About Alex Sartogo

I'm the VP of Engineering @ Configero, overseeing the design and implementation of all our products. I've served many roles in the past 10 years, all revolving around the Salesforce.com platform, from developer, to solution architect, to managing our entire delivery organization.

Entries by Alex Sartogo

Project Pulse Summer ’16 Release Notes

Project Pulse Summer ’16 Release Notes

Welcome to the Summer 2016 Project Pulse Release Notes. The goal of this document is to provide descriptions of new and updated functionality as it relates to Project Pulse, Professional Services Automation.

Summer ’16 Upgrade Instructions:

Login to your Salesforce environment (if you are logging into your sandbox, please change the word “login” to “test” in the URL)

Configero strongly recommends installing the update in your Full Sandbox first, and verify that new functionality does not conflict with any org customizations.

Download the Summer ’16 Release of the Data Loader (install for all users*)
Obtain the packages for Project Pulse Core, and Project Pulse Financials […]

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Project Key Performance Indicators Customization

Project Pulse provides several KPIs at the project level to monitor the health of your projects. These key performance indicators include project hours, cost, revenue, schedule and time-tracking. These indicators are continuously computed by the application and displayed on the task list view as color-coded stoplights.

 

 

This post will explain the logic behind each indicator, and show you how you can customize the indicators and tweak the computations.

 

Indicators Custom Setting

Under the Salesforce Setup menu, Develop->Custom Settings, you will find the “Project Pulse Financials” Custom Setting. If you click on Manage, you are able to edit several fields that allow you to tweak the green/yellow/red […]

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Filtering Lookups

The Project Pulse framework allows for complex customizations. In this post we will cover the topic of customizing a lookup by adding some default filters in order to exclude non-interesting records.

We will use the Staff lookup as an example. Typically, when adding resources to a project, you don’t want to see inactive or users no longer available to assign. This is how you can exclude these staff records from lookups, but still have the option to see them if needed.

 

Step 1 – Create a Default Query Panel for the Staff Lookups

Go to the Query Panels tab (part of the Data […]

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Creating a Subscription Schedule

To add a monthly subscription revenue schedule to a project, follow these steps:

Make sure that the Project has the Subscription Record Type
In the Main Projects list view, highlight the project for which you want to create a revenue schedule

Click the edit button on the toolbar
Enter a value for the following fields:

Subscription Price

The total value of the contract (monthly charge * number of months) i.e.: $120,000

Subscription Months

The number of months for this subscription schedule i.e.: 6

Subscription Start Date: i.e.: 2/2/2015

When you want the subscription schedule to start

Save the project

Project Pulse will automatically generate individual records for each revenue schedule, for the […]

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Reporting on Financial Metrics

Reporting on Financial Metrics

Reporting and monitoring the financial health of your projects is very easy in Project Pulse.

First create a report of the type “Projects with Project Financials”

On the report editor, you want to make sure you add a filter for only the current month financials.

Now you want to add the Project Name, and any other columns from the Financials object that you want to monitor. For example, Current Revenue. See below for a table of all available metrics.

Next you want to group the report by Project Name, and Summarize your other fields.

Now save your report and run it. You can use this […]

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Project Pulse Winter ’16 Release Notes

Project Pulse Winter ’16 Release Notes

Welcome to the Winter 2016 Project Pulse Release Notes. The goal of this document is to provide descriptions of new and updated functionality as it relates to Project Pulse, Professional Services Automation.

Winter ’16 Upgrade Instructions:

Login to your Salesforce environment (if you are logging into your sandbox, please change the word “login” to “test” in the URL)

Configero strongly recommends installing the update in your Full Sandbox first, and verify that new functionality does not conflict with any org customizations.

Download the Winter ’16 Release of the Data Loader (install for all users*)
Obtain the packages for Project Pulse Core, and Project Pulse Financials […]

Read more »
How are Professional Services Organizations Managing People, Processes & Profits?

How are Professional Services Organizations Managing People, Processes & Profits?

Download the Infographic of the Professional Services Survey 2013 findings to see:

The most popular tools being used to manage service delivery and how companies are using them
The key metrics executives are analyzing to measure success
The top initiatives professional services organizations are focusing on over the next 6 – 12 months

Interested in learning how you could dramatically reduce project turnaround and resource bench time, save 60% of time on project planning and revenue forecasting, and increase your competitive advantage in the cloud? Schedule a quick 1on1 demo to see Project Pulse and hear how companies from law firms to consulting firms […]

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Project Pulse Summer ’15 Release

Project Pulse Summer ’15 Release

Welcome to the Summer 2015 Project Pulse Release Notes. The goal of this document is to provide descriptions of new and updated functionality as it relates to Project Pulse, Professional Services Automation.

Summer ’15 Upgrade Instructions:

The Summer ’15 version of Project Pulse includes several new features and enhancements to existing features that require a careful upgrade. To upgrade Project Pulse, please follow the steps below and reach out to Configero Support if you require any assistance:

Login to your Salesforce environment (if you are logging into your sandbox, please change the “login” to “test” in the URL)

Configero strongly recommends installing the update […]

Read more »

Project Pulse – Native Salesforce Professional Services Automation

Watch a 3-minute overview of Project Pulse for Salesforce, a native, enterprise-scale professional services automation application that optimizes resource utilization and revenue management, delivering a birds-eye view of the complete project lifecycle, from sales to delivery to finance.

 

A Birds-Eye View of Your Product Management Lifecycle

Enterprise-wide, collaborative app integrates sales, delivery, financial operations

Productivity. It’s Not Just for the Delivery Team

Originally designed by developers to address the limitations of existing PSA solutions, Project Pulse was designed with every possible user in mind, delivering executive-level dashboards with profitability metrics and revenue forecasting, and drill-down views for power users and project […]

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How Professional Services Firms Manage People, Processes & Profits

How Professional Services Firms Manage People, Processes & Profits

Nearly 300 professional services experts joined yesterday’s live webcast, “Survey Reveals How Firms Manage People, Processes & Profits,” featuring 15-year executive and veteran, Richard Greenaway, VP of Professional Services at Routematch. Watch the webinar replay to hear the results of a survey of over 100 professional services firms, who revealed the top tools, metrics and initiatives for their organizations. You’ll also hear Richard Greenaway discuss how his company manages people, processes and profits in a single tool for superior service delivery, customer satisfaction and project profitability.

Interested in learning more? Schedule a quick 1on1 demo to see the Project Pulse cloud tool […]

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