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…
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…
Read MoreSimplifying Leave Management: How a Custom SuiteProjects Pro Script Transforms PTO Compliance
Managing employee leave balances has long been a pain point for professional services organizations. Between vacation time, sick days, and banked hours, ensuring accurate tracking while preventing policy violations can…
Read MoreSuiteProjects Pro Year-End Administrator Checklist: Preparing for 2026 Success
As we approach the close of 2025, it’s a good time for SuiteProjects Pro administrators to prepare their systems for the year ahead. We recommend this annual process to prepare…
Read MoreStreamlining Project Hierarchies: How the Copy Parent Fields to Child Script Maintains Data Integrity Across Nested Projects
For professional services organizations managing complex project portfolios, maintaining consistent data across parent and child projects can be a significant challenge. When projects are nested within larger programs or initiatives,…
Read MoreFrom 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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