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The Hidden Cost of Disconnected Implementations: Why Your PSA and ERP Need to Speak the Same Language from Day One

Two years into their NetSuite implementation, a growing consulting firm discovered they had a problem. They wanted to offer their clients flexible engagement models—combining fixed-fee deliverables with time and materials work on the same project. It should have been straightforward. It wasn’t. The issue? Their NetSuite items were configured for immediate revenue recognition on billing.…

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Revolutionizing CRO Operations: Insights from Top Step and Sikich

Picture of clinical research lab

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 management for CROs. The discussion focused on ways to streamline processes, enhance efficiency, and drive business growth.  Be sure to read to the end –…

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Unlocking Project Progress Insights: Mastering Percent Complete in OpenAir for Effective Project Management

Tracking how your team progresses in executing tasks is a critical part of project management. Monitoring a project’s progress is vital for various reasons, including identifying and fixing blockers, mitigating risks, and meeting deadlines. OpenAir recognizes the importance of knowing the status of a project and estimating its completion, especially for a professional services company.…

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Optimizing Your PMO with OpenAir

The function of a project management office (PMO) is to bring order and standardization to project management practices. It achieves this by instituting defined standards and monitoring and control mechanisms to ensure they are followed. Advanced tools like OpenAir allow you to optimize your PMO using clear, well-defined standards. In so doing, you enjoy the…

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Two OpenAir Scripts for Creating Bookings Faster and Easier

As a project manager, you know how important it is to manage your team’s time and resources effectively. One tool that can help you do this is OpenAir, a cloud-based Professional Services Automation (PSA) software. However, even with a powerful tool like OpenAir, it can still be time-consuming to create bookings and manage your team’s…

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OpenAir as a Collaboration Tool using Scripting

Every professional services firm faces multiple challenges on its path to success. There’s a need to acquire new clients, retain existing ones, optimize billable hours, handle complex projects, manage payments, and many more. PSA software is a technical solution that empowers professional services organizations with a unified approach to managing and optimizing their operational business…

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