Gaining Control Over Project Costs to Drive Profitability for Your PSO

Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss: Project budgeting process Timesheet / Expenses process for billing accuracy Empowering PMs with info they need Change order approval and management Following the webinar, we will…

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Auto-Reject Timesheets When Booking Exceeded

Do you need to prevent people from entering time past the number of hours that they are booked on a project? This script will analyze each timesheet waiting for “validation” approval. If the hours are exceeded for the user/project booked hours, the timesheet will be rejected and the user (and others if desired) will be…

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Deferred/WIP Revenue Management in NetSuite OpenAir

Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will learn more about managing revenue within NetSuite OpenAir including: Reporting of WIP/Deferred approaches for handling…

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Percent Complete Revenue Models in NetSuite OpenAir

Earning revenue based on delivered services is an essential component of revenue recognition. Fixed price offerings tend to rely on a percentage model for recognition. In this webinar, you will learn more about approaches to managing % complete revenue including: Hours based % complete ETC/EAC based % complete Cost based % complete Amortized schedules Following…

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NetSuite OpenAir Administration Best Practices

The end of the year is upon us and this is a good time to review NetSuite OpenAir administration best practices. In this webinar you will learn about: End of year considerations Annual, Quarterly, Monthly checklists Tips to support your end users Following the webinar, we will keep the lines open for 15 minutes for…

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PS Best Practices: Efficient Administration For Your PSA Software

You have invested in a PSA tool – now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss: What are typical responsibilities of a PSA administrator? Who owns the PSA tool? What skills should your PSA…

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Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Nov 08

OpenAir Advanced Reporting Tips and Tricks

November 8 @ 1:00 pm - 1:45 pm
Nov 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

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.