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Page 3 of 35

Resource Management Techniques in NetSuite OpenAir


In this recorded webinar you will learn more about resource management in NetSuite OpenAir including: bookings vs. task assignments data entry and maintenance tips and a variety of visual dashboards, features, and reports for at a glance information  

July 13, 2017


Two FinancialForce PSA Customization Features Every Services Business Should Be Using


FinancialForce PSA users have access to a wide range of customization features. However, not all of these automation options are immediately apparent. If your business has not fully utilized the customizable automation features FinancialForce PSA offers, you could be missing out on areas where you can improve the efficiency of your business processes. Use FinancialForce…

Two FF Customization Features

July 12, 2017


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.

July 6, 2017


Developing Data Flows for FinancialForce PSA


Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.

June 15, 2017


Developing Data Flows for NetSuite OpenAir Integration


Explore the common integration challenges using OpenAir and how to address them with: Concur NetSuite QuickBooks Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.  

June 8, 2017


3 Data Audit Areas That Will Help Keep Your FinancialForce Data Clean


Why have data audits? The simplest answer to that question is that when it comes to data if you put garbage in, you get garbage out. You can collect all the data you want to collect and pull all the reports you think you’ll need, but if the data you collect isn’t clean, your reports are…

FF Auditing Techniques

June 2, 2017


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 15 minutes for open discussion…

June 1, 2017



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.  

May 18, 2017


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.  

May 11, 2017


Page 3 of 35

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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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