Upcoming Webinars

View Recorded Webinars

OpenAir Expert Webinar Series: Release Management

Time: 1:00-2:00pm EDT

In this webinar your will learn how Release Management for OpenAir can improve your bottom line.

How are releases communicated, deployed, and managed by NetSuite
Importance of reviewing new features for efficiencies
Best practices for change management and deployment

OpenAir Expert Webinar Series: Release Management

Time: 1:00-2:00pm EDT

In this webinar your will learn how Release Management for OpenAir can improve your bottom line.

How are releases communicated, deployed, and managed by NetSuite
Importance of reviewing new features for efficiencies
Best practices for change management and deployment

Toronto OpenAir User Group

Time: 11:00am - 2:00pm EDT
Lunch will be served during our meeting.
Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.
The Session:

Best practices presentation
Best Practices sharing
Interactive discussion with attendees

Location: TBD

OpenAir Expert Webinar Series: Integration Best Practices

Time: 1:00pm-2:00pm EDT
Provide a seamless integration from opportunity to project by integrating your CRM and Accounting systems with OpenAir. With integration, information can be kept in sync and shared with users in each system.

In this webinar you will learn:

Common data workflows and system integrations
System alignment and controls
Establishing master system data ownership
How to avoid integration pitfalls.

Portland OpenAir User Group

Time: 11:00am - 2:00pm PDT
Lunch will be served during our meeting.
Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.
The Session:

Best practices presentation
Best Practices sharing
Interactive discussion with attendees

Location: TBD

Toronto OpenAir User Group

Best practices presentation
Best Practices sharing
Interactive discussion with attendees

Location: TBD

OpenAir Expert Webinar Series: Integration Best Practices

In this webinar you will learn:

Common data workflows and system integrations
System alignment and controls
Establishing master system data ownership
How to avoid integration pitfalls.

Portland OpenAir User Group

Best practices presentation
Best Practices sharing
Interactive discussion with attendees

Location: TBD

OpenAir Expert Webinar Series: Communication Planning

Recorded: Thursday, Aug 20, 2015 In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including:

When are alerts useful and what frequency is effective
Customizing emails for critical content and information communication
Conditionally sending notifications to avoid the ‘spam’ feel of too many emails

OpenAir Expert Webinar Series: Communication Planning

When are alerts useful and what frequency is effective
Customizing emails for critical content and information communication
Conditionally sending notifications to avoid the ‘spam’ feel of too many emails

OpenAir Expert Webinar Series: Scripting for OA

Date: Thursday, Sept 17, 2015 Time: 1:00-2:00pm EDT 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 more

OpenAir Expert Webinar Series: Scripting for OA

Date: Thursday, Sept 17, 2015 Time: 1:00-2:00pm EDT 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 more

OpenAir Expert Webinar Series: Skill Database – Tracking Skill Sets, Product Knowledge, Industry Knowledge

Date: Thursday, Oct 15, 2015 Time: 1:00-2:00pm EDT In this interactive webinar you will learn more about using skill profiles in OpenAir including:

Creating and managing skill profiles
Incorporating skill profiles into your resource management process
Other uses for skill profile elements
Best practice tips

OpenAir Expert Webinar Series: Skill Database – Tracking Skill Sets, Product Knowledge, Industry Knowledge

Date: Thursday, Oct 15, 2015 Time: 1:00-2:00pm EDT In this interactive webinar you will learn more about using skill profiles in OpenAir including:

Creating and managing skill profiles
Incorporating skill profiles into your resource management process
Other uses for skill profile elements
Best practice tips

OpenAir Expert Webinar Series: Subcontractor Handling

Date: Thursday, Nov 19, 2015 Time: 1:00-2:00pm EST In this session you will learn more about:

Cost tracking options within OpenAir (Pros and Cons)
How to handle a mixture of approaches for costing
How to handle impact on resource management
Valuable metrics to aid in staffing decisions for subcontractor needs

OpenAir Expert Webinar Series: Subcontractor Handling

Date: Thursday, Nov 19, 2015 Time: 1:00-2:00pm EST In this session you will learn more about:

Cost tracking options within OpenAir (Pros and Cons)
How to handle a mixture of approaches for costing
How to handle impact on resource management
Valuable metrics to aid in staffing decisions for subcontractor needs

OpenAir Expert Webinar Series: PS Reporting Metrics

Date: Thursday, Dec 17, 2015 Time: 1:00-2:00pm EST Metrics are proven to be an effective way to evaluate your performance. However metrics can be just another distraction unless there is a clear association for how they will help you achieve your goals and objectives. In this webinar you will learn more about:

What metrics should be captured to climb toward your goals and objectives.
Types of metrics per process area: Project Management, Resource Management, Opportunity Management, and Financial Management
Ways to create, track, and represent metrics in OpenAir

OpenAir Expert Webinar Series: PS Reporting Metrics

What metrics should be captured to climb toward your goals and objectives.
Types of metrics per process area: Project Management, Resource Management, Opportunity Management, and Financial Management
Ways to create, track, and represent metrics in OpenAir

Austin OpenAir User Group

Date: Friday, August 14, 2015 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: SmartDog Services, LLC 7004 Bee Cave Road Building 3, Suite 100 Austin, TX 78746-5004
REGISTER NOW!

Austin OpenAir User Group

DC OpenAir User Group

Date: Monday, September 18, 2015 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: Siteworx 11480 Commerce Park Drive 5th Floor Reston, VA 20191
REGISTER NOW!

DC OpenAir User Group

Atlanta OpenAir User Group

Date: Friday, October 16, 2015 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: VML 191 Peachtree St. NE Suite 4025 Atlanta, GA 30303
REGISTER NOW!

Atlanta OpenAir User Group

Chicago OpenAir User Group

Date: Friday, October 9, 2015 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: Rightpoint 29 North Wacker Drive 4th Floor Chicago, Illinois 60606
REGISTER NOW!

Chicago OpenAir User Group

San Francisco OpenAir User Group

Date: Friday, November 6, 2015 Time: 11am-2pm (MST) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: Prophet 1 Bush 7th Floor Conference Room: Play Studio San Francisco, CA 94104
REGISTER NOW!

San Francisco OpenAir User Group

Kansas City OpenAir User Group

Date: Friday, November 13, 2015 Time: 11am-2pm (CST) Fee: $0 Lunch will be served during our meeting. Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir! These meetings are a great place to share best practices, learn tips and tricks, and network with fellow NetSuite OpenAir users. Space is limited for each session, so sign up today and reserve your spot! Session Topic: Best Practices Presentation Open Discussion and Best Practices sharing Location: iModules Software 5101 College Blvd Leawood, KS 66211 REGISTER NOW!

