Why You Shouldn't Fear Customization on Salesforce
The question of customization always comes up in discussions during implementing apps on Salesforce. This post provides an introduction to how we define customization and why organizations struggle so often with decisions around customization.
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.
After 10 years of delivering Professional Services solutions for 100+ clients, our CEO Steve Clune shares his insights about Professional Services Nirvana and why organizations struggle to achieve an ideal state. Read the three part-series or simply checkout these four critical principles to have a successful Professional Services business.
A new year brings a fresh opportunity to step back, assess where you’re headed, and pivot to achieve the goals you want. No matter what industry you’re in, it’s time to think about what's on your IT roadmap... so let’s talk about out some real, achievable, actionable to-dos for the upcoming year that will help you achieve professional services success.
It’s that time of year again where the air has turned crisp and cool, delicious smells are everywhere and the best countdowns and top ten lists abound. As we look back on our year, we are so thankful for our clients and partners. We wish you all peace and joy during this holiday season. Can you guess our top 10 movies? We hope you get as big a chuckle reading the list as we did coming up with it.
During a Professional Services Automation implementation, every organization has the opportunity to review established practices, revisit existing processes and roles, and challenge the status quo. The definition of the resource cost, or "average cost rate" typically drives a lot of discussion. Rarely do companies discuss the cost of accuracy when choosing to use an average cost rate versus an actual cost rate.