Building a business case

How to assess your company’s needs for PSA software

The critical questions to evaluate your company’s needs for PSA software

Assessing your business’ needs for PSA software starts with asking the right questions. Only then will you be able to start defining the features that will solve the biggest problems in your organization.

Ask yourself these questions to best identify your business needs:

What’s broken or changed that means you’re in the market for
a new tool?
What will solve your short-term pains, and how can a solution help you in the long term?
What outcomes or improvements are you hoping to achieve with PSA software implementation?
How do you anticipate your organization’s operational needs evolving as you grow?
What other tools does your organization use for executing client work?
How important is it for PSA software to integrate with each of them?

Researching software takes a lot of time. Put together an internal team, have each member research a tool, and then evaluate. No matter what, don’t constantly switch. Choose one platform and build processes around it to make it work.

Susan Fennema, CEO at Beyond the Chaos

Assessing your top operational challenges

Do you commonly face these top five operational challenges in your current systems?

Speak to your teams to assess how they are impacting their ability to work efficiently and effectively.

Are you struggling to track project progress, allocate tasks, and identify resourcing needs?
Are manual processes hampering your productivity and ability to get more important work done?
Are you finding it difficult to get client feedback in a timely manner?
Do you face difficulties forecasting cash flow, project completion, and revenue recognition?
Is it hard to enable data-driven decisions to be made – including hiring, budgeting, and billing?

What is the biggest challenge facing your organization?

Managing client work to be on time and budget
Using emerging technology to improve processes
Adapting to changing working practices
Ensuring staff time is optimized
Forecasting/pricing client work to ensure profitability