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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 and cost delivery, percent complete…

June 14, 2018


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 for a 15-minute live Q&A…

May 17, 2018


3 Methods for Establishing a Professional Services Revenue Forecast


Forecasting 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 little bit of instinct. There are three basic methods of forecasting that I’ve used in the past to define revenue forecasts as a…

3 Methods for Establishing a Professional Services Revenue Forecast

May 14, 2018


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 profitable! Following the presentation, we…

May 10, 2018


Spring Into The Year With These Three Cool New NetSuite OpenAir Features


The first release of 2018 took place in your OpenAir production environment last month. Blooming up this spring are some great new features. Here are a few of our favorites how you can benefit from them. Save List View Configurations You have your favorite list view within a given module; you configure the view and…

May 3, 2018


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. Following the presentation, we will…

April 19, 2018


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 presentation, we will open the…

PSA Webinar

April 12, 2018


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 the webinar, we will open…

March 15, 2018


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 by type of project Average…

March 8, 2018


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 mark-ups Adjusting cost to payroll…

OpenAir Webinar

February 15, 2018


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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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