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Found 333 Results

Not All PMO’s Are the Same and Why

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In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project Management Office (PMO) can help you do this. However, a PMO is often associated with negative connotations such as additional process, resources, and cost that if not implemented to benefit…

Project Management

February 14, 2017 | FinancialForce PSA NetSuite OpenAir | Project Management | PS Best Practices


Self Service Dashboards in NetSuite OpenAir

webinars

Webinars


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

February 9, 2017 | NetSuite OpenAir | Reporting and Dashboards


What the Heck! I Am Not on the Latest Version of FinancialForce PSA

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Do you want to have the latest and greatest features in your FinancialForce PSA system? If you answered yes, this short guide will help you stay up to date with FinancialForce PSA releases. How do I find out what version of FinancialForce PSA is in my environment? To find out what version of FinancialForce PSA…

PS Enterprise

February 7, 2017 | FinancialForce PSA | Administration


Empower your PSA Users with Self-Service

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Webinars


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

February 2, 2017 | FinancialForce PSA NetSuite OpenAir | PSA Best Practices


Scalable Maintenance Practices with FinancialForce PSA

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Webinars


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

January 26, 2017 | FinancialForce PSA | Administration


Scalable Maintenance Practices With NetSuite OpenAir

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Webinars


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.)

January 19, 2017 | NetSuite OpenAir | Administration


Keys to Building a Scalable PSA System

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Webinars


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

January 12, 2017 | FinancialForce PSA NetSuite OpenAir | PS Best Practices


FinancialForce for Project Management Oversight

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Webinars


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

December 15, 2016 | FinancialForce PSA | Project Management


OpenAir for Project Management Oversight

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Webinars


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

December 8, 2016 | NetSuite OpenAir | Project Management


Project Management Oversight and the Need for a Project Management Office (PMO)

webinars

Webinars


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?

December 1, 2016 | FinancialForce PSA NetSuite OpenAir | Project Management | PSA Best Practices


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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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