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Page 28 of 54

Measuring and Reporting Project Health With Key Performance Indicators


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…

Generic Webinar

September 7, 2017


Are You Using These 3 Powerful Booking Features in NetSuite OpenAir?


NetSuite OpenAir is a powerful PSA system that provides a multitude of features for maintaining your bookings as well as providing insight into your utilization and project staffing. Surprisingly, some…

clock vector

August 31, 2017


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…

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August 24, 2017


Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations


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…

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August 3, 2017


Empower Your Users With Self-Service Dashboards in NetSuite OpenAir


Every job position in the company has a goal and an objective, and self-service dashboards are a way to empower individuals to be able to achieve those goals. A self-service…

Empower Your Users

July 19, 2017


Resource Management Techniques in NetSuite OpenAir


In this recorded webinar you will learn more about resource management in NetSuite OpenAir including: bookings vs. task assignments data entry and maintenance tips and a variety of visual dashboards, features,…

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July 13, 2017


The Importance of Resource Management Strategies in Professional Services


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,…

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July 6, 2017


Developing Data Flows for NetSuite OpenAir Integration


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…

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June 8, 2017


Who is the Master? Overcoming PSA System Integration DataFlow Challenges


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…

Generic Webinar

June 1, 2017


Metrics, Measures, and Motivation: Equations for Professional Services Success


Professional Services rely on people and processes to be successful. Metrics are often established to view trends and set objectives, allowing PS management to keep a finger on the pulse…

Metrics Measures and Motification Keys to PS Success

May 24, 2017


Page 28 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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