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Recorded Webinars

OA Best Practices for Using Tags in OpenAir

Best Practices for Using Tags in OpenAir

Tagging data in OpenAir can be a powerful tool. In this recorded webinar, we will review best tips and tricks and how to use tags effectively. We will discuss: How best to tag key objects for metrics Tagging in custom ...
OA OpenAir Resource Management Model Comparisons

OpenAir Resource Management Model Comparisons

Resource Management is something that every Professional Services organization has to figure out. In this recorded webinar, we talk about different ways to tackle Resource Management and how to determine what is best for you. We discuss: Resource Management Approaches ...
OpenAir Scheduling Techniques & Bench Management in OpenAir

Scheduling Techniques & Bench Management in OpenAir

In this recorded session, you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy. This includes: How to define critical roles and assign tasks in OpenAir How to schedule resource ...
OA Project Budget Management, Earned Value Management, and Reports

Project Budget Management, Earned Value Management, and Reports

In this recorded 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.
Top Step's Take On The Spring 2021 Release

Top Step’s Take On The Spring 2021 Release

In this recorded webinar, we review the latest OpenAir release features and highlighting how they can help your OpenAir System.
How to Implement a Project Management Oversight in OpenAir

How to Implement a Project Management Oversight in OpenAir

Project delivery is the focus of your organization so OpenAir should be the tool that helps keep that focus in line with expectations and process. In this recorded webinar, you will learn: How to establish templates Define permissions and controls ...
OpenAir Invoicing Tips and Tricks

OpenAir Invoicing Tips and Tricks

In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. You will learn more about: Invoice number increments Expense groups Expense insert layout Prefix, billing codes
Cost Tracking Approaches in NetSuite OpenAir

Cost Tracking Approaches with NetSuite OpenAir

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this recorded webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User-level cost tracking Cost transfers ...
OpenAir Deferred/WIP Revenue Management in NetSuite OpenAir

Deferred/WIP Revenue Management in NetSuite OpenAir

In this recorded webinar, you will learn more about managing revenue within NetSuite OpenAir including: Reporting of WIP/Deferred approaches for handling prepays Revenue containers

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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