Planview

MAY 23, 2022

In this blog, we define the following: Key differences between managed services vs professional services Similarities and challenges of both services and what it means for your organization How to find the right PSA solution (checklist) and more! Finding the Right PSA Solution: Checklist.

Management 52

Management Cybersecurity Profitability Digital Transformation 52

Planview

MAY 3, 2023

With many years of experience in working with enterprise customers to unlock transformational value , Blumhorst and Derbyshire have decades of experience driving digital transformation through Project Portfolio Management (PPM) and Professional Services Automation (PSA) across industries and companies.

Digital Transformation 52

Digital Transformation Future of Work Decision-making Stakeholders 52

Planview

JUNE 23, 2022

The 3-day event featured numerous keynote speakers, breakout sessions, and exhibitors from leading tech companies in the professional services space — including Planview PSA! Planview PSA Software streamlines connected services systems and delivery for your organization. Leadership Buy-In and Adapting Processes Top Down is Critical.

Digital Transformation 52

Digital Transformation Digitalization Decision-making Leadership 52

Planview

JANUARY 31, 2022

At Planview PSA we continue to “Build the Future of Connected Services,” which enables professional service organizations to fully connect, plan, and collaborate, while they work across the entire services lifecycle and within the context of the enterprise in which they live. Adopting a PSA solution is not a one-time transaction.

Organization 72

Organization Profitability Digital Transformation Remote Working 72

Planview

JANUARY 24, 2024

An effective PSA solution can help you reduce your operational costs and streamline your service delivery. These steps will position you to create a model that will meet customer needs, deliver value, and ensure your relevance in an always-changing market. New recurring revenue streams will also impact your organization’s profitability.

Stakeholders 59

Stakeholders Prioritization Organization Profitability 59

Planview

AUGUST 29, 2023

External resource management (PSA) involves working for external customers for a fee and balancing supply and demand as you work through opportunity intake, similar to the sales funnel. Understanding internal versus external capacity management sets the tone for the overall strategy.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

Planview

MARCH 28, 2022

Professional service automation (PSA) software can help organizations manage the quote-to-cash process by centralizing key people and processes and establishing full visibility to drive decision making. Adopting a PSA solution is not a one-time transaction.

Artificial Intelligence 52

Artificial Intelligence Stakeholders Profitability Decision-making 52

SmartKarrot

NOVEMBER 7, 2022

Oversee the documentation of key CX processes and definition of requirements for core systems (PSA, Case Management, CX). Drive the implementation of the AOP including team segmentation and alignment, target setting, capacity tracking and utilization. Lead the biweekly CX leadership priority review and operations cadence.

Customer Success 19

Customer Success Stakeholders Government Finance 19

PandaDoc

JULY 12, 2022

While we’re on the topic of signatures, this is a friendly PSA that you can also avail the service of an eSignature with platforms like PandaDoc. Apps like Gmail can be customized too to insert email signatures after your mail copy.

Sales 52

Sales Decision-making Onboarding Marketing 52