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Importance of Managing Capacity vs Demand in your PS Organization


In this session you will learn the strategies for managing capacity versus demand to drive successful project delivery and client satisfaction in your PS organization: Identifying skill demand to align with staff development Planning resource needs Measuring key resource management metrics Following the presentation, we will open the lines for a 15-minute live Q&A discussion.

July 12, 2018


Strategies For Improving Resource Management In Your Professional Services Organization


Most likely, your professional services organization ultimately sells one thing and one thing only – the expertise of your consultants in billable hours. With time being the ultimate commodity, you must have robust systems in place to track how your resources are being utilized and billed. The Two Basic Resource Management Approaches Typically, your professional…

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July 10, 2018


Managing Percent Complete in OpenAir


From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is handled both natively and with customizations. Following the presentation, we will open the lines for a…

June 21, 2018


Project Management Techniques by Project Type


Projects are like a book – they have a beginning, a middle, and an end. How we move through those stages to accomplish goals and meet deadlines is the responsibility of the Project Manager. In this webinar, we’ll talk about some project management techniques such as plan vs. actual hours and cost delivery, percent complete…

June 14, 2018


Project Budget Management, Earned Value Management, and Reports


On-time and on-budget is the goal of every delivered project. OpenAir has multiple approaches and features to reach this key objective. In this webinar you will learn: Establishing a plan and budget Review EVM solutions, and Leveraging standard and configured complex reports Following the presentation, we will open the lines for a 15-minute live Q&A…

May 17, 2018


3 Methods for Establishing a Professional Services Revenue Forecast


Forecasting 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 the past to define revenue forecasts as a…

3 Methods for Establishing a Professional Services Revenue Forecast

May 14, 2018


Measuring Project Performance for Project Forecasting


In this webinar, we will discuss how project managers can use Earned Value Management to measure project performance. With an EVM model, project managers can review and adjust project delivery plans in a more proactive manner from both a cost and a schedule angle. Being proactive typically translates into being profitable! Following the presentation, we…

May 10, 2018


Spring Into The Year With These Three Cool New NetSuite OpenAir Features


The first release of 2018 took place in your OpenAir production environment last month. Blooming up this spring are some great new features. Here are a few of our favorites how you can benefit from them. Save List View Configurations You have your favorite list view within a given module; you configure the view and…

May 3, 2018


How to Implement Project Management Oversight in OpenAir


Project delivery is the focus of your organization so OpenAir should be the tool that helps keep that focus in line with expectations and process. In this webinar you will learn: How to establish templates Define permissions and controls How to set up alerts, notifications, and leverage project status options. Following the presentation, we will…

April 19, 2018


Do You Need a Project Management Office?


Do you need a PMO and, if so, what kind? Believe it or not, not all PMOs are alike. In this webinar we will discuss: Benefits of establishing a PMO Types of methodologies for PMOs, and Typical objectives and roles a PMO plays in your Professional Services Organization. Following the presentation, we will open the…

PSA Webinar

April 12, 2018


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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.