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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

Batch vs Real-time Technologies For Your PSA System

Date: Thursday, May 4, 2017 Time: 1:00 – 1:30pm EDT Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration Multi-system integrations Following the webinar, we will keep the lines open for 15 minutes for…

Using Data Extracts To Support System Integration In FinancialForce PSA

Date: Thursday, May 18, 2017 Time: 1:00 – 1:30pm EDT FinancialForce PSA provides robust data extracts to support system integrations. Tune into this presentation to explore tips on integrating billing events with an ERP solution and more! Following the webinar, we will keep the lines open for 15 minutes for open discussion and Q&A.  …

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…

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. REGISTER…

Free

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…

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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