Recorded Webinars
PS Best Practices: Timesheets Capture More Than Hours Worked
| | Administration
In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked. In this webinar you will learn best practices regarding: end user ease of use considerations data capture to assist with report ...
Project Budget Management in NetSuite OpenAir
| | Project Budget
In this 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. Following the webinar, we will keep the lines open for ...
Measuring and Reporting Project Health With Key Performance Indicators
| | PS Best Practices | Reporting and Dashboards
In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes ...
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. ...
