News and Events

Latest News

Recent and Upcoming Events

  • OpenAir Expert Webinar Series: Revenue Management Date: Thursday, December 11, 2014 Time: 1:00-2:00pm EST In this webinar you will learn more about computing and reporting on revenue within NetSuite OpenAir including: Revenue Containers – what are they and do I need them? Deferred revenue reporting and supporting reconciliation with your Accounting system Different approaches and features to compute revenue earning Considerations for forecasting of % complete, deferred ...
  • Washington DC OpenAir User Group Friday, November 21, 2014 • 11am-2pm (EST)
  • Houston OpenAir User Group Friday, November 14, 2014 • 11am-2pm (CST)
  • OpenAir Expert Webinar Series: Cost Tracking Date: Thursday, November 13, 2014 Time: 1:00-2:00pm EST In this webinar you will learn more about delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking – what types of hourly costs to track, handling data access permissions, and more Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to payroll hours ...
  • Atlanta OpenAir User Group Friday, October 24, 2014 • 11am-2pm (EDT)
  • San Francisco OpenAir User Group Friday, October 17, 2014 • 11am-2pm (PDT)
  • OpenAir Expert Webinar Series: Advanced Timesheets Date: Thursday, October 9, 2014 Time: 1:00-2:00pm EDT In this webinar you will learn more about advanced timesheets in NetSuite OpenAir including: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets Data view and lookup controls Best practices for tracking overtime and shift work
  • Denver OpenAir User Group Friday, September 19, 2014 • 11am-2pm (MDT)
  • Salt Lake City OpenAir User Group Thursday, September 18, 2014 • 11am-2pm (MDT)
  • OpenAir Expert Webinar Series: Developing Your Organization’s Consulting Skills to Get and Retain Customers Date: Thursday, September 11, 2014 Time: 1:00-2:00pm EDT In this webinar we will share with your tips to develop your organizations consulting skills to get and retain customers Understanding the customers point of view Handling challenging customer situations Becoming a Trusted Advisor
  • Boston OpenAir User Group Friday, August 15, 2014 • 11am-2pm (EDT)
  • OpenAir Expert Webinar Series: Reporting Tips & Tricks Date: Thursday, August 14, 2014 Time: 1:00-2:00pm EDT This is always one of our most popular topics. In this webinar you will learn some of our favorite reporting tips and tricks in NetSuite OpenAir: How to review your configuration to support reporting needs Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges
  • Minneapolis/St. Paul OpenAir User Group Friday, July 18, 2014 • 11am-2pm (CDT)
  • Chicago OpenAir User Group Thursday, July 17, 2014 • 11am-2pm (CDT)
  • OpenAir Expert Webinar Series: Creative Uses of Issues Date: Thursday, July 10, 2014 Time: 1:00-2:00pm EDT We have seen a lot of ways to use issues to your advantage. In this webinar you will learn more about creative uses of issues in NetSuite OpenAir. Project Management options applicable to using the Issues feature in NetSuite OpenAir Transforming the Issues form into Action Items, Status reports, Internal project ...
  • St. Louis OpenAir User Group Monday, June 16, 2014 • 11am-2pm (CDT)
  • Washington DC OpenAir User Group Friday, June 13, 2014 • 11am-2pm (EDT)
  • OpenAir Expert Webinar Series: Financial Forecasting Date: Thursday, June 12, 2014 In this webinar you will learn more about Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials ….and more!
  • OpenAir Expert Webinar Series: Resource Management Model Comparison Date: Thursday, May 22, 2014 In this webinar you will learn more about resource management in OpenAir including: Bookings vs. Task Assignments Feature analysis Pros/Cons How to determine the best one for you? Types of resources and how to manage them Forecasting and reporting utilization
  • Boston OpenAir User Group Monday, April 21, 2014 • 11am-2pm (EDT)
  • Austin OpenAir User Group Friday, April 11, 2014 • 11am-2pm (CDT)
  • OpenAir Expert Webinar Series: Day in the Life Administration Tips Recorded April 2014 In this webinar you will learn more about all the roles an Administrator plays and best practices on how to keep life simple in each role Data Administrator (new hires, new clients) Customer Support Rep (errors, questions) Customer Service Desk (reports, data access) System Administrator (configuration changes) General Use and Reference User for OpenAir (aka ‘GURU’)
  • Atlanta OpenAir User Group Friday, March 21, 2014 • 11am-2pm (EDT)
  • OpenAir Expert Webinar Series: Advanced Invoicing (Mar 2014) Thursday, March 13, 2014 In this webinar you will learn more about: Invoice number increments and prefixes Expense groups and layouts Tips and Tricks for column alignment Use of billing codes Pass-through attachments from Expense Reports
  • San Diego OpenAir User Group Friday, February 21, 2014 • 11am-2pm (PST)
  • San Francisco OpenAir User Group Thursday, February 20, 2014 • 11am-2pm (PST)
  • OpenAir Expert Webinar Series: Advanced Form Permissions / Scripting Date: Thursday, February 13, 2014 In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and more
  • 2013 New Feature Highlights / Release Mangagement Date: Thursday, January 16, 2014 As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. In this webinar, we will highlight features introduced in 2013 which impact day to day operational efficiency and hear how ...
