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Who is the Master? Overcoming PSA System Integration DataFlow Challenges

Date: Thursday, June 1, 2017 Time: 1:00 – 1:30pm EDT Connecting systems and platforms involves not only a data mapping and translation understanding, it involves an understanding of data ownership. Tune into this presentation to learn about common data masters and data synchronization challenges when building out your PSA solution. Following the webinar, we will…

Developing DataFlows For NetSuite OpenAir Integration

Date: Thursday, June 8, 2017 Time: 1:00 – 1:30pm EDT Explore the common integration challenges using OpenAir and how to address them with: Concur NetSuite QuickBooks Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.   REGISTER NOW

The Importance of Resource Management Strategies in Professional Services

Date: Thursday, July 6, 2017 Time: 1:00 – 1:30pm EDT In this webinar we will discuss strategies for successful team management including: planning resource needs, forecasting skill types, communicating schedules to staff, measuring key resource management metrics Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A. REGISTER…

Free

Resource Management Techniques in NetSuite OpenAir

Date: Thursday, July 13, 2017 Time: 1:00 – 1:30pm EDT In this webinar you will learn more about resource management in OpenAir including: bookings vs. task assignments data entry and maintenance tips and a variety of visual dashboards, features, and reports for at a glance information Following the webinar, we will keep the lines open…

Free

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

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

Date: Thursday, August 10, 2017 Rescheduled: Thursday, August 24, 2017 Time: 1:00 – 1:30pm EDT In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep…

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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