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Page 7 of 54

Navigating Change Management in Professional Services: The Power of PSA Tools


Change is a constant in the world of professional services and managing it effectively can be a significant challenge – especially when implementing a new system that impacts nearly every…

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May 19, 2023


Managing Percent Complete in OpenAir


In this recorded webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is handled both natively and with customizations. 

OA Managing Percent Complete in OpenAir

May 15, 2023


Optimizing Your PMO with OpenAir


The function of a project management office (PMO) is to bring order and standardization to project management practices. It achieves this by instituting defined standards and monitoring and control mechanisms…

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May 10, 2023


Two OpenAir Scripts for Creating Bookings Faster and Easier


As a project manager, you know how important it is to manage your team’s time and resources effectively. One tool that can help you do this is OpenAir, a cloud-based…

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May 4, 2023


Top Step’s Take on the Spring 2023 New Release


In this recorded webinar, we review the latest OpenAir release features and highlighting how they can help your OpenAir system. 

OA Top Step's Take on the Spring 2023 New Release

May 1, 2023


Top Step’s Top 5 — OpenAir Spring 2023 Release Features


NetSuite OpenAir’s April 2023 release focuses primarily on taking steps in the right direction to build upon current and in-demand OpenAir functionality to enhance the end-user experience. Vital improvements to…

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April 21, 2023


Delivery Success with Project Management in OpenAir


In this recorded webinar, we discuss project management techniques such as: Plan vs. actual hours and cost delivery Percent complete of work and budget Other common tools used by Project…

OA Delivery Success with Project Management in OpenAir

April 14, 2023


Best Practice Guide for NetSuite OpenAir Timesheets


Timesheets are essential for tracking time spent on tasks, projects, and clients. They provide valuable data for billing, payroll, tracking project costs, process optimization, HR planning, and other critical business…

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April 13, 2023


Why Switching from Spreadsheets is Essential for Your Professional Services Company’s Success


Spreadsheets have long been the go-to tool for managing business operations in professional services organizations. However, as your business grows, spreadsheets become increasingly inadequate and inefficient. Professional services automation (PSA)…

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April 7, 2023


3 OpenAir Scripts That Will Help Your Project Managers Stay On Top Of Their Projects


Managing projects can be overwhelming, especially when you have a large team and a complex budget to track. Fortunately, OpenAir provides a robust scripting engine which can extend and build…

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March 28, 2023


Page 7 of 54

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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