Three Key Questions You Need to Answer When Calculating and Measuring Utilization

Author: Categories: How To, Professional Services, Tutorials

Utilization Management

Utilization. Every professional services firm I’ve ever worked with—whether they’re a management consultancy, a digital marketing organization, a technology implementer—calculates and measures utilization. Every professional services manager—from the executive leadership level to delivery managers to department heads—tries to improve utilization. Every billable consultant is, at least in part, evaluated and compensated on utilization. Problem is, not everyone has a common … Read More

Getting the Right DIRT on Time Reporting

Author: Categories: Professional Services, Projector PSA, Tutorials

Labor is the largest investment made by a professional services company. There are two important quality measures: accuracy and timeliness. Accurate time reporting leads to higher project profits and resource utilization, as well as greater customer satisfaction. The benefits of accuracy are: Better knowledge of project profitability and resource utilization Better process improvements through better knowledge of actual effort Correct … Read More

Predicting Professional Services Variability with PSA Software

Author: Categories: How To, Professional Services, Projector, Tutorials

One of the reasons I love doing what I do is that it gives me the opportunity to work with a huge variety of professional services firms—from startups employing just a couple of founders to larger organizations with thousands of consultants scattered around the globe. No matter where they sit along the maturity curve, each organization faces unique challenges. They … Read More

Managing Permissions with User Roles

Author: Categories: How To, Projector, Tutorials

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 1

Author: Categories: How To, Projector, Tutorials

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