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4 Google Chrome Extensions That Will Ease Your Day-to-Day Administration Of FinancialForce PSA
Google Chrome extensions provide ways to make administration tasks more efficient in FinancialForce PSA. If you’re constantly in the Salesforce system as an administrator looking at your metadata, confirming field…
November 7, 2016
Measuring Compliance in Professional Services
In this session you will learn: Standard compliance measures in PS organizations Techniques to ensure compliance How compliance impacts management of your organization
November 3, 2016
FinancialForce Best Practices – Introducing Change into Your Environment
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…
October 20, 2016
4 Ways to Enhance FinancialForce PSA Through Custom System Expansions
There are a lot of ways that you can extend the use of FinancialForce PSA through custom system expansion, using both native Salesforce capabilities and capabilities related to FinancialForce PSA…
October 18, 2016
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…
October 13, 2016
Managing Change in Professional Services
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…
October 6, 2016
Keys to a Successful Professional Services Skill Database
Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving…
October 5, 2016
The Four Different Objects for Tracking Skills in FinancialForce PSA
Incorporating a skills database into your PSA can be helpful for many reasons, one of which is assisting management with professional development planning. However, the best function a skill database…
September 30, 2016
Engaging Your PS Team with the FinancialForce Mobile App
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
September 22, 2016
OpenAir Time & Expense Best Practices in a Mobile World
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
September 15, 2016
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