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Page 2 of 36

Gaining Control Over Project Costs to Drive Profitability for Your PSO


Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss: Project budgeting process Timesheet / Expenses process for billing accuracy Empowering PMs with info they need Change order approval and management Following the webinar, we will…

PSA Webinar

February 8, 2018


Deferred/WIP Revenue Management in NetSuite OpenAir


Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will learn more about managing revenue within NetSuite OpenAir including: Reporting of WIP/Deferred approaches for handling…

January 18, 2018


Percent Complete Revenue Models in NetSuite OpenAir


Earning revenue based on delivered services is an essential component of revenue recognition. Fixed price offerings tend to rely on a percentage model for recognition. In this webinar, you will learn more about approaches to managing % complete revenue including: Hours based % complete ETC/EAC based % complete Cost based % complete Amortized schedules Following…

January 11, 2018


NetSuite OpenAir Administration Best Practices


The end of the year is upon us and this is a good time to review NetSuite OpenAir administration best practices. In this webinar you will learn about: End of year considerations Annual, Quarterly, Monthly checklists Tips to support your end users Following the webinar, we will keep the lines open for 15 minutes for…

OpenAir Webinar

December 14, 2017


PS Best Practices: Efficient Administration For Your PSA Software


You have invested in a PSA tool – now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss: What are typical responsibilities of a PSA administrator? Who owns the PSA tool? What skills should your PSA…

December 7, 2017


Look Before You Leap: 4 Steps For Embracing Change Management for NetSuite OpenAir


Let’s face it; things change in any organization. In some cases, it is due to improving your process and in other cases it may be due to organizational change such as a merger or acquisition. Are you keeping up with change in your organization? Here are four steps to embrace change and keep your NetSuite…

Look Before You Leap

November 20, 2017


NetSuite OpenAir Best Practices for Billing


In this webinar we will discuss billing options and configurations in NetSuite OpenAir. You will learn about: Billing options including prepaid handling, subscriptions, and more System configuration support & dependencies Reporting options Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

November 9, 2017


5 Big Reasons for NetSuite OpenAir System Extensions


While your NetSuite OpenAir system may have thrived for years, you may be feeling some growing pains due to changes in your services business. Core system functionality is sufficient but there is just that one little change in processing you wish would be available to better meet the needs of your business. That’s where PSA…

NetSuite OpenAir System Extensions

November 6, 2017


NetSuite OpenAir Best Practices for Timesheets


In this webinar we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics: auto-population options common scripting solutions handling timesheet corrections Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

October 12, 2017


Top 3 New Features In NetSuite OpenAir 2017.2 Release


The latest release of NetSuite OpenAir brings us some great new functionality and features. Here is our top three list we think you will also be excited about. Estimate to Complete (ETC) and Estimate at Completion (EAC) in Project Budgets The first feature we want to highlight adds Estimate at Completion (EAC) and Estimate to…

ETC and EAC in Project Budgets

October 5, 2017


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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.

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