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Mobile Usage with Professional Services
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…
September 8, 2016
Using Expense Items in OpenAir to Manage Subcontractors
For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing…
August 24, 2016
FinancialForce 3rd Party Integration Add-ons
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…
August 18, 2016
Scripting in OpenAir
In this session you will learn: How Scripting can be incorporated to extend system validation logic and data processing Advances in Form Permissions logic Determining when to use Scripting, Form…
August 11, 2016
When Does It Make Sense to Expand Technology for Your PS Operations?
In this session you will learn: Knowing when to add a PSA tool for more efficient operations The ways a PSA tool enhances business operations Best of breed solutions and…
August 4, 2016
Four Methods for Viewing Schedules in OpenAir
There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module…
August 3, 2016
Connecting PS with Your "Cloud Print" with FinancialForce PSA
Recorded: July 21, 2016 In this session you will learn: Common integrations inside and outside the FinancialForce world Data transformation consideration Processing controls and automation recommendations Our live webinars are…
July 21, 2016
Connecting PS with Your "Cloud Print" Integrating with Dell Boomi
In this session you will learn: Tips for using Dell Boomi to integrate cloud applications Common workflows and how to approach them Governance controls and maintenance considerations Our live webinars…
July 14, 2016
Connecting PS With Your “Cloud Print”
In this session you will learn: Using cloud solutions to drive your PS Strategy How integrating your IT cloud print can increase your business efficiency Do’s and Don’ts when considering…
Planners: FinancialForce PSA v15
There’s new planner functionality available in FinancialForce PSA version 15 Is your organization doing centralized resource management or trying to move towards a centralized, more controlled resource management approach? Are…
July 11, 2016
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