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Found 29 Results
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Project Management Techniques by Project Type

Projects are like a book – they have a beginning, a middle, and an end. How we move through those stages to accomplish goals and meet deadlines is the responsibility of the Project Manager. In this webinar, we’ll talk about some project management techniques such as plan vs. actual hours and cost delivery, percent complete…

June 14, 2018

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. Following the presentation, we will…

April 19, 2018

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…

Captureing Project Status and Metrics

September 13, 2017

Using Assignment Groups in NetSuite OpenAir to Support Organizational Scalability

NetSuite OpenAir is a powerful tool and can accommodate growth and change.  Often, small changes can make a tremendous impact. Using assignment groups is a quick and easy way to simplify, streamline and save administrative time in the NetSuite OpenAir system. Assignment groups are simple to set up and can be a significant time saver…

Using Assignment Groups

March 17, 2017

Not All PMO’s Are the Same and Why

In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help you do this. However, a PMO is often associated with negative connotations such as additional process, resources, and cost that if not implemented to benefit…

Project Management

February 14, 2017

FinancialForce for Project Management Oversight

In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication

December 15, 2016

OpenAir for Project Management Oversight

In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication

December 8, 2016

Project Management Oversight and the Need for a Project Management Office (PMO)

In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?

December 1, 2016

Planners: FinancialForce PSA v15

There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are you looking for ways to give your resource managers the tools necessary to view and manage project staffing across the organization in a single UI?…

July 11, 2016

The Modern PMO: How PMO Perception and Implementation Have Evolved Over Time to Impact Business

A PMO is meant to introduce standards, enforce policies and procedures, and be an oversight to project delivery. Over the years, the term PMO has introduced negative connotations of overhead costs, paperwork, and lack of action based on too much information being gathered for consumption. So the question must be asked – are PMO’s still…

October 15, 2015

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Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370

Upcoming Webinars

Thu 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Thu 29

OpenAir Advanced Reporting Tips and Tricks

November 29 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

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.