  • Fiscal Year Starts/End in OpenAir Originally recorded December 2013 It’s the end of the fiscal year again and your organization is facing restructuring, cost of living changes, rate changes, and maybe even globalization. Join us as we review key areas to include in your fiscal year end wrap-up and prepare for your next fiscal year. In this webinar, learn how best ...
  • Boston NetSuite OpenAir User Group Monday, November 18, 2013 • 11am-2pm (EDT)
  • Change Management in OpenAir Originally recorded November 2013 Whether rolling out a new system, new feature, or new process, change is hard. Join us as we discuss how change management approaches factor into projects as key activities and focus. In this webinar you will learn: the principles of change management how communication helps and hurts change management how to phase out the old ...
  • Seattle NetSuite OpenAir User Group Friday, November 8, 2013 • 11am-2pm (PDT)
  • Washington DC NetSuite OpenAir User Group Friday, October 25, 2013 • 11am-2pm (EDT)
  • OpenAir Expert Webinar Series: Consulting Skills Originally recorded October 2013 Are you starting a new services group? Have new hires or employees moving from technical groups to services? Need a general refresher for your team on how to identify key stakeholders on a project, clearly communicate to achieve team success, manage projects and team activities, and more. Join us for this ...
  • Atlanta NetSuite OpenAir User Group Wednesday, October 16, 2013 • 11am-2pm (EDT)
  • Top 10 Things You Should Do Within OpenAir Recorded September 12, 2013 As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. Join us to view our favorite TOP 10’s that everyone should be using in the system from Reporting calculations to Custom Field ...
  • OpenAir Expert Webinar Series: External Reporting with OpenAir Recorded August 22, 2013 Access to OpenAir data for in-depth Business Intelligence analysis is, for many, an operational need. Reports configured in OpenAir provide information for day-to-day operations; more detailed analysis needs more detailed data access. Join us as we invite Mike Uveges from Mentor Graphics to present a quick and helpful way to explore OpenAir ...
  • Denver NetSuite OpenAir User Group Friday, August 16, 2013 • 11am-2pm (MDT)
  • Oakland NetSuite OpenAir User Group Date: Thursday, August 15, 2013 Time: 11am-2pm (PDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Chicago OpenAir Reporting Workshop This 1-1/2 day session will dive into the what is available, what is possible, and how to avoid pitfalls that happen with report configuration in the OpenAir system. The course will cover: Day 1 (morning): Reporting training including advanced options such as custom calculations Day 1 (afternoon): Production report configuration and hands on exercises: Utilization and Forecasting Day ...
  • OpenAir Expert Webinar Series: Integration Options with Salesforce.com Originally recorded July 2013 Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system. In this webinar you will learn Best practices on how users integrate SFDC/OA, System alignment and user controls, How to ...
  • DC OpenAir Reporting Workshop This 1-1/2 day session will dive into the what is available, what is possible, and how to avoid pitfalls that happen with report configuration in the OpenAir system. The course will cover: Day 1 (morning): Reporting training including advanced options such as custom calculations Day 1 (afternoon): Production report configuration and hands on exercises: Utilization and Forecasting Day ...
  • Toronto NetSuite OpenAir User Group Date: Monday, June 17, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Houston NetSuite OpenAir User Group Date: Friday, June 14, 2013 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • OpenAir Expert Webinar Series: Resource Management and Alignment Originally recorded June 2013 Using tools to accomplish resource scheduling is just one step in the overall resource management process. Join us in this webinar to discuss critical points to help your company adopt and achieve success with a defined resource management module. In this webinar you will learn which resources are key in data entry, maintenance, and/or ...
