Tag: Editors’ Picks
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Outdated and Costly: How Spreadsheet Forecasting Is Undermining Your Business

In today’s fast-paced professional services industry, it’s not enough to work well as a team; you need to anticipate future demands accurately. Resource forecasting is crucial for enhancing project planning, agility in resource management, and maintaining consistent utilization rates. Despite the availability of advanced forecasting tools, many companies still rely on spreadsheets, which is costing…
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Breaking Down Tech Debt: Strategies for a Healthier Tech Ecosystem

When considering critical issues regarding technology used by businesses, technical debt is a concept that often gets overlooked, yet its effects can ripple through an organization significantly hindering growth and efficiency. The recent webinar “Tech Debt Unmasked: The Culprit Behind Your Costliest Blind Spots and Bottlenecks” brought together industry experts from TSIA and Kantata to…
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Beyond One-Size-Fits-All: 5 Reasons Why Professional Services Organizations Need More Than Just an ERP System

In the ever-evolving landscape of professional services organizations (PSOs), staying competitive necessitates not just adopting the right technology, but also deploying software solutions tailored to a company’s unique needs. Central to the administrative backbone of these organizations are Enterprise Resource Planning (ERP) systems, often hailed as the one-stop solution for a myriad of business functions.…
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Optimizing the Professional Services Value Chain: How to Demonstrate Value at Every Stage of the Project Lifecycle

Powerful forces are reshaping the professional services industry, changing client expectations. Demand is volatile. Competition is fierce. And needs evolve rapidly. To win projects, meet client expectations, and build long-term relationships, professional services firms must adapt, too. Traditionally, sales conversations centered around exactly what the customer was buying. For product-based businesses, it was all about…
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When Is the Right Time for Your Business To Scale?

By Moira Alexander, Founder of PMWorld 360 Magazine and Lead-Her-Ship Group Every business naturally needs to grow to succeed, but scaling a company doesn’t just happen on its own. An estimated 80% of start-ups fail to see new products or services through to full scale-up. According to McKinsey, established businesses are no exception, with 65%…
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Top 5 Professional Services Resource Management Techniques

Professional services resource management software is more important than ever to the success of services organizations. Everything from individual task assignments to payroll depends on a strong, accurate resource management solution. As business demands evolve, organizations must refine their approach to professional services resource management to keep pace with the changing workforce and client expectations.…
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How To Use Technology To Scale Your Agency

Regardless of what your agency focuses on – marketing, branding, advertising, media – growth is a crucial part of ensuring your business stays relevant and profitable. Agencies that don’t grow can become stagnant, fall behind competitors, and lose touch with the desires of their clients. That doesn’t necessarily mean that every small firm should try…
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How To Improve Project Performance: The 10-Step Guide

You can improve project performance through a combination of managerial skills and software tools. A good place to start is to ensure that the team understands the goal of every project, has access to open communication channels, and understands the priorities of tasks. These seemingly simple — yet essential — steps are necessary for successful project…
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5 Stats That Show Why Resource Forecasting Is One of Professional Services’ Biggest Challenges

Being able to accurately predict and respond to resource demands is one of the biggest keys to success as a professional services organization. But for many, creating and utilizing trustworthy resource forecasts is one of the most difficult challenges they face. If your organization is in the midst of a struggle to effectively forecast, know…
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5 Ways Agency Management Software Can Help Your Business

Every marketing agency feels the pressure to do more than is possible in a single day. With a growing client list, you’re balancing completing projects and pieces in-house, or delegating them out to freelance writers. Between communicating with your own team, clients, freelancers, and other people, it’s easy to become disorganized, or simply resort to…
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Five Best Practices to Improve the Value and Effectiveness of Agency and Client Relationships

The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Brent Trimble, features author, speaker, entrepreneur, and high-tech business executive, Bruno Gralpois. Brent and Bruno discuss the evolution of his business, Agency Mania Solutions, and dive into some critical tactics agencies and clients can implement to enhance their relationships and deliver better services. Bruno…
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Introducing the 2022 Professional Services Automation End-user Survey

By Sarah Edwards and Jared Haleck, Chief Product Officers, Kantata This is an excerpt of Kantata’s introduction to SPI’s 2022 Professional Services Automation End-User Survey report. Click here to download the full report for free. This is a very exciting time to be shaping the product vision for a technology vendor serving the needs of…
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Uncovering the Reasons Professional Services Organizations Benefit from Vertical SaaS Solutions

The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Banoo Behboodi, features Charles Gustine, Brand Evangelist at Kantata. This episode focuses on key results from new research from Kantata and Salesforce, which was conducted by Forrester Consulting. The resulting study, Vertical SaaS for Professional Services is Driving Material Benefits, reveals current trends shaping…
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Purpose-Built Technology: What It Is and Why Professional Services Companies Need It

Running a professional services business often means creating solutions on the fly and making whatever’s available work to keep projects going and clients happy. But that doesn’t mean there isn’t a better way. Frequently, software used by organizations isn’t specifically designed for the professional services industry and doesn’t have the right features for a company’s…
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The Increasing Importance of Collaboration Across a Distributed Workforce

Environmental factors originally jump started the work-from-home revolution, but current research suggests the distributed workforce model is here to stay. Some estimates claim that at least 70% of employees don’t believe going into the office is necessary. Flexibility, less travel time, and reduced office costs are just a few of the perks of having a…
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4 Resource Management Pitfalls and How to Avoid Them

The five pitfalls that should be considered when assessing the need to fine tune your resource management strategies and aligned with today’s tools and best practices.
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The Unified Data Model and Its Superpowers in Resource Management

Mavenlink and Enterprise Times have partnered to break down the tenets of a Unified Data Model and its implementation into a company with a new whitepaper, “The Importance of a Unified Data Model in Resource Management.”
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Are Your Clients Unhappy? Look for These Signs

To keep your clients happy and on board, keep an eye out for these red flags—they’re good indicators that your clients are not satisfied and may turn over.
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Becoming a Resource Manager – A Firsthand Account of My Path to Success

Read this blog to hear from Jordan Boemer how you can find success in your career path as a resource manager.
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The Critical Role of Sales Engineering in Product Success

Learn 3 critical roles that sales engineers should play in the long-term success of a product at your services organization.
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How to Improve Your Chances of Project Proposal Approval

Learn about the six different types of project proposals and the steps that you can take to increase your chances of client approval.
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Project Managers’ Top 10 Tips for Keeping Projects on Time and on Budget

The following tips can ensure your project continues its desired trajectory, and finishes on time and on budget (every project managers goal!).



