Without your systems set up to support your process, gaining a clear view of your metrics can be frustratingly hard.
Right now you may be:
Preparing to implement a new PSA system and wanting to set it up right the first time.
A longer-term SuiteProjects Pro user whose processes have become fragmented and overly complex.
Relying on manual work for things that should be automated.
Lacking a clear top-down view to make confident decisions about growth.
Let’s make your operations a force for advancement in your organization.
As your operations partner, I'll help you customize your systems and processes to the unique requirements of your business.
Unlock your PSA system's full potential
Have your desired outcomes translated into a Professional Services Automation system that's configured to support your processes.
Get a clear top-down view
See everything that’s happening across your services organization in real time
Boost your peak performance
Benefit from a configured system that boosts your organization forward and supports its future growth.
Here’s how we can make it happen.
I’ll work with your organization to identify key goals and define system requirements. You’ll gain a plan to move forward that we’ll execute to the most efficient go-live.
WE CAN WORK TOGETHER TO:
UNCOMPLICATE YOUR OPERATIONS
Score your operations across eight dimensions and walk away with a clear, prioritized roadmap for what to fix first.
OPTIMIZE SUITEPROJECTS PRO
Stand up a customized SuiteProjects Pro setup, or fine-tune an existing one, so the system finally works the way your business does.
DIGITAL TRANSFORMATION
Turn the roadmap into reality with new workflows, the right automation, and technology that fits how you work.
The steps involved:
01
DISCOVERY
This is not about fitting your business into a mold. Our project starts with understanding the challenges and goals of your organization by spending time with key members, teams and stakeholders.
02
PLANNING
Now that we know exactly what we’re aiming for, I’ll put forward a custom solution that translates your needs into the right solution.
03
IMPLEMENTATION
I offer prompt execution of your custom solution, from configuration and testing, to walkthroughs and onboarding, with clear communication throughout the process.
04
STABILIZATION
Once the new system is live, I’ll work with your organization to address any issues, answer questions and help you and your teams get comfortable with the changes.
"We brought Amy in to look at how our Professional Services organization ran projects, resourcing, and billing. She spent two days with our team, surfaced the manual processes that were eating our capacity, and came back with a prioritized set of recommendations ranked by cost and benefit. She also documented the automation requirements in enough detail that we could hand them straight to a developer. Practical, thorough, and she left us able to run with it ourselves."
— JC, Professional Services Operations Manager