Chicago OpenAir User Group

Date: Friday, March 11, 2016 Time: 11am-2pm (CST) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. Session Topic:

Integration and Scripting
Best Practices sharing and interactive discussion with attendees

Location: VSA Partners 600 W. Chicago Ave., Suite 250 Chicago, IL 60654

Chicago OpenAir User Group

Date: Friday, March 11, 2016 Time: 11am-2pm (CST) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. Session Topic:

Integration and Scripting
Best Practices sharing and interactive discussion with attendees

Location: VSA Partners 600 W. Chicago Ave., Suite 250 Chicago, IL 60654

Dallas OpenAir User Group

Date: Friday, April 22, 2016 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

Session Topic:

Best practices presentation
Best Practices sharing and intereactive discussion with attendees

Location: Riveron Consulting 2515 McKinney Avenue Suite 1200 Dallas, TX 75201

Dallas OpenAir User Group

Date: Friday, April 22, 2016 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

Session Topic:

Best practices presentation
Best Practices sharing and intereactive discussion with attendees

Location: Riveron Consulting 2515 McKinney Avenue Suite 1200 Dallas, TX 75201

Denver OpenAir User Group

Date: Friday, June 10, 2016 Time: 11am-2pm (MDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. Session Topic:

Best practices presentation
Best Practices sharing and intereactive discussion with attendees

Location: Coalfire 7200 South Alton Way, Suite A300 Centennial, CO 80126

Denver OpenAir User Group

Date: Friday, June 10, 2016 Time: 11am-2pm (MDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. Session Topic:

Best practices presentation
Best Practices sharing and intereactive discussion with attendees

Location: Coalfire 11000 Westmoor Circle, Suite 450 Westminster, CO 80121

Boston OpenAir User Group

Date: Friday, July 22, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: Kronos 297 Billerica Road Chelmsford, MA 01824

Boston OpenAir User Group

Date: Friday, July 22, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. Lunch will be served during our meeting. We hope to see you there!

Location: Kronos 297 Billerica Road Chelmsford, MA 01824

Washington DC OpenAir User Group

Date: Friday, August 19, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: TBD

Washington DC OpenAir User Group

Date: Friday, August 19, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there! Location: Software AG 11700 Plaza America Drive Reston, VA 20190

Minneapolis-St. Paul OpenAir User Group

Date: Friday, September 16, 2016 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: TBD

Minneapolis-St. Paul OpenAir User Group

Date: Friday, September 16, 2016 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: Mentormate 3036 Hennepin Avenue Minneapolis, MN 55408

Atlanta OpenAir User Group

Date: Friday, October 7, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: TBD

Atlanta OpenAir User Group

Date: Wednesday, October 12, 2016 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there!

Location: TekStream Solutions 1117 Perimeter Center West Suite E400 Atlanta, GA 30338

San Francisco OpenAir User Group

Date: Friday, November 4, 2016 Time: 11am-2pm (PDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there! Location: TBD

San Francisco OpenAir User Group

Date: Friday, November 4, 2016 Time: 11am-2pm (PDT) Fee: $0 Lunch will be served during our meeting.

Come join us for an interactive meeting to learn more about usage of NetSuite OpenAir!

Meet with fellow NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others. We hope to see you there! Location: Intel Security - Santa Clara 2821 Mission College Blvd Santa Clara, CA 95054 Fifth Floor - Sharp Conference Room

Webinar: Why PSA?

Date: Wednesday, January 13, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 You want your services organization to be the best it can. During this webinar we will discuss the role professional services automation (PSA) plays in becoming the best of the best as a services organization. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: Why PSA?

Webinar: The Top 5 OpenAir Features and Why You Should Be Using Them

Date: Thursday, January 21, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 Join us to learn about our Top 5 OpenAir Features you should know about and why you should be using them. Some of these may surprise you! We will discuss and demonstrate our top five so you can put them to use in your own organization. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: The Top 5 OpenAir Features and Why You Should Be Using Them

Webinar: Under the Hood: PS Operations At A Glance Today

Date: Thursday, February 11, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0

We often get caught up in in the day to day operational details of our services organizations, and it is difficult to see the forest for the trees. Join us in this webinar where we will discuss your PS operations at a glance and how to set up your PS metrics and reporting.

What metrics should be captured to climb toward your goals and objectives.
Types of metrics per process area: Project Management, Resource Management, Opportunity Management, and Financial Management

Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: Under the Hood: PS Operations At A Glance Today

Date: Thursday, February 11, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 We often get caught up in in the day to day operational details of our services organizations, and it is difficult to see the forest for the trees. Join us in this webinar where we will discuss your PS operations at a glance and how to set up your PS metrics and reporting.

What metrics should be captured to climb toward your goals and objectives.
Types of metrics per process area: Project Management, Resource Management, Opportunity Management, and Financial Management

Webinar: How To Do Metrics Reporting in OpenAir

Date: Thursday, February 18, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0

Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir.

Webinar: How To Do Metrics Reporting in OpenAir

Date: Thursday, February 18, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: Forecasting and Managing Growth in a Professional Services Organization

Date: Thursday, March 10, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0

In this webinar we will discuss the pros and cons of forecasting approaches for managing growth in PS.

Webinar: Forecasting and Managing Growth in a Professional Services Organization

Date: Thursday, March 10, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 In this webinar we will discuss the pros and cons of forecasting approaches for managing growth in PS. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: Forecasting & Predicting Resource Needs with OpenAir

Date: Thursday, March 17, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0

In this webinar we will discuss and demonstrate forecasting and predicting resource needs in OpenAir including tips and tricks for how to get a more accurate forecast, and how to forecast resource needs.

Webinar: Forecasting & Predicting Resource Needs with OpenAir

Date: Thursday, March 17, 2016 Time: 1:00pm - 1:30pm (EST) Fee: $0 In this webinar we will discuss and demonstrate forecasting and predicting resource needs in OpenAir including tips and tricks for how to get a more accurate forecast, and how to forecast resource needs. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes for questions and open discussion. When attending the webinar be aware we will record the presentation portion of the webinar, but do not record the Q&A portion.

Webinar: Find My PS iStaff

Date: Thursday, April 15, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

How to manage your onsite and remote team more efficiently
How your remote team works differently than you
How to best leverage tools and mobile features
How best to engage and communicate with employees

Webinar: Find My PS iStaff

Date: Thursday, April 15, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

How to manage your onsite and remote team more efficiently
How your remote team works differently than you
How to best leverage tools and mobile features
How best to engage and communicate with employees

Webinar: Scheduling Techniques & Bench Management in OpenAir

Date: Thursday, April 21, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

How to define critical roles and assign tasks in OpenAir
How to better identify talent to fill necessary roles that are critical for executing your business strategy
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Webinar: Scheduling Techniques & Bench Management in OpenAir

Date: Thursday, April 21, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

- How to define critical roles and assign tasks in OpenAir
- How to better identify talent to fill necessary roles that are critical for executing your business strategy
- How to schedule resource effort more efficiently
- How to achieve organizational objectives during times of slow growth

Webinar: Scheduling Techniques & Bench Management in FinancialForce

Recorded: April 28, 2016
In this session you will learn:

How to define critical roles and assign tasks in FinancialForce
How to better identify talent to fill necessary roles that are critical for executing your business strategy
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Webinar: Scheduling Techniques & Bench Management in FinancialForce

Recorded: April 28, 2016 In this session you will learn:

How to define critical roles and assign tasks in FinancialForce
How to better identify talent to fill necessary roles that are critical for executing your business strategy
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Webinar: Managing Capacity vs. Demand in your PS Organization

Date: Thursday, May 12, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Usefulness of employee skills, staff development, and skill demand
Usefulness of planning resource needs by skill or role
Tips to optimize talent management, resource utilization, financial operations, and reporting
How to ensure successful project delivery and improve client satisfaction

Webinar: Managing Capacity vs. Demand in your PS Organization

Date: Thursday, May 12, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Usefulness of employee skills, staff development, and skill demand
Usefulness of planning resource needs by skill or role
Tips to optimize talent management, resource utilization, financial operations, and reporting
How to ensure successful project delivery and improve client satisfaction

Webinar: Skills and Scheduling in OpenAir

Date: Thursday, May 19, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

The best methods for tracking employee schedules in OpenAir
Skill profile tracking and tips
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Webinar: Skills and Scheduling in OpenAir

