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

  • PSA

  • Topics

  • Reset
Found 360 Results
Page 10 of 36

Scheduling Techniques and Bench Management in FinancialForce PSA

FinancialForce PSA resource scheduling often begins with resource requests instead of entering or scheduling transactions directly against a project. Resource requests are not required for forecasting resource capacity and demand in FinancialForce PSA, but they can be helpful. Resource requests are high-level frameworks around future resource requirements, so unlike assignments, they do not pair with…

June 15, 2016

Subcontractor Management for Professional Services

In this recorded webinar you will learn: Valuable metrics to aid in staffing decisions for subcontractor needs How to handle a mixture of approaches for costing How to handle impact on resource management Tips for subcontractor pool management

June 9, 2016

Choosing the Best PSA Tool for Your Needs

A PSA tool is a great way to bring efficiency to project-based organizations. If you have decided that you want to implement a PSA tool but you’re not sure which is the best one for your organization or business, here are a few things to consider. The first step is to determine the requirements you…

PSA Circle

June 8, 2016

Deciding Critical Roles and Scheduling Methods in OpenAir

Identifying Resource Roles When managing your bench schedule in OpenAir, you must identify what roles are needed. Generic resources can be used while in the planning and the pre-sales process prior to main users being identified, and assigned to a project. Generic resources will act as the placeholder in reports to also determine capacity planning.…


May 31, 2016

Webinar: Skills and Scheduling in OpenAir

In this session you will learn: The best methods for tracking employee schedules in OpenAir Skill profile tracking and tips Measuring and forecasting capacity vs. demand Tracking plan vs. actual for project delivery success Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we…

May 19, 2016

Managing Capacity vs. Demand in your PS Organization

In this session you will learn: Usefulness of employee skills, staff development, and skill demand Usefulness of planning resource needs by skill or role Tips to optimize talent management, resource utilization, financial operations, and reporting How to ensure successful project delivery and improve client satisfaction

May 12, 2016

NetSuite OpenAir’s New Report Interface – The Next Generation Report Editor

NetSuite OpenAir helps you streamline your services operation, giving you complete visibility and control of your projects individually and collectively. A key element to making the most of the system you use every day is your ability to get the most out of the reports you generate. This guide will help you do just that.…

May 1, 2016

Webinar: Scheduling Techniques & Bench Management in OpenAir

In this session you will learn: How to define critical roles and assign tasks in OpenAir How to better identify talent to fill necessary roles that are critical for executing your business strategy How to schedule resource effort more efficiently How to achieve organizational objectives during times of slow growth Our live webinars are now…

April 21, 2016

Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization 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…

April 19, 2016

Find My PS iStaff

In this session you will learn: How to manage your onsite and remote team more efficiently How your remote team works differently than you How to best leverage tools and mobile features How best to engage and communicate with employees Our live webinars are now 30 minutes to more easily fit into your busy schedule.…

April 14, 2016

Page 10 of 36

Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370

Upcoming Webinars

Jul 19

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