The Best Way to Select Software for your Professional Services Firm and Get it Right

Author: Categories: Features, Professional Services, PSA Software, Scalability

Selecting professional services software for your firm

You have undertaken the selection process to find the right software solution for your professional services firm. You have a laundry list of functions the software needs to perform, you have Googled professional services software vendors, and you are quickly feeling overwhelmed with a handful of options, each promising to meet your every need. How do you sort through this … Read More

The Two Faces of the Professional Services Automation Market

Author: Categories: Control, Features, Professional Services, PSA Software

During our discussion, I mentioned the names of some of the other well-known vendors that we compete against, that we appear in studies and benchmarks alongside, and that heavily use the term “Professional Services Automation.” The response? (Long pause.) “Hmmm…never really heard of them.” Similarly, when talking with people intimately familiar with the professional services market, I mentioned a few … Read More

About to Outgrow Your Accounting System? Look at Your PSA Software Instead

Author: Categories: Features, Professional Services, Project Accounting, PSA Software, Scalability

The Plot… A few years ago, a prospective client came to us and said they were interested in implementing Projector as their Professional Services Automation (PSA) tool. At the time, they were a small, 8-person start-up consultancy and Projector was probably overkill for their existing needs. They predicted, however, that they were going to grow, both in size and in … Read More

3 Strategies for Selecting the Right Software Vendor—the First Time

Author: Categories: Features, Professional Services, PSA Software, Scalability, Visibility

Over the years we have spoken with quite a few companies as they were evaluating software solutions and have noticed a few approaches that work well, and a few others that have, let’s say, fallen short. Everyone takes a different approach. Some like to dive in head-first and prototype their business within a tool. Others like to perform a formal … Read More

Selecting a Professional Services Automation (PSA) Solution: Determining What Really Matters

Author: Categories: Benefits, Features, Professional Services, PSA Software, Scalability

The folks over at Service Performance Insight just published a great white paper called Selecting a Professional Services Automation (PSA) Solution: Determining What Really Matters. We have known Dave Hofferberth and Jeanne Urich, the founders of SPI Research, for years and have always enjoyed their insight and perspective on the professional services market. In fact, it was while he was … Read More

Managing Permissions with User Roles

Author: Categories: Control, Features, Professional Services, PSA Software

Projector’s professional services automation (PSA) software is a cloud-based services resource planning system designed to be simple enough for small project teams and robust enough to support global professional services organizations with thousands of users. Because of this, it should come as no surprise that Projector contains tools designed to help organizations continually adapt their use of Projector as their … Read More

How to Create Projector Reports from Scratch – Part 2

Author: Categories: Features, Metrics and Reporting, Professional Services, PSA Software

Utilization by Department Trend Chart

In our last blog post we talked about all of the different report types available in Projector’s professional services automation software and discussed how to choose the best one. In this post we explore how to customize these reports to get the information you are looking for right at your fingertips. Customizing reports in Projector gives you access to the … Read More

How to Create Projector Reports from Scratch – Part 1

Author: Categories: Features, Metrics and Reporting, Professional Services, PSA Software

Beyond the Frozen Pizza Nearly 25% of all the requests that the Projector support desk fields involves helping people find, customize, or create a report to give them visibility into a particular piece of information. That’s not surprising as when we designed Projector’s reporting engine, we intentionally wanted to put a lot of the tools and raw ingredients into the … Read More

Top 10 Ways to Get the Most Out of Projector

Author: Categories: Features, PSA Software

One of the great joys of designing and building a software product that is used by a myriad of different people in a myriad of different companies is helping them understand some new and novel ways they can get the most out of Projector. Some of these best practices come from how we thought about how Projector should be used … Read More