Recorded OpenAir Webinars
Batch vs. Real-time Technologies for Your PSA System
| | Integration | PS Best Practices
Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration Multi-system integrations Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.
Watch Webinar Learn How to Expand the Boundaries of Your OpenAir System
| | PSA Expansion | PSA Extension
NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts.
Watch Webinar Learn the Benefits of Extending the Boundaries of Your PSA System
| | Integration | PS Best Practices | PSA Extension
A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users informed / reminders Automate and validate data entry Enforce policy compliance
Watch Webinar NetSuite OpenAir Auditing Techniques to Keep your Data Clean
| | Compliance
In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances
Watch Webinar Best Practices for Auditing Data in Your Professional Services Automation System
| | Compliance | PS Best Practices
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.
Watch Webinar Self Service Dashboards in NetSuite OpenAir
| | Reporting and Dashboards
In this recorded webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls
Watch Webinar Empower your PSA Users with Self-Service
| | PS Best Practices
In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls
Watch Webinar Scalable Maintenance Practices With NetSuite OpenAir
| | Administration
In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
Watch Webinar Keys to Building a Scalable PSA System
| | PS Best Practices
In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated When customization is beneficial vs. limiting
Watch Webinar OpenAir for Project Management Oversight
| | Project Management
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
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