Recorded Webinars

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.
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Self Service Dashboards in NetSuite OpenAir

In this recorded webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls  
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Empower your PSA Users with Self-Service

In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls
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Scalable Maintenance Practices with FinancialForce PSA

In this recorded webinar we will discuss scalable maintenance practices with FinancialForce PSA: Do’s and Don’ts for customizations Approaches to minimize configuration maintenance Report maintenance suggestions
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Scalable Maintenance Practices With NetSuite OpenAir

In this recorded webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.)
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Keys to Building a Scalable PSA System

In this recorded webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated When customization is beneficial vs. limiting
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FinancialForce for Project Management Oversight

In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
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OpenAir for Project Management Oversight

In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication
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Project Management Oversight and the Need for a Project Management Office (PMO)

In this session you will learn: Benefits of establishing a PMO Types of methodologies for PMOs and staffing needs Do you need a PMO and, if so, which one?
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Getting Data Out of your FinancialForce PSA to Establish Business Objectives and Measure Against them

In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in FinancialForce PSA through dashboard and reports
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Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Mar 02

Best Practices to Auditing PSA Data

March 2 @ 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.

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