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PS Best Practices Blog Articles

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…
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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…
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From 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…
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The 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…
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Beyond Dashboards: The Hidden Challenge Every PSO Faces

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…
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Beyond Spreadsheets: Evolving Your Project Management Maturity with Integrated PSA

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…
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PSO Excellence: The Evolving Project Management Landscape

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…
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Maximizing Value from Mature Resource Management: Strategies for PSO Leaders

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…
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The Journey to Resource Management Maturity: A Guide for PS Organizations

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…
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Best Practices for Effective Work Breakdown Structures in OpenAir

  In this Power-Up Series video, we discuss  Best Practices for Effective Work Breakdown Structures in OpenAir. Some key takeaways: The importance of balancing timesheet accuracy and project planning requirements when…
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