Recorded Webinars
Getting Data Out of your FinancialForce PSA to Establish Business Objectives and Measure Against them
| | Reporting and Dashboards
In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in FinancialForce PSA through dashboard and reports
Getting Data Out of Your OpenAir System to Establish Business Objectives and Measure Against Them
| | Reporting and Dashboards
In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in OA through dashboard and reports
Measuring Compliance in Professional Services
| | Compliance | PS Best Practices
In this session you will learn: Standard compliance measures in PS organizations Techniques to ensure compliance How compliance impacts management of your organization
FinancialForce Best Practices – Introducing Change into Your Environment
| | Change Management
In this session you will learn: Introducing change and change management communication in FinancialForce How to keep historical information intact while addressing changes for now and onwards How to fold new companies into an existing infrastructure
OA Best Practices – Introducing Change into Your Environment
In this session you will learn: Introducing change and change management communication in OpenAir How to keep historical information intact while addressing changes for now and onwards How to fold new companies into an existing infrastructure
Managing Change in Professional Services
| | Change Management | Metrics | PSA Best Practices
In this session you will learn: How to use metrics to identify the need for change in the organization Introducing change and change management How business mergers and acquisitions can drive process standardization
Engaging Your PS Team with the FinancialForce Mobile App
| | Time and Expenses | User Adoption
In this session you will learn: Time and expense on the go! FinancialForce features that work well on mobile apps What to avoid when considering mobile app configuration
OpenAir Time & Expense Best Practices in a Mobile World
| | Time and Expenses
In this session you will learn: Streamlining expense management in OpenAir How to enable seamless time tracking by project, phase, and tasks Approval controls for managers on the go
Mobile Usage with Professional Services
| | PSA Best Practices
In this session you will learn: Mobile apps that assist with your professional services strategy The importance of being able to work remotely in professional services Information consumption and the challenges with mobile overload
FinancialForce 3rd Party Integration Add-ons
| | Integration | PSA Expansion
In this session you will learn: What FinancialForce add-ons are best for your professional services organization Tips for integrating programs into FinancialForce including Basecamp, Google apps and others 3rd party vs. FinancialForce feature consideration
