Establishing a Professional Services Revenue Forecast

Establishing a revenue forecast in a professional services organization is an art as there are a lot of factors involved such as opportunity pipeline, resource availability, negotiated selling prices, and so on. Mastering this art requires methodology, measures, and a little bit of instinct. There are three basic methods of forecasting that I’ve used in…

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Find My PS iStaff

In this session you will learn: How to manage your onsite and remote team more efficiently How your remote team works differently than you How to best leverage tools and mobile features How best to engage and communicate with employees Our live webinars are now 30 minutes to more easily fit into your busy schedule.…

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Optimizing Your Organization’s Vendor Management in FinancialForce

Are you optimizing your ability to manage your vendors with FinancialForce PSA? Do you want to cut down on the time it takes to approve vendor invoices? FinancialForce makes vendor invoicing and payment reconciliation easier by giving the vendor access to manage their own invoices in your FinancialForce PSA. By using a combination of Vendor…

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Planning and Managing Growth in a Professional Services Organization

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 they were expecting. On the opposite side, other organizations are performing slower than hoped…

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Forecasting & Predicting Resource Needs with FinancialForce PSA

In this webinar we will discuss and demonstrate forecasting and predicting resource needs in FinancialForce PSA including tips and tricks for how to get a more accurate forecast, and how to forecast resource needs. Our live webinars are now 30 minutes to more easily fit into your busy schedule. After the 30 minute presentation, we…

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Success With PSA Tools: Obtaining Maximum Operational Success with Professional Service Automation (PSA) Tools

A Professional Services Automation (PSA) Tool is a software solution generally used to gather information and analysis required for Professional Services (PS) organizations. However, PSA solutions are not limited to Professional Services organizations, as they are comprised of components that serve the needs of many types of project-based organizations. At the core, a PSA solution…

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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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