Function Point Webinars
Read time: 12 minutes
Stay up-to-date with the latest trends and best practices in the agency space, and keep your Function Point skills sharp with our current webinar series.
Feature Specific Webinars: This webinar series focuses on a specific feature or process within the FP system.
Agency Productivity Hacks Webinars: Join us once a month where we uncover tried and tested tactics on growing efficiencies and profitability in the ever changing and competitive agency landscape.
Can’t make it to the webinar? Register anyway and we’ll send you the recorded webinar to watch on-demand.
Watch On-demand
5 Steps to Get Your Team Using Kanban
Dec 9, 2021—10:00 am PST (1:00 pm EST)
It’s the 1 year anniversary of FP’s Kanban Board, and it’s been a year full of productivity! If you haven’t already rolled out this powerful tool to your agency, we’ll help you get your team using it in 5 simple steps. This beginner-level webinar is ideal for agency project managers.
Gain insights into:
- How your agency will benefit from FP’s Kanban Board
- How to prep your system and team for successful Kanban utilization
- Sneak peak of FP’s product roadmap
Bonus Video: Kanban EssentialsWatch On-Demand
Media Buying Made Easy with Joe Pych
Nov 18, 2021—10:00 am PST (1:00 pm EST)
In this webinar, Joe Pych, CEO and Founder of Bionic Advertising Systems, walks you through the ins and outs of media planning and media buying, its evolution over the years, and how agencies can rely on technology to simplify it.
Gain insights into:
- Evolution of media buying: Yesterday vs. Today’s view
- Media buying best practice: how to organize, plan, and collaborate
- How Bionic simplifies the media buying process
New Add-on Release: Built-in Proofing Tool for Creatives
August 17th, 2021—10:00 am PST (1:00pm EST)
We are excited to announce the release of Function Point’s new add-on feature- a built-in proofing tool! FP’s proofing tool will change the way you review, manage, and approve creative files within your teams, and with clients. With up to 50% faster approvals, online proofing will help reduce creative burnout, ensure fewer project delays, and decrease the number of proof revisions needed on individual files.
You will learn:
- What is proofing and why it is important for agencies
- How proofing will change the way you collaborate on designs in Function Point
- Show and tell – see how proofing works, live in FP, for images, videos, and audio files
- What’s next on FP’s product roadmap
Tips and Tricks to Plan and Schedule Projects
July 21, 2021—10:00 am PST (1:00pm EST)
In this webinar, we show you how to plan and prepare for a new client project the right way, so you stay on track from day 1 and set your team up for success!
Gain insights into:
- Defining the types of projects your agency has
- Setting up your projects for success before they start
- Creating a project plan – List vs. GANTT vs. ‘do I need one’?
- Finding the right resources
- Budgeting jobs vs. tasks, effectively
Tips & Tricks to Traffic your Team’s Day-to-Day Tasks
June 30, 2021—10:00 am PST (1:00pm EST)
In this webinar, we share tips on how you can ease the management of your teams’ daily tasks. This beginner-level webinar is ideal for agency project managers!
Gain insights into:
- The difference between a dashboard vs. list vs. Kanban view of tasks in Function Point
- How to see priorities and deadlines across all views
- How to use ‘filters’ to find answers to everyday scenarios
- How to traffic team tasks using Work Planning View
Introduction to Function Point CRM
April 14, 2021—10:00 am PST (1:00pm EST)
Learn more about FP’s CRM feature and how you can quickly and easily view all prospect and customer information in a single location.
You will gain insights into:
- Which modules are part of CRM
- Understanding your agency’s sales cycle
- How to centralize your sales communications & notes
- How to track leads and opportunity pipeline
- When to utilize briefs
Building Custom BI Reports in Function Point
March 31, 2021—10:00 am PST (1:00pm EST)
With BI Reporting, you can analyze data from across your entire FP system, all in one place.
Learn how to create custom reports, build report templates, and choose how you want to visualize your data.
You will gain insights into:
- How to customize your own reports
- What base report you should start with
- When to use Pivot Grid vs Bar Graph vs Line Graphs
- How to identify profit leakage with custom reports
- How to identify production bottlenecks with custom
Introduction to Business Intelligence Reporting
March 17, 2021—10:00 am PST (1:00pm EST)
Understanding your important business data is what gives you the power to grow.
Along with FP’s 26 built-in reports, FP’s BI Reporting helps you analyze data from across your entire FP system in one place.
