The 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 MoreSuiteProjects Pro Power-Up Series: Managing Project Budgets
Are you spending hours each month monitoring project budgets to ensure profitability? In this Power-Up Series video, Ronn Breaux, CEO of Top Step, explores seven powerful ways to manage project budgets in SuiteProjects Pro. Whether you’re a PMO or project manager, understanding these budget management options is crucial for successful project delivery. Key Takeaways:…
Read MoreHow SuiteProjects Pro Transformed VitalEdge’s Professional Services Operations
“We saw very measurable benefits immediately. Our invoicing went from eight business days a month to just five hours a month, and that was ROI right out of the gate. We saw a 3% increase in utilization within four months, which generated about $450,000 in additional revenue.” – Jason Ketterer, Director of Financial Planning…
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 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 Pro’s scripting engine, organizations can extend the platform’s native functionality to create automated solutions that enhance data quality, ensure compliance, and save significant time. In…
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 data without needing to run reports, with full configurability for each user Users can personalize their views, apply column and advanced filters, sort data, and…
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