PS Best Practices

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…

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…

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…

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…

I don’t sleep well when we have an unhappy customer. Neither do you. Over our 17 years implementing NetSuite SuiteProjects Pro for more than 400 professional services organizations, I’ve witnessed…

Introduction: The Spreadsheet Dilemma After 20 years of implementing SuiteProjects Pro (formerly OpenAir) for professional services organizations of all sizes, I’ve witnessed a common pattern. Many organizations continue to manage…

As professional services organizations seek greater efficiency and competitive advantage, project management practices continue to evolve. The emergence of AI technologies presents both opportunities and questions for PS leaders committed…

As professional services organizations advance their resource management capabilities, a new challenge emerges: how to maximize the value of these enhanced practices. Recent industry research reveals that organizations with mature…

Professional services organizations today face mounting pressure to deliver more value with finite resources. As project complexity increases and talent markets tighten, the ability to effectively manage resources has become…

In today’s professional services landscape, the difference between thriving organizations and those merely surviving often comes down to one critical factor: effective resource management. As the backbone of any professional…

In today’s competitive landscape, professional services organizations face a constant challenge: maintaining high-quality service delivery while ensuring profitability. This balancing act is not just a goal—it’s a necessity for long-term…

In nearly any project based services business, Professional Services Automation (PSA) software has become an essential tool for organizations looking to streamline operations, improve efficiency, and drive growth. However, implementing…

In the world of professional services, delivering exceptional quality while maintaining healthy profit margins is not just a goal—it’s a necessity for long-term success. Yet, achieving this balance remains elusive…

As a Professional Services (PS) leader, keeping a pulse on your organization’s health is crucial for making informed decisions and driving success. By focusing on key metrics that cover the…

The march of technology often seems unstoppable. Artificial intelligence and automation are transforming industry after industry, changing the nature of work and the skills needed to thrive. It can be…

In the fast-paced world of professional services, it can be all too easy to lose sight of the core driver of success: profitability. Project teams jump from client to client,…

In today’s fast-paced business landscape, managing projects, resources, and finances effectively is paramount. As companies grow and their operations become more complex, the need for streamlined processes and efficient resource…

In a professional services organization, resource management refers to allocating, utilizing, and optimizing resources such as people, skills, time, and technology to deliver projects and services effectively. Here are three…

In a world where technology is rapidly reshaping how we work, every Professional Services Organization (PSO) faces the challenge of boosting productivity while ensuring operational efficiency. However, this journey can…

To excel with professional service automation, it’s crucial to be proactive and stay up-to-date with the latest IT and process trends. We must continually analyze the emerging developments that are…

Change is a constant in the world of professional services and managing it effectively can be a significant challenge – especially when implementing a new system that impacts nearly every…

Spreadsheets have long been the go-to tool for managing business operations in professional services organizations. However, as your business grows, spreadsheets become increasingly inadequate and inefficient. Professional services automation (PSA)…