David Eagan, Director of Professional Services International at Perceptive Software discusses about the impact of FinancialForce PSA on his organization: Faced challenges that Sales & Services were poorly aligned, their existing systems couldn't cope with the growth or the complexity of customers’ requireme nts. Since using FinancialForce PSA they can see the scheduled and unscheduled back log at any time, and have a consistent approach to reporting as the company continues its growth. The admin has been removed from David’s job allowing him to spend valuable time with his resources on their projects. The implementation was successful because the FinancialForce.com people understood Perceptive Software’s business and its requirements of the application.
Insights Success is The Best Business Magazine in the world for enterprises. Being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing businesses and the way of delivering effective and collaborative solutions to strengthen market share. Here, we talk about the leader’s viewpoints & ideas, latest products/services, etc. Insights Success magazine reaches out to all the ‘C’ Level Professionals, VPs, Consultants, VCs, Managers, and HRs of various industries.
KPIwoven from NavisRx is the ultimate Balanced Scorecard software that also delivers IT- Business Performance Management, EVMS, Risk and IT- Services Management solution. Perfect blend of BSC and COBIT / ITIL to deliver true value of IT to business.
With the emergence of new operating models, the office of procurement has changed from a cost-management function to a key player in mitigating risk, unlocking insight, and enabling agility. This slide deck explores the Workday vision for elevating procurement to the level of a strategic partner in driving business transformation.
Insights Success is The Best Business Magazine in the world for enterprises. Being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing businesses and the way of delivering effective and collaborative solutions to strengthen market share. Here, we talk about the leader’s viewpoints & ideas, latest products/services, etc. Insights Success magazine reaches out to all the ‘C’ Level Professionals, VPs, Consultants, VCs, Managers, and HRs of various industries.
KPIwoven from NavisRx is the ultimate Balanced Scorecard software that also delivers IT- Business Performance Management, EVMS, Risk and IT- Services Management solution. Perfect blend of BSC and COBIT / ITIL to deliver true value of IT to business.
With the emergence of new operating models, the office of procurement has changed from a cost-management function to a key player in mitigating risk, unlocking insight, and enabling agility. This slide deck explores the Workday vision for elevating procurement to the level of a strategic partner in driving business transformation.
Mergers and acquisitions (M&A) are complex enough without manually compiling reports or dealing with inaccurate data. In this slide deck, discover how leaders at Warner Bros. relied on Workday Prism Analytics to blend, prepare, and transform multiple data sources as they navigated their recent M&A.
"Peter Robson, Professional Service Manager of HumanConcepts discusses about why they chose FinancialForce Accounting:
The ability to view all the data from FinancialForce Professional Services, Salesforce CRM and HumanConcepts accounting system quickly and easily is invaluable."
Deliver a statement about capability maturity model using this presentation deck. In corporate, capability maturity is a development model that has been designed after research work and data collection from different organizations. Our 38 slides PowerPoint Deck has been created to meet the requirements of modern business where you have to share the information in professional way. This PPT deck includes some important information such as capability maturity model outline, purpose, characteristics, framework, initial maturity level, managed, defined, quantitatively managed, optimizing, internal structure etc. Now to share all the above aspects with your clients or associates, you have to research and assemble them before sharing. Using our presentation deck, you don’t need to spend any time in research work as it has already been taken care of. All you have to do is just click the download button and insert the PowerPoint slides in your presentation. This PPT deck ensures to communicate your message in the desired manner among your clients. Download now to share the concept of capability maturity model. Enlighten them on criteria with our Capability Maturity Matrix PowerPoint Presentation Slides. Ensure they are conversant with every clause.
The mobile technology has completely transformed business work processes worldwide and the key to mobile success for any organization is building a strategic mobile practice that allocates user requirements, business goals, and growing mobile technology.
Aeronube is a result driven specialist IT Organization with Extended Sector knowledge and experience in IT Staffing / Managed Service & Software Development providing end to end IT services and solutions to various Fortune 500 clients.In the today's world, as business becomes more challenging, organizations need to re-engineer their IT Services & Solutions and need to be flexible and nimble to meet an ever-changing business anticipation and require a broad-based and incorporated capacity - not only in skills but across capabilities, types of engagements and service delivery models.