  • Atlanta OpenAir Reporting Workshop This 1-1/2 day session will dive into the what is available, what is possible, and how to avoid pitfalls that happen with report configuration in the OpenAir system. The course will cover: Day 1 (morning): Reporting training including advanced options such as custom calculations Day 1 (afternoon): Production report configuration and hands on exercises: Utilization and Forecasting Day ...
  • Boston OpenAir Reporting Workshop This 1-1/2 day session will dive into the what is available, what is possible, and how to avoid pitfalls that happen with report configuration in the OpenAir system. The course will cover: Day 1 (morning): Reporting training including advanced options such as custom calculations Day 1 (afternoon): Production report configuration and hands on exercises: Utilization and Forecasting Day ...
  • Keeping the OLD and the NEW Originally recorded May 2013 As organization change structures, there is a need to pull information in old structure formats for comparison reporting and research. In this webinar we’ll discuss Ways to capture historical tag data with date ranges Understanding fields are system date controlled Which types of custom fields to avoid and which ones to use in anticipation of ...
  • San Francisco OpenAir Reporting Workshop This 1-1/2 day session will dive into the what is available, what is possible, and how to avoid pitfalls that happen with report configuration in the OpenAir system. The course will cover: Day 1 (morning): Reporting training including advanced options such as custom calculations Day 1 (afternoon): Production report configuration and hands on exercises: Utilization and Forecasting Day ...
  • SuiteWorld 2013 Date: May 13-16, 2013 Location: San Jose, CA TOP Step Consulting is excited to be a Gold Sponsor this year! Come by and visit us at Booth #608. We have a lot of exciting plans we are working on that will provide valuable information to our guests. Here are a few: Get ...
  • Columbus (OH) NetSuite OpenAir User Group Date: Monday, April 22, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Chicago NetSuite OpenAir User Group Date: Friday, April 19, 2013 Time: 11am-2pm (CDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Philadelphia NetSuite OpenAir User Group Date: Thursday, April 18, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • OpenAir Expert Webinar Series: Percent Complete in OpenAir Originally recorded April 2013 From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Provides options for revenue recognition Computes forecasting values And more…
  • Washington DC NetSuite OpenAir User Group Date: Wednesday, April 10, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Detroit NetSuite OpenAir User Group Date: Wednesday, March 13, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Boston NetSuite OpenAir User Group Date: Monday, March 11, 2013 Time: 11am-2pm (EDT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • UK NetSuite OpenAir User Group Date: Tuesday, February 26, 2013 Time: 2pm – 6pm (GMT) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow ...
  • Austin NetSuite OpenAir User Group Date: Wednesday, February 20, 2013 Time: 11am-2pm (CST) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Atlanta NetSuite OpenAir User Group Date: Tuesday, February 19, 2013 Time: 11am-2pm (EST) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • San Francisco NetSuite OpenAir User Group Date: Wednesday, February 13, 2013 Time: 11am-2pm (PST) Fee: $0 Lunch will be served during our meeting. NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. ...
  • Customizing the End-User Experience Date: Thursday, March 14, 2013 In this recorded webinar you will learn more about how to customize the end-user experience for improved system adoption in OpenAir including: Ease of use considerations against data capture requirements – how to balance this conflict Common Do’s and Don’ts on permissions and feature access (less is more!) Reports and dashboards for self service Communication ...
  • Custom Calculations Tips and Tricks Date: Thursday, February 14, 2013 In this recorded webinar you will learn more about custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks
  • OpenAir Expert Webinar Series: Advanced Reports Tab Originally recorded January 2013 In this recorded webinar you will learn more about the advanced tab reports in OpenAir including: Overview of Advanced reports – what they are and what they require Determining which reports are applicable to your business model Leveraging key advanced reports to support/enforce operational processes Reports you may have always wished existed – and do!
  • End of Year Administration Date: Thursday, December 13, 2012 In this recorded webinar you will learn more about some endo fo the year administration items that need to be handled within your OpenAir system including: Updating your holiday calendar and vacation/holiday allowance consideration Reporting impacts for year-to-date reports and custom time ranges Updating utilization targets Accounting dates And more…
  • OpenAir Expert Webinar Series: Standardizing OpenAir Reports in Your Environment Date: Wednesday, November 14, 2012 In this interactive webinar you will learn more about standardizing OpenAir reports in your environment including: Best practices for report development Handling report maintenance challenges Typical reports that should be standard in your organization
  • San Francisco NetSuite OpenAir User Group Date: Thursday, November 8, 2012 Time: 11am-2pm (PT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited for each ...
