How many Average Bill Rates do you track?

Average bill rate is one of the key metrics to managing your services organization.  With this metric, you can plan out revenue and staffing needs, measure your effectiveness of delivery, determine the impact on discounts, and forecast how your revenue looks again your overall budget.  Typically the average bill rate metric is computed by dividing…

Read More

Redefining Fields by Filters in OpenAir

Last week’s tip talked about the powerful filtering capability within calculated fields that can help you define and redefine values for your OpenAir reporting needs.  When you want to define new values by simply filtering on a control values of a field to get a new one, such as creating a ‘billable time’ calculated field…

Read More

Increasing your odds of change adoption

Change is never easy, especially to those everyday processes and actions that become patterns or habits in your life.  If someone moved the silverware drawer to the other side of the sink, how long would it take you to stop pulling out the old drawer, cursing to yourself about moving the silverware, then heading to…

Read More

Customizing Utilization Values in OpenAir Reports

Did you know you can use filters and constants in custom calculations for creating utilization metrics? A common report request is to have a utilization report displaying billable, non-billable, pre-sales or business development, administration, and so forth types of %’s displayed for employees. The combination of all these values provides a great amount of insight…

Read More

Have Clients, Will Travel!

Hello from England!  This week I’m visiting a few of my wonderful clients in London, England, which got me thinking about travel time policies.  Having worked for many organization including large government/defense contractors to small/mid-size commercial software companies, I must say that travel policies are the one area that seems to lack a best practice…

Read More

Skill Set and Resource Location Matches Leveraging User Entity Tags

Last week we introduced User Entity Tags as a general approach for providing a date indexed field upon which reporting would depend. Items such as tracking promotion job code status, department or region or company reporting organization, etc. User Entity Tags are ideal to support any facet of a user that changes over time and…

Read More

√ Request Extension

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.  We are celebrating our 10th year of success and look forward to growing and learning with you.

Privacy Policy  |  Terms of Service  |  Site Map