
How to leverage a PSA tool to automate project management & financials
*** Thursday, February 18, 2021, at 2pm EST | 1pm CST | 11am PST*** Automate project tracking and project financials using OpenAir PSA ***On demand available after final airing until Feb. 18, 2022***
Register free:
Event Overview:
In this webcast, RSM will demonstrate how Clinical Research Organizations, and other life sciences companies with complex project management needs, can benefit from using a Professional Services Automation (PSA) tool like NetSuite OpenAir. The following topics will be addressed during the presentation.
- Managing project work breakdown structure (WBS)
- Accurate and timely project time tracking
- Tracking project milestones
- Managing project billing (fixed fee, T&M, unit based)
- Managing project revenue recognition
- Tracking budgeted and completed units of work
- Forecasting revenue
- Managing and scheduling resources
- Project status and financial reporting
- Integrating PSA to ERP and CRM systems
3 Key Take-aways:
- Leveraging a PSA tool to track projects and deliverables
- Automating complex project financials to ensure accurate billings and reporting
- Forecasting revenue and resource needs with a PSA tool
Speakers: Shahrooz Shams, Director, Technology Consulting, RSM
Steve Kemler, Director, Life Sciences Senior Analyst, RSM
Time and Date: Thursday, February 18, 2021, at 2pm EST | 1pm CST | 11am PST
On demand available after final airing until Feb. 18, 2022
Register free:
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