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How to Automatically Populate a Project Name with a Project Sequence Number in OpenAir

Did you know there is an OpenAir feature that can be used to automatically populate a project name with a project sequence number per client? Sometimes there are custom fields in OpenAir that contain secret built-in functionality – we like to call them “Easter Eggs”! This feature uses one of those custom fields. How to…
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OpenAir Techniques for Forecasting Resource Utilization and Reporting

Resource utilization is a common measure in all professional services organizations. It’s a measure of productivity and of your people as assets in delivering services. Utilization can be described as a basic equation: how much have you worked and how much time do you have available to work. The numerator of the equation is the…
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TOP Step Consulting Among 10 Best Performing PSA Solution Providers 2018 List

Insights Success has once again named TOP Step Consulting to its 10 Best List Insights Success has named professional services automation (PSA) solutions provider TOP Step Consulting as one of the 10 Best Performing PSA Solution Providers 2018. Insights Success top ten list highlights PSA solution providers that distinguish themselves as leaders and consistently deliver…
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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.