The 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…
Read MoreAutomating Financial Governance with SuiteProjects Pro Scripting
SuiteProjects Pro provides robust project management and financial tracking capabilities out of the box. However, professional services organizations often need customized workflows to match their unique business processes. Through SuiteProjects…
Read MoreSuiteProjects Pro Power-Up Series: Tips and Tricks for List Views
In this Power Up Series video, we explore powerful tips and tricks for using list views in SuiteProjects Pro. Some key takeaways: List views provide a powerful way to display…
Read MoreSimplifying Leave Management: How a Custom SuiteProjects Pro Script Transforms PTO Compliance
Managing employee leave balances has long been a pain point for professional services organizations. Between vacation time, sick days, and banked hours, ensuring accurate tracking while preventing policy violations can…
Read MoreSuiteProjects Pro Year-End Administrator Checklist: Preparing for 2026 Success
As we approach the close of 2025, it’s a good time for SuiteProjects Pro administrators to prepare their systems for the year ahead. We recommend this annual process to prepare…
Read MoreSuiteProjects Pro Power-Up Series: Approval Processes Tips & Tricks
Are you struggling with configuring approval workflows in SuiteProjects Pro? Watch this Power Up Series video, where we’ll deep dive into the tips and tricks for setting up effective approval…
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