You will gain insights into:
- How to navigate FP’s reporting module
- How to use built-in reports to help evaluate: Staff productivity & utilization, and Job profitability
- Reporting best suited for day-to-day operations
- What is a ‘pivot grid’ and when to use it
Rate Card Management for Agencies
March 03, 2021—10:00 am PST (1:00pm EST)
Learn how Function Point allows users to set up their rates by staff, role, projects, etc. For PM’s and agency owners who are new to rate card management or need to optimize their current usage of FP rate cards, this webinar is perfect for you!
You will gain insights into:
- When to use staff rate vs. blended rate vs. role rate
- How other agencies are managing rate cards
- What rate(s) you should use for your projects
- How each rate impacts your agency’s profitability
FP Essentials for Successful Project Management
February 17, 2021—10:00 am PST (1:00pm EST)
Learn about the 3 key project management features to the Function Point system- Work Planning View, Bulk Editing Tasks, and Kanban Board and how they come together to create a powerful project management experience.
You will gain insights into:
- How to bulk edit Tasks
- How to plan resources using Work Planning View
- How to manage entire jobs with Kanban Board View
Introduction to Scheduling and Tasking in FP
February 03, 2021—10:00 am PST (1:00pm EST)
Learn the basics of setting up and managing Schedules and Tasks in the Function Point system.
If you’re a Project Manager who’s new to FP or simply needs a system refresher, this webinar is perfect for you!
You will gain insights into:
- How to use Schedule templates
- How to create quick Tasks
- How to sync Schedules and Tasks with Estimates
*New Release* Introduction to Kanban
December 09, 2020—10:00 am PST (1:00pm EST)
We’re thrilled to announce the launch of our latest product feature- KANBAN BOARD VIEW!
In this webinar we offer a detailed walkthrough of the new single-screen view that lets teams manage entire tasks, quickly shift priorities, track project progress, and stay on top of deadlines.
You will gain insights into:
- How Kanban impacts your agency
- How Kanban impacts your day-to-day use of FP
- How to access and use FP’s Kanban module
- Next on FP’s upcoming 2021 product roadmap
A Deep Dive Into Estimating
November 18, 2020—10:00 am PST (1:00pm EST)
Once you’ve learnt how to create estimates in the Function Point system, you can begin customizing and leveraging these to ensure job profitability.
This webinar is an exhaustive breakdown of Function Point’s job estimation module.
You will gain insights into:
- How to ensure profitable jobs when estimating
- How to estimate by staff vs role vs blended rates
- How to setup your cost rate when estimating
- How to build an estimate with a schedule
- How to track revisions
Introduction to Estimating
November 4, 2020—10:00 am PST (1:00pm EST)
Creating Estimates is a major part of a successful agency. Having a good estimating process in place will serve as a leading indicator of the successful delivery of any job.
In this webinar, learn the basics of estimating- setting up your system for proper estimation as well as the steps for creating a new estimate.
You will gain insights into:
- How to setup your FP system for proper estimating & reporting
- Understanding the types of available service groups and service setup
- How to create an estimate in FP
- How to stay on top of estimate approvals
- Creating an estimate via workback schedule
How to Write a Compelling Creative Brief
October 14, 2020—10:00 am PST (1:00pm EST)
A good creative brief is like a strongly brewed cup of coffee — it’s the fuel that feeds the creative design team to develop innovative, amazing, and awe-inspiring work.
Learn how to write a well-rounded brief and how to adapt your creative brief based on the type of projects your team takes on.
You will gain insights into:
- When you should use a brief
- How to create a good, well-rounded brief
- How are Client vs. Internal briefs different
- Best-in-class examples to get you started
Understanding Job Creation Workflows for Project Managers
September 16, 2020—1:00pm ET
Creating jobs is one of the first and most important tasks that agency Project Managers have to tackle to initiate a client project.Standardizing workflows and understanding how to manage small jobs vs large campaigns can be a confusing process.
Learn how to simplify and optimize your job creation workflows with Function Point.
You will gain insights into:
- How to start new jobs using ‘estimates’ vs. ‘schedules’
- Exploring alternatives to managing quick jobs
- When to use ‘projects’ vs. ‘jobs’
How to make your billing workflows quick and seamless
August 19, 2020—1:00pm ET
Learn how to relieve common accounting stressors and save a ton of time!
You will gain insights into:
- How to save time with batch invoicing
- How to invoice time and material vs. fixed fees
- How to bill multiple jobs in a single invoice
- When to utilize ‘Deposit Invoice’
Client Retainer Management
July 29, 2020—1:00pm ET
Learn how to value your work and steer clear of client over-servicing and scope creep.
