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Page 10 of 35

Planning and Managing Growth in a Professional Services Organization


As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes be more complex than obtaining growth. This is especially true for companies with growth beyond what they were expecting. On the opposite side, other organizations are performing slower than hoped…

graphs and charts

April 1, 2016


Success With PSA Tools: Obtaining Maximum Operational Success with Professional Service Automation (PSA) Tools


A Professional Services Automation (PSA) Tool is a software solution generally used to gather information and analysis required for Professional Services (PS) organizations. However, PSA solutions are not limited to Professional Services organizations, as they are comprised of components that serve the needs of many types of project-based organizations. At the core, a PSA solution…

March 23, 2016


Forecasting and Managing Growth in a Professional Services Organization


In this recorded webinar we discuss the pros and cons of forecasting approaches for managing growth in PS.

March 10, 2016


How Professional Services Automation (PSA) Can Improve Your Operational Success


What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such as CRM and ERP. But, have you heard about PSA? PSA, the acronym for professional services automation is, in simple terms, a software solution that helps to gather information to…

February 23, 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. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir. Our live webinars are now 30 minutes to more easily fit…

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 in this webinar where we will discuss your PS operations at a glance and how to set up your PS metrics and reporting. What metrics…

February 11, 2016


Four Options For Integrating with NetSuite OpenAir


The challenge with multiple systems in an organization is they can create silos of information, where each system requires redundant information entry. Silos of information can create the perception of unreliable information and inefficient processes within your organization. Integrating systems can create a harmonious and cohesive overall solution where data is accurate and timely. NetSuite…

February 8, 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


The Top 5 OpenAir Features and Why You Should Be Using Them


Join us to learn about our Top 5 OpenAir Features you should know about and why you should be using them. Some of these may surprise you! We will discuss and demonstrate our top five so you can put them to use in your own organization. Our live webinars are now 30 minutes to more…

January 21, 2016


Why PSA?


You want your services organization to be the best it can. During this webinar we will discuss the role professional services automation (PSA) plays in becoming the best of the best as a services organization. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation,…

January 13, 2016


Page 10 of 35

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