Date: Thursday, May 19, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

The best methods for tracking employee schedules in OpenAir
Skill profile tracking and tips
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Webinar: Skills and Scheduling in FinancialForce

Date: Thursday, May 26, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

The best methods for tracking employee schedules in FinancialForce
Skill profile tracking and tips
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Webinar: Skills and Scheduling in FinancialForce

Recorded: May 26, 2016 In this session you will learn:

The best methods for tracking employee schedules in FinancialForce
Skill profile tracking and tips
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Webinar: Subcontractor Management for Professional Services

Date: Thursday, June 9, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Valuable metrics to aid in staffing decisions for subcontractor needs
How to handle a mixture of approaches for costing
How to handle impact on resource management
Tips for subcontractor pool management

Webinar: Subcontractor Management for Professional Services

Date: Thursday, June 9, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Valuable metrics to aid in staffing decisions for subcontractor needs
How to handle a mixture of approaches for costing
How to handle impact on resource management
Tips for subcontractor pool management

Subcontractor Management in OpenAir

Date: Thursday, June 16, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

How OpenAir can help you manage your contractors more efficiently
How to build resource/talent profiles
How to easily document contractor time
How to share information with contractors in real time
How to perform reports on contractors in OpenAir

Subcontractor Management in OpenAir

Date: Thursday, June 30, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

How OpenAir can help you manage your contractors more efficiently
How to build resource/talent profiles
How to easily document contractor time
How to share information with contractors in real time
How to perform reports on contractors in OpenAir

Subcontractor Management in FinancialForce

Recorded: June 23, 2016
In this session you will learn:

How FinancialForce can help you manage your contractors more efficiently
How to build resource/talent profiles
How to easily document contractor time
How to share information with contractors in real time
How to perform reports on contractors in FinancialForce

Subcontractor Management in FinancialForce

Recorded: June 23, 2016 In this session you will learn:

How FinancialForce can help you manage your contractors more efficiently
How to build resource/talent profiles
How to easily document contractor time
How to share information with contractors in real time
How to perform reports on contractors in FinancialForce

Engaging Your PS Team with the FinancialForce Mobile App

Date: Thursday, September 22, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Time and expense on the go!
FinancialForce features that work well on mobile apps
What to avoid when considering mobile app configuration

Engaging Your PS Team with the FinancialForce Mobile App

Date: Thursday, September 22, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Time and expense on the go!
FinancialForce features that work well on mobile apps
What to avoid when considering mobile app configuration

OpenAir Time & Expense Best Practices in a Mobile World

Date: Thursday, September 15, 2016 Time: 1:00 - 1:30pm EDT
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

OpenAir Time & Expense Best Practices in a Mobile World

Date: Thursday, September 15, 2016 Time: 1:00 - 1:30pm EDT 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

Mobile Usage with Professional Services

Date: Thursday, September 8, 2016 Time: 1:00 - 1:30pm EDT
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

Mobile Usage with Professional Services

Date: Thursday, September 8, 2016 Time: 1:00 - 1:30pm EDT
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

FinancialForce 3rd Party Integration Add-ons

Date: Thursday, August 18, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

What FinancialForce add-ons are best for your professional services organization
Tips for integrating programs into FinancialForce including Basecamp, Google apps and others
3rd party vs. FinancialForce feature consideration

FinancialForce 3rd Party Integration Add-ons

Date: Thursday, August 18, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

What FinancialForce add-ons are best for your professional services organization
Tips for integrating programs into FinancialForce including Basecamp, Google apps and others
3rd party vs. FinancialForce feature consideration

Scripting in OpenAir

Date: Thursday, August 11, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

How Scripting can be incorporated to extend system validation logic and data processing
Advances in Form Permissions logic
Determining when to use Scripting, Form Permissions, and more

Scripting in OpenAir

Date: Thursday, August 11, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

How Scripting can be incorporated to extend system validation logic and data processing
Advances in Form Permissions logic
Determining when to use Scripting, Form Permissions, and more

When Does It Make Sense to Expand Technology for Your PS Operations?

Date: Thursday, August 4, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Knowing when to add a PSA tool for more efficient operations
The ways a PSA tool enhances business operations
Best of breed solutions and integrations

When Does It Make Sense to Expand Technology for Your PS Operations?

Date: Thursday, August 4, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Knowing when to add a PSA tool for more efficient operations
The ways a PSA tool enhances business operations
Best of breed solutions and integrations

Connecting PS with Your "Cloud Print" with FinancialForce PSA

Date: Thursday, July 21, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Common integrations inside and outside the FinancialForce world
Data transformation consideration
Processing controls and automation recommendations

Connecting PS with Your "Cloud Print" with FinancialForce PSA

Date: Thursday, July 21, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Common integrations inside and outside the FinancialForce world
Data transformation consideration
Processing controls and automation recommendations

Connecting PS with Your "Cloud Print" Integrating with Dell Boomi

Date: Thursday, July 14, 2016 Time: 1:00 - 1:30pm EDT In this session you will learn:

Tips for using Dell Boomi to integrate cloud applications
Common workflows and how to approach them
Governance controls and maintenance considerations

Connecting PS with Your "Cloud Print" Integrating with Dell Boomi

Recorded: July 14, 2016 In this session you will learn:

Tips for using Dell Boomi to integrate cloud applications
Common workflows and how to approach them
Governance controls and maintenance considerations

Connecting PS with Your "Cloud Print"

Date: Thursday, July 7, 2016 Time: 1:00 - 1:30pm EDT
In this session you will learn:

Using cloud solutions to drive your PS Strategy
How integrating your IT cloud print can increase your business efficiency
Do’s and Don’ts when considering integrations

Connecting PS with Your "Cloud Print"

Recorded: July 7, 2016 In this session you will learn:

Using cloud solutions to drive your PS Strategy
How integrating your IT cloud print can increase your business efficiency
Do’s and Don’ts when considering integrations

San Jose, California OpenAir User Group Breakfast

You are invited to join TOP Step Consulting at an informational breakfast with fellow users of Netsuite OpenAir. Join us to learn best practices including how to get greater efficiency in your PS organization with OpenAir configurations, reports, and processes in ways you may not have been aware of before. DATE: Wednesday, May 18, 2016 TIME: 7am-9am (PDT) Fee: $0 Breakfast will be served Location: Four Points Sheraton 211 S First Street San Jose, CA 95113

Click to RSVP

San Jose, California OpenAir User Group Breakfast

Click to RSVP

Managing Change in Professional Services

Date: Thursday, October 6, 2016 Time: 1:00 – 1:30pm EDT

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

Managing Change in Professional Services

Date: Thursday, October 6, 2016 Time: 1:00 – 1:30pm EDT

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

OA Best Practices – Introducing Change into Your Environment

Date: Thursday, October 13, 2016 Time: 1:00 – 1:30pm EDT

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

FF Best Practices – Introducing Change Into Your Environment

Date: Thursday, October 20, 2016 Time: 1:00 – 1:30pm EDT

In this session you will learn:

Introducing change and change management communication in FinancialForce
How to keep historical information intact while addressing changes for now and onwards
How to fold new companies into an existing infrastructure

FF Best Practices – Introducing Change Into Your Environment

Date: Thursday, October 20, 2016 Time: 1:00 – 1:30pm EDT In this session you will learn:

Introducing change and change management communication in FinancialForce
How to keep historical information intact while addressing changes for now and onwards
How to fold new companies into an existing infrastructure

Project Management Oversight and the Need for a Project Management Office (PMO)

Date: Thursday, December 1, 2016 Time: 1:00 – 1:30pm EST

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?

