Plug-in functionality quickly and easily to your PSA System
PSA Extensions plug into the great features of your PSA system to provide customized new behavior and functionality to support your business processes. There are many alternatives when it comes to customizing 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.
Business Requirement Definition
Identify the business need in processing, communication, automation, etc.
Confirm standard PSA functionality it not already native in the platform
Highlight desired behavior resulting from a custom solution
Scope, Design, and Confirm
Scope a custom solution leveraging available PSA platform tools and add-on products
Consider boundary conditions, error handling, volume processing, and feature dependence
Evaluate end user impact and ‘workarounds’ that could possibly be used by end users which undermine end goal achievement
Develop and Accept
Develop the custom solution in a testing environment
Establish use case and testing scenarios to confirm performance, design, error handling, and more
Engage with the client to confirm requirements are met
Deploy and Monitor
Support migration to a production environment with live data
Assist with data alignment needs and system outage coordination
Establish monitoring activities to ensure continued success
Watch how it works:
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PSA System Extension Project Experience
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.
There are a lot of ways that you can extend the use of FinancialForce PSA through custom system extensions, using both native Salesforce capabilities and capabilities for FinancialForce PSA. Here are a few examples:
- 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