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Page 8 of 52

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir


In this recorded webinar, we discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource…

Tips to get a more accurate revenue forecast in NS OA

August 16, 2022


3 Best Practices for Project Management Oversight in OpenAir


Project management is far more than just defining tasks, creating timelines, and finding resources. It’s also about keeping track of project health and surfacing problems and potential issues. In the…

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August 9, 2022


Tips and Best Practices for Implementing Project Management Oversight in OpenAir


OpenAir is your tool for keeping your project delivery in line with expectations and processes. In this recorded webinar, we cover project management oversight features including: In-system visuals and standard…

July 26, 2022


Integrate OpenAir with Quickbooks Online


Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir…

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July 21, 2022


Techniques To Help You Manage Utilization in OpenAir


Utilization is one of the most crucial metrics a professional services organization (PSO) has available. It’s a KPI that can help you understand past performance. Importantly, it’s also a measure…

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July 11, 2022


Want OpenAir alerts via a communication channel other than email?


Email used to be the grease that turned the wheels of business communication. As distance work has increased, though, so has the volume of emails we get on a daily…

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June 23, 2022


Why Do So Many PSO’s Struggle with Resource Management?


Professional services organizations (PSOs) are a vital part of the modern business environment and continue to grow in numbers and importance. According to the SPI 2022 Professional Services Maturity™ Benchmark…

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June 16, 2022


OpenAir Techniques for Forecasting Utilization and Reporting


In this recorded webinar, we will share techniques for resource management in OpenAir that support utilization forecasting and reporting including: Tips and tricks on adjusting utilization equations to match your…

OA OpenAir Techniques for Forecasting Utilization and Reporting

June 14, 2022


Managing Subcontractors with OpenAir


Nearly every professional service provider is familiar with using subcontractors to fill the gaps in a project in staffing or knowledge. There are a vast number of ways in which…

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June 2, 2022


Automating Data Import to OpenAir Script


It may come as a surprise to you, but there are almost as many different ways to customize NetSuite OpenAir as there are companies using OpenAir. For instance, while most…

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May 24, 2022


Page 8 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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