Project Management Oversight and the Need for a Project Management Office (PMO)

Date: Thursday, December 1, 2016 Time: 1:00 – 1:30pm EST 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?

OpenAir for Project Management Oversight

Date: Thursday, December 8, 2016 Time: 1:00 – 1:30pm EST

In this session you will learn:

Establishing templates
Defining permissions and controls
Setting up alerts, notifications, and regular reports for communication

FinancialForce for Project Management Oversight

Date: Thursday, December 15, 2016 Time: 1:00 – 1:30pm EST

In this session you will learn:

Establishing templates
Defining permissions and controls
Setting up alerts, notifications, and regular reports for communication

Measuring Compliance in Professional Services

Date: Thursday, November 3, 2016 Time: 1:00 – 1:30pm EST

In this session you will learn:

Standard compliance measures in PS organizations
Techniques to ensure compliance
How compliance impacts management of your organization

Getting Data out of Your OpenAir System to Establish Business Objectives and Measure Against Them

Date: Thursday, November 10, 2016 Time: 1:00 – 1:30pm EST 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

Getting Data Out of your FinancialForce PSA to Establish Business Objectives and Measure Against them

Date: Thursday, November 17, 2016 Time: 1:00 – 1:30pm EST 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 FF through dashboard and reports

OA Best Practices – Introducing Change into Your Environment

Date: Thursday, October 13, 2016 Time: 1:00 – 1:30pm EDT

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

Measuring Compliance in Professional Services

Date: Thursday, November 3, 2016 Time: 1:00 – 1:30pm EST

In this session you will learn:

Standard compliance measures in PS organizations
Techniques to ensure compliance
How compliance impacts management of your organization

2016 IMC USA Consulting Conference

Join colleagues from around the world to share ideas, catch up on exciting new trends and learn how to turn potential into profit.

Three action packed days to network, connect, learn and build your business.

From the opening keynote with Peter Block to the closing with Alan Weiss be prepared to be entertained and educated with our array of speakers.

Keys to Building a Scalable PSA System

Date: Thursday, January 12, 2017 Time: 1:00 – 1:30pm EST

In this 30 minute 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

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Scalable Maintenance Practices With NetSuite OpenAir

Date: Thursday, January 19, 2017 Time: 1:00 – 1:30pm EST

In this 30 minute 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.)

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Scalable Maintenance Practices with FinancialForce PSA

Date: Thursday, January 26, 2017 Time: 1:00 – 1:30pm EST

In this 30 minute webinar we will discuss scalable maintenance practices with FinancialForce PSA:

Do’s and Don’ts for customizations
Approaches to minimize configuration maintenance
Report maintenance suggestions

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Empower your PSA Users with Self-Service

Date: Thursday, February 2, 2017 Time: 1:00 – 1:30pm EST In this 30 minute 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

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Self Service Dashboards in NetSuite OpenAir

Date: Thursday, February 9, 2017 Time: 1:00 – 1:30pm EST

In this 30 minute webinar we will discuss self-service dashboards in NetSuite OpenAir.

Common Self Service dashboards
Dependencies and controls

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Self Service Dashboards in FinancialForce PSA

Date: Thursday, February 16, 2017 Time: 1:00 – 1:30pm EST

In this 30 minute webinar we will discuss self-service dashboards in NetSuite OpenAir.

Common Self Service dashboards
Dependencies and controls

Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Best Practices to Auditing PSA Data

Date: Thursday, March 2, 2017 Time: 1:00 – 1:30pm EST 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 open discussion and Q&A.

Dallas OpenAir User Group

Join us for breakfast and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Breakfast and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

TBD

All attendees will be entered into our "Thank you" drawing for a gift card. It is just our way of saying we appreciate the opportunity to share and learn from each other.

Atlanta OpenAir User Group

Join us for lunch and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Lunch and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

Rocket Software 3340 Peachtree Road, N.E. Suite 2750 Atlanta, GA 30326

Chicago OpenAir User Group

Join us for brunch and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Brunch and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

VSA Partners 600 W.Chicago Ave., Suite 250 Chicago, IL 60654

Denver OpenAir User Group

Join us for breakfast and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Breakfast and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

Syncroness 10875 Dover St #500 Westminster, CO 80021

Boston OpenAir User Group

Join us for breakfast and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Breakfast and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

Kronos Incorporated Cross Point Tower 1 900 Chelmsford Street Lowell, MA

Minneapolis/St. Paul OpenAir User Group

Join us for lunch and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Lunch and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

TBD

Washington DC OpenAir User Group

Join us for lunch and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Lunch and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

Delta Risk 1010 North Glebe Rd #750 Arlington, VA 22201

San Francisco OpenAir User Group

Join us for breakfast and an interactive meeting to learn more best practices and tips for NetSuite OpenAir!

The purpose is to bring together NetSuite OpenAir users to exchange ideas about efficient system usage and share best practices with others.

The Session:

Breakfast and introductions
Best practices presentation
Best Practices sharing and interactive discussion with attendees

Location:

TBD

All attendees will be entered into our "Thank you" drawing for a gift card. It is just our way of saying we appreciate the opportunity to share and learn from each other.

Learn The Benefits Of Extending The Boundaries Of Your PSA System

Date: Thursday, April 6, 2017
Time: 1:00 – 1:30pm EDT

A PSA may not handle all of your needs ‘out of the box’ according to your policies. Tune into this 30-minute webinar to learn about typical extensions that can be accomplished within PSA platforms.

Keep users informed / reminders
Automate and validate data entry
Enforce policy compliance

Learn How You Can Expand The Boundaries Of Your OpenAir System

Date: Thursday, April 13, 2017
Time: 1:00 – 1:30pm EDT

NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to help productivity and compliance.

Learn How You Can Expand The Boundaries Of Your FinancialForce PSA System

Date: Thursday, April 20, 2017
Time: 1:00 – 1:30pm EDT

FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step has completed with other FinancialForce PSA customers.

NetSuite OpenAir Auditing Techniques to Keep your Data Clean

Date: Thursday, March 9, 2017
Time: 1:00 – 1:30pm EST

In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean:

Common and recommended data audits
Checks and balances

Developing DataFlows For NetSuite OpenAir Integration

Date: Thursday, June 8, 2017
Time: 1:00 – 1:30pm EDT

Explore the common integration challenges using OpenAir and how to address them with:

Concur
NetSuite
QuickBooks

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Who is the Master? Overcoming PSA System Integration DataFlow Challenges

Date: Thursday, June 1, 2017
Time: 1:00 – 1:30pm EDT

Connecting systems and platforms involves not only a data mapping and translation understanding, it involves an understanding of data ownership. Tune into this presentation to learn about common data masters and data synchronization challenges when building out your PSA solution.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Using Data Extracts To Support System Integration In FinancialForce PSA

Date: Thursday, May 18, 2017
Time: 1:00 – 1:30pm EDT

FinancialForce PSA provides robust data extracts to support system integrations. Tune into this presentation to explore tips on integrating billing events with an ERP solution and more!

