Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Prof Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
Imagine what your company could accomplish if you had all information about your customers, people, projects and financials on the same platform, and everyone across the organization had insight into all of the data they needed, when they need it. No need to imagine, the reality is that there is a professional services automation platform that is allowing companies to knock down data silos to realize a single 360 degree view of their customers, experience real-time visibility into new projects and demand on resources, and drive higher utilization and project profitability by aligning sales services and finance teams, that platform is FinancialForce PSA. Join us for an in depth view of FinancialForce PSA, and discover exactly how companies are leveraging professional services automation to deliver best-in-class.
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1. Ask, Share, Learn Within the Largest Community of Corporate
Finance ProfessionalsOptimizing Resources & DrivingProject
Profitability withProfessional Services Automation(PSA)
2. Welcome to ProformativeProformative is the leading
educational resource forcorporate finance professionals.A resource
where corporate finance and relatedprofessionals advance in their
careers through: Uniquely valuable, online peer network On demand
courses taught by peers and SMEs Valuable Features and
ResourcesCheck it out at www.proformative.com 3. Ask, Share, Learn
Within the Largest Community of Corporate Finance
ProfessionalsOptimizing Resources & DrivingProject
Profitability with ProfessionalServices Automation (PSA)Darrell
Kalichak, Enterprise PresalesManager for PSA, FinancialForce.com 4.
Agenda Creating PSA Projects (from SalesforceOpportunities)
Resource Management Project Management Time and Expense Entry
Project Accounting Dashboards and Reports 5. About
FinancialForce.com Strong ties to Salesforce Joint venture of
Salesforce.comand Unit4 Executive involvement Native on the
Salesforce1 platform HQ San Francisco; Development teamsin US, UK
and Spain 300 Employees Customers in 27 Countries with Usersin 45
Countries 6. Professional Services AutomationResourceManagementTime
& ExpenseManagementProject ManagementProject AccountingProject
Billing 7. Project TasksTypical PSA Process
FlowAccountOpportunityPSA
ProjectBudget(s)AssignmentsSkillsCert(s)TimecardsMilestonesAccountingTransactionsExpensesSchedulesLocationPayable
EventsBilling EventsAccountingDetailsResourcesPartnersRevenue
EventsDashboardsReportsMobile 8. Optimizing Resources & Driving
ProjectProfitability with Professional Services
Automation(PSA)Thank you for your interest in this
presentation.View the on-demand webinar or download the
fullpresentation at:www.Proformative.com
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