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Best Practices for Auditing Data in Your Professional Services Automation System
In this recorded webinar, we discuss best practices to auditing PSA data. This includes: How audits support business processes Types of data to audit Frequency and ownership
February 13, 2023
OpenAir as a Collaboration Tool using Scripting
Every professional services firm faces multiple challenges on its path to success. There’s a need to acquire new clients, retain existing ones, optimize billable hours, handle complex projects, manage payments,…
Tags: NetSuite OpenAir, Scripting
January 24, 2023
OpenAir Invoicing Tips and Tricks
In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. This includes: Invoice number increments Expense groups Expense insert layout Prefix, billing codes
January 20, 2023
Tips for Demand Planning in OpenAir
Demand planning is a critical practice in Professional Services operations. It involves forecasting or predicting future human, capital, infrastructure, and other resources for customizing the output. For example, demand planning…
Tags: Demand Planning, Project Management
January 11, 2023
Superpower your OpenAir Reporting Engine with the Business Intelligence Connector and Scripting
A good PSA solution should provide data-driven reporting and advanced analytics that offers a complete overview of your PS business. NetSuite OpenAir was designed with this in mind. It incorporates…
Tags: NetSuite OpenAir, OpenAir Scripts, Project Management
December 22, 2022
Peeling Back The Layers For Demand Planning In OpenAir
In this recorded webinar, we will peel back the layers for how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations.
December 12, 2022
Capacity Planning in OpenAir
Capacity planning is an essential part of managing a project-based business. How do we define capacity planning? Generally, it answers the question, “what is the staff I have available to…
Tags: capacity planning
December 9, 2022
Want a Simple Way to Highlight Project Health?
Tracking project health is essential to the success of project management. Assessing a project at any point during its lifecycle helps understand its performance against the set goals. Health checks…
Tags: NetSuite OpenAir, Project Management, Projects
November 28, 2022
Tips And Insights For How To Do Capacity Planning In OpenAir
In this recorded webinar, we review tips for how to do capacity planning in OpenAir.
November 14, 2022
Guide to using Custom Calculations in OpenAir
NetSuite OpenAir is already a powerful all-around PSA solution as it is. It has a ton of features and functionalities to promote quality project management. However, some of these features…
Tags: Custom Calculations, NetSuite OpenAir
November 8, 2022
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