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Page 11 of 51

3 Big Time Savings with Professional Services Automation


Professional service organizations have a lot of moving parts. Resources have different skills, different availability, and even different regional access. Project leaders juggle multiple client priorities. Team leads need to…

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November 4, 2021


Top Step’s Take on the Fall of 2021 New Release


In this recorded webinar, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review include: OpenAir Mobile, OpenAir NetSuite Connector, OpenAir Projects,…

OA Top Step's Take on Fall 2021 new release

November 1, 2021


The Best of Both Worlds: Jira and OpenAir PSA


The Best of Both Worlds: Jira and OpenAir PSA By Jim Schein Jira is an incredibly popular tool with technology teams, with more than 65,000 businesses that rely on its…

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October 21, 2021


Getting Started With The OpenAir Project Center


The Project Center is a newer feature, that allows users to edit tasks, milestones, phases, and bookings from a single editable list view. Since no forms are required for editing…


Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector


The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need…

OA Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

October 15, 2021


OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite OpenAir Release Features


NetSuite OpenAir’s October 2021 release is primarily focused on building on previous interface enhancements to UI4. If your organization has not already switched to the new user interface, now is…

OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite Release Features

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October 14, 2021


The Power of Percent Complete in OpenAir


Understanding when a project will be complete is critical for a professional services organization. Project completion impacts budgets, resourcing, sales, hiring, revenue realization, and reporting. Regardless of what the definition…

OA The Power of Percent Complete in OpenAir

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October 7, 2021


3 Pitfalls to Avoid When Implementing a PSA Solution


The process of implementing a Professional Services Automation (PSA) solution can be a long one. Cost justifications, platform comparisons, discussions with vendors – once it’s done, your organization is simply…

OA 3 Pitfalls to Avoid When Implementing a PSA Solution

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September 27, 2021


Managing Percent Complete in OpenAir


From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this recorded webinar, you will learn how OpenAir: Calculates task percent complete…

OA Managing Percent Complete in OpenAir

September 13, 2021


Best Practices for Using OpenAir Entity Tags


Professional services organizations rely on their PSA tool to provide accurate and complete data in order to operate effectively. It is critical that the data stored in your PSA is…

Using Entity Tags in OpenAir

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September 10, 2021


Page 11 of 51

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.

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