Renaming Standard Values in OpenAir Reports
Custom calculations allow you to create new reportable values when there is no standard field available. You can name the field to match your nomenclature and shorten the name for…
Read MoreGrowth vs. Profitability? Can both be a strategic focus in your PS Business?
Professional services organizations have to keep a lot of balls in the air at all times. They are acquiring new clients, keeping existing ones. Finding the right consultants, maintaining balance…
Read MoreOpenAir Shortcuts: Use the Quickview Feature
Often, when looking at data in OpenAir, you need to access different components of the project. Rather than navigating from scratch from, say, the charge record to the project record,…
Read More3 Big Time Savings with Professional Services Automation
Professional service organizations have a lot of moving parts. Resources have different skills, different availability, and even different regional access. Project leaders juggle multiple client priorities. Team leads need to…
Read MoreAdopting Automation Technology for Optimal Professional Services Operations
Introduction: Adopting Automation Technology is Hard Business operations have shifted. Business operations and customer relations have moved from pen, paper, spreadsheets, manually created reports, and calculators to modern software tools.…
Read MoreThe Fundamental Business Case for Professional Services Automation Investment: Cost Reduction
In a previous article, we discussed the many ways that investing in a professional services automation (PSA) platform can promote revenue growth. We mentioned in that article that cost reduction…
Read More
