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Page 11 of 52

5 Areas for Data Audits in Your NetSuite OpenAir PSA System


Investing in a Professional Services Automation (PSA) system, such as Netsuite OpenAir, is a valuable step toward improving operational efficiency, which can positively impact revenue and growth for your business.…

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December 8, 2021


Auto-Populate Holiday Hours on Timesheets In OpenAir – A Script Will Do That!


Expecting employees to enter holiday hours on their timesheet is not an unusual requirement. Most organizations expect those hours to be entered and properly designated upon returning to work. While…

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November 21, 2021


Guide to Using the OpenAir Business Intelligence Connector


NetSuite’s OpenAir has powerful reporting tools available for your professional services organization to use. But even with the wealth of tools natively available within the platform, there may still be…

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November 16, 2021


Best Practices for Auditing Data in Your Professional Services Automation System


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 

OA Best Practices for Auditing Data in Your Professional Services Automation System

November 15, 2021


3 Big Time Savings with Professional Services Automation


Professional service organizations have a lot of moving parts. Resources have different skills, different availability, and even different regional access. Project leaders juggle multiple client priorities. Team leads need to…

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November 4, 2021


Top Step’s Take on the Fall of 2021 New Release


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,…

OA Top Step's Take on Fall 2021 new release

November 1, 2021


The Best of Both Worlds: Jira and OpenAir PSA


The Best of Both Worlds: Jira and OpenAir PSA By Jim Schein Jira is an incredibly popular tool with technology teams, with more than 65,000 businesses that rely on its…

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October 21, 2021


Getting Started With The OpenAir Project Center


The Project Center is a newer feature, that allows users to edit tasks, milestones, phases, and bookings from a single editable list view. Since no forms are required for editing…


Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector


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…

OA Connecting OpenAir Report Data To Your Other Core Systems with OpenAir Business Intelligence Connector

October 15, 2021


OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite OpenAir Release Features


NetSuite OpenAir’s October 2021 release is primarily focused on building on previous interface enhancements to UI4. If your organization has not already switched to the new user interface, now is…

OpenAir Fall Enhancements in 2021: A Look at Top Step’s Favorite Release Features

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October 14, 2021


Page 11 of 52

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.

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