Recorded Webinars
Webinar: Best Practices for Auditing Data in Your Professional Services Automation System
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
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
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
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.)
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
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
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?
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
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
