Posts by Jim Schein
Beyond Out-of-the-Box: Advanced OpenAir Financial Workflows
For professional services firms, financial oversight of project budgets, accounts receivable and revenue recognition is paramount. Yet disjointed systems and manual processes often undermine visibility and control. The Challenges Several…
Read MoreThe Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm
Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing…
Read MoreGet the Most from OpenAir with API Integrations
OpenAir is a powerful professional services automation (PSA) platform. But getting the most value requires connecting it to other business systems. Integrating via OpenAir’s API unlocks new capabilities without expensive…
Read MoreStreamline Your Operations: 5 Overlooked OpenAir Features That Can Transform Your Workflow
OpenAir stands tall as a leading cloud-based Professional Service Automation (PSA) solution, known for its innovative features and unparalleled customizability. This powerful tool offers immense flexibility in time management, resource…
Read MoreImproving Time Off Request Process with an OpenAir Script
In the dynamic realm of project management, ensuring smooth time-off approval processes can pose a significant challenge. Top Step recently encountered this situation faced by one of their valued customers.…
Read MoreAutomating Entity Tag Updates with OpenAir Scripting
OpenAir’s reporting capabilities allow users to access a wealth of data. However, most data only shows the current value, not previous changes over time. This is where OpenAir’s entity tags…
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