Capturing Project Status and Project Metrics in OpenAir

Determine what data is needed Before spending time configuring several fields or building out forms in OpenAir, it is necessary to determine information to be captured and what will be done with that data. Project status and/or health data, typically referred to as RYG Status (Red, Yellow, Green), is commonplace for many organizations. Who will…

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Managing Change in Professional Services

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

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How To Do Metrics in FinancialForce PSA

Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use FinancialForce PSA for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in FinancialForce PSA.

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How To Do Metrics Reporting in OpenAir

Metrics are proven to be an effective way to evaluate your performance. In this webinar you will learn more about how to use OpenAir for evaluating and tracking your performance. We will discuss and demonstrate ways to create, track and represent metrics in OpenAir. Our live webinars are now 30 minutes to more easily fit…

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Under the Hood: PS Operations At A Glance Today

We often get caught up in in the day to day operational details of our services organizations, and it is difficult to see the forest for the trees. Join us in this webinar where we will discuss your PS operations at a glance and how to set up your PS metrics and reporting. What metrics…

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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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