Recorded Webinars

NetSuite OpenAir Best Practices for Billing

In this webinar we will discuss billing options and configurations in NetSuite OpenAir. You will learn about: Billing options including prepaid handling, subscriptions, and more System configuration support & dependencies Reporting options Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

NetSuite OpenAir Best Practices for Timesheets

In this webinar we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics: auto-population options common scripting solutions handling timesheet corrections Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PS Best Practices: Timesheets Capture More Than Hours Worked

In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked. In this webinar you will learn best practices regarding: end user ease of use considerations data capture to assist with report and financials notifications and compliance

Project Budget Management in NetSuite OpenAir

In this webinar we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Measuring and Reporting Project Health With Key Performance Indicators

In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep the lines open for 15 minutes for open discussion and ...

Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

Revenue Forecasting is an art and a science. Good forecasting isn't just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches. Following the webinar, ...

Resource Management Techniques in FinancialForce PSA

In this recorded webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips

Resource Management Techniques in NetSuite OpenAir

In this recorded webinar you will learn more about resource management in NetSuite OpenAir including: bookings vs. task assignments data entry and maintenance tips and a variety of visual dashboards, features, and reports for at a glance information  

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

Upcoming Webinars

Dec 14

NetSuite OpenAir Administration Best Practices

December 14 @ 1:00 pm - 1:30 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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