The Professional Services Pursuit

Sarah Edwards and Jared Haleck, Chief Product Officers at Kantata, join us to talk about the role of professional services technology in our current market and how it has become so much more than just a way to track margins and operating process.Other topics in this episode include:Why vertical SaaS has become critical to success in modern services businessesHow the staffing manager model has changed and the demands shaping the industryHow technology is impacting, transforming, and keeping pace with the PS value chainThe pitfalls of legacy PSA tools and the cost of continuing to use outdated technology to run your businessKey technical innovations in the PS industry and what Kantata is working on to help firms deliver value to clients Hosted on Acast. See acast.com/privacy for more information.

Welcome back for part 2 of our SoDA webinar recording with Brian Williams - Founder and CEO at Viget, and Andrew Howlett - Partner and CEO at Struck. In the second part of this conversation we took a look at areas of agency business that are seeing some positive indicators for 2024 and where Brian and Andrew are cautiously optimistic for the year ahead. Other topics covered in this episode include:The affect interest rates will have on business uncertaintyHow return to office mandates will impact recruiting and hiringIndicators for a strong 2nd half of 2024Where Viget and Struck are placing their Ai betsBe sure to read the State of Agency Operations Survey referenced in this episode for additional agency trends and priorities in 2024. Hosted on Acast. See acast.com/privacy for more information.

Ep. 58 - (Part 1) 2023 in Review and Operating Priorities for the Year Ahead w/ Brian Williams and Andrew HowlettThis episode of The Professional Services Pursuit is part one of a two-part series taken from a recent SoDA (Society of Digital Agencies) webinar. Brent interviews agency leaders Brian Williams - Founder and CEO at Viget, and Andrew Howlett - Partner and CEO at Struck. They provide some great insights on how their agencies fared in 2023 and where they plan to focus their efforts in 2024 from an operations standpoint and beyond. Other topics covered in this episode include:The unique challenges faced in 2023 How each agency handled uncertainty The impact big tech had on the agency spaceBalancing staff against profitabilityStriking the right balance of hybrid work for optimal creativity and productivityThe critical importance of revenue forecasting and utilization in 2024Be sure to read the State of Agency Operations Survey referenced in this episode for additional agency trends and priorities in 2024. Hosted on Acast. See acast.com/privacy for more information.

Happy Holidays everyone! As 2023 comes to a close we wanted to revisit some of our favorite episodes and moments from the year. These 3 clips offer some great tangible advice for PS leaders on how to best run projects and manage a skills database for improved forecasting. Enjoy. We’ll see you in the new year! Clips in this episode include: Ep. 40 with Shane Anastasi - advice on how to deliver the most successful project outcomesEp. 42 with Peter Taylor - discussing the impact of AI on project managementEp. 33 with Marc Lacroix - do’s and don'ts for managing a skills database Hosted on Acast. See acast.com/privacy for more information.

On this episode Banoo interviews Tim Tutt, CEO and Cofounder of Night Shift Development, Inc. They discuss how Tim created “Analytics for Humans”, his 7 key data strategies, and how to leverage predictive analytics to better serve your clients. Other topics covered in this episode include:The importance of data quality and managing your dataset cohesivelyDefining your outcomes to understand what is needed from your data and making it more accurate How PS orgs can use predictive analytics to improve their understanding of their own business to better serve their clientsTim’s 7 key data strategiesThe problem with dashboardsYou can follow Tim’s blog here:https://timtutt.com/ Hosted on Acast. See acast.com/privacy for more information.

On this episode of The Professional Services Pursuit, Orrin Klopper, CEO of Netsurit, joins us to talk about his company’s unique approach to creating a people-centric culture that ensures employees and clients are engaged, happy and productive. Their Dreams Program helps team members identify their top 10 personal and professional goals each year – and helps to turn them into a reality. We discuss what a ‘Dream Book’ is, and Orrin shares how this concept changed, not only his business, but his life as well.Other topics discussed in this episode include:The inspiration behind Netsurit’s driving force - supporting the dreams of the doersWhy good leaders need to be good coaches and know what their teams aspirations areThe importance of aligning your cultures when going through mergers and acquisitionsWhy it is critical to make connecting (in-person or virtually) a priority for your teams How the authenticity of your culture improves your customer experience Hosted on Acast. See acast.com/privacy for more information.

On this episode of The Professional Services Pursuit Banoo is joined by Kantata’s CEO, Michael Speranza. They discuss the dramatic shifts that have taken place in the professional services industry over the past 12 months and the pressure that's placed on businesses.  They also dive into how vertical SaaS solutions are reshaping the future of PS and helping organizations to overcome the arduous task of achieving more with less.Other key topics include:The trends and rate of change the industry has experienced in the last 12 monthsTechnologies role in adapting to major changesThe fundamental difference between the PS Cloud and legacy PSA toolsHow PS Cloud technology goes beyond project success and financialsThe cost of avoiding change Hosted on Acast. See acast.com/privacy for more information.

On this episode of The Professional Services Pursuit Brent talks to Ingo Roemer, Chief Operating Officer and Senior Solution Architect at Solvit. They dig into the topic of merger and acquisition change management and discuss best practices, common pitfalls, and where to focus your efforts for the best outcomes.Other topics discussed in this episode include:The right time to engage with an implementation partner when going through the M&A processA sequence of actions for merged companies to optimize their operations6 best practices to follow and pitfalls to avoidThe importance of involving the right people at the right timesImplementing a phased approach to get the most out of your systems and process Hosted on Acast. See acast.com/privacy for more information.

Welcome back to another exciting podcast episode of Professional Services Pursuit! In this episode, Andrew Cohen, Managing Director at Netsurit, joins us to talk about their value based go-to-market commercial delivery model and how they are bringing innovation into the world of IT services and digital transformation. Other topics discussed in this episode include:Project-based work vs. services-based workDefining automation and innovation opportunities within companiesThe benefits of productizing servicesDigital transformation and perpetual innovationConnect with Andrew on LinkedIn:https://www.linkedin.com/in/andrew-cohen-91945a4/ Learn more about Netsurit:https://netsurit.com/en-us/ Hosted on Acast. See acast.com/privacy for more information.

In this episode Banoo and Kristi Faltorusso, CCO at ClientSuccess, dig into the importance of trust and how we can all be better at building and establishing trust for better business outcomes. Kristi also provides her top tips for optimizing cross-functional relationships to improve your corporate culture and customer success. Other topics discussed in this episode include:The 5 elements to building trust and credibilityCompetence vs. confidence and understanding your own limitationsThe implications of trust betrayal and how to recoverNurturing trust for better corporate cultureThe importance of failing forwardReducing friction among services teams Learn more about Kristi and access more insights here:https://www.linkedin.com/in/kristiserrano/https://www.kristifaltorusso.com/ Hosted on Acast. See acast.com/privacy for more information.