NetSuite OpenAir Tips

Improve PSA System Adoption With Self-Service

What is self-service? Self-service means that you're providing information to the end user that will help them meet their daily goals and manage their workload, to make them aware of where their targets are and how close they are to ...

Using Assignment Groups in NetSuite OpenAir to Support Organizational Scalability

NetSuite OpenAir is a powerful tool and can accommodate growth and change.  Often, small changes can make a tremendous impact. Using assignment groups is a quick and easy way to simplify, streamline and save administrative time in the NetSuite OpenAir ...

Not All PMO’s Are the Same and Why

In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help you do this. However, a PMO is often associated with ...

Compliancy and Growth in Professional Services – Do These Really Go Together?

Can you identify when things are not going the way you want? For professional services, being predictable is key to success. To be predictable, you need standards, consistency and of course compliance. Often we may think of compliance as a ...

Keys to a Successful Professional Services Skill Database

Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving the need to define a skill database as part of ...

Using Expense Items in OpenAir to Manage Subcontractors

For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing subcontractors, both financially and as resources. There are three basic ...

Four Methods for Viewing Schedules in OpenAir

There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the ...

Choosing the Best PSA Tool for Your Needs

A PSA tool is a great way to bring efficiency to project-based organizations. If you have decided that you want to implement a PSA tool but you’re not sure which is the best one for your organization or business, here ...

Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a ...

Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a ...

Upcoming Events

Thu 21

Managing Percent Complete in OpenAir

June 21 @ 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.

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