Recorded Webinars
Best Practices for Auditing Data in Your Professional Services Automation System
| | PSA Best Practices
In this recorded webinar, we discuss best practices for auditing PSA data. This will include: How audits support business processes Types of data to audit Frequency and ownership
Top Step’s Take on the Fall of 2021 New Release
| | New Features | Release Management
In this recorded webinar, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. Some features we will review include: OpenAir Mobile, OpenAir NetSuite Connector, OpenAir Projects, and OpenAir User Experience
Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector
| | Business Intelligence
The OpenAir Business Intelligence Connector gives you access to OpenAir from existing reporting, business intelligence, workflow, and integration applications. The connector allows you to access OpenAir data without the need to write code. In this recorded webinar, you will learn ...
Managing Percent Complete in OpenAir
| | Revenue Forecasting | Revenue Management
From managing task completion to revenue recognition, percent complete is a complex topic with many configuration options. In this recorded webinar, you will learn how OpenAir: Calculates task percent complete Features to manage percent complete How percent complete forecasting is ...
Best Practices for Using Tags in OpenAir
| | PSA Best Practices
Tagging data in OpenAir can be a powerful tool. In this recorded webinar, we will review best tips and tricks and how to use tags effectively. We will discuss: How best to tag key objects for metrics Tagging in custom ...
OpenAir Resource Management Model Comparisons
| | Resource Management
Resource Management is something that every Professional Services organization has to figure out. In this recorded webinar, we talk about different ways to tackle Resource Management and how to determine what is best for you. We discuss: Resource Management Approaches ...
Scheduling Techniques & Bench Management in OpenAir
| | Scheduling
In this recorded session, you will learn how to better identify talent to fill necessary roles that are critical for executing your business strategy. This includes: How to define critical roles and assign tasks in OpenAir How to schedule resource ...
Project Budget Management, Earned Value Management, and Reports
| | Project Budget
In this recorded webinar, we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports.
Top Step’s Take On The Spring 2021 Release
| | Release Management
In this recorded webinar, we review the latest OpenAir release features and highlighting how they can help your OpenAir System.
How to Implement a Project Management Oversight in OpenAir
| | Project Management
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 recorded webinar, you will learn: How to establish templates Define permissions and controls ...
