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Page 10 of 39

4 Google Chrome Extensions That Will Ease Your Day-to-Day Administration Of FinancialForce PSA


Google Chrome extensions provide ways to make administration tasks more efficient in FinancialForce PSA. If you’re constantly in the Salesforce system as an administrator looking at your metadata, confirming field information, checking and updating workflow, and constantly updating permissions, there are a few Google Chrome extensions that can be a huge help with your day-to-day…

November 7, 2016


Measuring Compliance in Professional Services


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 Best Practices – Introducing Change into Your Environment


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


4 Ways to Enhance FinancialForce PSA Through Custom System Expansions


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


OA Best Practices – Introducing Change into Your Environment


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


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

October 6, 2016


Keys to a Successful Professional Services Skill Database


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


The Four Different Objects for Tracking Skills in FinancialForce PSA


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


Engaging Your PS Team with the FinancialForce Mobile App


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


OpenAir Time & Expense Best Practices in a Mobile World


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


Page 10 of 39

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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.