  • Consulting Summit 2012 October 25, 2012 New York, NY New trends, opportunities and best practices are emerging in the consulting profession. And, this fall’s Consulting Summit is ready to help you prepare with the intelligence you need to succeed and uncover new growth and profit drivers in 2013. The event features data-driven presentations from Kennedy Consulting Research & Advisory, as ...
  • DC NetSuite OpenAir User Group Date: Friday, October 19, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Advanced Timesheets (Oct 2012) Originally recorded October 2012 In this recorded webinar you will learn more about advanced timesheets in OpenAir including: Advanced features such as time entries tab and timesheet customization Workflow processes and time approvals Adjusting timesheets Data view and lookup controls Best practices for tracking overtime and shift work
  • Technology Services World October 15-17, 2012 Las Vegas Are you prepared for the changes that are happening within tech? Shifting customer requirements. New business and technology consumption models. The social media revolution. The convergence of consumer and business computing. The changes are taking place at great speed, and they have major implications for your services business. At TSW Service ...
  • NYC NetSuite OpenAir User Group Date: Monday, October 15, 2012 Time: 8:30am – 11am (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Resource Management in OpenAir Originally recorded September 2012 In this recorded webinar you will learn more about resource management in OpenAir including: Bookings vs. Task Assignments Feature analysis Pros/Cons How to determine the best one for you? Types of resources and how to manage them Forecasting and reporting utilization
  • DreamForce September 18-21, 2012 Moscone Center, San Francisco The cloud computing event of the year is also the Social Enterprise event of the year. This is where you’ll learn everything you need to know—from the industry leaders who are paving the way—about how the Social Enterprise revolution is changing the way we do business. To learn more about ...
  • Atlanta NetSuite OpenAir User Group Date: Monday, September 17, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Boston NetSuite OpenAir User Group Date: Thursday, September 13, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Chicago NetSuite OpenAir User Group Date: Monday, September 10, 2012 Time: 11am – 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Using Skill Profiles in OpenAir Date: Originally recorded August 2012 In this interactive webinar you will learn more about using skill profiles in OpenAir including: Creating and managing skill profiles Incorporating skill profiles into your resource management process Other uses for skill profile elements Best practice tips
  • Denver NetSuite OpenAir User Group Date: Wednesday, August 8, 2012 Time: 11am – 2pm (MT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Cleveland NetSuite OpenAir User Group Date: Monday, July 23, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited for each ...
  • Detroit NetSuite OpenAir User Group Save the date! Date: Friday, July 20, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Calendar Use in OpenAir Originally recorded July 2012 In this recorded webinar you will learn more about calendar usage in OpenAir and integration to OpenAir including: Data capture for effective and useful calendar use Vacation calendars for your teams Tips for using Outlook and Google Calendars with OpenAir
  • Toronto NetSuite OpenAir User Group Save the date! Date: Wednesday, July 18, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Cost Tracking in OpenAir Originally recorded July 2012 In this recorded webinar you will learn more about delivery effort costing approaches including: User level cost tracking – what types of hourly costs to track, handling data access permissions, and more Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to payroll hours for more accurate margin reporting
  • UK NetSuite OpenAir User Group Date: Wednesday, June 20, 2012 Time: 2pm-6pm Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited for each session, so sign ...
  • Austin NetSuite OpenAir User Group Date: Thursday, June 14, 2012 Time: 11am – 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Advanced Reporting Workshop for OpenAir (at SuiteWorld) @ NetSuite SuiteWorld Conference Date: Tuesday, May 15, 2012 Time: 12pm – 5pm (PT) Room: Sierra A This workshop will cover advanced reporting for key metrics and dashboard displays for graphical views. The workshop begins with a report training presentation covering the how-to’s for report creation in OpenAir including custom calculations, custom time ranges, custom fields, user entity ...
  • NetSuite SuiteWorld 2012 May 14-17, 2012 | San Francisco Don’t miss SuiteWorld 2012! This conference is designed specifically for NetSuite customers, partners and developers; bringing together the full strength of the NetSuite Nation ecosystem to learn and explore, network face to face, and help shape the next evolution of cloud computing services. TOP Step Consulting is looking ...
