Recorded Webinars
PS Best Practices: Timesheets Capture More Than Hours Worked
| | Administration
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
Project Budget Management in NetSuite OpenAir
| | Project Budget
In this webinar we will discuss and demonstrate in NetSuite OpenAir: 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 Q&A.
Measuring and Reporting Project Health With Key Performance Indicators
| | PS Best Practices | Reporting and Dashboards
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.
Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir
| | Revenue Forecasting
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 the lines open for 15 minutes for open discussion and ...
Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting
| | Revenue Management
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.
Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations
| | PS Best Practices | Revenue Forecasting
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, ...
Resource Management Techniques in FinancialForce PSA
| | Resource Management
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
Resource Management Techniques in NetSuite OpenAir
| | Resource Management
In this recorded webinar you will learn more about resource management in NetSuite 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
The Importance of Resource Management Strategies in Professional Services
| | PS Best Practices | Resource Management
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.
Developing Data Flows for FinancialForce PSA
| | Integration
Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.