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Tips For Integrating Your NetSuite OpenAir Using Dell Boomi

Date: Thursday, May 11, 2017
Time: 1:00 – 1:30pm EDT

In this tool focused presentation, learn tips and tricks for NetSuite OpenAir using Dell Boomi integrations including:

Data translations
Maintenance tips
Error handling considerations.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Batch vs Real-time Technologies For Your PSA System

Date: Thursday, May 4, 2017
Time: 1:00 – 1:30pm EDT

Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss:

Real-time integration
Batch integration
Multi-system integrations

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

The Importance of Resource Management Strategies in Professional Services

Date: Thursday, July 6, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss strategies for successful team management including:

planning resource needs,
forecasting skill types,
communicating schedules to staff,
measuring key resource management metrics

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Resource Management Techniques in NetSuite OpenAir

Date: Thursday, July 13, 2017
Time: 1:00 – 1:30pm EDT

In this webinar you will learn more about resource management in OpenAir including:

bookings vs. task assignments
data entry and maintenance tips
and a variety of visual dashboards, features, and reports for at a glance information

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Techniques for Resource Management in FinancialForce PSA

Date: Thursday, July 20, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss how to manage your resources in FinancialForce PSA including:

scheduling strategies and how/when to use them
how to monitor and measure utilization and capacity
data entry and maintenance tips

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

Date: Thursday, August 3, 2017
Time: 1:00 – 1:30pm EDT

Revenue Forecasting is an art and a science. Good forecasting isn't just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

Date: ~~Thursday, August 10, 2017~~

Rescheduled: Thursday, August 24, 2017

Time: 1:00 – 1:30pm EDT

In this webinar we will discuss:

Tips and tricks on how to get a more accurate forecast
How to reflect weighted forecast values based on your sales methodology
Forecast resource needs along with financials

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

Date: Thursday, August 17, 2017
Time: 1:00 – 1:30pm EDT

In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Measuring and Reporting Project Health With Key Performance Indicators

Date: Thursday, September 7, 2017
Time: 1:00 – 1:30pm EDT

In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Project Budget Management in NetSuite OpenAir

Date: Thursday, September 14, 2017
Time: 1:00 – 1:30pm EDT

In this 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.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Project Budget Management in FinancialForce

Date: Thursday, September 21, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss and demonstrate in FinancialForce:

Methods for budget management from simple to advanced
Aligning effort with contract budgets
Baselines and actual vs. plan reports.

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

OpenAir Best Practices For Timesheets

Date: Thursday, October 12, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics:

auto-population options
common scripting solutions
handling timesheet corrections

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PS Best Practices: Timesheets Capture More Than Hours Worked

Date: Thursday, October 5, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked.

In this webinar you will learn best practices regarding:

end user ease of use considerations
data capture to assist with report and financials
notifications and compliance

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Billing Best Practices For Your Professional Services Organization

Date: Thursday, November 2, 2017
Time: 1:00 – 1:30pm EDT

In this webinar we will discuss best practices on the topic of billing for your professional services organization. You will learn best practices regarding:

Type of contracts encountered in PSA
What to consider in your PSA tool
Visibility of billing and aging information

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

NetSuite OpenAir Best Practices For Billing

Date: Thursday, November 9, 2017
Time: 1:00 – 1:30pm EST

In this webinar we will discuss billing options and configurations in NetSuite OpenAir. You will learn about:

Billing options including prepaid handling, subscriptions, and more
System configuration support & dependencies
Reporting options

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PS Best Practices: Efficient Administration For Your PSA Software

Date: Thursday, December 7, 2017
Time: 1:00 – 1:30pm EST

You have invested in a PSA tool - now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss:

What are typical responsibilities of a PSA administrator?
Who owns the PSA tool?
What skills should your PSA administrator have?

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

NetSuite OpenAir Administration Best Practices

Date: Thursday, December 14, 2017
Time: 1:00 – 1:30pm EST

The end of the year is upon us and this is a good time to review NetSuite OpenAir administration best practices. In this webinar you will learn about:

End of year considerations
Annual, Quarterly, Monthly checklists
Tips to support your end users

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Percent Complete Revenue Models in NetSuite OpenAir

Date: Thursday, January 11, 2018 Time: 1:00 – 1:45 pm ET Earning revenue based on delivered services is an essential component of revenue recognition. Fixed price offerings tend to rely on a percentage model for recognition. In this webinar, you will learn more about approaches to managing % complete revenue including:

Hours based % complete
ETC/EAC based % complete
Cost based % complete
Amortized schedules

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Deferred/WIP Revenue Management in NetSuite OpenAir

Date: Thursday, January 18, 2018 Time: 1:00 – 1:45pm ET Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will learn more about managing revenue within NetSuite OpenAir including:

Reporting of WIP/Deferred approaches for handling prepays
Revenue containers

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Gaining Control Over Project Costs To Drive Profitability For Your PSO

Date: Thursday, February 8, 2018 Time: 1:00 – 1:45pm ET Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss:

Project budgeting process
Timesheet / Expenses process for billing accuracy
Empowering PMs with info they need
Change order approval and management

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Cost Tracking Approaches With NetSuite OpenAir

Date: Thursday, February 15, 2018 Time: 1:00 – 1:45pm ET Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including:

User level cost tracking
Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups
Adjusting cost to payroll hours for more accurate margin reporting
Handling variable rate subcontractors

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Financial Management Reporting and Metrics for Predictive Accuracy

Date: Thursday, March 8, 2018 Time: 1:00 – 1:45pm EST In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover include:

Revenue plan vs. actuals visibility
Trending and forecasted margin by type of project
Average bill rates considering travel and non-billable work
Forecast utilization and backlog

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Financial Management Reporting and Metrics in NetSuite OpenAir

Date: Thursday, March 15, 2018 Time: 1:00 – 1:45pm ET In this webinar, we will take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir Topics we will cover include:

Backlog and pipeline forecasting against plan
Budget to actual project views
Intercompany revenue
Dashboards for at a glance data views

Following the webinar, we will open the lines for a 15-minute Q&A discussion.

Austin User Group Meeting

February 23, 2018 @ 11:00 am - 2:00 pm CST Fee $10.00 Location:

E2open 9600 Great Hills Trail, Suite 300E Austin, TX 78759

Do You Need a Project Management Office?

Date: Thursday, April 12, 2018 Time: 1:00 – 1:45pm ET Do you need a PMO and, if so, what kind? Believe it or not, not all PMOs are alike. In this webinar we will discuss:

Benefits of establishing a PMO
Types of methodologies for PMOs, and
Typical objectives and roles a PMO plays in your Professional Services Organization.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

How to Implement Project Management Oversight in OpenAir

Date: Thursday, April 19, 2018 Time: 1:00 – 1:45pm ET 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 webinar you will learn:

How to establish templates
Define permissions and controls
How to set up alerts, notifications, and leverage project status options.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Measuring Project Performance for Project Forecasting

Date: Thursday, May 10, 2018 Time: 1:00 – 1:45pm ET

In this webinar, we will discuss how project managers can use Earned Value Management to measure project performance. With an EVM model, project managers can review and adjust project delivery plans in a more proactive manner from both a cost and a schedule angle. Being proactive typically translates into being profitable!

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Project Budget Management, Earned Value Management, and Reports

Date: Thursday, May 17, 2018 Time: 1:00 – 1:45pm ET

On-time and on-budget is the goal of every delivered project. OpenAir has multiple approaches and features to reach this key objective.

In this webinar you will learn:

Establishing a plan and budget
Review EVM solutions, and
Leveraging standard and configured complex reports

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Project Management Techniques by Project Type

Date: Thursday, June 14, 2018 Time: 1:00 – 1:45pm ET

Projects are like a book - they have a beginning, a middle, and an end. How we move through those stages to accomplish goals and meet deadlines is the responsibility of the Project Manager.