  • Technology Services World 2012 Best Practices May 7-9, 2012 | Silicon Valley Technology Services World 2012 Best Practices is an unrivaled source of peer learning, networking, and idea sharing you won’t want to miss. Join TSW for three days of thought-provoking discussion about what today’s tech companies are doing to protect, grow and evolve their service businesses. You’ll discover alternative approaches that ...
  • DC OpenAir User Group Date: Thursday, May 3 2012 (*NEW DATE – previously scheduled for April 20) Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network ...
  • New York OpenAir User Group Date: Monday, April 23, 2012 Time: 8:30am – 11am (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Communication Planning with OpenAir Originally recorded: April 2012 In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are alerts useful and what frequency is effective Customizing emails for critical content and information communication Conditionally sending notifications to avoid the ‘spam’ feel of too ...
  • Boston OpenAir User Group Date: Thursday, March 22, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Chicago OpenAir User Group Date: Friday, March 16, 2012 Time: 11am – 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Automation and Integration Data Flows with OpenAir In this recorded webinar you will learn more about how integrations can help your business be more efficient and pitfalls to watch out for including: Sales and OpenAir integrations for early resource planning and complete OpenAir forecasting reports Accounting and OpenAir integrations to avoid rekeys Accurate data from feeder systems and controls When is automation a bad idea?
  • Denver OpenAir User Group Date: Wednesday, March 14, 2012 Time: 8:30am – 11am (MT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • San Francisco OpenAir User Group Date: Friday, February 17, 2012 Time: 11am – 2pm (PT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • OpenAir Expert Webinar Series: Invoicing and Credits In this recorded webinar you will learn more about the topic of invoicing and credits including: Key configuration and permission considerations in handling invoice reviews What to be aware of in an integrated invoicing environment Best approaches for handling invoices corrections Generating credits and tracking invoice association
  • Atlanta OpenAir User Group Date: Wednesday, February 15, 2012 Time: 11am – 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Toronto OpenAir User Group Date: Friday, February 10, 2012 Time: 8:30am – 11am (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • Austin NetSuite OpenAir User Group Date: Thursday, January 26, 2012 Time: 11am – 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices, learn tips and tricks, and network with fellow OpenAir customers. Space is limited ...
  • United Kingdom OpenAir User Group TOP Step Consulting and OpenAir are organizing another UK OpenAir User Group! The topic this time around will be focused on how you approach project management and how much or little you use OpenAir in your methodology. Space is limited for each session, so sign up today and reserve your spot! Date: Wednesday, January 25, ...
  • OpenAir Expert Webinar Series: Revenue Management in OpenAir In this recorded webinar you will learn more about computing and reporting on revenue within OpenAir including: Revenue Containers – what are they and why do I need them? Deferred revenue reporting and supporting reconciliation with your Accounting system Different approaches and features to compute % complete revenue earning Considerations for forecasting of % complete, deferred revenue, and ...
  • Maintenance Considerations for Year End and Prep for 2012 It’s the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system. In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations running smooth. Topics include: Updating your holiday calendar ...
  • OpenAir Expert Webinar Series: PM and Sales Methodology Alignment In this recorded webinar you will learn more about: Sales funnel versus project lifecycle Overlap of Sales and PS information Interpretation of data – process workflow challenges versus data workflow Best practices for managing integrated solutions
  • Chicago OpenAir User Group Date: Friday, November 11, 2011 Time: 11am – 2pm (CT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: Health Data ...
  • San Francisco OpenAir User Group Date: Wednesday, November 9, 2011 Time: 11am – 2pm (PT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: NetSuite – ...
  • Confab 2011 October 22-24, 2011 Reno, Nevada The Conference for Consultants by Consultants Confab 2011 is the 34th annual conference for independent management consultants. This learning, sharing and networking event draws consultants of all disciplines from throughout the United States and several foreign countries. It is the one national conference each year specifically developed by and for consultants. The ...
  • Washington DC OpenAir User Group Date: Friday, October 21, 2011 Time: 11am – 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: Intelligent Office 1900 ...
