At CLD Partners, we consider it our privilege to be your trusted partner and we thank you for that trust and partnership.  Whether you celebrate Christmas, Hanukkah, Boxing Day, or another holiday this season, we hope you have a blessed time celebrating. Merry Services Automation and Happy Holidays from CLD Partners. We hope you enjoy our take on the night before Christmas.

The clinical research industry is growing and changing rapidly. More trials and studies are being commissioned requiring scalable solutions. CTI is a contract research organization (CRO) specializing in complex clinical research involving critically ill patients. Read about CTI’s success using FinancialForce PSA to manage their bidding, project tracking, billing, and more.

This was an enterprise-wide digital transformation for Siemens, where the focus was to position Siemens to meet the needs of its customers across the globe. By integrating Professional Services Automation into its enterprise quote-to-cash solution along with effective organizational change management, Siemens achieved its goal.

We're fortunate as a company to have a team full of folks focused on delivering professional services solutions. And because we love what we do, it's easy to feel thankful, especially this time of year. So whether you’re excited about the food, family time or something else we hope you enjoy reading why we're feeling thankful.

Your systems should be configured to support your business, but companies grow, change and merge. Conducting a health check helps you find out if everything is still working well. In this post, we share when you should review your FinancialForce implementation, questions to ask, and provide a real life example of a health check.

With a simple integration between your bank and FinancialForce, you can save employees time and increase accuracy on employee expense reports. You can streamline expense creation by leveraging all the data that already exists in your corporate credit card transactions. Itemize, attach receipts and more in one easy interface.