Most well run Professional Services Organizations should consider implementing a PSA system to streamline and automate its core Operations. Automating core business processes enables PSOs to maximize revenue and allows them to focus on more important business functions such as customer success.

1. ActiveEfficiencyTM starts here

2. 2
Problem Statement
• Service Projects/Deliveries Tracked Inconsistently
• Data collected in multiple systems
• Consultancy Schedule System
• SharePoint
• Microsoft CRM
• Spreadsheets
• Undocumented Procedures
• Poor usage of current systems/tools
• Poor visibility of Project profitability
• Delayed Billings and Revenue Recognition
• Inadequate procedures for communicating service deliveries to A/R
• Procedures require that Services understand complex billing/revenue recognition rules.
• Billing and Collecting Expense Reimbursements from customers is difficult

3. 3
Problem Statement (contd.)
• Inaccurate Service Revenue Forecasting
• Inability to track service deliveries relative to billing/revenue status
• Lack of procedures to capture planned service deliveries
• Can’t reconcile planned service deliveries with actual results.
• Reporting
• Difficult to report on individual projects due to having to pull metrics and KPI’s from
various sources
• No method to define KPI’s
• Inaccurate revenue and expense reporting
• Multiple Resources currently required for operations-management & reporting
• Caroline Update various systems and spread sheets, resource scheduling
• Jelena  Month end billing.
• Barry Month end Management reporting.
• Matt  Microsoft Project Server Manager

4. Why implement a PSA System
• Develop process consistency for:
• Resource Management
• Project Management
• Project Accounting
• Heighten Visibility and Predictability of Project Profitability
• Accelerate Velocity of Billing and Revenue Recognition
• Improve Overall Business Intelligence for Services Team
• Limit the Strain on Resources – today multiple people running multiple systems to
reconcile data
• Improve Accuracy of Forecasting
• Financial Forecasting
• FTE Planning
• Utilization & Realization Forecasting

5. Time
Tracking
How most PS Operations are typically run
Expense
Tracking
Project
Management
Project
Accounting
Custom built tool
Resource
Management

6. PSA for unified & streamlined Operations
A SaaS based decision support tool that provides one simultaneous view of
the truth across all service operations

7. Implementation & Annual costs
Category NetSuite
Functions and Features Good
User Interface Very User Friendly
Cost 40 Users $45,000/annum (includes maintenance)
Implementation & Training $15,500 (estimated)
Support SaaS offering.
References
Partnering Relationship Excellent
Company Stability Public limited. Industry leading.

8. Project Scope
• Eliminate Redundant Systems and Procedures
• Eliminate multiple systems
• Documented User Procedures and Training Materials
• Procedures clearly identified to a single appropriate system
• Manual Procedures for non-Standard Scenarios
• Resource Management
• Skills Management
• Resource Assignments and Utilization
• Soft commit to forecasted Opportunities
• Contracts and Project Management
• Proposals and Project Initiation Procedures
• Service Delivery Tracking
• Delivery Hours & Dollars (vs. Revenue)
• Capture Contract Documents (SOW, etc.)
• Status and Profitability Reporting
• Service Time & Expense Collection and Management
• Weekly Reporting Procedures
• Pro-forma Invoice Generation
• Services Department, Partners, Subcontractors
8
• Service Billing and Revenue Forecasting
• Revenue Reconciliation to A/R
• Services Aging Report
• Capture of Planned Service Deliveries
• Revenue Rules to forecast Service Revenues
• Forecast Reports
• Integration with SAP
• Data Migration
• All data effective April 1, 2011

9. Project Timelines
July August September October November December
I 2 3
© 1E 2013
Trial
Complete evaluation
& seek approvals to
move forward
Start Implementation
Sign
Contracts
Go Live!
Data Migration & Pilot
Close
books in
Q4 using
PSA

10. Employee Realization Report

11. Project Portfolio View

12. Resource Management Chart

13. Project Margin Heatmap

14. Project Burn Rate

15. Forecasted Revenue by Stage

16. Supply v Demand Report – Resource Forecast

17. Workspaces Module - Dashboard

18. Dashboard – Document Management

19. Expense Report

20. Timesheet Status Report