PS Best Practices Webinars

Measuring and Reporting Project Health With Key Performance Indicators

In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.
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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 and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches. Following the webinar, we will keep the lines…
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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, we will keep the lines open for 15 minutes for open discussion and Q&A.
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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 and data synchronization challenges when building out your PSA solution. Following the webinar, we will keep the lines open for 15 minutes for open discussion…
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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 Multi-system integrations Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.  
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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 informed / reminders Automate and validate data entry Enforce policy compliance  
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Best Practices for Auditing Data in Your Professional Services Automation System

In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.
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Empower your PSA Users with Self-Service

In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls
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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 When customization is beneficial vs. limiting
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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?
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Phone:  703-957-8370
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Upcoming Webinars

Oct 12

OpenAir Best Practices For Timesheets

October 12 @ 1:00 pm - 1:30 pm

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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