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Page 15 of 54

Best Practices for Using Tags in OpenAir


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

OA Best Practices for Using Tags in OpenAir

August 17, 2021


Quick Guide to Determine the Right Resource Management Solution Using OpenAir PSA


Every professional services organization has its way of handling resource management. When discussing an OpenAir implementation, Top Step spends considerable time with each client, understanding and detailing how they manage…

August 5, 2021


Quick Guide for Resource Scheduling & Bench Management in OpenAir


Your team is the lifeblood of your professional services organization. So, managing these resources well is key – key to ensuring your teams are getting the hours they deserve, that…

July 20, 2021


OpenAir Resource Management Model Comparisons


Resource Management is something that every Professional Services organization has to figure out. In this recorded webinar, we talk about different ways to tackle Resource Management and how to determine…

OA OpenAir Resource Management Model Comparisons

July 12, 2021


What is Professional Services Automation?


What do organizations like IT services, management consulting, advertising, and marketing agencies have in common? Some or all of their revenue comes from managing projects for their clients. This is…

robot hand typing on a computer

July 7, 2021


Project Budget Management, Earned Value Management and Reporting in NetSuite OpenAir


Earned value can mean a lot of different things, depending on your business and even your role or perspective within the organization. However, when it comes to projects and reporting…

seedling growing next to stacks of change

June 17, 2021


Scheduling Techniques & Bench Management in OpenAir


In this recorded session, you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy. This includes: How to define critical…

OpenAir Scheduling Techniques & Bench Management in OpenAir

June 11, 2021


Busyness is Holding Your Professional Service Organization Back – Here’s How to Fix it


In his book Upstream, Dan Heath opens with a fable of two friends picnicking near a river. A drowning child draws their attention. Upon saving that child, another child in distress…

man working against time on a computer

May 27, 2021


Project Budget Management, Earned Value Management, and Reports


In this recorded webinar, we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan…

OA Project Budget Management, Earned Value Management, and Reports

May 17, 2021


Keep Your Projects on Track with These 3 Features in OpenAir


A significant part of good project management is not to be surprised and to always be proactive. A professional services automation tool should enable that goal. The good news is…

person looking across to a red flag on a mountain top

May 4, 2021


Page 15 of 54

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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