Using Customer Health Check Statuses To Improve Professional Services Delivery

Using Customer Health Check Statuses To Improve Professional Services Delivery

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Today’s professional services organization (PSO) landscape is changing—employees are harder to recruit and retain, a globalized marketplace increases competition for clients, clients want more for less, and management can no longer afford to be focused on short-term firefighting instead of long-term strategy.

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Invoicing for Professional Services: Reduce Revenue Leakage and Drive Efficiency

Invoicing for Professional Services: Reduce Revenue Leakage and Drive Efficiency

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On the surface, invoicing for professional services organizations seems like a simple concept. For services organizations just starting out, oftentimes it’s as easy as downloading an Excel invoicing template for consulting services, punching in your hours and rate, rendering a services invoice, and sending it to the client. 

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5 Strategies for Introducing Your Services Team to New Project Management Software

5 Strategies for Introducing Your Services Team to New Project Management Software

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As your Professional Services Organization grows and evolves, the software and tools you use to be successful will inevitably change over time as well. Eventually the time will come when your simple time and expense or basic project management software will no longer be sufficient for running your business effectively, and you will need to consider implementing a more robust and comprehensive project management tool such as a Professional Services Automation (PSA) solution.

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How PSA Fosters Improved Team Collaboration For Services Organizations

How PSA Fosters Improved Team Collaboration For Services Organizations

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Services organizations depend on team collaboration for success. Between connecting the Services team members themselves, to cross-departmental collaboration with other teams in the organization (Sales, Support, Accounting, etc.), to ongoing communication with the client, there is no shortage of people that need visibility into a project and its status. 

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