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Techniques for Resource Management in FinancialForce PSA

Date: Thursday, July 20, 2017 Time: 1:00 – 1:30pm EDT In this webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips Following the webinar, we will keep the lines open for…

Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

Date: Thursday, August 3, 2017 Time: 1:00 – 1:30pm EDT Revenue Forecasting is an art and a science. Good forecasting isn't just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of…

Free

Measuring and Reporting Project Health With Key Performance Indicators

Date: Thursday, September 7, 2017 Time: 1:00 – 1:30pm EDT In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.…

Free

Project Budget Management in FinancialForce

Date: Thursday, September 21, 2017 Time: 1:00 – 1:30pm EDT In this webinar we will discuss and demonstrate in FinancialForce: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports. Following the webinar, we will keep the lines open for 15 minutes for open discussion and…

Free

Financial Management Reporting and Metrics for Predictive Accuracy

Date: Thursday, March 8, 2018 Time: 1:00 – 1:45pm EST In this webinar, we will discuss best practices for metrics and reporting needed for financial health at each level of your organization to keep your teams informed and get you on the path toward predictive accuracy. Topics we will cover include: Revenue plan vs. actuals…

Free
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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.

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