{"id":15253,"date":"2020-03-03T00:00:00","date_gmt":"2020-03-03T06:00:00","guid":{"rendered":"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/"},"modified":"2022-04-04T13:13:17","modified_gmt":"2022-04-04T18:13:17","slug":"how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/","title":{"rendered":"How to Effectively Manage Each Stage of the Engagement Lifecycle with a PSA Solution"},"content":{"rendered":"<figure>\n<div class=\"feature-image\"><img decoding=\"async\" class=\"aligncenter size-full\" src=\"https:\/\/media.planview.com\/changepoint-blog\/[blog]-image_engagementlifecycle.jpg\" alt=\"How to Effectively Manage Each Stage of the Engagement Lifecycle with a PSA Solution\" \/><\/div>\n<\/figure>\n<div><\/div>\n<p><!--more--><\/p>\n<p>Many of today\u2019s leading professional services companies share two priorities: embracing digital transformation and learning how to operate with agility.<\/p>\n<p>The other benefits\u2014such as engaged employees, happier customers, and healthier bottom lines\u2014trickle down from there. However, digital transformation and agile operations are not end goals. They\u2019re moving targets that require ongoing investments.<\/p>\n<p>For example, just because you\u2019ve completed a strategic initiative doesn\u2019t mean your work is done. Chances are that other areas of operations need improvement\u2014or there\u2019s a new <a href=\"https:\/\/www.changepoint.com\/products\/services-automation\" target=\"_blank\" rel=\"noopener noreferrer\">digital tool on the market<\/a> that can deliver tremendous upside to your organization.<\/p>\n<p>The same holds true for agility. Once you\u2019ve gotten to the point where you can actually call yourself an agile organization, you still need to operate with agility, responding rapidly to every concern and opportunity that comes your way.<\/p>\n<p>As such, successful professional services companies apply an iterative approach to both digital transformation and agility. They know their work is never done, and they continuously try to improve where they can.<\/p>\n<p>One of the key technologies that organizations are turning to for digital transformation and agility is <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/professional-services-automation\/\">professional services automation<\/a> (PSA) software.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/#What_Is_PSA_Software\" >What Is PSA Software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/#What_Is_the_Engagement_Lifecycle\" >What Is the Engagement Lifecycle?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/#How_PSA_Solutions_Can_Help_at_Each_Stage_of_the_Engagement_Lifecycle\" >How PSA Solutions Can Help at Each Stage of the Engagement Lifecycle<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/how-to-effectively-manage-each-stage-of-the-engagement-lifecycle-with-a-psa-solution\/#Supercharge_Your_Professional_Services_Firm_with_PSA_Software\" >Supercharge Your Professional Services Firm with PSA Software<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Is_PSA_Software\"><\/span><strong>What Is PSA Software?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>PSA software is designed to help professional services providers \u2014such as lawyers, IT consultants, accountants, and marketing agencies\u2014automate their approach to project management.<\/p>\n<p>Quite simply, PSA software can help professional services firms build more efficiency into all aspects of their operations. In turn, this increases productivity, billable utilization, and financial margins, among other things.<\/p>\n<p>More broadly, thanks to improved collaboration, increased transparency, and better planning, PSA software can help organizations improve project management and resource allocation across the entire engagement lifecycle.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_Is_the_Engagement_Lifecycle\"><\/span><strong>What Is the Engagement Lifecycle?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The client engagement lifecycle is the journey your employees take from the time they learn about a prospective client through the time they\u2019ve satisfied the terms of their contract.<\/p>\n<p>Although different professional services firms have slightly different interpretations of what the engagement lifecycle looks like, here\u2019s a general overview that should give you a good idea.<\/p>\n<h3><strong>Step 1: Propose<\/strong><\/h3>\n<p>The first step of the engagement lifecycle is the act of actually trying to land a client. Here, teammates put together proposals and outline things such as projected costs, resources required, and timelines. As the team starts engaging with clients, proposals become more and more specific, and objectives are refined.<\/p>\n<h3><strong>Step 2: Initiate<\/strong><\/h3>\n<p>Once a client has signed on, it\u2019s time to start prepping team members and colleagues about the upcoming engagement. Resource and personnel requirements are further refined, and managers begin allocating them.