PS Best Practices Blog Articles

Every PS leader watches utilization. It is one of the top measures of a professional services business, and the one that gets quoted in every operations review. So here is the uncomfortable part. Your utilization rate can sit right where you want it while your margin erodes underneath it. Utilization tells you whether hours got…

The SPI Professional Services Maturity Benchmark has shown the same thing for years. The gap between average firms and best-in-class firms on billable utilization runs into the double digits, and a lot of that gap is revenue that was earned and never captured. After implementing SuiteProjects Pro for more than 450 professional services organizations over…

One playbook doesn’t fit every starting point. Here are practical steps for moving forward, what to watch out for, and how to know you’re headed in the right direction. Parts 1 through 3 of this series covered how PSOs arrive at NetSuite from different directions, what a well-configured technology environment looks like, and what it…

Why the most mature PSOs we work with treat their NetSuite environment as a living asset rather than a completed project.

The configuration decisions you make early or inherit will either accelerate your business or quietly constrain it. Here’s what to get right. In Part 1, we identified the four scenarios PSOs may find themselves in with their use of NetSuite. We also established the foundation that applies regardless of where you are starting from and…

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…

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.…

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…

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…

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…