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PS Best Practices: Timesheets Capture More Than Hours Worked

In this webinar we will discuss how timesheets can provide more than just a way to capture hours worked. In this webinar you will learn best practices regarding: end user ease of use considerations data capture to assist with report and financials notifications and compliance

October 5, 2017

Project Budget Management in NetSuite OpenAir

In this webinar we will discuss and demonstrate in NetSuite OpenAir: Methods for budget management from simple to advanced Aligning effort with contract budgets Baselines and actual vs. plan reports. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

September 14, 2017

Capturing Project Status and Metrics in OpenAir

Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

Captureing Project Status and Metrics

September 13, 2017

Measuring and Reporting Project Health With Key Performance Indicators

In this webinar, we will discuss project health measures to track project progress, budget progress, and the total cost to enable and understand overall project performance and profitability. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

PSA Webinar

September 7, 2017

Are You Using These 3 Powerful Booking Features in NetSuite OpenAir?

NetSuite OpenAir is a powerful PSA system that provides a multitude of features for maintaining your bookings as well as providing insight into your utilization and project staffing. Surprisingly, some of its best tools are frequently under-utilized. 3 Under-utilized Booking Features in NetSuite OpenAir Don’t waste time doing things manually when these powerful features might…

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August 31, 2017

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

In this webinar we will discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 24, 2017

How To Use Data Extracts For FinancialForce PSA System Integration

If you believe integrating your FinancialForce PSA solution means you no longer need manual data extracts, that’s understandable. The truth is, there will always be situations when you will need data extracts to get and share with others or other systems, formatted in a way that requires minimal overhead and effort. For example: During transition…


Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting

In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 17, 2017

Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations

Revenue Forecasting is an art and a science. Good forecasting isn’t just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches. Following the webinar, we will keep the lines…

August 3, 2017

Resource Management Techniques in FinancialForce PSA

In this recorded webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips

July 20, 2017

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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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