In this webinar, we’ll talk about some project management techniques such as plan vs. actual hours and cost delivery, percent complete of work and budget, and other common tools used by Project Managers to help them deliver successful projects including variations by project type, size, and complexity.

Managing Percent Complete in OpenAir

Date: Thursday, June 21, 2018 Time: 1:00 – 1:45pm ET

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options.

In this 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.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Scheduling Techniques & Bench Management in OpenAir

In this session you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy.

How to define critical roles and assign tasks in OpenAir
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Techniques for Forecasting Utilization and Reporting

In this webinar, we will share techniques for resource management in OpenAir that support utilization forecasting and reporting including:

Tips and tricks on adjusting utilization equations to match your company definition
Capacity planning and forecasting resource needs
Best-fit resource matches searching by key values

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Subcontractor Management for Professional Services

For the majority of professional services organizations, subcontractors are critical for augmenting skills that are high in demand or for fulfilling specialty skills. In this webinar, we will discuss the impact of subcontractors on resource management including:

Valuable metrics to aid in staffing decisions for subcontractor needs
How to handle a mixture of approaches for costing
How to handle impact on resource management

Tips for subcontractor pool management

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Subcontractor Management Techniques in OpenAir

In this webinar, we will focus on tips and techniques within OpenAir to help you manage your contractors more efficiently. You will learn how to:

Build resource/talent profiles
Easily document contractor time
Share information with contractors in real time
Perform reports on contractors in OpenAir

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Resource Management Model Comparison

In this webinar we will compare and contrast resource management models. We will discuss:

Bookings vs. Task Assignments
Pros/Cons and how to determine the best one for you
Types of resources and how to manage them

Following the presentation, we will open the lines for a 15-minute live Q & A discussion.

Tips And Insights For How To Do Capacity Planning In OpenAir

In this webinar we will go deeper giving you tips and insights into how to use OpenAir for capacity planning. We will cover:

How to capture types of products or services
How to assign the capacity of a resource when they deliver multiple products
Reporting for capacity planning

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Peeling Back The Layers For Demand Planning In OpenAir

In this webinar, we will peel back the layers for how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. We will cover:

Pipeline tracking/reporting - integrating with your CRM
Pipeline resource forecasting - tips and tricks
Reporting on demand planning

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Reporting Tips and Tricks

In this webinar you will learn some of our favorite reporting tips and tricks in OpenAir:

Best practices for report development
Features to aid in your reporting challenges
Handling report maintenance challenges
How to review your configuration to support reporting needs
Typical reports that should be standard in your organization

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Best Practices for Using Tags in OpenAir

Tagging data in OpenAir can be a powerful tool. In this webinar we will review tips, tricks and how to use tags effectively. We will discuss:

How best to tag key objects for metrics
Tagging in custom calculations
Pros and cons of using tags as filters

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Scripting Tips and Techniques

OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. In this webinar we will share common scripting scenarios and tips highlighting:

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 more

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Are You Ready For The New OpenAir UI?

Join us and learn how to navigate and get the most out of the new OpenAir UI. In the live webinar we will review:

Navigation module bar
Buttons to enhance usability and streamline navigation
List Views

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. Join us and learn the benefits of connecting OpenAir report data with other systems how this can be achieved. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

5 OpenAir Rarely Used Features You Will Benefit From

Join TOP Step Consulting in this live webinar where we will share five rarely used OpenAir features and how the feature can benefit you. We would list them here but don't want to spoil the reveal!

Is there a feature you use and believe others would benefit from? Following the presentation, we will hold a 15-minute Q&A. Bring one of your favorite features to share with the attendees. This is sure to be an educational and fun discussion!

SuiteWorld

Oracle NetSuite SuiteWorld, the industry’s #1 Cloud ERP event of the year, is returning to Las Vegas. Get ready for three days packed full of actionable insights that will help you grow your business's bottom line immediately. We look forward to seeing you there!

Implementing Resource Management Strategies in OpenAir

In this webinar, we will discuss strategies for successful team management in OpenAir including:

Planning resource needs
Forecasting skill types
Communicating schedules to staff
Measuring key resource management metrics

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Implementing Subcontractor Management in OpenAir

In this webinar we will discuss how OpenAir can help you manage your subcontractors more efficiently:

How OpenAir can help you manage your contractors more efficiently
How to easily document contractor time
Cost tracking options and how to handle a mixture of costing approaches
How to perform reports on contractors in OpenAir

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Skill Profiles and Scheduling Techniques in OpenAir

In this webinar, you will learn more about using skill profiles and scheduling techniques in OpenAir including:

Creating and managing skill profiles
Incorporating skill profiles into your resource management process
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Release Review and Best Practices Discussion

NetSuite OpenAir and Top Step invites you to join your Atlanta area peers using OpenAir for a review and best practice discussion around the April 13th release of OpenAir. The event will hosted by the OpenAir client, Fiserv and facilitated by OpenAir product director Terry Melnick and Top Step CEO Ronn Breaux. Our focus will be on the new OpenAir release and the best practices around using the new functionality, followed by a round table discussion. At the event, you'll have the chance to meet with NetSuite OpenAir executives, clients, and industry peers to foster a network of like-minded individuals. Wednesday, May 15th, 11AM – 2PM ET Hosted by Fiserv Address: 2900 Westside Pkwy, Alpharetta, GA 30004 Lunch will be provided We hope you can make it!

Click to register here!

Best Practices and Tips for Improving Timesheet Accuracy In OpenAir

Join us for our upcoming webinar. We will discuss timesheet features and ways to ensure timesheet data is accurately captured. Topics we will cover:

Timesheet setup and reports
Auto-population options
Handling timesheet corrections

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Managing Your Project Budget in OpenAir

Join us for our upcoming webinar where we will discuss and demonstrate methods for budget management from simple to advanced in OpenAir. We will cover:

Types of budgets and notifications
Establishing a plan based on your project type
Baselines and actual vs. plan reports

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips and Best Practices for Implementing Project Management Oversight in OpenAir

September 12, 2019 @ 1:00 pm ET

OpenAir is your tool for keeping your project delivery in line with expectations and processes. In this webinar, we will cover project management oversight features including:

In-system visuals and standard alerts
Useful dashboard charts and reports for communication
News Feed collaboration solutions

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Topic Webinar: Custom Calculations Tips and Tricks

October 10, 2019 @ 1:00pm ET

In this webinar you will learn more about custom calculation tips and tricks in OpenAir including:

Custom calculations usage and key features
Getting to the right end result
Consideration of report configuration with custom calculations
Tips and Tricks

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Topic Webinar: Invoicing Tips and Best Practices

November 14, 2019 @ 1:00 pm ET

In this 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

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Topic Webinar: Reporting Tips and Techniques

December 12, 2019 @ 1:00 pm ET

In this webinar you will learn some of our favorite reporting tips and tricks in OpenAir:

How to review your configuration to support reporting needs
Best practices for report development
Features to aid in your reporting challenges
Handling report maintenance challenges

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

The Power of OpenAir Scripting

January 9, 2019 @ 1:00 pm ET

In this webinar, we will share with you the power of OpenAir scripting. You will learn more about:

The Purpose of Scripting
How Scripting can be incorporated to extend system validation logic and data processing
NEW! Overview of outbound service calls to other applications
Tips for determining when to use Scripting

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Best Practices for Integrating OpenAir and NetSuite

February 13, 2019 @ 1:00 pm ET

In this webinar, we will share an overview of the integration between OpenAir and NetSuite. In this webinar you will learn:

Overview: Connecting and Syncing OpenAir and NetSuite
Common data workflows
Data mapping tips and tricks
Establishing master system data ownership
Common errors

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Integration Manager Tips and Techniques

March 12, 2020 @ 1:00 pm ET

In this webinar, we will share tips and best practices for using OpenAir Integration Manager. We will discuss:

Overview: What is Integration Manager
Common usage scenarios
Data import/export processes
Scheduling csv integrations

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir & Oracle Cloud Infrastructure: How am I impacted?

