Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
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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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Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
- 1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA)
- 2. Welcome to Proformative Proformative is the leading educational resource for corporate finance professionals. A resource where corporate finance and related professionals advance in their careers through: • Uniquely valuable, online peer network • On demand courses taught by peers and SMEs • Valuable Features and Resources Check it out at www.proformative.com
- 3. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA) Darrell Kalichak, Enterprise Presales Manager for PSA, FinancialForce.com
- 4. Agenda • Creating PSA Projects (from Salesforce Opportunities) • 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.com and Unit4 • Executive involvement • Native on the Salesforce1 platform • HQ San Francisco; Development teams in US, UK and Spain • 300 Employees • Customers in 27 Countries with Users in 45 Countries
- 6. Professional Services Automation Resource Management Time & Expense Management Project Management Project Accounting Project Billing
- 7. Project Tasks Typical PSA Process Flow Account Opportunity PSA Project Budget(s) Assignments Skills Cert(s) Timecards Milestones Accounting Transactions Expenses Schedules Location Payable Events Billing Events Accounting Details Resources Partners Revenue Events Dashboards Reports Mobile
- 8. Optimizing Resources & Driving Project Profitability with Professional Services Automation (PSA) Thank you for your interest in this presentation. View the on-demand webinar or download the full presentation at: www.Proformative.com
Notes de l'éditeur
- For example, if we start with an <Click> Account. It will most likely link to one or more <Click> Opportunities. If the opportunity includes professional services, at some point, <Click> the opportunity will reach a stage <Click> where you may want to create a services project. <Click> This is where PSA enters the picture. Projects can have budgets <Click> and potentially change orders. <Click> <Click> We manage that process by linking in add-on opportunities if the size of the project increases. Projects can have <Click> Milestones. Perhaps billable, maybe not. And , no matter whether it’s a billable project, or even if it’s non-billable, you’re always going to have <Click> resources Resources are tied to projects though <Click> Assignments <Click> Skills and schedules then get involved. Which brings us to <Click> Understanding calendars and <Click> holidays. At some point, these resources will need to enter their <Click> time, and maybe also their <Click> expenses. <Click> So now you can see we have three things <Click> that we typically track as Billable items – time, expense, and milestones. For the purposes of integrating into back-end financial systems (such as our own FinancialForce) we add a new item <Click> Billing Events. Billing events contain all of the necessary data that we need to hand off to the underlying financial system for journaling the transaction, billing, invoicing, and (ultimately) revenue recognition. Now <Click> to drill down into what that looks like. Let’s take a look at how PSA works with FinancialForce. <Click> <Click> Billing events link to Sales Invoice Details, which then have transactions that tie back to the correct Journals under the appropriate Company. This insures that billable services work hits the ledger in the right way, and that the services work is handled properly from an invoicing perspective. Now, although FinancialForce is the preferred solution for managing your financials, as it too is on the Force.com platform, we understand that customers may have a variety <Click> of back-end financial solutions. We have experience integrating PSA with a whole host of financial packages, some of which you see listed here. Ok, now on to the demo…..