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Page 5 of 38

Tips For FinancialForce Revenue Management To Improve Visibility For Revenue Forecasting


In this webinar, we will discuss revenue forecasting approaches and reporting including using dashboards to view by line of business, customer or region. Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

August 17, 2017


Pros and Cons of Revenue Forecasting Approaches for Professional Services Organizations


Revenue Forecasting is an art and a science. Good forecasting isn’t just a benefit to the back office. Reliable forecasts make it possible to understand the utilization, margin and billings and overall project health. In this webinar, we will discuss the pros and cons of forecasting approaches. Following the webinar, we will keep the lines…

August 3, 2017


Resource Management Techniques in FinancialForce PSA


In this recorded webinar we will discuss how to manage your resources in FinancialForce PSA including: scheduling strategies and how/when to use them how to monitor and measure utilization and capacity data entry and maintenance tips

July 20, 2017


Empower Your Users With Self-Service Dashboards in NetSuite OpenAir


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…

Empower Your Users

July 19, 2017


Resource Management Techniques in NetSuite OpenAir


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


Two FinancialForce PSA Customization Features Every Services Business Should Be Using


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…

Two FF Customization Features

July 12, 2017


The Importance of Resource Management Strategies in Professional Services


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


Developing Data Flows for FinancialForce PSA


Explore common and useful workflows achievable by the force.com platform behind FinancialForce PSA.

June 15, 2017


Developing Data Flows for NetSuite OpenAir Integration


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


3 Data Audit Areas That Will Help Keep Your FinancialForce Data Clean


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…

FF Auditing Techniques

June 2, 2017


Page 5 of 38

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Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Nov 08

OpenAir Advanced Reporting Tips and Tricks

November 8 @ 1:00 pm - 1:45 pm
Nov 15

Best Practices for Using Tags in OpenAir

November 15 @ 1:00 pm - 1:45 pm
Dec 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm

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.