January 21, 2020 @ 1:00 pm ET

Join us to learn more how you may be impacted by the OpenAir & Oracle Cloud Infrastructure. We will share with you:

Overview of Oracle Cloud Infrastructure
OpenAir touch points and how they are impacted
Actions required in your account

Following the webinar we will hold a question and answer session.

Timesheets in OpenAir: Best Practices and Tips

April 9, 2020 @ 1:00 pm ET

Join us for our upcoming webinar. We will discuss timesheets in NetSuite OpenAir. Topics we will cover:

Advanced features such as time entries tab and timesheet customization
Workflow processes and time approvals
Adjusting timesheets data view and lookup controls

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Delivery Success with Project Management in OpenAir

May 14, 2020 @ 1:00 pm ET

Projects are like a book – they have a beginning, a middle, and an end. How we move through those stages to accomplish goals and meet deadlines is the responsibility of the Project Manager. Join us for our upcoming webinar. In this webinar, we’ll talk about some project management techniques such as:

Plan vs. actual hours and cost delivery
Percent complete of work and budget
Other common tools used by Project Managers to help them deliver successful projects including variations by project type, size, and complexity.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Managing Resource Capacity vs Demand in Your PS Organization with OpenAir

June 11, 2020 @ 1:00 pm ET

Join us for our upcoming webinar. In this webinar we will explore resource management techniques in OpenAir focused on managing capacity versus demand including:

Usefulness of employee skills, staff development, and skill demand
Usefulness of planning resource needs by skill or role
Tips to optimize talent management, resource utilization, financial operations, and reporting

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Marrying Supply With Demand in an Unpredictable Environment Within Services Organizations

April 21, 2020 @ 11:00 am CT

Join us for a discussion about how Services organizations can navigate the uncertain economic environment by:

Optimizing resource management
Adjusting sales strategies
Maximizing visibility into key business metrics with realtime reporting

Following the presentation, we will open the lines for a 5-minute live Q&A discussion.

OpenAir Techniques for Forecasting Utilization and Reporting

July 9, 2020 @ 1:00 pm ET

In this webinar, we will share techniques for resource management in OpenAir that support utilization forecasting and reporting including:

Tips and tricks on adjusting utilization equations to match your company definition
Capacity planning and forecasting resource needs
Best-fit resource matches searching by key values

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Scheduling Techniques & Bench Management in OpenAir

August 6, 2020 @ 1:00 pm ET

Join us for our upcoming webinar. In this session, you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy. Topics we will cover:

How to define critical roles and assign tasks in OpenAir
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Subcontractor Management Techniques in OpenAir

September 10, 2020 @ 1:00 pm ET

Join us for our upcoming webinar. In this webinar, we discuss how OpenAir can help you manage your subcontractors more efficiently. Topics we will cover:

How OpenAir can help you manage your contractors more efficiently
How to easily document contractor time
Cost tracking options and how to handle a mixture of costing approaches
How to perform reports on contractors in OpenAir

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips For Integrating Your NetSuite OpenAir Using only API Connections

October 8, 2020 @ 1:00 pm ET

In this Integration focused webinar presentation, learn tips and tricks for NetSuite OpenAir using Direct API Connection and Authorization including:

Data translations
Maintenance tips
Error handling considerations

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Financial Management Reporting and Metrics in NetSuite OpenAir

November 12, 2020 @ 1:00 pm ET

In this webinar, we will take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir. Topics we will cover include:

Backlog and pipeline forecasting against plan
Budget to actual project views
Intercompany revenue
Dashboards for at a glance data views

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Learn How to Expand the Boundaries of Your OpenAir Systems

December 10, 2020 @ 1:00 pm ET

NetSuite OpenAir's configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions Top Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Deferred/WIP Revenue Management in NetSuite OpenAir

January 14, 2021 @ 1:00 pm ET

Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will learn more about managing revenue within NetSuite OpenAir including:

Reporting of WIP/Deferred approaches for handling prepays
Revenue containers

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Cost Tracking Approaches with NetSuite OpenAir

February 11, 2021 @ 1:00 pm ET

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including:

User level cost tracking
Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups
Adjusting cost to payroll hours for more accurate margin reporting
Handling variable rate subcontractors

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Invoicing Tip and Tricks

March 11, 2021 @ 1:00 pm ET

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

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

How to Implement a Project Management Oversight in OpenAir

April 8, 2021 @ 1:00 pm ET

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 webinar you will learn:

How to establish templates
Define permissions and controls
How to set up alerts, notifications, and leverage project status options.

Following the presentation, we will open the lines for a 15-minute

Project Budget Management, Earned Value Management, and Reports

May 13, 2021 @ 1:00 pm ET

In this 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.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Scheduling Techniques & Bench Management in OpenAir

June 10 , 2021 @ 1:00 pm ET

In this session you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy.

How to define critical roles and assign tasks in OpenAir
How to schedule resource effort more efficiently
How to achieve organizational objectives during times of slow growth

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Top Step’s Take On The Spring 2021 Release

April 22, 2021 @ 1:00 pm ET

In this webinar, we will be reviewing the latest OpenAir release features and highlighting how they can help your OpenAir System. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Resource Management Model Comparisons

July 8, 2021 @ 1:00 pm ET

Resource Management is something that every Professional Services organization has to figure out. In this webinar, we will talk about different ways to tackle Resource Management and how to determine what is best for you. We will discuss:

Resource Management Approaches
Functionality Models
Pros & Cons of each model
Other Key Features

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Best Practices for Using Tags in OpenAir

August 12, 2021 @ 1:00 pm ET

Tagging data in OpenAir can be a powerful tool. In this webinar, we will review tips, tricks and how to use tags effectively. We will discuss:

How best to tag key objects for metrics
Tagging in custom calculations
Pros and cons of using tags as filters

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Managing Percent Complete in OpenAir

September 9, 2021 @ 1:00 pm ET

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this 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.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

October 14 , 2021 @ 1:00 pm ET

The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. In this 30 minute webinar, you will learn the benefits of connecting OpenAir report data with other systems how this can be achieved. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Best Practices for Auditing Data in Your Professional Services Automation System

November 11 , 2021 @ 1:00 pm ET

In this webinar, we will discuss best practices for auditing PSA data. This will include:

How audits support business processes
Types of data to audit
Frequency and ownership

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

5 OpenAir Rarely Used Features You Will Benefit From

December 9 , 2021 @ 1:00 pm ET

In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Top Step’s Take On The Fall 2021 New Release

October 28 , 2021 @ 1:00 pm ET

In this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review (subject to change) include:

OpenAir Mobile
OpenAir NetSuite Connector
OpenAir Projects
OpenAir User Experience

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Are You Benefiting from the Project Center in OpenAir?

