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Scalable Maintenance Practices with FinancialForce PSA

Date: Thursday, January 26, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss scalable maintenance practices with FinancialForce PSA: Do’s and Don’ts for customizations Approaches to minimize configuration maintenance Report maintenance suggestions Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A. REGISTER…

Free

Empower your PSA Users with Self-Service

Date: Thursday, February 2, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A. REGISTER…

Free

Self Service Dashboards in FinancialForce PSA

Date: Thursday, February 16, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A. REGISTER NOW!

Free

Best Practices to Auditing PSA Data

Date: Thursday, March 2, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A. REGISTER…

Free

Learn The Benefits Of Extending The Boundaries Of Your PSA System

Date: Thursday, April 6, 2017 Time: 1:00 – 1:30pm EDT A PSA may not handle all of your needs ‘out of the box’ according to your policies. Tune into this 30-minute webinar to learn about typical extensions that can be accomplished within PSA platforms. Keep users informed / reminders Automate and validate data entry Enforce…

Free

Learn How You Can Expand The Boundaries Of Your FinancialForce PSA System

Date: Thursday, April 20, 2017 Time: 1:00 – 1:30pm EDT   FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step has completed with other FinancialForce PSA customers.   REGISTER NOW

Free

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.

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