FinancialForce ERP Delivers Major New Innovations For Services-Driven Companies

Easily aggregate forecast data across multiple factors and inputs—including services pipeline and projects—using Salesforce Einstein dashboard capabilities.

FinancialForce, the number one customer-centric ERP vendor, announced several new innovations and capabilities for its Professional Services Automation (PSA) solution, including enhanced forecasting, resource optimization, and scheduling tools. The new capabilities help organizations better serve their customers in the new services economy.

“Leading organizations are completely reimagining their businesses with FinancialForce’s customer-centric ERP,” said Lori Ellsworth, GM for FinancialForce PSA. “In our latest release we have delivered new Shift Management and Forecasting capabilities to give our customers greater control and predictability over their projects and the resources assigned to those projects.”

The latest release of FinancialForce PSA enables services companies to forecast every part of their business with greater predictability, accuracy, and visibility. New forecasting and predictive capabilities include:

Predictability: Real time forecasting combining both Services opportunities and projects under execution offering a single source of truth (available due to the seamless connection between CRM and PSA on the platform)

Accuracy: 1. Forecast based on how revenue will be delivered by applying “curves” to Opportunities and unscheduled backlog. 2. Fexibility in forecast elements including Actuals, Expenses, scheduled assignments and milestones, resource requests and Backlog. 3. Configurable weighing of forecast elements and forecast category definition.

Visibility: Roll up forecasts to Region, Practice and Group, leverage both SalesForce reporting and Einstein Analytics and build different forecast scenarios.

FinancialForce PSA also now includes new Shift Management functionality, enabling organizations to rapidly adapt their delivery models with integrated scheduling tools across traditional projects and shifts. New capabilities include:

• Rapid creation of multiple team assignments using schedule templates
• Advanced team and individual shift planning and scheduling
• Fully integrated shift and project management using one platform
• Real time staff visibility, updates, and reporting

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