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