  • OpenAir Expert Webinar Series: Advanced Reporting In this recorded webinar you will learn more about: Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges How to review your configuration to support reporting needs Typical reports that should be standard in your organization
  • Boston OpenAir User Group Date: Wednesday, October 19, 2011 Time: 11am – 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: NetSuite – Boston 268 Summer St 4th Floor Boston, MA 02210 Fee: $0
  • OpenAir Expert Webinar Series: Project Management, Earned Value Management, and Wizards In this recorded webinar you will learn more about: Plan establishment and baselining Review of EVM and schedule dependency MS Project Connector schedule interaction OpenAir Wizards Pros and Cons of schedule management. What is the right approach for you?
  • Denver OpenAir User Group Date: Friday, September 16, 2011 Time: 11am – 2pm (MT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: NetSuite – Denver 8000 S. Chester Street Suite 100 Centennial, CO 80112 Fee: $0
  • Atlanta OpenAir User Group Date: Thursday, September 15, 2011 Time: 11am – 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: Rocket Software, Inc. 3340 Peachtree Road, NE Suite 820 Atlanta, GA 30326 Fee: ...
  • United Kingdom OpenAir User Group Date: Friday, September 09, 2011 Time: 11am – 2pm (GMT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Management Best Practices Open Discussion and Best Practice sharing Location: MicroFocus The Lawn, 22-30 Old Bath Road RG14 1QN Newbury United Kingdom Fee: $0
  • Dreamforce 2011 Date: August 30 – September 2 Location: Moscone Center, San Francisco, CA TOP Step will be attending this event to learn more about the trends in cloud computing and to do some valuable networking with others interested in this topic. Are you planning to attend? If so, lets set up some time to ...
  • Austin OpenAir User Group Friday, August 26 from 11:00am – 2:00pm (CT) If you’re in the Austin, TX area, come join other OpenAir Users to learn about efficient system usage and share best practices. Lunch will be served.
  • Aligning With Your Accounting System Thursday, August 18 at 1:00 pm ET Learn more about: Accounting features within OpenAir – open periods accounting periods, accounting date Report leverage for reconciliation Functionality and process timing for information tracking Approaches for handling prepaid, ...
  • Detroit OpenAir User Group Date: Friday, July 22, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: RIIS 20750 Civic Center Drive Suite 380 Southfield, MI 48076 Fee: $0
  • OpenAir Expert Webinar Series: Subcontractor Management Approaches In this session you will learn more about: Cost tracking options within OpenAir (Pros and Cons) How to handle a mixture of approaches for costing How to handle impact on resource management Valuable metrics to aid in staffing decisions for subcontractor needs
  • Portland OpenAir User Group Date: Friday, July 15, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: Kavi Corporation 225 Southeast Main Street Portland, OR 97214 Fee: $0 Please join us for this informative session. Space is limited so register today!
  • San Francisco OpenAir Users Group Date: Thursday, July 14, 2011 Time: 11am – 2pm PT  (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: NetSuite 2955 Campus Drive, Suite 100 San Mateo, CA 94403-2511 United States Fee: $0 Please join us for this informative session. Space is limited so register today!
  • Boston OpenAir User Group Date: Friday, June 17, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: 268 Summer St, 4th Floor Boston, MA 02210 Fee: $0 Please join us for this informative session. Space is limited so register today!
  • OpenAir Expert Webinar Series: Dashboarding and Metrics In this recorded webinar you will learn more about: Overview of dashboarding in OpenAir – tips and tricks Typical and recommended dashboards How to review your configuration to support dashboards Limitations
  • New York OpenAir User Group Date: Tuesday, June 14, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: E. 40th and Madison Ave New York, NY 10016 Fee: $0 Please join us for this informative session. Space is limited so register today!
  • Washington DC OpenAir User Group Date: Tuesday, June 7, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: Intelligent Offices 1900 Campus Commons Drive, Suite 100 Reston, VA 20191 Fee: $0 Please join us for this informative session. Space is limited so register today!
  • OpenAir Expert Webinar Series: Using OpenAir Outside the System In this recorded webinar, we were joined by Godfrey Nolan of RIIS, who shared their experience in using OpenAir data outside the system. You will learn more about: Leveraging database export options for direct data access Examples of how to build reports and dashboards on exported data Tips and Tricks for working with OpenAir data Tools that ...
  • NetSuite SuiteWorld 2011 May 8-12, 2011 San Francisco, CA Experience five extraordinary days that will transform and energize your business in ways you have never imagined. Join us in San Francisco May 8–12 at SuiteWorld 2011, the first-ever global gathering of NetSuite Nation! At SuiteWorld 2011, you’ll have an unparalleled opportunity to network with your peers and meet NetSuite executives and ...
