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Measuring Project Performance for Project Forecasting


In this webinar, we will discuss how project managers can use Earned Value Management to measure project performance. With an EVM model, project managers can review and adjust project delivery plans in a more proactive manner from both a cost and a schedule angle. Being proactive typically translates into being profitable! Following the presentation, we…

May 10, 2018


Spring Into The Year With These Three Cool New NetSuite OpenAir Features


The first release of 2018 took place in your OpenAir production environment last month. Blooming up this spring are some great new features. Here are a few of our favorites how you can benefit from them. Save List View Configurations You have your favorite list view within a given module; you configure the view and…

May 3, 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


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 presentation, we will open the…

PSA Webinar

April 12, 2018


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 the webinar, we will open…

March 15, 2018


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 by type of project Average…

March 8, 2018


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 mark-ups Adjusting cost to payroll…

OpenAir Webinar

February 15, 2018


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 Following the webinar, we will…

PSA Webinar

February 8, 2018


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 of WIP/Deferred approaches for handling…

January 18, 2018


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 % complete Amortized schedules Following…

January 11, 2018


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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.