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PS Best Practices Blog Articles

How Professional Services Automation (PSA) Can Improve Your Operational Success

What is a PSA Tool? There are many automation tools available today that most of us are using in our day to day business such as CRM and ERP. But,…
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Virtual Consulting Is Not Invisible Consulting!

So you have another teleconference or videoconference to join remotely. It’s probably not the first one of the day or the last one of the day. Teleconferences and videoconferences are…
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The Formula For Sustainable Success For Professional Services Organizations

Over the past eight years over 1,500 professional services organizations (PSOs) have participated in the Service Performance Insight annual Professional Services Maturity™ Benchmark survey, and now over 10,000 firms use…
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Growing Your Practice Through Exceptional Communication and Community

Customers demand more industry and best-practice knowledge from software vendors and software tool consulting firms today as technology continually enhances the business process and operations experience.
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Making (Worthwhile) Recommendations at the Right Time

I realize how valuable it is to have someone make a solid recommendation based on your specific requirements—and explain the alternatives in terms that make sense.
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The Three Musketeers Had It Right

Many of us know the cliché “All for One and One for All”. It’s the team support spirit; everyone pitching in to support a common goal and having that goal…
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Are Your Customers Your Virtual Sales Team?

Running a consulting firm can be a challenge, because your assets (the consultants) are expensive. So how can a small consulting firm launch and survive in this economy? By consistently delivering on quality and heightening your referenceability, you will create a virtual sales team out of your customers.
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7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract…
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Top Three Items to Consider When Aligning Global Operations

How much should I align my offices to support a global business model within a PSA tool?
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Attrition: A Customer Relationship Opportunity


When an employee leaves for another job opportunity, it may be difficult to fill the hole, especially if he or she is responsible for managing a number of projects, initiatives, or engagements with your key customers. These projects will need a new team leader or manager…so how do you approach finding someone to fill those shoes?
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