How many Average Bill Rates do you track?
Average bill rate is one of the key metrics to managing your services organization. With this metric, you can plan out revenue and staffing needs, measure your effectiveness of delivery,…
Read MoreRedefining Fields by Filters in OpenAir
Last week’s tip talked about the powerful filtering capability within calculated fields that can help you define and redefine values for your OpenAir reporting needs. When you want to define…
Read MoreRTC
Read More“Let me give you some background on our project and the initial successes of our OpenAir implementation with TOP Step Consulting. It took only nine weeks to develop, configure and train users on OpenAir, which included integration into our ERP system. Within seven weeks of implementation we were running all of our service related business through the OpenAir system, effectively managing our ‘paid time off’, and have 275 associates recording project time. The daily ‘war room’ meeting now takes only 15 minutes versus 60 and we have complete visibility to where our projects are in their life cycle. That visibility is now driving us toward improving our billing cycle and we can now quantify how much time we leave on the table before we begin billing. TOP Step Consulting integrated themselves into our team working with us shoulder to shoulder to put in place a solid foundation that will allow us to continue to grow and expand our usage of the OpenAir system and ultimately reap the benefits we expect by investing in a PSA tool. Their expertise and knowledge in both operation business practices and the OpenAir system were invaluable in getting us started right.”
– Scott Coffman, Director of IS, RTC
Increasing your odds of change adoption
Change is never easy, especially to those everyday processes and actions that become patterns or habits in your life. If someone moved the silverware drawer to the other side of…
Read MoreCustomizing Utilization Values in OpenAir Reports
Did you know you can use filters and constants in custom calculations for creating utilization metrics? A common report request is to have a utilization report displaying billable, non-billable, pre-sales…
Read MoreHave Clients, Will Travel!
Hello from England! This week I’m visiting a few of my wonderful clients in London, England, which got me thinking about travel time policies. Having worked for many organization including…
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