Integrating Your NetSuite OpenAir Using Dell Boomi
Integration
| |In this tool focused presentation, learn tips and tricks for NetSuite OpenAir using Dell Boomi integrations including: Data translations Maintenance tips Error handling considerations. Following the webinar, we will keep the lines open for 15 minutes for open discussion and ...
Batch vs. Real-time Technologies for Your PSA System
Integration | PS Best Practices
| |Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration Multi-system integrations Following the webinar, we will keep the lines ...
Learn How to Expand the Boundaries of Your OpenAir System
PSA Expansion | PSA Extension
| |NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to enable even greater productivity and compliance with ...
Learn the Benefits of Extending the Boundaries of Your PSA System
Integration | PS Best Practices | PSA Extension
| |A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users informed / reminders Automate and validate data entry Enforce policy ...