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Professional Services Automation Tools Evaluation Process


"How should a Professional Services organization begin the process of evaluating PSA (Professional Services Automation) tools? And, how do you get buy-in and prove ROI for these tools?"

This question was asked at a recent webinar, now available on-demand:

"Stop Leaving Money on the Table: Integrating Services and Finance"

Please add your thoughts about it below. Thanks!


Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Can I suggest the 2 webinars that fellow Proformative member Wayne Spivak and I presented earlier this year, available at:

In the first, look at the 14:40 mark for examples of "Why Start looking for new software" and continue from there to learn more about how to develop the initial business case. Later on the high level plan, starting from Strategic Context, is laid out for you.

In the second, you can learn more about demo planning and evaluation techniques.

Hope that helps!


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