With technology such as this in place, firms can use their capability not just to drive collaboration between pitch team members that ultimately helps win new business but also once the business is won, standardise the way they engage with clients and produce compelling deliverables that support high client retention rates over time.
This whole professional services engagement process can then be supported by the latest analytics tools which provide real-time data to project teams in a way that is visually engaging and that both helps the business drive insights and ultimately assists it in making better decisions. Embedded analytics across the business can help enable self-service in real-time.
Consultants can access the tools to customise dashboards to quickly and easily report on what is important for their business and teams as projects roll out. They can get end-to-end visibility through alerts and dashboards which give them a holistic view across projects.
It is also worth highlighting that agility is key in the world of professional services. Resource management tools should be able to add and remove users quickly and easily as project or pitch teams change over time.
Solutions should also be able to enable team leaders, supervisors and managers, and indeed team members as well to easily manage tasks, assign activities and track how they are doing versus the plan.
Timesheet and expense management is important too. In this context, it is key that firms have access to solutions that enable users to track and submit time and expenses on the go to ensure resources are being used wisely and projects keep to budget.
This flexibility should, however, should also be backed up by dashboards that enable quick and easy monitoring of teams and trends and help managers to identify issues.