FinancialForce offers a wealth of functionality to track your back office’s finances and processes. If you’re new to the system, it’s hard to know where to start. 

We shared some questions here your team can ask to determine which functionalities to implement first. 

But we’re excited to announce a new OpMentors offering — Service Resource Planning Essentials — where we implement some crucial metrics and capabilities in FinancialForce for you!  

We’re partnering with FinancialForce to deliver a results-driving sales cycle with upfront pricing. You’ll get your back office running quickly and efficiently on the top platform for financial management (FM) and professional services automation (PSA) with our guided and proven approach to implementing FinancialForce.

What are SRP Essentials?

We believe some functionalities in FinancialForce PSA and FM are catalytic for maximizing your return on investment in these solutions and transforming your business. That’s why we call them “essentials.” They’re also quick to implement and easy to use. 

When you invest in our SRP Essentials offering, we optimize and implement these essentials for you. One of our mentors will also walk with your professional services and finance teams until they’ve mastered them. 

The following FinancialForce capabilities are included in our SRP Essentials offering:

FinancialForce Management

  • Accounting foundations
  • Accounts receivable
  • Accounts payable
  • Journals, allocations, and fixed assets
  • Metrics and reporting

FinancialForce Professional Services Automation

  • Project management
  • Resource management
  • Timecard/expense entry and approval
  • Billing
  • Metrics and reporting

We implement these FM and PSA essentials rapidly so you maximize your return on investment in FinancialForce and can take action with confidence.

Who Benefits from SRP Essentials?

Our SRP Essentials offering has a fixed fee and fixed scope, enabling out-of-box functionality. We find that SRP Essentials are most beneficial for:

  • Businesses needing to get up and running quickly on FinancialForce
  • Businesses looking to utilize best industry practices
  • Emerging and growing companies
  • Budget-focused companies

If your business falls under one of these categories, schedule a call today to learn more about SRP Essentials. Our team is passionate about helping businesses like yours succeed with these FinancialForce PSA and FM capabilities. We’re excited to learn more about your business goals and help you reach them with this new offering.