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Metrics, Measures, and Motivation: Equations for Professional Services Success
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May 24, 2017
Using Data Extracts To Support System Integration In FinancialForce PSA
FinancialForce PSA provides robust data extracts to support system integrations. Tune into this presentation to explore tips on integrating billing events with an ERP solution and more! Following the webinar,…
May 18, 2017
Tips For Integrating Your NetSuite OpenAir Using Dell Boomi
In this tool focused presentation, learn tips and tricks for NetSuite OpenAir using Dell Boomi integrations including: Data translations Maintenance tips Error handling considerations. Following the webinar, we will keep…
May 11, 2017
Batch vs. Real-time Technologies for Your PSA System
Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration…
May 4, 2017
Reflections on SuiteWorld17
SuiteWorld was once again a great event this year. It’s always a thrill to put faces to names as we get to see our customers, partners, and colleagues at this…
May 3, 2017
Powerful Admin Trick to Create Dashboards For Your Users In FinancialForce PSA
When you are building reports or creating views on the Salesforce platform, you will see the word “my” in a lot of places. For example, if you make a view…
April 26, 2017
Learn How to Expand the Boundaries of Your FinancialForce PSA System
FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step…
April 20, 2017
Learn How to Expand the Boundaries of Your OpenAir System
NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided…
April 13, 2017
Keeping Your Data Clean In NetSuite OpenAir
Part 1:Two setup reports every organization should use When people deploy and adopt NetSuite OpenAir, the focus is often on how to quickly data entry can occur and how to…
April 10, 2017
Learn the Benefits of Extending the Boundaries of Your PSA System
A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users…
April 6, 2017
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