How to Implement Project Management Oversight in OpenAir

Project delivery is the focus of your organization so OpenAir should be the tool that helps keep that focus in line with expectations and process. In this webinar you will learn: How to establish templates Define permissions and controls How to set up alerts, notifications, and leverage project status options. ...

Do You Need a Project Management Office?

Do you need a PMO and, if so, what kind? Believe it or not, not all PMOs are alike. In this webinar we will discuss: Benefits of establishing a PMO Types of methodologies for PMOs, and Typical objectives and roles a PMO plays in your Professional Services Organization. Following the ...

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 ...

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 ...

Cost Tracking Approaches with NetSuite OpenAir

Labor costs are an important measure in OpenAir, contributing to a number of metrics and reports. In this webinar, we will take a deep dive into delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking Cost transfers between departments/regions with considerations for at cost, standard rates, or ...

Gaining Control Over Project Costs to Drive Profitability for Your PSO

Many things can impact project margins and overall profitability of your professional services organization. Budgeting, approval, and monitoring practices are critical to success. In this webinar, we will discuss: Project budgeting process Timesheet / Expenses process for billing accuracy Empowering PMs with info they need Change order approval and management ...

Deferred/WIP Revenue Management in NetSuite OpenAir

Invoicing and revenue recognition work together to provide financial reports of deferred revenue and WIP revenue. A number of scenarios are possible when determining how best to track and report on these key financial terms. In this webinar, you will learn more about managing revenue within NetSuite OpenAir including: Reporting ...

Percent Complete Revenue Models in NetSuite OpenAir

Earning revenue based on delivered services is an essential component of revenue recognition. Fixed price offerings tend to rely on a percentage model for recognition. In this webinar, you will learn more about approaches to managing % complete revenue including: Hours based % complete ETC/EAC based % complete Cost based ...

NetSuite OpenAir Administration Best Practices

The end of the year is upon us and this is a good time to review NetSuite OpenAir administration best practices. In this webinar you will learn about: End of year considerations Annual, Quarterly, Monthly checklists Tips to support your end users Following the webinar, we will keep the lines ...

PS Best Practices: Efficient Administration For Your PSA Software

You have invested in a PSA tool - now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss: What are typical responsibilities of a PSA administrator? Who owns the PSA tool? ...
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Upcoming Webinars
Jun 13

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.