Search Our Resources
Select one or more Post Types, PSAs and/or Topics from the drop-down menus. The search results will automatically populate below.
Page 10 of 54
4 Tips to Get a More Accurate Revenue Forecast in NetSuite OpenAir
NetSuite OpenAir is a powerful automation tool that aims to redefine how businesses manage and track projects from beginning to end. Among the many functions it performs, OpenAir is useful…
Tags: Revenue Forecasting, Revenue Management
September 12, 2022
OpenAir Advanced Reporting Tips and Techniques
In this recorded webinar, you’ll learn some of Top Step’s favorite OpenAir reporting tips and tricks. This includes: How to review your configuration to support reporting needs Best practices for…
Top 4 Challenges faced by Professional Services Organizations today – and what to do about it
The global professional services industry is massive and rapidly growing. The market is expected to surpass $8 billion by the end of 2022, presenting tons of opportunities that will see…
Tags: Business Efficiency, PS Best Practices, Resource Management
September 1, 2022
Using Twilio with NetSuite OpenAir for Alerts
Alerts are a great way to remind your users of different tasks that must be completed. However, they are only effective when those users see them. In NetSuite’s OpenAir, alerts…
Tags: Administration, Communication, OpenAir Scripts
August 17, 2022
Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir
In this recorded webinar, we 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…
August 16, 2022
3 Best Practices for Project Management Oversight in OpenAir
Project management is far more than just defining tasks, creating timelines, and finding resources. It’s also about keeping track of project health and surfacing problems and potential issues. In the…
Tags: Project Management
August 9, 2022
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 recorded webinar, we cover project management oversight features including: In-system visuals and standard…
July 26, 2022
Integrate OpenAir with Quickbooks Online
Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir…
Tags: Integration, NetSuite OpenAir, QuickBooks
July 21, 2022
Techniques To Help You Manage Utilization in OpenAir
Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure…
Tags: NetSuite OpenAir, Project Management, Utilization
July 11, 2022
Want OpenAir alerts via a communication channel other than email?
Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily…
Tags: Communication, OpenAir Scripts
June 23, 2022
Page 10 of 54
