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A project service organization’s greatest assets are its people—and they are also the most costly. When utilized effectively, your team becomes the biggest differentiator between profits and losses, right down to the project level. Obvious? Yes. Nevertheless, organizations routinely make poor utilization choices using standard project management tools.  When those tools aren’t integrated with their customer relationship management (CRM) systems, they […]

Today, performing work while ‘on the move’ via mobile devices like laptops, smartphones, and tablets are common, and companies have embraced the mobile revolution by adopting enterprise business systems that integrate with mobile-based enhancements and add-on modules. In this post, we discuss the benefits of bringing full-featured mobile service management into your organization via integration […]

Professional services organizations (PSOs) manage a great deal of complexity to deliver successful projects on time and within scope, and they deserve payment for completed jobs. Many PSOs, however, fail to fully complete the final stage of their projects: the billing. Because they’re moving fast to please customers, they often overlook the finer details of […]

The quote to cash process is problematic in ways that negatively affect profitability. As you incorporate a more complex set of services or product-service combinations into your offerings, there are a growing number of information disconnects that can occur; each one poses a threat of revenue leakage or failure to optimize offerings and deliverables. In […]

The mantra of ‘under promise, over deliver’ often falls to the wayside to professional services organizations (PSOs) whose salespeople are prone to promising the world to prospective clients to win a deal – but this doesn’t have to be the case. PSOs with a systematic way to scope, deliver, and manage projects can turn a […]

If your company is like most growing professional services organizations, you’re keenly aware of the juggling act that takes place when quoting new business opportunities. You want to quote the optimal timing (start date and completion date) and the right price to suit your profitability targets, but you aren’t 100% confident that the people you […]

Professional Services firms’ business cycles naturally progress from marketing to sales to managing the services engagement. Therefore, it seems logical that integrating project management into a CRM system would be a priority.

Professional Services firms’ business cycles naturally progress from marketing to sales to managing the services engagement. Therefore, it seems logical that integrating project management into a CRM system would be a priority.

Professional Services firms’ business cycles naturally progress from marketing to sales to managing the services engagement. Therefore, it seems logical that integrating project management into a CRM system would be a priority.

Professional Services firms’ business cycles naturally progress from marketing to sales to managing the services engagement. Therefore, it seems logical that integrating project management into a CRM system would be a priority.