Breaking Down the Barriers: 5 Steps to Improving Disconnected Processes In Professional Services Organizations

Many professional services organizations (PSOs) struggle to implement best practices efficiently and with the flexibility to handle everyday challenges. Imagine the time and frustration (not to mention the costs) you'd save if you no longer had to bury yourself in multiple spreadsheets every time you wanted a quick look at the organization's performance. With multiple systems and disconnected data spread across many parts of an organization, project managers are handling projects in one location and financials in another - and how do you reconcile the two?

Multiple non-integrated applications can quickly take on a life of their own, building walls between departments that fragment the organization. Aligning your systems into a single user interface is the glue that holds together the communication and analysis of your clients' projects - from their perspective as well as your own.

Many PSOs are realizing that they can benefit greatly from the use of a professional services automation (PSA) system. A recent study by SPI Research (registration required) shows that organizations that use PSA software tend to have a higher rate of on-time project delivery, more accurate project estimates, and increased productivity through more efficient scheduling and communication.

In another guide (registration required), 5 Steps To Improving Disconnected Processes In Professional Services Organizations, we examine some of the fundamental ways PSOs can utilize professional services automation software to improve their organizations. They are:

1. Project Management & Project Accounting
2. Forecasting Revenue
3. Management of Resources
4. Time & Expense Entry
5. Invoicing & Financial System Integration

Whether you are struggling to gain control over your projects, ...