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Recorded Webinars

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Keys to Building a Scalable PSA System

In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated When customization is beneficial vs. limiting
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OpenAir for Project Management Oversight

In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
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Project Management Oversight and the Need for a Project Management Office (PMO)

In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?
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Getting Data Out of Your OpenAir System to Establish Business Objectives and Measure Against Them

In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in OA through dashboard and reports
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Measuring Compliance in Professional Services

In this session you will learn: Standard compliance measures in PS organizations Techniques to ensure compliance How compliance impacts management of your organization
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OA Best Practices – Introducing Change into Your Environment

In this session you will learn: Introducing change and change management communication in OpenAir How to keep historical information intact while addressing changes for now and onwards How to fold new companies into an existing infrastructure
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Managing Change in Professional Services

In this session you will learn: How to use metrics to identify the need for change in the organization Introducing change and change management How business mergers and acquisitions can drive process standardization
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OpenAir Time & Expense Best Practices in a Mobile World

In this session you will learn: Streamlining expense management in OpenAir How to enable seamless time tracking by project, phase, and tasks Approval controls for managers on the go
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Mobile Usage with Professional Services

In this session you will learn: Mobile apps that assist with your professional services strategy The importance of being able to work remotely in professional services Information consumption and the challenges with mobile overload

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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