In this quick blog post, I demonstrate how to deliver customized dashboard reports to the user.

I finally got a chance to take a client live with the (relatively) recent JIRA/FinancialForce Hub Integration, so I wanted to jot down a few lessons learned while they are fresh in my mind.

As a product consultant, I’m always ready to take the good with the not-so-good. No product is perfect, but part of any product implementation is knowing not just what the product does, but what it doesn’t do. With that in mind, I’ve compiled the following wish list of items I wish Concur Invoice handled, or handled better.

In working with customers, I’ve found it useful to have a standard (custom built) Administration App. This is a custom Lightning App that essentially aggregates all of my most commonly used admin functions in FinancialForce. Technology-wise, it's nothing special, but it's a great way to consolidate all of the hidden administration 'goodness' needed to effectively run the platform.

Utilization is core business metric that lives in two worlds. While it is promoted by professional services experts and consultants, in practice it is poorly understood and tough for typical business leaders to integrate into their day-to-day work decisions. By making a quick tweak to your utilization metric, you'll find it more widely understood and used across your organization.

Budgeting strategies on fixed price projects can be elusive to find and harder to explain. I’ve found it helpful to categorize most strategies as falling into one of two camps: Top Down and Bottom Up. Here I compare the benefits and drawbacks of each.