<\/p>\n<h3><strong>Step 3: Execute<\/strong><\/h3>\n<p>After the right people and resources are in place, it\u2019s time for the team to begin performing the actual work. During this stage, employees need to keep track of time, expenses, documents, invoices, and other items.<\/p>\n<h3><strong>Step 4: Monitor<\/strong><\/h3>\n<p>The fourth step of the engagement lifecycle involves managers monitoring the progression of projects. Are they coming along nicely? Where do they stand from a budgetary perspective? Are the projects shaping up to be profitable? These are some of the questions managers need to answer.<\/p>\n<h3><strong>Step 5: Close<\/strong><\/h3>\n<p>The fifth and final step of the engagement lifecycle refers to closing out a contract once all deliverables have been accepted and services have been provided. Here, it\u2019s time to tie up all loose ends, make sure the client is satisfied, and send out an invoice.<\/p>\n<p>Historically, professional services firms completed each of these steps using a combination of paper-based processes, spreadsheets, and other outdated technologies. The good news is that\u2014thanks to PSA solutions\u2014it\u2019s much easier to ensure that each stage of the engagement lifecycle goes smoothly.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_PSA_Solutions_Can_Help_at_Each_Stage_of_the_Engagement_Lifecycle\"><\/span><strong>How PSA Solutions Can Help at Each Stage of the Engagement Lifecycle<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>PSA solutions can help professional services firms take the next step in their digital transformation journey while building more agility into their operations.<\/p>\n<p>By providing a real-time view into the status of all engagements\u2014wherever they happen to be in the lifecycle\u2014PSA platforms give professional services companies the peace of mind that comes with knowing where everything stands at a given moment.<\/p>\n<p>What\u2019s more, that real-time view is spread across <em>every <\/em>engagement. Managers can look at a single dashboard and find out how projects are progressing at any time\u2014and whether the right people and resources are in place.<\/p>\n<p>More specifically, PSA solutions can help with opportunity management, contract management, resource management, project management, time and expense management, financial management and revenue recognition, and more.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Supercharge_Your_Professional_Services_Firm_with_PSA_Software\"><\/span><strong>Supercharge Your Professional Services Firm with PSA Software<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Although your professional services company might have been doing things the same way for many years, there\u2019s no sense in making things harder than they need to be. If it\u2019s been a while since you\u2019ve taken a look at the tools in your team\u2019s arsenal, it may be time to reassess your operations and see where you can improve.<\/p>\n<p>A simple investment in the right PSA solution can go a long way toward optimizing all aspects of your firm\u2014increasing your team\u2019s effectiveness across each step of the engagement lifecycle. That\u2019s the ticket to happier clients, more productive employees, and better business outcomes.<\/p>\n<p>To learn more about how your professional services firm can deliver more value to your clients while giving managers real-time visibility into every engagement, check out our <a href=\"https:\/\/www.changepoint.com\/products\/services-automation\" target=\"_blank\" rel=\"noopener noreferrer\">Services Automation solution.<\/a><\/p>\n<p><!--HubSpot Call-to-Action Code --><span id=\"hs-cta-wrapper-fcb2f509-418b-43fb-91d0-29b7799bf78a\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-fcb2f509-418b-43fb-91d0-29b7799bf78a\" class=\"hs-cta-node hs-cta-fcb2f509-418b-43fb-91d0-29b7799bf78a\"><!-- [if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><\/span><script charset=\"utf-8\" src=\"\/hs\/cta\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta._relativeUrls=true;hbspt.cta.load(4952773, 'fcb2f509-418b-43fb-91d0-29b7799bf78a', {\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code --><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":103,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":3,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[9398],"tags":[],"class_list":["post-15253","post","type-post","status-publish","format-standard","hentry","category-professional-services-automation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Effectively Manage Each Stage of the Engagement Lifecycle with a PSA Solution<\/title>\n<meta name=\"description\" content=\"Learn more about managing your client 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