OpenAir Expert Webinar Series

Date: Thursday, March 15, 2012
Time: 1:00pm ET

In this interactive webinar you will learn more about how integrations can help your business be more efficient and pitfalls to watch out for including:

• Sales and OpenAir integrations for early resource planning and complete OpenAir forecasting reports
• Accounting and OpenAir integrations to avoid rekeys
• Accurate data from feeder systems and controls
• When is automation a bad idea?

Date: Thursday, April 19, 2012
Time: 1:00pm ET

In this interactive 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 the ‘spam’ feel of too many emails

Date: Thursday, May 17, 2012
Time: 1:00pm ET

In this interactive webinar you will learn more about delivery effort costing approaches 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 payroll hours for more accurate margin reporting

Date: Thursday, June 14, 2012
Time: 1:00pm ET

In this interactive webinar you will learn more about calendar usage in OpenAir and integration to OpenAir including:

• Data capture for effective and useful calendar use
• Vacation calendars for your teams
• Tips for using Outlook and Google Calendars with OpenAir

In this recorded webinar you will learn more about the topic of invoicing and credits including:

• Key configuration and permission considerations in handling invoice reviews
• What to be aware of in an integrated invoicing environment
• Best approaches for handling invoices corrections
• Generating credits and tracking invoice association

[Note: Recording will be available soon. Please check back.]

In this recorded webinar you will learn more about computing and reporting on revenue within OpenAir including:

• Revenue Containers – what are they and why do I need them?
• Deferred revenue reporting and supporting reconciliation with your Accounting system
• Different approaches and features to compute % complete revenue earning
• Considerations for forecasting of % complete, deferred revenue, and more

It’s the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system.

In this recorded webinar, TOP Step reviews important areas in the system that may need once-a-year attention to keep your operations running smooth.
Topics include:

• Updating your holiday calendar and vacation/holiday allowance consideration
• Reporting impacts for Year-to-date reports and custom time ranges
• Updating utilization targets
• Accounting dates
• And more…

In this recorded webinar you will learn more about:

• Sales funnel versus project lifecycle
• Overlap of Sales and PS information
• Interpretation of data – process workflow challenges versus data workflow
• Best practices for managing integrated solutions

In this recorded webinar you will learn more about:

• Best practices for report development
• Features to aid in your reporting challenges
• Handling report maintenance challenges
• How to review your configuration to support reporting needs
• Typical reports that should be standard in your organization

In this recorded webinar you will learn more about:

• Plan establishment and baselining
• Review of EVM and schedule dependency
• MS Project Connector schedule interaction
• OpenAir Wizards
• Pros and Cons of schedule management. What is the right approach for you?

In this recorded webinar you will learn more about:

• Accounting features within OpenAir – open periods accounting periods, accounting date
• Report leverage for reconciliation
• Functionality and process timing for information tracking
• Approaches for handling prepaid, deferred revenue, WIP, etc.
• Revenue of new Revenue Container feature (March 2011 release)

In this recorded webinar, we were joined by Godfrey Nolan of RIIS, who shared their experience in using OpenAir data outside the system. You will learn more about:

• Leveraging database export options for direct data access
• Examples of how to build reports and dashboards on exported data
• Tips and Tricks for working with OpenAir data
• Tools that have aided RIIS in working with the exported data….and more!

In this session you will learn more about:

• Cost tracking options within OpenAir (Pros and Cons)
• How to handle a mixture of approaches for costing
• How to handle impact on resource management
• Valuable metrics to aid in staffing decisions for subcontractor needs

In this recorded webinar you will learn more about:

• Overview of dashboarding in OpenAir – tips and tricks
• Typical and recommended dashboards
• How to review your configuration to support dashboards
• Limitations

In this recorded webinar you will learn more about:

• Advanced features such as time entries tab and timesheet customization
• Support tax reporting by region/location
• Workflow processes and time approvals
• Adjusting timesheets
• Best practices for tracking overtime and shift work

….and more!

In this recorded webinar you will learn more about:

• Customizing forms to support workflow
• Do’s and Don’ts on terminology
• The value of filter sets in controlling data access
• Branding your OpenAir instance to align with your logo

….and more!

In this webinar recording you will learn more about:

• Methods for budget management from simple to advanced
• Best practice process workflows for Project Managers
• Aligning effort with contract budgets
• Baselines and actual vs. plan reports
• Capturing metrics for estimation feedback

….and more!

In this webinar recording you will learn more about

• Approaches for resource management in OpenAir
• Best practices based on the dynamics of your organization
• Tips and tricks on adjusting utilization equations to match your company definition
• Capacity planning and forecasting resource needs
• Best-fit resource matches searching by key values

….and more!

In this webinar recording 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

….and more!

In this webinar recording you will learn more about

• Invoice number increments
• Expense groups
• Expense insert layout
• Prefix, billing codes

…and more!

In this webinar your will learn how Release Management for OpenAir can improve your bottom line.