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Resources Are Revenue for Field and Professional Services

How Research, Analysts, and Experts Have Reached Consensus on Technology Requirements for Services Organizations During the Field Services Summit, Planview’s services market expert, Steve Beaumont presented his report Resources as Revenue that is a compilation that ties together the latest research from Aberdeen Group, Service Performance Insight, WBR-Field Services Europe, and the Technology Services Industry...

Case Study: NASCO Transitions to Deliverable-Based Billing

PPM for Professional Services Organizations is Used to Manage 1,700 Billable Resources and Support New Business Evolution The transition toward meeting the client expectation of deliverable-based billing – as opposed to the more typical, billing by time and materials – is a common issue within professional services. Within a wide array of industries, whether as...

Talent Strains and Trending Solutions for Professional Services [Infographic]

What do analysts see when all the data points to a looming talent shortage for professional services? They research what best-in-class organizations are doing to combat the problem. In this particular instance, Service Performance Insight gleaned from their annual PS Maturity Benchmark study that organizations that had technology tools with three attributes fared considerably better...

Is FP&A Certification Right for Your Organization?

An Interview with Association for Financial Professionals’ Brian Kalish (Part 2) In part one of this two-part interview, we learned what the first FP&A Certification program is and what it is designed to benchmark. Three years in the making, the Association for Financial Professionals’ (AFP) director, finance practice, Brian Kalish, has received a lot of advice and...

FP&A Certification Is Here! Is Your Team Qualified?

An Interview with Association for Financial Professionals’ Brian Kalish (Part 1) As the Association for Financial Professionals’ (AFP) director, finance practice, Brian Kalish has been a part of the invigorating discussion of the role of strategic capital planning in Finance. Especially, as it relates to competing for resources, talent, and priority from Treasury, Budget, and...

Four Picks on the Biggest Trend in Professional Services for 2014

As it has been for the past several years, the concern over the state of professional services organizations has not been about if they are going to grow; but rather how. Since 2010, the state of the industry has seen double digit growth in personnel and revenues despite economic and political uncertainty.¹ Of the primary...

2 Cures for FP&A That Have Succumbed To “Big F, Little P, and No A”

In most companies, the financial component of FP&A has clearly-defined processes and roles. Although the process varies from company to company, each will have regular and repeatable processes by which to accommodate tasks, responsibilities, and deliverables. But what about the other attributes of “FP&A”? Has your organization established a repeatable process and expectation for using...

The Remarkable Reason Complacency for Spreadsheets May Reach Critical Mass

How One Cell Discredited the Way the World Measures the Ratio of Debt-to-GDP and What That Should Mean for Using Spreadsheets for Finance At every FP&A conference I have ever attended, the subject of spreadsheets comes up and those with a great argument for keeping them receive, what I perceive to be, the loudest applause. Usually...

Four Questions on the State of Technology for Professional Services

According to recent research, the professional services industry is growing aggressively and seeing very specific growing pains in talent attrition, project profitability, and resource management. In trying to encapsulate what organizations can do to alleviate these issues, we asked subject-matter expert, Steve Beaumont four questions on the state of technology for professional services to help...

The Annual Budgeting Process: Insanity is Expecting Different Results from Spreadsheets

Albert Einstein has been credited in saying, “insanity is doing the same thing over and over again and expecting different results.” If you are charged with some element of the annual budgeting process for your organization, such as capital planning, strategic planning, budgeting, and annual allocations, among others; chances are you’ve been inundated with spreadsheets, tab delimited...