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Found 333 Results

Keys to a Successful Professional Services Skill Database


Quite often Professional Services organizations face the need to locate resources based on skill set, experience, or unique capabilities to meet delivery requirements for an engagement. This ends up driving the need to define a skill database as part of the organization’s resource management processes. There are a number of benefits in setting up and…

October 5, 2016 | FinancialForce PSA NetSuite OpenAir

The Four Different Objects for Tracking Skills in FinancialForce PSA


Incorporating a skills database into your PSA can be helpful for many reasons, one of which is assisting management with professional development planning. However, the best function a skill database provides is giving you the ability to see an overview of skills and certifications for each individual resource. For instance, if you’re performing a yearly…

September 30, 2016 | FinancialForce PSA | Skill Set Management

Engaging Your PS Team with the FinancialForce Mobile App



In this session you will learn: Time and expense on the go! FinancialForce features that work well on mobile apps What to avoid when considering mobile app configuration

September 22, 2016 | FinancialForce PSA | Time and Expenses | User Adoption

OpenAir Time & Expense Best Practices in a Mobile World



In this session you will learn: Streamlining expense management in OpenAir How to enable seamless time tracking by project, phase, and tasks Approval controls for managers on the go

September 15, 2016 | NetSuite OpenAir | Time and Expenses

Mobile Usage with Professional Services



In this session you will learn: Mobile apps that assist with your professional services strategy The importance of being able to work remotely in professional services Information consumption and the challenges with mobile overload

September 8, 2016 | FinancialForce PSA NetSuite OpenAir | PSA Best Practices

Using Expense Items in OpenAir to Manage Subcontractors


For most working in Professional Services, subcontractor management is a part of managing project budgets and company costs. NetSuite OpenAir has a lot of different features for organizing and managing subcontractors, both financially and as resources.

OpenAir New Receipt

August 24, 2016 | NetSuite OpenAir | Resource Management | Time and Expenses

FinancialForce 3rd Party Integration Add-ons



In this session you will learn: What FinancialForce add-ons are best for your professional services organization Tips for integrating programs into FinancialForce including Basecamp, Google apps and others 3rd party vs. FinancialForce feature consideration

August 18, 2016 | FinancialForce PSA | Integration | PSA Expansion

Scripting in OpenAir



In this session you will learn: How Scripting can be incorporated to extend system validation logic and data processing Advances in Form Permissions logic Determining when to use Scripting, Form Permissions, and more

August 11, 2016 | NetSuite OpenAir | PSA Expansion

When Does It Make Sense to Expand Technology for Your PS Operations?



In this session you will learn: Knowing when to add a PSA tool for more efficient operations The ways a PSA tool enhances business operations Best of breed solutions and integrations

August 4, 2016 | FinancialForce PSA NetSuite OpenAir | Integration | PSA Best Practices

Four Methods for Viewing Schedules in OpenAir


There are four methods available in OpenAir for viewing schedules outside of running reports. The first is the calendar view. This can be found in the Home or Dashboard module and made available as a ‘My Calendar’ tab throughout the application. If you have longer term projects, this can be a very helpful view. By…

August 3, 2016 | NetSuite OpenAir | Booking and Billing | Resource Management

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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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