June 23, 2017

How to tell if you’re in the market for a new PSA solution

Business moves at the speed of light, it seems. And, if business is good, customer demands keep pouring in. That’s great! But not if you’re professional services organization (PSO) isn’t equipped to manage the demand.

More often than not, being able to do a great job and fulfill engagements comes down to the tools we have to use to get the job done. In terms of services delivery, that includes how the customer lifecycle is managed—from quote to cash. The influx of customer demand coupled with the speed in which projects are expected to be delivered is pushing the limits of traditional, outdated processes for managing engagements. PSOs shouldn’t have to rely on spreadsheets and disconnected systems to deliver services.

You need an integrated platform from which to work. That’s exactly what a professional services automation (PSA) solution offers.

But, it all starts with knowing what your pain points are and the challenges your teams are facing. Are spreadsheets ruining your life? Is it hard to manage or gain visibility into cash flow? Are you struggling to understand client satisfaction? How about resources—are your resource management processes affecting business?

There’s a lot to take into consideration when considering a better way to do business. If you’re in the market for a new PSA solution, or aren’t sure, check out this checklist to see if the challenges resonate with your team. If so, it may be time to peruse the landscape.

Check out the full PSA Buyer’s Guide >


About Greg Davidson

Greg has more than 25 years of experience in the information technology industry, encompassing software support, development, presales, professional services, and product management. In addition to his 14 years with Changepoint, he has held various leadership positions in different market verticals within the IT area including health, educational, and print and electronic media industries.

Greg joined Changepoint in 2000 in the Professional Services division to help garner a larger and growing customer base by providing best practice implementation consulting. Through the next four plus years Greg helped large global customers harness the Changepoint capabilities to help drive adoption and ensure innovation and positive return on investment to their business.

With 10+ years in Product Management, Greg is responsible and has ownership for the Changepoint product which include new and existing Customer, Marketing, and Analyst engagements. Greg’s interactions with both potential as well as existing customers are an important component in establishing, managing and executing on strategy for the overall success of Changepoint.