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Found 348 Results

FinancialForce PSA Webinar: Reporting Metrics

webinars

Webinars


Metrics are proven to be an effective way to evaluate your performance. However metrics can be just another distraction unless there is a clear association for how they will help you achieve your goals and objectives. In this webinar you will learn more about: What metrics should be captured to climb toward your goals and…

December 10, 2015 | FinancialForce PSA | Metrics | Reporting and Dashboards


OpenAir Expert Webinar Series: Subcontractor Handling

webinars

Webinars


In this session you will learn more about: Cost tracking options within OpenAir (Pros and Cons) How to handle a mixture of approaches for costing How to handle impact on resource management Valuable metrics to aid in staffing decisions for subcontractor needs

November 19, 2015 | NetSuite OpenAir | Subcontractor Management


FinancialForce PSA Webinar: Subcontractor Handling

webinars

Webinars


In this recorded webinar you will learn more about: Cost tracking options How to handle a mixture of approaches for costing How to handle impact on resource management Valuable metrics to aid in staffing decisions for subcontractor needs Vendor Invoices and payments

November 12, 2015 | FinancialForce PSA | Subcontractor Management


OpenAir Expert Webinar Series: Skill Database – Tracking Skill Sets, Product Knowledge, Industry Knowledge

webinars

Webinars


In this recorded webinar you will learn more about using skill profiles in OpenAir including: Creating and managing skill profiles Incorporating skill profiles into your resource management process Other uses for skill profile elements Best practice tips

October 15, 2015 | NetSuite OpenAir | Skill Set Management


The Modern PMO: How PMO Perception and Implementation Have Evolved Over Time to Impact Business

white_papers

White Papers


If you could lower your professional services automation (PSA) tool administrative cost, would you do it? This paper will introduce you to best practices to improve your systems administration, lower your costs, and provide a greater ROI on your PSA tool. Download White Paper

| FinancialForce PSA NetSuite OpenAir | Project Management


OpenAir Expert Webinar Series: Scripting for OA

webinars

Webinars


In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and more

September 17, 2015 | NetSuite OpenAir | Integration | Scripting


FinancialForce PSA Webinar: Best Practices for Maintaining Your FinancialForce PSA System

webinars

Webinars


In this recorded webinar we’ll review best practices for maintaining FinancialForce PSA to support adoption, open the door for new feature implementation, ensure data accuracy and compliance, and a positive end user experience. Best practices for Roles, Profiles, and Permission Set Audit and compliance reporting Keeping your UI clean Release management

September 10, 2015 | FinancialForce PSA


OpenAir Expert Webinar Series: Communication Planning

webinars

Webinars


In this recorded webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are alerts useful and what frequency is effective Customizing emails for critical content and information communication Conditionally sending notifications to avoid the ‘spam’ feel of too…

August 20, 2015 | NetSuite OpenAir | Administration | Communication


FinancialForce PSA Webinar: Streamline Project Communication and Collaboration with FinancialForce PSA

webinars

Webinars


In this recorded webinar you will learn more about using the power of the Salesforce platform along with the data in FinancialForce PSA to communicate and collaborate with project teams, customers and partners using real-time, actionable information. Best practices for enabling real-time communication and collaboration Salesforce.com features available to communicate PSA information to stakeholders Maturity…

August 13, 2015 | FinancialForce PSA


OpenAir Expert Webinar Series: Financial Forecasting

webinars

Webinars


In this webinar you will learn more about: Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials

July 16, 2015 | NetSuite OpenAir | Revenue Forecasting


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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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