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Page 5 of 51

Why Switching from Spreadsheets is Essential for Your Professional Services Company’s Success


Spreadsheets have long been the go-to tool for managing business operations in professional services organizations. However, as your business grows, spreadsheets become increasingly inadequate and inefficient. Professional services automation (PSA)…

sketch of hand drawing idea of quality, efficiency, speed improvements and will decrease costs

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April 7, 2023


3 OpenAir Scripts That Will Help Your Project Managers Stay On Top Of Their Projects


Managing projects can be overwhelming, especially when you have a large team and a complex budget to track. Fortunately, OpenAir provides a robust scripting engine which can extend and build…

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March 28, 2023


Four Reasons for Data Audits in Your Professional Services Operations


Your data is only as valuable as it is accurate. The last thing you want is the pressure to make a critical decision, then realize the data you’re working with…

Person at laptop conducting a data audit

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March 10, 2023


NetSuite OpenAir Best Practices for Timesheets


In this recorded webinar, we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics. This will include: Auto-population options Common scripting solutions Handling timesheet…

OA NetSuite OpenAir Best Practices for Timesheets


An OpenAir Script Every Organization Should Implement: Data Recovery Script


NetSuite OpenAir is a popular software solution for project management, resource management, time and expense tracking, and more. Like any software, there may be instances where records are accidentally deleted,…

Person at laptop executing a data recovery script

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February 28, 2023


Six Tips to Get the Most Value Using OpenAir Invoicing


A complete professional services automation software should provide a company with essential functionalities to efficiently run its core business processes. A crucial one of those functions is invoicing. Invoicing plays…

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February 14, 2023


Best Practices for Auditing Data in Your Professional Services Automation System


In this recorded webinar, we discuss best practices to auditing PSA data. This includes: 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

February 13, 2023


OpenAir as a Collaboration Tool using Scripting


Every professional services firm faces multiple challenges on its path to success. There’s a need to acquire new clients, retain existing ones, optimize billable hours, handle complex projects, manage payments,…

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January 24, 2023


OpenAir Invoicing Tips and Tricks


In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. This includes: Invoice number increments Expense groups Expense insert layout Prefix, billing codes 

OA OpenAir Invoicing Tips and Tricks

January 20, 2023


Tips for Demand Planning in OpenAir


Demand planning is a critical practice in Professional Services operations. It involves forecasting or predicting future human, capital, infrastructure, and other resources for customizing the output. For example, demand planning…

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January 11, 2023


Page 5 of 51

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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