Upcoming Webinars

Who is the Master? Overcoming PSA System Integration DataFlow Challenges

Date: Thursday, June 1, 2017
Time: 1:00 – 1:30pm EDT

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 and Q&A.

 

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Developing DataFlows For NetSuite OpenAir Integration

Date: Thursday, June 8, 2017
Time: 1:00 – 1:30pm EDT

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.

 

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Developing DataFlows for FinancialForce PSA

Date: Thursday, June 15, 2017
Time: 1:00 – 1:30pm EDT

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

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

 

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The Importance of Resource Management Strategies in Professional Services

Date: Thursday, July 6, 2017
Time: 1:00 – 1:30pm EDT

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.

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Resource Management Techniques in NetSuite OpenAir

Date: Thursday, July 13, 2017
Time: 1:00 – 1:30pm EDT

In this webinar you will learn more about resource management in 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

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

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Techniques for Resource Management in FinancialForce PSA

Date: Thursday, July 20, 2017
Time: 1:00 – 1:30pm EDT

In this 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

Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.

REGISTER NOW

Keep in Touch

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news, and webinars

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

Upcoming Webinars

Jun 08
Jun 15

Developing DataFlows for FinancialForce PSA

June 15 @ 1:00 pm - 1:30 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.

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