FinancialForce PSA Tips

As a professional services organization, the expectation is that the company should be consistently growing year after year. However, trying to manage growth can sometimes be more complex than obtaining growth. This is especially true for companies with growth beyond ...

What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such as CRM and ERP. But, have you heard about PSA? PSA, the acronym for professional ...

When creating resource assignments for projects in FinancialForce PSA, it's good to have an understanding of the various Scheduling Strategies available to you. These strategies all have different effects on assignment end dates and resource schedules, and knowing how each ...

Optimizing Your Organization's Utilization Calculations Are you optimizing your ability to calculate utilization with FinancialForce PSA? Have you reviewed how you view your organization's utilization numbers lately? Utilization is a critical metric for any professional services organization and everyone wants ...

So you have another teleconference or videoconference to join remotely. It’s probably not the first one of the day or the last one of the day. Teleconferences and videoconferences are a big part of the world of virtual consulting. When ...

• Do timecard approvers rely on daily notes when reviewing timecards? • Do Project Managers use timecard daily notes to provide status reports or support T&M invoices to clients? • Do resources work on multiple projects simultaneously or do you ...

As a FinancialForce PSA partner, attending Dreamforce took on a whole new outlook for us at TOP Step Consulting. In the past, we had a focus on learning more about the partner community, how their tools work with Salesforce, and ...

Over the past eight years over 1,500 professional services organizations (PSOs) have participated in the Service Performance Insight annual Professional Services Maturity™ Benchmark survey, and now over 10,000 firms use it to plan, benchmark and analyze performance. The 2015 report ...

The humble slide deck is a staple presentation method in virtually every consultant’s toolkit. Sadly, however, many professional slide presentations are so overdone that get in the way of the intended message of the presenter. We’re conditioned to seeing them ...

Body language has power, but it's most effective when natural and spontaneous. Unfortunately - thanks largely to the writings of amateurs - people repeatedly over-think every facial expression and handshake and end up looking uncomfortable and fake instead of looking ...