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Professional Services and Support
Here, you'll find links to the information and resources you need to make an informed Professional Services and Support software selection:
Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company.
Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified technicians who have experience providing assistance with technology products. While consultants who provide professional services usually charge clients for each project and the amount of time spent for it, support teams are usually paid a monthly or yearly fee.
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Selection of a professional services and support provider is based mainly on reputation (or credibility) and price. Usually, companies or individuals with more experience and knowledge will charge higher prices, and be expected to deliver higher quality services.
Here are some of the challenges professional services and support providers are facing:
Reputation and credibility are very hard to build, and even harder to maintain.
Know-how is not only the sum of the competencies of all employees, but also the accumulated knowledge that the company creates and manages.
Clients' needs can be extremely complex, and determining the right course of action for a particular client is not an easy task.
Since professional service is a project-based activity, projects need to be managed comprehensively in order to avoid failures or important delays.
Capturing the time spent, and managing expenses for each project can be difficult. Because consultants charge their clients per hour or per day, and some expenses are covered by the client, it can be tough to clearly identify who is responsible for specific expenses.
Making sure the right resources are available, scheduled, and assigned for the right project is also difficult. Because each stage or task of a project is linked to other stages or tasks, delays or poor resource allocation can jeopardize the entire project.
It can be challenging to track project costs and expenses, accounting, and resource allocation for projects where the client operates at multiple remote locations.
These challenges can be addressed by the use of business software solutions, such as
project portfolio management for professional services automation (PPM for PSA);
enterprise resource planning (ERP) for services; and
customer care and billing (CC&B).
Don't know where to start?
We can help you identify the right type of software to evaluate.
Learning Management Suite (LMS)
PPM for Professional Services Automation
Benefits of Using Software Solutions for Professional Services and Support
The software solutions mentioned above offer functionality specific to the professional services business area, including
project management functionality, which allows professional services companies to successfully define and manage complex tasks;
resource planning and scheduling, which helps effectively allocate financial, human, and IT resources;
knowledge management functionality, which gathers content from documents, reports, and other sources in order to make valuable information available for future use;
functionality for collaboration within a company or between a company and its partners (customers, suppliers, etc.);
third-party integration with other systems such as PPM, customer relationship management (CRM), business intelligence (BI), or human resources (HR);
back-office functionality, which does not interact directly with the customer but is very important because it provides functionality for internal operations;
time and expense management, which includes tools that increase productivity by tracking the time spent, and expenses generated for different projects; and
CC&B functionality, which is used for rating and billing, as well as payment processing, collection, and field service.
The ideal tool for a professional services and support company should have all the functionality mentioned above, either as part of an integrated software solution or as stand-alone products.
THE RISKS OF A FLAWED PROFESSIONAL SERVICES AND SUPPORT SOFTWARE SELECTION PROCESS
Even though professional services companies do not have huge inventories or complex manufacturing processes to track, not using a software solution or using the wrong solution exposes these companies to the risks below:
Failure to manage projects and resources, as well as the time spent on different tasks, can jeopardize the end result, and have a negative impact on the quality of the services provided.
Bad management of know-how—which is the most important asset of any professional services company—makes it harder for consultants to get access to the right information for their customers’ needs.
The inability to integrate your systems can slow down your processes, since the data needed to perform certain tasks will not be available on time. Also, unless the proper tools are used, the quality of the information transferred between different systems will be negatively affected.
Why use the Professional Services and Support Evaluation Center?
Determine which functional aspects of a Professional Services and Support solution are priorities for your business.
Evaluate and understand the functionality that addresses
Find the Professional Services and Support solutions that are most likely to serve your business.
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