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Revolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial…
Tags: CRO Solutions, NetSuite OpenAir
April 16, 2024
Revolutionizing Clinical Research Operations: Streamlining Financial Management and Study Execution for CRO
Ronn Breaux, Top Step President and CEO, and Christopher Manchester, Sikich NetSuite Alliance Director, recently discussed the clinical research landscape and how it can transform your CRO’s financial management and…
April 12, 2024
5 Essential Metrics for Professional Services Leaders to Drive Success
As a Professional Services (PS) leader, keeping a pulse on your organization’s health is crucial for making informed decisions and driving success. By focusing on key metrics that cover the…
Tags: Metrics, PS Best Practices
April 11, 2024
Ways to Manage Project Budgets
Recently we released our latest video on ways to manage project budgets in NetSuite OpenAir. In this video we shared valuable insights and strategies to help you stay on top…
Tags: Project Budget
March 28, 2024
Beyond Out-of-the-Box: Advanced OpenAir Financial Workflows
For professional services firms, financial oversight of project budgets, accounts receivable and revenue recognition is paramount. Yet disjointed systems and manual processes often undermine visibility and control. The Challenges Several…
February 28, 2024
Effective Utilization Reporting in OpenAir
Recently we released our latest video on how to effectively track utilization in NetSuite OpenAir. In this video we shared how OpenAir’s flexible features can help you define and monitor…
February 27, 2024
The Unchanging Heart of Professional Services in an Age of AI
The march of technology often seems unstoppable. Artificial intelligence and automation are transforming industry after industry, changing the nature of work and the skills needed to thrive. It can be…
Tags: Client Relationships, PS Best Practices
January 31, 2024
Secrets to Managing Invoice Layouts in OpenAir
Recently we released our latest video on how to manage invoice layouts in OpenAir. In this video we discuss and demonstrate how to custom invoice layouts for both internal and…
January 23, 2024
Scripting Your OpenAir Success Story: Tales from the Front Lines
OpenAir is a powerful professional services automation (PSA) platform that helps organizations manage key business processes like project management, resource management, time tracking, expense reporting and more. One of the…
Tags: OpenAir Scripts
January 18, 2024
The Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm
Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing…
January 4, 2024
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