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On Demand Webinar

The Green Flag is Coming: Is Your Professional Services Engine Tuned?

The world in June 2020 is not the world we had in February 2020; nor is the world we will have in December 2020. In other words, times they are a changin’ … and FAST. Our experience talking to hundreds of technology professional services leaders over the last few months is that they have – for the most part – already moved well past the scramble of the early stages of the pandemic and onto pivoting and adjusting to the likely contours of the new normal. That is, they quickly moved beyond panic of keeping the lights on in the short term and to the systematic planning with a view to what lies ahead. They are, by and large, making sure their PS engines are tuned. The question is … ARE YOU doing the same?

In this virtual summit, TSIA will bring together experts from across the industry to provide best practice guidance along with case studies. We will flesh out what tuning your PS engine should look like, there will be something for everyone. Above all … get ready for the Green Flag, because it’s undoubtedly coming out and soon.


Introduction | Bo Di Muccio, Distinguished VP, Professional Services Research, TSIA

Insider Tips to Tune Up Virtual Services Delivery | Uriah Hakala, VP, Advisory Services, Mavenlink

Whether you have more work than you can deliver or have capacity you can’t fill, now is the time to review, assess and take action to ensure the long term health of your business. Avoiding regular tune-up can be catastrophic for your business. This session will offer tips to identify and evaluate opportunities to fine-tune your technology and processes designed to help you build competitive advantage and gain market share during these uncertain times.

Why Do the Majority of Professional Services Organizations Underperform? | Mark Robinson, Co-Founder, Kimble Applications

Many organizations have turned to technology, like PSA software, to try to deliver more consistent business outcomes. But why do some professional services organizations still perform below their potential? How do others organize themselves to be successful? This session seeks to provide the answers.

Key Components to Evaluate and Tune-Up to Improve PS Revenue and Resource Forecasting | Dave Young, Sr. Director Professional Services, TSIA

Proactive planning in a very reactive time requires deeper business insights, what-if scenario planning, and new ways to forecast PS revenue and headcount. Alignment of PS charter and strategy along with investments into ‘toolification’ and process refinement pave the way for improved data quality across the sales and delivery activities. During this twenty minute session, we will touch on key components to inspect as part of your PS tune-up related to forecasting revenue and resources to deliver that revenue.

Optimizing Professional Services from Experimental to Efficient | Daryl Ellis, Global Director Integration Engineering Services, National Instruments

Professional Services organizations in Industrial Equipment companies strive towards delivering services that both enable product adoption and increase services revenue to fund Professional Services organization growth. During this session we will share challenges from lessons learned on National Instruments journey from an experimental Professional Services organization towards an efficient one through evolving professional services approach and offers, data and metrics, practices and process, and services delivery partner motion.

PS Overheating: From Inflight Emergency to Controlled Descent | Mike Doyle, SVP and General Manager, Professional Services, Health Catalyst

Health Catalyst was in the middle of a significant update to its Professional Services strategy when Covid-19 hit in early 2020. This presentation will describe how Health Catalyst addressed many of the emergent operational challenges of Covid-19 by fine-tuning key aspects of their strategy (charter, financial targets, and staffing).

Wrap Up and Q&A | Bo Di Muccio, Distinguished VP, Professional Services Research, TSIA

Sponsored By:

Kimble logo
Mavenlink logo

Presented By:

Bo Di Muccio

Distinguished VP, Professional Services Research, TSIA

Publish Date: July 22, 2020