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Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations
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…
August 3, 2017
Resource Management Techniques in FinancialForce PSA
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…
July 20, 2017
Empower Your Users With Self-Service Dashboards in NetSuite OpenAir
Every job position in the company has a goal and an objective, and self-service dashboards are a way to empower individuals to be able to achieve those goals. A self-service…
July 19, 2017
Resource Management Techniques in NetSuite OpenAir
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,…
July 13, 2017
Two FinancialForce PSA Customization Features Every Services Business Should Be Using
FinancialForce PSA users have access to a wide range of customization features. However, not all of these automation options are immediately apparent. If your business has not fully utilized the…
July 12, 2017
The Importance of Resource Management Strategies in Professional Services
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,…
July 6, 2017
Developing Data Flows for FinancialForce PSA
Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.
June 15, 2017
Developing Data Flows for NetSuite OpenAir Integration
Explore the common integration challenges using OpenAir and how to address them with: Concur NetSuite QuickBooks Following the webinar, we will keep the lines open for 15 minutes for open…
June 8, 2017
3 Data Audit Areas That Will Help Keep Your FinancialForce Data Clean
Why have data audits? The simplest answer to that question is that when it comes to data if you put garbage in, you get garbage out. You can collect all the…
June 2, 2017
Who is the Master? Overcoming PSA System Integration DataFlow Challenges
Connecting systems and platforms involves not only a data mapping and translation understanding, it involves an understanding of data ownership. Tune into this presentation to learn about common data masters…
June 1, 2017
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