Skip to content

OpenAir Expert Webinar Series: Communication Planning

In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are alerts useful and what frequency is effective Customizing emails for critical content and information communication Conditionally sending notifications to avoid ...

OpenAir Expert Webinar Series: Financial Forecasting

In this webinar you will learn more about: Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials

OpenAir Expert Webinar Series: Integration Best Practices

Provide a seamless integration from opportunity to project by integrating your CRM and Accounting systems with OpenAir. With integration, information can be kept in sync and shared with users in each system. In this webinar you will learn: Common data workflows and system integrations System alignment and controls Establishing master ...

OpenAir Expert Webinar Series: Release Management 2015

In this webinar your will learn how Release Management for OpenAir can improve your bottom line. How are releases communicated, deployed, and managed by NetSuite Importance of reviewing new features for efficiencies Best practices for change management and deployment

OpenAir Expert Webinar Series: Project Management Methodologies

In this webinar you will learn more about: Project Management approaches and features Plan establishment and baselining/ MS Project Connector schedule interaction OpenAir Wizards

OpenAir Expert Webinar Series: Reporting Tips and Tricks

In this webinar you will learn some of our favorite reporting tips and tricks in NetSuite OpenAir: How to review your configuration to support reporting needs Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges

OpenAir Expert Webinar Series: Resource Management

In this webinar you will learn more about resource management in OpenAir including: Models and features with Pros/Cons How to determine the best one for you? Data Monitoring and Maintenance approaches Adoption and Metrics

OpenAir Expert Webinar Series: User Admin

In this webinar you will learn more about all the roles an Administrator plays and best practices on how to keep life simple in each role. Role and Access controls Filter sets for data views Features to support reporting and metrics Typical customizations

OpenAir Expert Webinar Series: Revenue Management

In this webinar you will learn more about computing and reporting on revenue within NetSuite OpenAir including: Revenue Containers – what are they and do I need them? Deferred revenue reporting and supporting reconciliation with your Accounting system Different approaches and features to compute revenue earning Considerations for forecasting of ...

OpenAir Expert Webinar Series: Cost Tracking

In this webinar you will learn more about delivery effort costing approaches using NetSuite OpenAir including: User level cost tracking – what types of hourly costs to track, handling data access permissions, and more Cost transfers between departments/regions with considerations for at cost, standard rates, or mark-ups Adjusting cost to ...
Keep in Touch

Stay informed of tips,
news, and webinars

p:  703-957-8370
e: info@TopStepConsulting.com

Upcoming Webinars
[tribe_events_list category="financialforce-webinar, openair-webinar" limit="3"]

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.

Scroll To Top