Data Management

The FinancialForce PSA application is a managed package. This means that you can customize some items, but not others.

FinancialForce.com also provides unmanaged packages that contain configurable components for Workflows, Approvals and reporting.

Your FinancialForce consultant will explain these in detail, and help your organization devise a strategy for customizing FinancialForce PSA.

Workflows and Approvals

Your FinancialForce consultant will work with you to create Salesforce Workflows and Approvals that best fit your needs. These might include:

• Timecard approval
• Expense approval
• Notifications for Operations users when a resource requestA means of asking for resources for a project or an opportunity. is created
• Missing timecard email notification

Data Migration/Integration Considerations

Migration of current professional services data to your new FinancialForce PSA application (migration), and the method of movement of FinancialForce PSA data to your financial system of record (integration), are both critical steps in initial roll-out and ongoing operations.

Your FinancialForce consultant will work with your organization to clearly identify these migration and integration points, develop the solutions, and verify all is working properly and is maintainable prior to going live.

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