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Page 5 of 55
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
The Unchanging Heart of Professional Services in an Age of AI
The march of technology often seems unstoppable. Artificial intelligence and automation are transforming industry after industry, changing the nature of work and the skills needed to thrive. It can be…
Tags: Client Relationships, PS Best Practices
January 31, 2024
Secrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding…
January 23, 2024
Scripting Your OpenAir Success Story: Tales from the Front Lines
OpenAir is a powerful professional services automation (PSA) platform that helps organizations manage key business processes like project management, resource management, time tracking, expense reporting and more. One of the…
Tags: OpenAir Scripts
January 18, 2024
The Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm
Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing…
January 4, 2024
Learn How to Expand the Boundaries of Your OpenAir System
In this Top Step recorded webinar, you will learn what interesting and powerful solutions Top Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts.…
December 18, 2023
The Evolution of Professional Services in 2024 and Beyond
The professional services industry is poised for significant growth in the coming years. As per industry analysts, the global professional services market will expand at a CAGR of over 7%…
December 14, 2023
Handling Timesheet Corrections in OpenAir Like a Pro!
Every professional services organization needs to correct timesheets from time to time. Whether you need to fix a mistake or account for new information, having clear processes for timesheet adjustments…
Tags: Released, Timesheets
December 8, 2023
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