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Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration Multi-system integrations Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.
May 4, 2017
SuiteWorld was once again a great event this year. It’s always a thrill to put faces to names as we get to see our customers, partners, and colleagues at this annual event! It was a packed week of learning, networking, and sharing information. Here are some of the highlights and observations from the conference. More…
May 3, 2017
When you are building reports or creating views on the Salesforce platform, you will see the word “my” in a lot of places. For example, if you make a view on the Assignments tab, you can create “My Assignments,” “My Opportunities,” etc. In Salesforce, “my” means “I own the record.” Record owners are usually either…
April 26, 2017
FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step has completed with other FinancialForce PSA customers.
April 20, 2017
NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts.
April 13, 2017
Part 1:Two setup reports every organization should use When people deploy and adopt NetSuite OpenAir, the focus is often on how to quickly data entry can occur and how to make sure you’re capturing the right data in the system. Capturing the data is the first part of the equation for successful system deployment. The…
April 10, 2017
A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users informed / reminders Automate and validate data entry Enforce policy compliance
April 6, 2017
What is self-service? Self-service means that you’re providing information to the end user that will help them meet their daily goals and manage their workload, to make them aware of where their targets are and how close they are to reaching those targets. Self-service is a focus on the end user and helping them get…
March 23, 2017
NetSuite OpenAir is a powerful tool and can accommodate growth and change. Often, small changes can make a tremendous impact. Using assignment groups is a quick and easy way to simplify, streamline and save administrative time in the NetSuite OpenAir system. Assignment groups are simple to set up and can be a significant time saver…
March 17, 2017
In this 30 minute webinar we will discuss auditing techniques for keeping your FinancialForce PSA data clean: Common and recommended data audits Checks and balances
March 16, 2017
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