January 13 , 2022 @ 1:00 pm ET

The Project Center is a newer feature, that allows users to edit tasks, milestones, phases and bookings from a single editable list view. Since no forms are required for editing these elements, making updates is quicker and easier. In this webinar, we will demonstrate key features such as:

Project Task Management
Project Booking Management
Tips and tricks using this feature

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Scripting Tips & Techniques

February 10 , 2022 @ 1:00 pm ET

OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. In this webinar, we will share common scripting scenarios and tips highlighting:

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 more

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

NetSuite OpenAir Best Practices for Timesheets

March 10 , 2022 @ 1:00 pm ET

In this webinar, we will share best practices and tips for timesheets in NetSuite OpenAir. We will discuss:

Advanced features such as time entries tab and timesheet customization
Workflow processes and time approvals
Adjusting timesheets data view and lookup controls

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Skill Profiles and Scheduling Techniques in OpenAir

In this webinar, you will learn more about using skill profiles and scheduling techniques in OpenAir including:

Creating and managing skill profiles
Incorporating skill profiles into your resource management process
Measuring and forecasting capacity vs. demand
Tracking plan vs. actual for project delivery success

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Subcontractor Management Techniques in OpenAir

In this webinar, we discuss how OpenAir can help you manage your subcontractors more efficiently. We will cover the following topics:

How OpenAir can help you manage your contractors more efficiently
How to easily document contractor time
Cost tracking options and how to handle a mixture of costing approaches
How to perform reports on contractors in OpenAir

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Techniques for Forecasting Utilization and Reporting

In this webinar, we will share techniques for resource management in OpenAir that support utilization forecasting and reporting including:

Tips and tricks on adjusting utilization equations to match your company definition
Capacity planning and forecasting resource needs
Best-fit resource matches searching by key values

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Top Step’s Take on the Spring 2022 New Release

In this webinar, we will be reviewing the latest OpenAir release features and highlighting how they can help your OpenAir System. This will include:

OpenAir Projects
OpenAir NetSuite Connector
Business Intelligence Connector
OpenAir Mobile

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips and Best Practices for Implementing Project Management Oversight in OpenAir

OpenAir is your tool for keeping your project delivery in line with expectations and processes. In this webinar, we cover project management oversight features including:

In-system visuals and standard alerts
Useful dashboard charts and reports for communication
News Feed collaboration solutions

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

In this webinar, we will discuss:

Tips and tricks on how to get a more accurate forecast
How to reflect weighted forecast values based on your sales methodology
Forecast resource needs along with financials

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Reporting Tips and Techniques

In this webinar, you will learn some of Top Step’s favorite OpenAir reporting tips and tricks:

How to review your configuration to support reporting needs
Best practices for report development
Features to aid in your reporting challenges
Handling report maintenance challenges

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Topic: Custom Calculations Tips and Tricks

In this webinar, you will learn more about custom calculation tips and tricks in OpenAir including:

Custom calculations usage and key features
Getting to the right end result
Consideration of report configuration with custom calculations
Tips and Tricks

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips And Insights For How To Do Capacity Planning In OpenAir

In this webinar, We will review tips for how to do capacity planning in OpenAir that will include:

Capacity reporting in OpenAir
How to capture types of products or services on staff
Accounting for non-scoped work/time

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Peeling Back The Layers For Demand Planning In OpenAir

In this webinar, we will peel back the layers on how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. We will cover:

Pipeline tracking/reporting – integrating with your CRM
Pipeline resource forecasting – tips and tricks
Reporting on demand planning

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Invoicing Tips and Tricks

In this 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

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Best Practices for Auditing Data in Your Professional Services Automation System

In this webinar, we will discuss best practices to auditing PSA data. This includes:

How audits support business processes
Types of data to audit
Frequency and ownership

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

NetSuite OpenAir Best Practices for Timesheets

In this webinar, we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics. This will include:

Auto-population options
Common scripting solutions
Handling timesheet corrections

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Top Step’s Take On The Fall 2022 New Release

In this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review (may be subject to change) include:

OpenAir Projects
OpenAir Mobile
OpenAir NetSuite Connector
Global Features

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Delivery Success with Project Management in OpenAir

In this webinar, we’ll talk about some project management techniques such as:

Plan vs. actual hours and cost delivery
Percent complete of work and budget
Other common tools used by Project Managers to help them deliver successful projects including variations by project type, size, and complexity.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Managing Percent Complete in OpenAir

From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this 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.

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Implementing Subcontractor Management in OpenAir

In this webinar, we will discuss:

How OpenAir can help you manage your contractors more efficiently
How to easily document contractor time
Cost tracking options and how to handle a mixture of costing approaches
How to perform reports on contractors in OpenAir

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Top Step’s Take on the Spring 2023 New Release

In this webinar, we will be reviewing the latest OpenAir release features and highlighting how they can help your OpenAir system. Some beneficial features include Attachment Drag and Drop, Licensing, Project Center Enhancements, OpenAir Mobile 4.5, and NetSuite Connector. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Are You Benefiting From the Project Center in OpenAir?

Project Task Management
Project Booking Management
Tips and tricks using this feature

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

OpenAir Advanced Scripting Tips & Techniques

OpenAir scripting has been around for many years, yet few have taken advantage of this powerful tool. It is an effective way to perform behind the scenes data manipulations and automation. In this webinar, we will share common scripting scenarios and tips highlighting:

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 more

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

5 Rarely Used OpenAir Features You Will Benefit From

In this webinar, we will share five rarely used OpenAir features and how each feature can benefit you. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Tips for Integrating Your NetSuite OpenAir Using Only API Connections

In this Integration focused webinar presentation, learn tips and tricks for NetSuite OpenAir using Direct API Connection and Authorization including:

Data translations
Maintenance tips
Error handling considerations

Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Harness the Power of Automation: PSA Insights and Best Practices with Provus and Top Step

The selling of services today requires a different approach than it did a decade ago. In the ever-evolving landscape of professional services, organizations must be agile and able to adapt, innovate, and deliver exceptional results to the needs of their customers. Join us on Thursday, November 16 at 10:00 am PT / 12:00 pm CT / 1:00 pm ET for a live webinar with industry experts, Mahesh Baxi, CEO & Co-Founder of Provus, and Ronn Breaux, CEO of Top Step, as they’ll share:

2024 predictions for the services industry.
Best practices for professional services firms to enhance quoting and service alignment
Strategies to optimize gross margins and resource allocation using historical data and trends.

Learn How to Expand the Boundaries of Your OpenAir System

Top Step’s Take on the Fall 2023 New Release

In this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Revolutionizing Clinical Research Operations: Streamlining Financial Management and Study Execution for CRO

Key Takeaways:

Transition complex studies managed in spreadsheets into automated project management for enhanced productivity and accuracy.
How to master change order management with customizable solutions in NetSuite OpenAir.
Automate unit pricing, billing calculations and forecasts for efficiency.
Adopt a unified financial management approach instead of piecemeal software.
Leverage NetSuite ERP strategically for seamless operational and financial integration.

Join us to gain a competitive edge in the clinical research landscape and transform your CRO's financial management and study execution capabilities. Don't miss this opportunity to revolutionize your operations! Speakers: Ronn Breaux, Top Step, President and CEO Christopher Manchester, Sikich, NetSuite Alliance Director

Top Step’s Take on the Spring 2024 OpenAir New Release

Top Step’s Take on the Fall 2024 OpenAir Release

In this webinar, we will review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features include: - User Experience - OpenAir Mobile 5.2 Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

Topic Top Step’s Take on the Spring 2025 SuiteProjects Pro Release

In this webinar, we will review the latest SuiteProjects Pro Release features and highlight how they can benefit your SuiteProjects Pro System. Following the presentation, we will open the lines for a 15-minute live Q&A discussion.