Innovative hiring strategies, experience and holistic approach to commitments to stakeholders are the key differentiators to Aeronubes approach
Managing Your Business Through Change: Introducing Bluewolf BeyondBluewolf
The rise of SaaS and cloud based business services have in effect killed the dinosaurs of the software consulting industry. Introducing Bluewolf Beyond.
Mergers and acquisitions (M&A) are complex enough without manually compiling reports or dealing with inaccurate data. In this slide deck, discover how leaders at Warner Bros. relied on Workday Prism Analytics to blend, prepare, and transform multiple data sources as they navigated their recent M&A.
"Peter Robson, Professional Service Manager of HumanConcepts discusses about why they chose FinancialForce Accounting:
The ability to view all the data from FinancialForce Professional Services, Salesforce CRM and HumanConcepts accounting system quickly and easily is invaluable."
Deliver a statement about capability maturity model using this presentation deck. In corporate, capability maturity is a development model that has been designed after research work and data collection from different organizations. Our 38 slides PowerPoint Deck has been created to meet the requirements of modern business where you have to share the information in professional way. This PPT deck includes some important information such as capability maturity model outline, purpose, characteristics, framework, initial maturity level, managed, defined, quantitatively managed, optimizing, internal structure etc. Now to share all the above aspects with your clients or associates, you have to research and assemble them before sharing. Using our presentation deck, you don’t need to spend any time in research work as it has already been taken care of. All you have to do is just click the download button and insert the PowerPoint slides in your presentation. This PPT deck ensures to communicate your message in the desired manner among your clients. Download now to share the concept of capability maturity model. Enlighten them on criteria with our Capability Maturity Matrix PowerPoint Presentation Slides. Ensure they are conversant with every clause.
The mobile technology has completely transformed business work processes worldwide and the key to mobile success for any organization is building a strategic mobile practice that allocates user requirements, business goals, and growing mobile technology.
Aeronube is a result driven specialist IT Organization with Extended Sector knowledge and experience in IT Staffing / Managed Service & Software Development providing end to end IT services and solutions to various Fortune 500 clients.In the today's world, as business becomes more challenging, organizations need to re-engineer their IT Services & Solutions and need to be flexible and nimble to meet an ever-changing business anticipation and require a broad-based and incorporated capacity - not only in skills but across capabilities, types of engagements and service delivery models.
Innovative hiring strategies, experience and holistic approach to commitments to stakeholders are the key differentiators to Aeronubes approach
Managing Your Business Through Change: Introducing Bluewolf BeyondBluewolf
The rise of SaaS and cloud based business services have in effect killed the dinosaurs of the software consulting industry. Introducing Bluewolf Beyond.
Managing a professional services firm is hard work. Firm leaders must juggle marketing, business development, client service, staff recruiting, development and retention to a successful outcome for everyone involved. There is one thing that
firm leaders must feel comfortable with that links all of these firm management initiatives together — technology.
FinancialForce PSA Case Study: Revolution Group - small bizPolina Polishchuk
Learn how a unified system with Salesforce in the front office and FinancialForce for their services has transformed operations and project management for this professional services consulting business.
Find the Keys to Effective Franchise Growth with Community CloudDreamforce
Starting a new business is challenging, especially if you're a first-time franchisee. Join a leading company's journey as it uses a customized Community to connect new franchise owners with everything they need to build successful businesses. From registering a new franchise agreement, to supplying the store and opening the door, you'll learn how the company was able to provide real-time support, and measure and manage every stage of a franchise to help it grow and thrive.
From Series A to IPO: Scale your startup with WorkatoJeraldine Phneah
Startups of all sizes face one challenge - a stiff competition for tech talent. This impacts scalability as internal processes like HR, Finance, Data and more are neglected.
Workato's low-code no-code platform empowers business users to build their own integrations and automations. This deck explains how we help startups like you scale with key use cases
Customers are the heart and soul of every organization. As a company grows, it becomes increasingly important to streamline processes while improving the customer experience.
For many companies resolving customer issues and seeking areas for improvement is labor intensive, manual, and unstructured. Statistically, inefficiencies like these increase costs and decrease overall company profitability.
