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FinancialForce for Project Management Oversight

Date: Thursday, December 15, 2016 Time: 1:00 – 1:30pm EST In this session you will learn: Establishing templates Defining permissions and controls Setting up alerts, notifications, and regular reports for communication REGISTER NOW!

Free

Keys to Building a Scalable PSA System

Date: Thursday, January 12, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss best practices for building a scalable PSA system: How to plan for growth and change How business mergers and acquisitions can be accommodated When customization is beneficial vs. limiting Following the webinar we will keep the lines…

Free

Scalable Maintenance Practices With NetSuite OpenAir

Date: Thursday, January 19, 2017 Time: 1:00 – 1:30pm EST In this 30 minute webinar we will discuss scalable maintenance practices with NetSuite OpenAir: Tips for approval workflows Report maintenance suggestions Approaches to minimize configuration maintenance (roles, filter sets, etc.) Following the webinar we will keep the lines open for 15 minutes for open discussion…

Free

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 NetSuite OpenAir

Date: Thursday, February 9, 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

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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