You will gain insights into:
- How not to over-service, but to value your work
- How to ensure you don’t miss deadlines on tasks
- Best practice on scope creep
- Using FP to manage various retainer models
How To Increase Efficiency With FP’s Expense Importing Feature
June 17, 2020—1:00pm ET
Learn how you can improve data entry efficiency at your agency using Function Point’s newest feature- Expense Importing.
You will gain insights into:
- Why you should use expense importing
- What the operational workflow of expense importing looks like
- Step-by-step guide to importing expenses
- FAQ’s and best practice around usage
How To Manage Your Staff Workload With Work Planning View
May 27, 2020—1:00pm ET
Learn how you can effectively manage your agency’s staff workload and boost team efficiency using Work Planning View.
You will gain insights into:
- An overview of Work Planning View (WPV) and how it works
- How to set-up your work calendar and allocate workload in WPV
- How task completion and time tracking affect WPV
- Best practices around usage to forecast workload
How Can Agencies Better Tackle Business Uncertainties, with Drew McLellan
May 5, 2020—11:00am ET
Learn how agencies can mitigate risks and sustain growth during times of uncertainty, with Drew McLellan, owner and key driving force of Agency Management Institute (AMI).
You will gain insights into:
- A detailed understanding of Adjusted Gross Income (AGI) based metrics and AMI’s agency math
- Assessing COVID-19’s impact on agency profitability
- Looking at the right reports from your Function Point system to enable more informed decision-making
Agency Productivity Hacks: Staying on Task With Veugeler Design Group
August 9, 2018—10:00am PT
Join our discussion with Priscilla Salmasi, Digital Marketing Manager at Veugeler Design Group, to gain insights into:
- How to never miss another deadline
- How to combat the over-servicing of clients
- Ensuring your projects are profitable
Agency Productivity Hacks: Finding Balance with Firefly Partners
September 13, 2018—10:00am PT
Join our discussion with Jen Maceyko, Managing Director at Firefly Partners, to gain insights into:
- How to manage your remote team
- How to foster an agency culture of balance
- How to boost team productivity with measured results
CRM and Sales Forecasting
October 10, 2018—10:00am PT
Learn how you can organize your sales opportunities within the FP system and generate insightful sales forecasts. We will also cover the process for tracking prospect stages, organizing sales related data, and setting follow-up reminders.Watch On-Demand
Effective Estimating
October 24, 2018—10:00am PT
Learn the FP recommended methods for creating Estimates that are optimized for reporting during and after the Job is closed. We will review how to estimate for all of your potential costs including your agency’s internal service, freelancers, expenses, media, and more.Watch On-Demand
Scheduling and Assigning Tasks
November 7, 2018—10:00am PT
Learn how to build Schedules optimized for your different Job types, as well as best practices for Task assignment when you don’t need a full Schedule.Watch On-Demand
Project Management and Task Reporting
December 5, 2018—10:00am PT
Manage multiple projects across multiple timelines for multiple clients more efficiently than ever. Learn how to tell how much work your agency can take on, and the simple ways to stay on top of the whats and whens of your team.Watch On-Demand
Retainer Set Up & Best Practices
January 9, 2019—10:00am PT
In this webinar, you will gain a high level overview of the different retainer set-up options in FP, with best practices for managing your retainer to ensure profitability.Watch On-Demand
Invoicing Made Easy: Retainer and Recurring Billing
January 23, 2019—10:00am PT
We will cover FP’s recommended methods for invoicing your retainers and any Jobs that have a recurring billing schedule. This includes single Job invoices, and cases when you want to include multiple Jobs on a single invoice.Watch On-Demand
Invoicing Made Easy: Fixed Price and Time & Materials
February 6, 2019—10:00am PT
We will cover FP’s recommended methods for invoicing Jobs that are priced based on a fixed amount, or are charged based on time spent and expenses purchased. This will include both single Job invoices and cases when you want to include multiple Jobs on a single invoice.Watch On-Demand
QuickBooks Online Integration Best Practices
February 20, 2019—10:00am PT
Get a high-level overview of the QuickBooks Online integration and learn best practices to ensure a smooth connection.Watch On-Demand
Alerts and Permissions
March 6, 2019—10:00am PT
We will review how to create effective alert subscriptions sets so that your team is always up to date. We will also review the permissions structure and how it can be used for different roles.Watch On-Demand