Similar to Customer testimonial FinancialForce - Perceptive Software (20)
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForceSwiftype
Leading Cloud ERP Software on the Salesforce Platform for small & medium businesses. Our customer-centric cloud-based ERP solutions blur the lines between CRM & ERP enabling richer customer engagements.
Visit http://www.financialforce.com/products/erp/overview/ for cloud ERP solutions for your business.
Choosing suppliers for a supply chain management (SCM) engagement – Financial...Swiftype
With the introduction of our cloud-based Supply Chain Management (SCM) solution, we throw light on risks involved with multiple suppliers along with tips on choosing suppliers in a supply chain engagement.
Visit http://www.financialforce.com/products/supply-chain-management/overview/ for cloud-based SCM solutions for your organization.
FinancialForce Human Capital Management (HCM) DatasheetSwiftype
Manage your entire workforce from hire-to-retire on the Salesforce Platform. FinancialForce.com brings you a complete and integrated human capital management (HCM) solution that supports the whole HR spectrum - your human resource system of record, benefits & compensation, absence management, performance and talent management, career and succession planning, workforce collaboration, and workforce analytics. Now manage it all in one unified application!
FinancialForce Professional Services Automation (PSA) DatasheetSwiftype
FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.
FinancialForce Accounting for Salesforce. Put an end to re-keying data & using spreadsheets to create invoices. Eliminate CRM and accounting data silos. Put your Billing, AR, AP, GL, Financial Reporting & CRM all on one platform!
Carl Herman, Director of Operations, Executive Professor at University of Houston talks about why they chose FinancialForce Accounting as their system of record: FinancialForce Accounting was able to support the University’s growing number of transactions Tight integration with salesforce.com allowed the University to implement FinancialForce Accounting with limited resources Results included a significant improvement in collecting cash in less than 30 days
Jonathan Green, VP of Information Technology at Denmat Holdings, talks about why they chose FinancialForce.com for their move to the cloud. Financial processes and invoice creation automated and instant. Errors associated with spreadsheets are a thing of the past. Reporting is enhanced and accurate through use of a single Force.com system. Sales teams are benefiting from access to information they didn’t have before.
"Tim Alsop, Technical Director at CyberSafe talks about the results achieved after implementing FinancialForce software: 1. Opportunities and invoices follow a single process 2. Customer quotes, invoices
and payments viewable in a single screen 3. Improved sales and collections 4. Ability to deliver customer
invoices in local currencies, while reporting in Euros 5. Automated the entire orderto-cash process 6. Works seamlessly with salesforce CRM and other Force.com solutions
FinancialForce CaseStudy-Centerstance High Swiftype
Greg Lueck, Managing Partner at Centerstance talks about the impact of FinancialForce PSA on his organization: Our sales team now sees that deals and requests are being approved instantly - they no longer have to focus energy on the approval cycle and can focus on how to move deals forward and close them, making us more efficient and ultimately profitable.
Customer testimonial FinancialForce - Blue Shield of California Foundation Swiftype
"Scott Travasos, CFO of Blue Shield of California Foundation discusses about why they chose FinancialForce Accounting
Seamless integration with Salesforce.com dramatically reduced the learning curve for employees
FinancialForce Accounting has allowed us to speed up our AP process making it more automated and efficient
Real time Financial data is available to our Executive team"
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
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Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
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Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
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Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
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Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
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3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
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Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
1. The Benefits of Integrated Applications on Force.com
- Lessons from a Top 5% “Best-of-the-Best” Professional
Services Firm.
Success Story Customer Profile
In a 2011 PS Maturity Benchmark Report from SPI Research, Perceptive Company:
Software’s professional services team was rated among the top 5% best-of- Perceptive Software
the-best Professional Services (PS) organizations benchmarked against more
than 200 leading firms. The Top 5% firms reported almost double the revenue URL:
www.perceptivesoftware.com
growth and more than 250% higher net profit than the benchmark average.
In the study, companies with integrated CRM and PSA systems like Perceptive Company Size:
reported higher bid/win ratios, higher project margins, higher utilization and higher 700 employees
revenue per billable consultant. The value gained by the companies reporting higher
Industry:
visibility resulting from integration was staggering:
Enterprise Software
• Higher growth (8.0% vs. 4.3%)
Results:
• Higher revenue per billable employee ($188k vs. $167k)
• ntegrated PSA and CRM
I
• Higher project margins (33.5% vs. 29.7%) on Force.com delivers
full visibility into customer
• Better on-time delivery (78.5% vs. 72.0%) activities and higher levels
of customer satisfaction.
