Project Management Techniques by Project Type

Projects are like a book - they have a beginning, a middle, and an end. How we move through those stages to accomplish goals and meet deadlines is the responsibility of the Project Manager. In this webinar, we’ll talk about some project management techniques such as plan vs. actual hours ...

Project Budget Management, Earned Value Management, and Reports

On-time and on-budget is the goal of every delivered project. OpenAir has multiple approaches and features to reach this key objective. In this webinar you will learn: Establishing a plan and budget Review EVM solutions, and Leveraging standard and configured complex reports Following the presentation, we will open the lines ...

Measuring Project Performance for Project Forecasting

In this webinar, we will discuss how project managers can use Earned Value Management to measure project performance. With an EVM model, project managers can review and adjust project delivery plans in a more proactive manner from both a cost and a schedule angle. Being proactive typically translates into being ...

How to Implement Project Management Oversight in OpenAir

Project delivery is the focus of your organization so OpenAir should be the tool that helps keep that focus in line with expectations and process. In this webinar you will learn: How to establish templates Define permissions and controls How to set up alerts, notifications, and leverage project status options. ...

Do You Need a Project Management Office?

Do you need a PMO and, if so, what kind? Believe it or not, not all PMOs are alike. In this webinar we will discuss: Benefits of establishing a PMO Types of methodologies for PMOs, and Typical objectives and roles a PMO plays in your Professional Services Organization. Following the ...

Financial Management Reporting and Metrics in NetSuite OpenAir

In this webinar, we will take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir Topics we will cover include: Backlog and pipeline forecasting against plan Budget to actual project views Intercompany revenue Dashboards for at a glance data views Following ...

Financial Management Reporting and Metrics for Predictive Accuracy

In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover include: Revenue plan vs. actuals visibility Trending and forecasted margin ...

Cost Tracking Approaches with NetSuite OpenAir

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking Cost transfers between departments/regions with considerations for at cost, standard rates, or ...

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 ...

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 ...

Keep in Touch

Stay informed of tips,
news, and webinars

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

Upcoming Webinars

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.

Privacy Policy  |  Terms of Service  |  Site Map