Recorded FinancialForce 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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Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. 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, ...
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Resource Management Techniques in FinancialForce PSA

In this recorded webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips
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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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Developing Data Flows for FinancialForce PSA

Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.
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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 ...
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Using Data Extracts To Support System Integration In FinancialForce PSA

FinancialForce PSA provides robust data extracts to support system integrations. Tune into this presentation to explore tips on integrating billing events with an ERP solution and more! Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.  
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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 How to Expand the Boundaries of Your FinancialForce PSA System

  FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options.  Tune into this 30-minute presentation to explore valuable solutions TOP Step has completed with other FinancialForce PSA customers.  
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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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