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…

Read More

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…

Read More

Capturing Project Status and Metrics in OpenAir

Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

Read More

Managing Change in Professional Services

In this session you will learn: How to use metrics to identify the need for change in the organization Introducing change and change management How business mergers and acquisitions can drive process standardization

Read More

How To Do Metrics Reporting in OpenAir

Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir. Our live webinars are now 30 minutes to more easily fit…

Read More
Page 1 of 212

Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

There are no upcoming events at this time.

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.

Privacy Policy  |  Terms of Service  |  Site Map