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Page 20 of 38

Top 10 Things You Should Do Within OpenAir


As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. Join us to view our favorite TOP 10’s that everyone should be using in the system from Reporting calculations to Custom Field configuration to…

September 12, 2013


A Primer For Creating A Good Presentation


The ability to present effectively is key to consulting success. If you and members of your team cannot effectively present ideas you may be missing out on opportunities. But at the worst, you’re losing credibility, which ultimately could mean losing your client. An immense amount can be written about this subject so this is merely…

September 11, 2013


Whiskey Company Makes People Feel Good…It’s Not What You Think


People won’t remember what you say.  People will remember how you make them feel. Jack Daniel’s knows this.  And whiskey was not involved. So, what are we doing writing about a whiskey company in a blog post about consulting skills?  Because we can all learn a lesson in how to deliver difficult messages well. Back…

August 28, 2013


OpenAir Expert Webinar Series: External Reporting with OpenAir


Access to OpenAir data for in-depth Business Intelligence analysis is, for many, an operational need. Reports configured in OpenAir provide information for day-to-day operations; more detailed analysis needs more detailed data access. Join us as we invite Mike Uveges from Mentor Graphics to present a quick and helpful way to explore OpenAir data mining outside…

August 22, 2013


You Are The Consultant…Are Questions Important?


As consultants, we are hired as experts in our field. Our expertise may be technical, strategic, or process-oriented.  But no matter what, our clients expect us to know stuff.  Sometimes we pressure ourselves into thinking we should not ask questions because of our position as “experts”. Books (and chapters in books) have been written about…


‘Martial’ Consulting


I once had the opportunity to spar (that is, “practice fight”) with a world-renowned master, champion martial artist.  I had 7 years of martial arts training, but this gentleman was far out of my league.  Luckily, he was very nice to me and only defended himself (no attacks).  He told me something I will never…

August 15, 2013


Do The Easy Stuff Perfectly


Every company or work group has one or two superstars who can get away with ignoring administrative duties and breaking rules. These folks are so consistently brilliant with technology or sales that the manager is forced to tolerate their disrespect for policy. If you are one of these people, we see that silly grin on…

August 7, 2013


OpenAir Expert Webinar Series: Integration Options with Salesforce.com


Provide a seamless integration from opportunity to project by integrating your Salesforce system with OpenAir. With a SFDC-OA or bi-directional integration, information can be kept in sync and shared with users in each system. In this webinar you will learn Best practices on how users integrate SFDC/OA, System alignment and user controls, How to avoid…

July 18, 2013


Importance Of Confidentiality


Wherever consultants gather…airports, hotels, Starbucks…we often find ourselves sharing detailed, unfiltered stories about our jobs. This is natural human behavior. It’s also a really bad idea. Clients have a legitimate expectation that we will be discreet, even with information that isn’t labeled “Proprietary and Confidential”. For us to help them, they have to tell us…


Delivering “Bad News”


Bad news is only bad news when it is too late A consultant friend called not long ago to tell me her client was several weeks late on delivering some critical data. The only problem was, go live was only two weeks away and my colleague was going to be on holiday during one of…

July 11, 2013


Page 20 of 38

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OpenAir Advanced Reporting Tips and Tricks

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Best Practices for Using Tags in OpenAir

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