• Lower discount rate (12.0% vs. 17.5%) • 700 employees around the
globe can access sales
There are valuable lessons that can be learned from Kansas-based Perceptive pipeline, marketing and
professional services data,
Software when it comes to running a successful professional services practice. which provides a clear
Perceptive is a leading creator of enterprise content management (ECM) software 360 degree view of each
customer. Easy access
products and solutions, with 700 employees worldwide. Perceptive’s flagship to complete customer
product – ImageNow document management, document imaging and workflow data drives high customer
satisfaction for Perceptive.
– is used by customers across all industries in more than 30 countries. In 2010,
• Increased efficiency and
Perceptive Software joined Lexmark International as a standalone business unit. avoided over-staffing
Since then, they’ve rapidly expanded their presence in the global ECM marketplace. projects. 2 percentage
point increase in resource
Of Perceptive’s 700 employees, 125 are in professional services, serving customers utilization and 50% increase
in value-added sales to
in markets such as healthcare, higher education, financial services and back existing customers.
office HR and AP accounting. Customer satisfaction is paramount at Perceptive.
Management came to realize that if the professional services department isn’t
aligned with the operations of the rest of the organization, customer service suffers.
www.FinancialForce.com
2. Success Story
Initially, Perceptive used a combination of spreadsheets and home-grown systems
to manage ongoing consulting projects and resources, but as the professional
services team grew to more than 50 people, those tools became ineffective. With
projects becoming more complex as customers’ needs evolved and numerous people
“It’s all out in the
balancing multiple project assignments – not to mention project managers potentially open. Each individual
working on 10-15 projects simultaneously – spreadsheets became unmanageable. feels they contribute to
“The big challenge company-wide was that marketing, sales and professional services the success of the team
didn’t have a 360 degree view of our customer,” said Patrick Kearney, VP Professional
,
Services at Perceptive Software. “Sales people couldn’t easily see the status of
and the company. ”
projects and it wasn’t very easy to share information.”
Implementation of CRM and PSA
As a result of the difficulty in using spreadsheets and home-grown systems to provide
visibility into each customer – including historical information, project details and
timelines – Perceptive looked to the cloud for a solution that would provide a single
platform accessible to all their teams worldwide from a single log-in. The company “Anyone in our
decided to implement an applications infrastructure on the Force.com platform from organization has
Salesforce.com. The goal was to eliminate as many spreadsheets as possible and to insight into that
closely monitor improvements in customer satisfaction.
information, which
Today, Perceptive relies on Salesforce CRM integrated with FinancialForce PSA to helps us internally be
gain full visibility into customer activities and deliver the highest levels of customer
more efficient and also
satisfaction. For Perceptive, customer satisfaction means competitive advantage.
benefits our customers
Perceptive implemented salesforce.com in 2008 for the sales and marketing
to make them more
departments and shortly after that, product support turned to the Force.com platform
efficient. Our customers
to manage support activities. In 2010, the company implemented the FinancialForce
PSA solution – the final component needed to give the company a true 360 degree are very loyal.”
view of the customer.
FinancialForce PSA is a cloud-based solution that leverages the power of Force.com
to enable services organizations to manage their people, projects and financials in
one integrated services management application. Users get the benefits of native
integration with Salesforce CRM and the scalability and flexibility of the world’s leading
enterprise cloud platform.
FinancialForce.com provided Perceptive with standardized dashboards for a single
view of the customer, allowing anyone on the team access to metrics like revenue
goals, chargeability goals and average bill rate goals. Users can now see, in real
time, how the company is performing, as well as how they are performing individually.
Kearney said: “It’s all out in the open. Each individual feels they contribute to the
success of the team and the company.”
Perceptive has a large sales team and the reality of the business is that professional
services can’t be involved in every deal pre-sales. Utilizing Salesforce and the
Force.com platform, professional services now has real-time access to all sales
opportunities. “Since we’re all on the same tool, we have great visibility into the
largest opportunities and the resources that might be needed to manage the
www.FinancialForce.com