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Found 348 Results

Scalable Maintenance Practices With NetSuite OpenAir

webinars

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

webinars

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

webinars

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

webinars

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


Getting Data Out of your FinancialForce PSA to Establish Business Objectives and Measure Against them

webinars

Webinars


In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in FinancialForce PSA through dashboard and reports

November 17, 2016 | FinancialForce PSA | Reporting and Dashboards


Using the Power of Salesforce App Exchange to Expand Your FinancialForce PSA Solution

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Salesforce App Exchange offers helpful ways to support system expansion with FinancialForce PSA. A great app in the App Exchange is Rollup Helper by Passage Technologies. Rollup Helper allows you to summarize information, look at minimum and maximum counts, and pull information together across different object relationships. Below are a few of the ways that…

SalesforceAppExchange

November 15, 2016 | FinancialForce PSA | Integration


Getting Data Out of Your OpenAir System to Establish Business Objectives and Measure Against Them

webinars

Webinars


In this session you will learn: Common reports for PS organization and data dependencies Establishing audits for data monitoring and compliance Measuring objectives regularly in OA through dashboard and reports

November 10, 2016 | NetSuite OpenAir | Reporting and Dashboards


Compliancy and Growth in Professional Services – Do These Really Go Together?

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Can you identify when things are not going the way you want? For professional services, being predictable is key to success. To be predictable, you need standards, consistency and of course compliance. Often we may think of compliance as a roadblock to growth, slows things down, or in other negative terms. At TOP Step, we…

| FinancialForce PSA NetSuite OpenAir | PS Best Practices


4 Google Chrome Extensions That Will Ease Your Day-to-Day Administration Of FinancialForce PSA

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Google Chrome extensions provide ways to make administration tasks more efficient in FinancialForce PSA. If you’re constantly in the Salesforce system as an administrator looking at your metadata, confirming field information, checking and updating workflow, and constantly updating permissions, there are a few Google Chrome extensions that can be a huge help with your day-to-day…

November 7, 2016 | FinancialForce PSA | Administration


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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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