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Scalable Maintenance Practices with FinancialForce PSA
In this recorded webinar we will discuss scalable maintenance practices with FinancialForce PSA: Do’s and Don’ts for customizations Approaches to minimize configuration maintenance Report maintenance suggestions
January 26, 2017
Scalable Maintenance Practices With NetSuite OpenAir
In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
January 19, 2017
Keys to Building a Scalable PSA System
In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated…
January 12, 2017
FinancialForce for Project Management Oversight
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
December 15, 2016
OpenAir for Project Management Oversight
In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
December 8, 2016
Project Management Oversight and the Need for a Project Management Office (PMO)
In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?
December 1, 2016
Getting Data Out of your FinancialForce PSA to Establish Business Objectives and Measure Against them
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…
November 17, 2016
Using the Power of Salesforce App Exchange to Expand Your FinancialForce PSA Solution
Salesforce App Exchange offers helpful ways to support system expansion with FinancialForce PSA. A great app in the App Exchange is Rollup Helper by Passage Technologies. Rollup Helper allows you…
November 15, 2016
Getting Data Out of Your OpenAir System to Establish Business Objectives and Measure Against Them
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
November 10, 2016
Compliancy and Growth in Professional Services – Do These Really Go Together?
Can you identify when things are not going the way you want? For professional services, being predictable is key to success. To be predictable, you need standards, consistency and of…
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