FinancialForce PSA Tips

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 ...

How Professional Services Automation (PSA) Can Improve Your Operational Success

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 ...

Understanding Scheduling in FinancialForce PSA

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 ...

Resource Management: Utilization Reporting

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 ...

Virtual Consulting Is Not Invisible Consulting!

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 ...

Simplify FinancialForce PSA Timecard Entry With Easy Entry Popup Notes

• 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 ...

Dreamforce Experience and Highlights

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 ...

The Formula For Sustainable Success For Professional Services Organizations

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 Power of the Visual: Making Slide Decks That Aren’t Terrible

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 ...

Act Natural: Four Body Language Cues People Think About Too Much

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 ...

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