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Found 373 Results
Page 10 of 38

OpenAir Time & Expense Best Practices in a Mobile World


In this session you will learn: Streamlining expense management in OpenAir How to enable seamless time tracking by project, phase, and tasks Approval controls for managers on the go

September 15, 2016


Mobile Usage with Professional Services


In this session you will learn: Mobile apps that assist with your professional services strategy The importance of being able to work remotely in professional services Information consumption and the challenges with mobile overload

September 8, 2016


Using Expense Items in OpenAir to Manage Subcontractors


For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing subcontractors, both financially and as resources.

OpenAir New Receipt

August 24, 2016


FinancialForce 3rd Party Integration Add-ons


In this session you will learn: What FinancialForce add-ons are best for your professional services organization Tips for integrating programs into FinancialForce including Basecamp, Google apps and others 3rd party vs. FinancialForce feature consideration

August 18, 2016


Scripting in OpenAir


In this session you will learn: How Scripting can be incorporated to extend system validation logic and data processing Advances in Form Permissions logic Determining when to use Scripting, Form Permissions, and more

August 11, 2016


When Does It Make Sense to Expand Technology for Your PS Operations?


In this session you will learn: Knowing when to add a PSA tool for more efficient operations The ways a PSA tool enhances business operations Best of breed solutions and integrations

August 4, 2016


Four Methods for Viewing Schedules in OpenAir


There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the application. If you have longer term projects, this can be a very helpful view. By…

August 3, 2016


Connecting PS with Your "Cloud Print" with FinancialForce PSA


Recorded: July 21, 2016 In this session you will learn: Common integrations inside and outside the FinancialForce world Data transformation consideration Processing controls and automation recommendations Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15 minutes…

July 21, 2016


Connecting PS with Your "Cloud Print" Integrating with Dell Boomi


In this session you will learn: Tips for using Dell Boomi to integrate cloud applications Common workflows and how to approach them Governance controls and maintenance considerations Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online for an additional 15…

July 14, 2016


Connecting PS With Your “Cloud Print”


In this session you will learn: Using cloud solutions to drive your PS Strategy How integrating your IT cloud print can increase your business efficiency Do’s and Don’ts when considering integrations Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we will stay online…


Page 10 of 38

Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Nov 08

OpenAir Advanced Reporting Tips and Tricks

November 8 @ 1:00 pm - 1:45 pm
Nov 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

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.