  • Technology Services World Silicon Valley 2011 May 2-4 Santa Clara, CA Technology Services World conferences provide services professionals the opportunity to learn, engage, and share strategies, best practices, and solutions with their peers. Many companies look to the conference to provide professional development for their up-and-coming managers and leaders, while others look at the conference as an opportunity for their leaders to gain ...
  • Advanced Timesheets (Apr 2011) In this recorded webinar you will learn more about: Advanced features such as time entries tab and timesheet customization Support tax reporting by region/location Workflow processes and time approvals Adjusting timesheets Best practices for tracking overtime and shift work ….and more!
  • OpenAir Advanced User Interface In this recorded webinar you will learn more about: Customizing forms to support workflow Do’s and Don’ts on terminology The value of filter sets in controlling data access Branding your OpenAir instance to align with your logo ….and more!
  • United Kingdom OpenAir User Group Date: Friday, March 11, 2011 Time: 11am – 2pm Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: Integralis Ltd. – Theale Theale House Brunel Road Theale, Reading RG7 4AQ UK Join us for the United Kingdom User Group to discuss best practices, ...
  • Atlanta OpenAir User Group Date: Thursday, March 3, 2011 Time: 11am – 2pm (Lunch will be served) Main Topic: Staffing capacity and forecasting based on resource managementSide Topics: Revenue Recognition, Best Practices on Customer PO management, Open Discussion Fee: $0 Location: Commdex Consulting 655 Engineering Drive Suite 100 Norcross, GA 30092 Join us for the next Atlanta User Group to discuss best practices, learn new tips ...
  • NC (Charlotte) OpenAir User Group Date: Wednesday, March 2, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: RedPrairie 2730 West Tyvola Road, Suite 220 Charlotte, NC 28217 (704) 926-1700 Join us for the first North Carolina User Group to discuss best practices, learn new tips and tricks, and network with ...
  • Dallas OpenAir User Group Date: Friday, February 25, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: eVerge Group 4965 Preston Park Blvd. Suite 700 Plano, TX 75093 (888) 548-1973 Join us for the next Dallas User Group to discuss best practices, learn new tips and tricks, and network with fellow ...
  • Austin OpenAir User Group Date: Thursday, February 24, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: Smartdog Services, LLC 7004 Bee Cave Road Building 3, Suite 100 Austin, TX 78746-5004 Join us for the next Austin User Group to discuss best practices, learn new tips and tricks, and network ...
  • OpenAir Expert Webinar Series: Project Budget Management In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines and actual vs. plan reports Capturing metrics for estimation feedback ….and more!
  • OpenAir Expert Webinar Series: Resource Management and Utilization in OpenAir In this webinar recording you will learn more about Approaches for resource management in OpenAir Best practices based on the dynamics of your organization Tips and tricks on adjusting utilization equations to match your company definition Capacity planning and forecasting resource needs Best-fit resource matches searching by key values ….and more!
  • OpenAir Expert Webinar Series: Forecasting – Using OpenAir As A Crystal Ball In this webinar recording you will learn more about Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials ….and more!
  • Dreamforce 2010 Date: December 6-9, 2010 Location: Moscone Center, San Francisco Dreamforce is the cloud computing event of the year. Every year attendees feel the excitement as they learn how the next wave of cloud computing can help their businesses soar. More than just a typical user conference, Dreamforce brings together all the leaders in cloud computing ...
  • OpenAir Expert Webinar Series: Advanced Invoicing (Nov 2010) In this webinar recording you will learn more about Invoice number increments Expense groups Expense insert layout Prefix, billing codes …and more!
  • Consulting Magazine's Consulting Summit Date: November 4, 2010 Location: Union League Club, New York City Now in it’s 10th year, the Consulting Summit has a new format that focuses on practical, applicable learning and ideas that are ready to be implemented at your firm right away. An affordable and convenient one-day format, in an easily accessible New York City venue, makes Consulting ...
  • NetSuite OpenAir User Summit 2010 Date: November 1, 2010 – November 3, 2010 Boston, MA
  • Release Management for OpenAir In this webinar your will learn how Release Management for OpenAir can improve your bottom line.
  • San Francisco User Group Date: October 19, 2010
  • Washington DC User Group Date: July 29, 2010
  • Boston User Group Date: July 27, 2010 Burlington, MA
  • Atlanta OpenAir User Group Date: July 26, 2010 Alpharetta, GA