Finance Structure Management
In our regular sessions, our team will make recommendations on changes or adjustments to the finance structre of your PSA as the business grows/changes. In-between sessions, you can submit support questions or make admin requests.
Support Questions:
*Example questions:
"How should I set up my company structure?"
"Why is the financial dashboard not showing [X] information?"
"How do I set up invoice routing for the approval process?"
Admin Requests:
*Example Requests:
"Please execute on our year end procedures"
"Please add the following GL codes [XYZ]"
Service Structure Management
In our regular sessions, our team will make recommendations on changes or adjustments to thes service delivery processes in place as the business grows/changes. In-between sessions, you can submit support questions or make admin requests.
Support Questions:
*Example questions:
"This workflow rule is setup but not doing what is expected - can you help me understand why?"
"Why did this workflow rule do [this]?"
"Why this function/feature is not working as I expect it to"
"I'm inputing the correct information, but I am not seeing accurate reporting - can you help me understand why?"
Admin Requests:
*Example Requests:
"Please add this new memeber with the security role profile of [X]"
"Please make the following [X] changes to my service boards"
"Please make the following [X] changes to my SLAs"
Finance, Accounting & Procurement
In our regular sessions, our team will make recommendations on changes or adjustments to the finance, accounting, and procurement processes in place as the business grows/changes. In-between sessions, you can submit support questions or make admin requests.
Support Questions:
*Example questions:
Is the revenue [X] from this invoice hitting the appropraite GL/COA?"
"Are my product costs flowing to the right COA?"
"Why aren't my costs matching revenue for particular inventory items?"
"How do I properly convert my sales orders to the correct service type?"
Admin Requests:
*Example Requests:
"Please set up my invoice tables with this structure [X]"
"Please make [X] change to my hand-off process"
"Please map these custom feilds [XYZ] between CWM and QBO"
Sales Process Management
Support Questions:
*Example questions:
"I can't find my opportunity in CW Sell. Where did I go wrong in my process?"
"How can I create a two way sync between my CRM and PSA"
"What pipeline stages should I be using?"
"What's my forecast for cloasing deals this month?"
Admin Requests:
*Example Requests:
"Can you update my opportunity types to match my sales offering of [X]"
"Can you configure sell to collect the one time onboarding fee only"