Skip to content

Search Our Resources

Select one or more Post Types, PSAs and/or Topics from the drop-down menus.  The search results will automatically populate below.

  • Type

  • Topics

  • Reset
Found 11 Results
Page 1 of 2

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…

Key Performance Indicator (KPI) workinng with Business Intelligence (BI) metrics to measure achievement and planned target.co working team meeting concept,businessman using smart phone and digital tablet and laptop computer.

Tags: ,

April 11, 2024


Webinar: 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…

Project Management Techniques by Project Type

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…

Project Management Techniques by Project Type

March 8, 2018


Capturing Project Status and Metrics in OpenAir


Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be…

Capturing Project Status and Metrics

September 13, 2017


Metrics, Measures, and Motivation: Equations for Professional Services Success


Professional Services rely on people and processes to be successful. Metrics are often established to view trends and set objectives, allowing PS management to keep a finger on the pulse…

Metrics Measures and Motification Keys to PS Success

May 24, 2017


Managing Change in Professional Services


In this session you will learn: How to use metrics to identify the need for change in the organization Introducing change and change management How business mergers and acquisitions can…

Generic Webinar

October 6, 2016


How To Do Metrics Reporting in OpenAir


Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance.…

Generic Webinar

February 18, 2016


Under the Hood: PS Operations At A Glance Today


We often get caught up in in the day to day operational details of our services organizations, and it is difficult to see the forest for the trees. Join us…

Generic Webinar

February 11, 2016


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 reporting capabilities.

Report graphs

February 1, 2016


OpenAir Expert Webinar Series: PS Reporting Metrics


Metrics are proven to be an effective way to evaluate your performance. However metrics can be just another distraction unless there is a clear association for how they will help…

Generic Webinar

December 17, 2015


Page 1 of 2

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.

Scroll To Top