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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

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.  …

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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