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Recorded Webinars

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Advanced Invoicing

In this webinar you will learn more about: Invoice number increments and prefixes Expense groups and layouts Tips and Tricks for column alignment Use of billing codes Pass-through attachments from Expense Reports
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Advanced Form Permissions / Scripting

In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and ...
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2013 New Feature Highlights / Release Management

As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. In this webinar, we will highlight features introduced in ...
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Fiscal Year Starts/End in OpenAir

It’s the end of the fiscal year again and your organization is facing restructuring, cost of living changes, rate changes, and maybe even globalization. Join us as we review key areas to include in your fiscal year end wrap-up and ...
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Change Management in OpenAir

Whether rolling out a new system, new feature, or new process, change is hard. Join us as we discuss how change management approaches factor into projects as key activities and focus. In this webinar you will learn: the principles of ...
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OpenAir Expert Webinar Series: Consulting Skills

Are you starting a new services group? Have new hires or employees moving from technical groups to services? Need a general refresher for your team on how to identify key stakeholders on a project, clearly communicate to achieve team success, ...
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Top 10 Things You Should Do Within OpenAir

As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. Join us to view our favorite TOP 10’s that ...
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OpenAir Expert Webinar Series: External Reporting with OpenAir

Access to OpenAir data for in-depth Business Intelligence analysis is, for many, an operational need. Reports configured in OpenAir provide information for day-to-day operations; more detailed analysis needs more detailed data access. Join us as we invite Mike Uveges from ...
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OpenAir Expert Webinar Series: Integration Options with Salesforce.com

Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system. In this webinar you will learn ...

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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