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Practitioner-first insights on Professional Services Automation, Services operations, and making your systems actually work.


AI Project Summaries in SuiteProjects Pro
SuiteProjects Pro will write your project status for you. Here's what makes that summary worth trusting.


SuiteProjects Pro Implementation Timeline: What to Expect
Vendors give you a number before they know your organization. Here's a realistic phase-by-phase timeline based on 100+ real implementations.


NetSuite OpenAir to SuiteProjects Pro: What Changed
If you worked with OpenAir before the rename, here's what's actually different about SuiteProjects Pro, and what hasn't changed at all.


The Complete PSA Implementation Checklist
Every implementation breaks in the same handful of places. The five gaps that open before you sign, during the build, before go-live, and after, plus a free fillable checklist to catch them.


The UAT That Saves You Three Months of Firefighting
Clicking through a few screens tells you the buttons work. It does not tell you whether your business runs through the system. What a real test scenario looks like, who should be in the room, and the four exit criteria that mean you are actually done.


Level 3 to Level 4: The Optimization Window Doesn't Stay Open Forever
Six to nine months after go-live your change request list comes to life. Around month twelve it becomes a graveyard. Here is how to tell your window is closing, and a three-bucket method for triaging the list before it does.


Level 1 to Level 2: The Leap to a Live PSA System
Going from Foundation to Activation is the first leap in the SOMM. What you are leaping from, what makes a build fit your business, and the three things that surprise almost everyone in the first few weeks.


You Probably Already Know Your SOMM Level. Let's Confirm It.
You came away from the Services Operations Maturity Model with a hunch about where you land. Here is what each level actually tells you to do, and a short assessment that turns the hunch into a starting line.
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