PS Best Practices
Which NetSuite Path is Your PSO On?
Before you can optimize your NetSuite environment, you need to know your starting point. Most PSOs are in one of four places and each one has a different path forward. If you work in a Professional Services Organization, you’ve probably noticed that conversations about NetSuite can go sideways quickly as they don’t have a good…
Read MoreYou Invested in the Right Software for Your PSO. So Why Isn’t It Working Together?
You made the right call. NetSuite for financials. SuiteProjects Pro to manage your project delivery and resources. Both are best-in-class platforms. So why does it still feel like your operations team and your finance team are living in different realities? If that question resonates, you’re not alone and the problem almost certainly isn’t the software.…
Read MoreThe Metrics That Actually Matter: A Practical Guide for PS Leaders
If you manage a professional services organization, you already know you should be tracking metrics. The question isn’t whether to measure, it’s which metrics deserve your limited attention and how to determine what’s actually worth tracking. Recent benchmark data from SPI’s PS Maturity Benchmark Report, shows an interesting pattern: firms tracking 165+ metrics don’t necessarily…
Read MoreThe Foundation of an AI-Ready Professional Services: Why Data Quality and Governance Can’t Wait
After two decades in the professional services automation space and working with over 400 organizations, I’ve witnessed a fundamental shift in what makes professional services organizations successful. It’s not just about having the latest technology or the most talented team, it’s about the quality of your data and the governance structures that support it. With…
Read MoreFrom Reactive to Predictive: Bridging the PSA Intelligence Gap
Let me share something I’ve been saying to clients for years. When you implement a proper PSA solution, it’s like going into a basement, a very dark basement that hasn’t had lights, and turning the lights on. All of a sudden, you’re seeing all the cracks in the walls and all the dust on the…
Read MoreThe Hidden Cost of Disconnected Implementations: Why Your PSA and ERP Need to Speak the Same Language from Day One
Two years into their NetSuite implementation, a growing consulting firm discovered they had a problem. They wanted to offer their clients flexible engagement models—combining fixed-fee deliverables with time and materials work on the same project. It should have been straightforward. It wasn’t. The issue? Their NetSuite items were configured for immediate revenue recognition on billing.…
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