Invoicing for Professional Services: Best Practices and Scalable Processes

Author: Categories: Operations, Professional Services

Invoicing for Professional Services

Invoicing for professional services work is one of those things that seems simple on the surface. Download an Excel invoicing template for consulting services, punch in your hours and rate, render a services invoice, and send it to the client. For professional services organizations with just a few consultants, this is often the approach. Of course, as service teams grow … Read More

When Should You Implement a PSA Tool to Improve Delivery Efficiency

Author: Categories: Overview, PSA Software, Results

Are you still managing your professional services firm with spreadsheets, whiteboards, emails, and a host of manual processes? Do you know what type of business software, such as a PSA tool, and business processes you need to manage your consulting firm more efficiently? As a savvy professional services executive, you might be asking yourself these important and perfectly reasonable questions … Read More

What is PSA Software? – A Deep Dive into Professional Services Automation

Author: Categories: Professional Services

What is PSA Software

This article will answer the question “What is PSA software?” directly and, in the tradition of great journalistic practices, will do more than that. Journalism 101: in order to tell a compelling (and complete) story, I’ll make sure I answer the what—but will also cover the who, when, where, why, and how of Professional Services Automation software. I recently realized … Read More

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

Author: Categories: Professional Services, Projector

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

Driving Professional Services Success: How Marginal Improvements Payoff Big

Author: Categories: Professional Services

Performance Dashboards for Professional Services Firms

Over the years we’ve noticed that the top performing professional services firms are always tinkering with their processes. Their growth strategy is a combination of selling more on the front end, and adjusting delivery operations on the back end. Seasoned managers are constantly evaluating incremental costs and benefits, and making a chorus of small changes that effect dramatic improvements in … 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

A Note of Thanks to our Customers—Projector Turns 10

Author: Categories: Projector PSA

It was ten years ago, to the day, that the first version of Projector was released. And although version 1.0 of Projector looked nothing like the robust PSA solution it is today, the vision we had of designing a solution that solves real-world problems for professional services firms is as important to us now as it was day one. We … Read More

The True Cost of PSA Software – PSA Infographic Deconstructed: Part Five

Author: Categories: PSA Software Infographics

Over the past few blog posts we have been examining the different aspects of how professional services automation (PSA) software can benefit a service organization. From enhancing utilization to streamlining the delivery process and ultimately improving profitability, PSA software is an essential tool for service firms. We’ve spent a significant amount of time demonstrating the effect service automation software can … Read More

How PSA Software Helps You Deliver More with Less – PSA Infographic Deconstructed: Part Four

Author: Categories: Professional Services, Projector, PSA Software Infographics

Over the past few blog posts we’ve examined how service organizations can enhance their profitability by implementing a professional services automation (PSA) solution. We covered increasing utilization, improving project margins, and using PSA software to deliver more successful projects. Today, we’ll take a look at professional services software from an operational efficiency perspective—delivering more with less. Because services automation software … Read More