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Every job position in the company has a goal and an objective, and self-service dashboards are a way to empower individuals to be able to achieve those goals. A self-service dashboard is one way to present data that help end users manage their workload. Self-service dashboards help users answer questions about their job goals and…
July 19, 2017
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
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…
July 12, 2017
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
Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.
June 15, 2017
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
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…
June 2, 2017
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
Download White Paper
May 24, 2017
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
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