Explore methods to enhance staff skills through various training and consulting packages, system health checks, and tailored opportunities for you and your team.

Training & Consulting

Training Options

Explore our comprehensive range of virtual training and consulting services.

Select from our pre-built topics or tailor your experience with our customisable Professional Services Packages.

Are you looking for in-person sessions? Get in touch for further options.

Introduction to Finance
$ 645 (3 hours)

  • Overview of finance modules

  • Chart of accounts and accounting levels review

  • Financial reporting

  • Setup maintenance and parameter options

  • Best practice guidance

Timesheets and Expenses
$ 215 (1 hour)

  • Overview of timesheets

  • Overview of expenses

  • Using the mobile app

  • Reporting

  • Setup maintenance and parameter options

  • Best practice guidance

JCRs & Billing Production
$ 430 (2 hours)

  • Job cost reports & instructing job billings

  • Overview of production invoicing

  • Accessing billing information on jobs

  • Unbilled estimate reports

  • Job cost overruns

  • Parameter options

  • Best practice guidance

Finance End of Month/Year
$ 215 (1 hour)

  • Month end processing

  • Mandatory month-end tasks

  • Suggested checks and reports

  • EOY considerations

  • FAR EOY

  • Setup maintenance and parameter options

  • Best practice guidance

Introduction to Production
$ 430 (2 hours)

  • Overview of production module

  • Job management

  • Raising estimates & creating POs

  • Job Reporting

  • Setup maintenance and parameter options

  • Best practice guidance

Users & System Maintenance
$ 215 (1 hour)

  • Setting up new users

  • Security roles

  • Licensing & access levels

  • User client/supplier access

  • User menu groups

  • Setup maintenance and parameter options

  • Best practice guidance

Billing & Reconciling Media
$ 430 (2 hours)

  • Media invoicing

  • Credit adjustments

  • Reconciling creditor outstandings

  • Managing master debtors

  • Reporting

  • Setup maintenance and parameter options

  • Best practice guidance

Report Writers
$ 645 (3 hours)

  • Overview of GL, production, and profitability report writers

  • Running reports

  • Creating and editing reports

  • Using reports to analyse and interrogate transactions and results

  • Setup maintenance and parameter options

  • Best practice guidance

Introduction to Media
$ 430 (2 hours)

  • Overview of media module

  • Plan maintenance

  • Booking maintenance

  • TV & radio holdings import

  • Reporting

  • Setup maintenance and parameter options

  • Best practice guidance

Consultations
$ 215 per hour

Drawing from our extensive experience with agencies, we offer relevant, actionable, and results-driven consultation services.

Our tailored approach offers personalised analysis, advice, strategic planning, and step-by-step implementation guidance to help achieve your business goals.

Forecasting & Profitability
$ 430 (2 hours)

  • Overview of profitability module

  • Setting up forecasting templates & files

  • Running job/client forecasts

  • Reporting

  • Setup maintenance and parameter options

  • Best practice guidance

Staff Utilisation
$ 430 (2 hours)

  • Staff member cost setup

  • Monthly cost allocations

  • Overhead expense allocations

  • Profitability reconciliation with P&L

  • Utilisation report setup

  • Parameter understanding

  • Best practise guidance

Client Service Packages

Not sure what you need and when you’ll need it?

Client Service Packages allow you to purchase bulk support hours at a discounted rate.

Whether you need advanced technical assistance or consulting, Client Service Packages are a cost-effective way of ensuring you have access to the help you need when you need it most.

Delivery Options

Our training and consulting services are delivered with flexibility in mind to accommodate our clients' diverse needs and preferences. We offer a variety of delivery options to ensure you receive the training that best fits your schedule, learning style, and operational requirements.

Online

Onsite

Group

Health Checks

Health Checks provide a comprehensive review of the configuration and usage of your Pegasus Edge solution.

Focusing on:

  • Functionality you have already implemented, and how well it is being utilised.

  • Any features not currently in use and the potential benefits of implementation.

  • Review and feedback on system configurations and parameters.

  • Industry best practice guidance.

On completion, a report is provided with an outline of the feedback, issues and items found, and general observations and recommendations.