PSA Integration and Extension
One system does not fit all. Extend and connect your PSA for greater efficiency.
PSA Integration and System Extension
Business Efficiency
One size does not fit all.
Extend and connect your PSA for greater efficiency.

PSA Integration and System Extension is about using tools and resources in the best way possible to improve efficiency and communication between your business units.

Over the past 10 years, we have accumulated an extensive set of PSA integration and system extension best practices and software components based on real-world needs of our customers.

Benefits of PSA Integration and System Extension

  • PSA experts who have PS business operations experience
  • Proven implementation methodology based on real-world experience
  • Experts who understand integration technology best suited to deliver information on a timely schedule
  • Proven best practices and software components that will accelerate integration and extension projects successfully

PSA Integration

Business units gain efficiencies from using best of breed systems to achieve their specific business objectives; a PSA tool for the Professional Services team, a CRM system for the Sales team, an ERP for the Finance team, and an HR system for Human Resources to name a few. 

Our integration expertise and best practices have been developed around best of breed tools such as Dell Boomi AtomSphere integration platform and PSA vendor applications such as OpenAirCONNECT and FinancialForce Data Loader.

PSA Integration Project Experience

Here are some of the PSA Integration examples from our knowledge library.

→  OpenAir and Microsoft Dynamics GP/Great Plains

→  NetSuite OpenAir and Concur

→  NetSuite OpenAir and Workday HR

→  FinancialForce PSA and NetSuite ERP

PSA System Extension

Extension projects extend the capabilities of the existing PSA system with custom features. There are many alternatives when it comes to extending the functions of your system.

We make it easy with our library of system extension best practices and software components that can be easily applied and customized to your specific system.

PSA System Extension Project Experience

NetSuite OpenAir

OpenAir scripting is a component of the NetSuite OpenAir platform that allows you to extend the capabilities of the system.  Our pre-built OpenAir scripts are easily customizable to fit your needs and save you development time.   


Click to see some of the possibilities

OpenAir Scripts

  • Fixed Fee Revenue Split - Distribute a fixed revenue transaction proportionally across all of the users contributing to the project
  • Project Closure - Inactivate billing and rev rec rules and closes a project and all of its tasks when the project is moved to a specific stage
  • Mark Invoice - Sets various fields on an including the "sent" status upon invoice approval


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 for FinancialForce PSA.  



Click to see some of the possibilities

FinancialForce Extensions

  • Project dashboards and status reports using Visualforce pages and Output Builder


  • Prepaid draw downs on fixed fee projects using custom objects and triggers


  • Revenue Management for the entire organization using complex sales orders


  • Automated project setup and team assignment for new accounts to capture presales time efficiently

Sign up for a complimentary consultation to discuss

integration or system extension possibilities for your PSA System

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Our consultants come from industries that leverage PSA tools and have gained their experience through practical application, trial and error, and vendor interaction.

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Mar 02

Best Practices to Auditing PSA Data

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About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.

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