NetSuite OpenAir Tips

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 ...

Planning and Managing Growth in a Professional Services Organization

As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes be more complex than obtaining growth. This is especially true for companies with growth beyond ...

How Professional Services Automation (PSA) Can Improve Your Operational Success

What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such as CRM and ERP. But, have you heard about PSA? PSA, the acronym for professional ...

Four Options For Integrating with NetSuite OpenAir

The challenge with multiple systems in an organization is they can create silos of information, where each system requires redundant information entry. Silos of information can create the perception of unreliable information and inefficient processes within your organization. Integrating systems ...

3 Simple Steps for Setting Up Your Metric and Reporting System in NetSuite OpenAir

Reports are fundamental to providing the information needed to run your business. Keeping your Professional Services organization focused on what is important is critical to achieving the goals of the business. The NetSuite OpenAir system has an extensive set of ...

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