Recorded Webinars

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.  

Tips For Integrating Your NetSuite OpenAir Using Dell Boomi

In this tool focused presentation, learn tips and tricks for NetSuite OpenAir using Dell Boomi integrations including: Data translations Maintenance tips Error handling considerations. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.  

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.  

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.  

Learn How to Expand the Boundaries of Your OpenAir System

NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts.  

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  

FinancialForce PSA Auditing Techniques to Keep your Data Clean

In this 30 minute webinar we will discuss auditing techniques for keeping your FinancialForce PSA data clean: Common and recommended data audits Checks and balances

NetSuite OpenAir Auditing Techniques to Keep your Data Clean

In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances

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.

Self Service Dashboards in FinancialForce PSA

In this 30 minute webinar we will discuss self-service dashboards in FinancialForce PSA. Common Self Service dashboards Dependencies and controls Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Keep in Touch

Stay informed of tips,
news, and webinars

Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Jun 08
Jun 15

Developing DataFlows for FinancialForce PSA

June 15 @ 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.

Privacy Policy  |  Terms of Service  |  Site Map