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

What can Dr. Demming Teach your Professional Service Firm?

Author: Categories: Benefits, Efficiency, Professional Services, PSA Software

Back in the 1950’s, Dr. Edwards Demming was one of the main proponents of the Shewhart Cycle, more commonly known as PDCA. PDCA, which stands for “Plan-Do-Check-Act,” is a four-step management model that strives to promote continuous improvement through constant iteration. It admittedly is not the most cutting-edge or sexy construct in this age of the balanced scorecard or services … 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