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Streamline Your Business with OpenAir and CRM Integrations
In today’s fast-paced business environment, professional services organizations rely on seamless coordination between their project management and customer relationship management (CRM) systems. Integrating OpenAir with your CRM of choice can…
Tags: Integration
May 16, 2024
Top Step’s Take on the Spring 2024 OpenAir New Release
In this webinar recording, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features include: New Shortcuts, Enhanced Searches, Fresh Mobile App…
May 7, 2024
Best Practices for Effective Resource Views in NetSuite OpenAir
In this video we share best practices for effective resource views in NetSuite OpenAir, including: The various resource views available in OpenAir, including the Booking List View, Worksheet, Chart View,…
Tags: Released, Resource Management
May 2, 2024
Top Step’s Top 5 Features of the OpenAir Spring 2024 Release
Project Center, Project Center, Project Center! At the heart of this latest release is the NetSuite OpenAir product team’s endeavor to integrate resource and project management in one place. As…
Tags: New Release Features
April 26, 2024
Revolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial…
Tags: CRO Solutions, NetSuite OpenAir
April 16, 2024
Revolutionizing Clinical Research Operations: Streamlining Financial Management and Study Execution for CRO
Ronn Breaux, Top Step President and CEO, and Christopher Manchester, Sikich NetSuite Alliance Director, recently discussed the clinical research landscape and how it can transform your CRO’s financial management and…
April 12, 2024
5 Essential Metrics for Professional Services Leaders to Drive Success
As a Professional Services (PS) leader, keeping a pulse on your organization’s health is crucial for making informed decisions and driving success. By focusing on key metrics that cover the…
Tags: Metrics, PS Best Practices
April 11, 2024
Ways to Manage Project Budgets
In this video we share valuable insights and strategies to help you stay on top of your project financials including: The different budget options available in OpenAir, including inline editing,…
Tags: Project Budget, Released
March 28, 2024
Beyond Out-of-the-Box: Advanced OpenAir Financial Workflows
For professional services firms, financial oversight of project budgets, accounts receivable and revenue recognition is paramount. Yet disjointed systems and manual processes often undermine visibility and control. The Challenges Several…
February 28, 2024
Effective Utilization Reporting in OpenAir
In this video we share how OpenAir’s flexible features can help you define and monitor this key metric including how to: Use entity tags to include or exclude user time…
Tags: Released, Utilization
February 27, 2024
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