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Recorded FinancialForce Webinars

Importance of Managing Capacity vs Demand in your PS Organization

In this session you will learn the strategies for managing capacity versus demand to drive successful project delivery and client satisfaction in your PS organization: Identifying skill demand to align with staff development Planning resource needs Measuring key resource management metrics Following the presentation, we will open the lines for ...
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Measuring Project Performance for Project Forecasting

In this webinar, we will discuss how project managers can use Earned Value Management to measure project performance. With an EVM model, project managers can review and adjust project delivery plans in a more proactive manner from both a cost and a schedule angle. Being proactive typically translates into being ...
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Do You Need a Project Management Office?

Do you need a PMO and, if so, what kind? Believe it or not, not all PMOs are alike. In this webinar we will discuss: Benefits of establishing a PMO Types of methodologies for PMOs, and Typical objectives and roles a PMO plays in your Professional Services Organization. Following the ...
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Financial Management Reporting and Metrics for Predictive Accuracy

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 visibility Trending and forecasted margin ...
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PS Best Practices: Efficient Administration For Your PSA Software

You have invested in a PSA tool - now what? One of the essential keys to getting the most out of your investment is the efficient administration of your PSA solution. In this webinar we will discuss: What are typical responsibilities of a PSA administrator? Who owns the PSA tool? ...
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PS Best Practices: Timesheets Capture More Than Hours Worked

In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked. In this webinar you will learn best practices regarding: end user ease of use considerations data capture to assist with report and financials notifications and compliance
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Measuring and Reporting Project Health With Key Performance Indicators

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.
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Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.
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Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

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 forecasting approaches. Following the webinar, ...
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Resource Management Techniques in FinancialForce PSA

In this recorded 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
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Upcoming Webinars
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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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