This video explains how to highlight key related records on Klient page layouts using dynamic lists. Key topics covered include: N Importance of highlighting related records N Using dynamic lists for open milestones N Setting up lists for...
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Maintain Data Quality Using Exception Reports
In this video, Dominic discusses using exception reports to maintain data quality: N Exception reports for focused data quality N Benefits in project management N Using Salesforce 'Subscribe' for alerts N Leveraging dashboards for visibility...
Improve Transparency with Efficient Project Status Updates
Efficient project status updates are crucial for transparency and project success. In this video, Dominic from Klient addresses common challenges, shares best practices, and shows how Klient's project platform helps deliver clear updates. Key...
Restrict Time Entry Against Specific Tasks
In this video, Dominic explains multiple ways to restrict time entry on specific tasks within Klient, and cover the following items: N Project SettingsN Close Time Entry FieldN Preventing Time Entry on Klient TasksN Timesheet Custom SettingsN...
Professional Services ERP: Should you invest in this business solution?
Business processes have been streamlined and data consolidated using enterprise resource planning (ERP) solutions. Despite knowing the potential benefits of ERP, professional service firms may wonder if it's the right choice for their...
ERP vs PSA: Choosing the Ideal Solution For Professional Services
Not sure what to choose beween an ERP vs PSA for your professional services company? Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions both offer unique benefits for streamlining operations and driving...
Top 43 Professional Services KPIs To Grow Your Firm
I’ve worked for 4 years in professional services within the management committee and many more in the software industry. From this experience, I wrote a list of all my favorite professional services KPIs I would use as part of a Professional...
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