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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demand coupled with the speed in which projects are expected to be delivered is pushing the limits of traditional, outdated processes for managing engagements.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 >