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Found 348 Results

Measuring Compliance in Professional Services

webinars

Webinars


In this session you will learn: Standard compliance measures in PS organizations Techniques to ensure compliance How compliance impacts management of your organization

November 3, 2016 | FinancialForce PSA NetSuite OpenAir | Compliance | PSA Best Practices


FinancialForce Best Practices – Introducing Change into Your Environment

webinars

Webinars


In this session you will learn: Introducing change and change management communication in FinancialForce How to keep historical information intact while addressing changes for now and onwards How to fold new companies into an existing infrastructure

October 20, 2016 | FinancialForce PSA | Change Management


4 Ways to Enhance FinancialForce PSA Through Custom System Expansions

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There are a lot of ways that you can extend the use of FinancialForce PSA through custom system expansion, using both native Salesforce capabilities and capabilities related to FinancialForce PSA specifically. FinancialForce Output Builder Output Builder, which comes with FinancialForce PSA, is a great way to customize reports internally or externally with custom formatting and…

October 18, 2016 | FinancialForce PSA | PSA Expansion


OA Best Practices – Introducing Change into Your Environment

webinars

Webinars


In this session you will learn: Introducing change and change management communication in OpenAir How to keep historical information intact while addressing changes for now and onwards How to fold new companies into an existing infrastructure

October 13, 2016 | NetSuite OpenAir


Managing Change in Professional Services

webinars

Webinars


In this session you will learn: How to use metrics to identify the need for change in the organization Introducing change and change management How business mergers and acquisitions can drive process standardization

October 6, 2016 | FinancialForce PSA NetSuite OpenAir | Change Management | Metrics | PSA Best Practices


Keys to a Successful Professional Services Skill Database

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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

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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

webinars

Webinars


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

webinars

Webinars


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

webinars

Webinars


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


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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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