Recorded Webinars
Best Practices for Auditing Data in Your Professional Services Automation System
| | Compliance | PS Best Practices
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.
Self Service Dashboards in FinancialForce PSA
| | Reporting and Dashboards
In this 30 minute webinar we will discuss self-service dashboards in FinancialForce PSA. Common Self Service dashboards Dependencies and controls Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.
Self Service Dashboards in NetSuite OpenAir
| | Reporting and Dashboards
In this recorded webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls
Empower your PSA Users with Self-Service
| | PS Best Practices
In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls
Scalable Maintenance Practices with FinancialForce PSA
| | Administration
In this recorded webinar we will discuss scalable maintenance practices with FinancialForce PSA: Do’s and Don’ts for customizations Approaches to minimize configuration maintenance Report maintenance suggestions
Scalable Maintenance Practices With NetSuite OpenAir
| | Administration
In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
Keys to Building a Scalable PSA System
| | PS Best Practices
In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated When customization is beneficial vs. limiting
FinancialForce for Project Management Oversight
| | Project Management
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
OpenAir for Project Management Oversight
| | Project Management
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
Project Management Oversight and the Need for a Project Management Office (PMO)
| | Project Management | PS Best Practices
In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?
