Foundations First

Most professional services firms approach PSA as a software implementation project.

Vendors are shortlisted. Features compared. Configuration begins.

But the most important design work should really happen before the system is even selected.

The operating logic of the business must be clear enough for the system to reinforce the right behaviours.

Over the past 14 years working with professional services firms, I've seen that when this clarity exists, PSA becomes far more than a reporting tool.

It becomes infrastructure that improves how efficiently revenue converts into profit.

This scorecard helps leadership teams assess whether their firm has that clarity.

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