Recorded Webinars
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 ...
NetSuite OpenAir Auditing Techniques to Keep your Data Clean
| | Compliance
In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances
Webinar: Best Practices for Auditing Data in Your Professional Services Automation System
| | Compliance | PS Best Practices
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for ...
Self Service Dashboards in NetSuite OpenAir
| | Reporting and Dashboards
In this recorded webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls
Empower your PSA Users with Self-Service
| | PS Best Practices
In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls
Scalable Maintenance Practices With NetSuite OpenAir
| | Administration
In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
