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Page 3 of 38

Financial Management Reporting and Metrics in NetSuite OpenAir


In this webinar, we will take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir Topics we will cover include: Backlog and pipeline forecasting against plan Budget to actual project views Intercompany revenue Dashboards for at a glance data views Following the webinar, we will open…

March 15, 2018


Financial Management Reporting and Metrics for Predictive Accuracy


In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover include: Revenue plan vs. actuals visibility Trending and forecasted margin by type of project Average…

March 8, 2018


Cost Tracking Approaches with NetSuite OpenAir


Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to payroll…

OpenAir Webinar

February 15, 2018


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


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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.