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PRECURSIVE
BLOGS & GUIDES.
The ultimate collection for Professional Services, Project Management and Resourcing teams with insights, success stories, step-by-step guides for tangible outcomes.
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Professional Services
Resource Management
Project Management
Productizing Services
Customer Implementation
Customer Success
FIVE BOTTLENECKS THAT STOP PROFESSIONAL SERVICES FROM MONETIZING
Monetizing Professional Services (PS) should be straightforward, Yet, many companies struggle to turn their services into revenue streams.
5 min read
63
MAXIMIZING SERVICES REVENUE WITH DATA ANALYTICS
By leveraging data, Professional Services teams can unlock new revenue opportunities, streamline operations, and unlock repeatable elements.
5 min read
81
EXPLORING THE KEY LEVERS OF SERVICES REVENUE GROWTH
Explore how revenue growth in Professional Services is key to success, meeting client demands, and driving innovation in a tough economy.
10 min read
225
EFFECTIVE SALES TECHNIQUES FOR SERVICES PROFESSIONALS
Successful service professionals must adopt strategies that emphasize genuine engagement, problem-solving, and long-term client partnerships
6 min read
277
TIPS AND TRICKS TO MAKE PROFESSIONAL SERVICES GENERATE MORE REVENUE IN 2024
Professional Services has become a key revenue driver for businesses. Discover the tips to make your PS function generate more revenue.
6 min read
340
THE PARADIGM SHIFT: SERVICES DELIVERY AS A REVENUE ENGINE
Services delivery has seen major changes over the years. It has instead emerged as a vital driver of revenue across many industries.
6 min read
278
STRATEGIES TO IMPROVE SERVICES MATURITY IN YOUR ORGANIZATION
Understanding your own professional services maturity can be a very difficult task at times. That's why we recommend these strategies.
8 min read
450
FOUNDATIONS OF PROFESSIONAL SERVICES MATURITY (AND HOW TO ASSESS)
In order to understand professional services maturity, you need to look at it from the ground up. Discover the foundations of PS Maturity.
9 min read
367
HOW TO IMPROVE MARGIN AND PROFITABILITY IN PROFESSIONAL SERVICES
Learn how businesses in the professional services industry can improve profitability and margin. Including tips such as value based pricing.
7 min read
421
UNDERSTANDING YOUR PROFESSIONAL SERVICES MATURITY
Businesses in the professional services industry should be committing tie to understand their own maturity to make business decisions.
8 min read
624
TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.
2 min read
155
TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.
2 min read
760
FIVE BOTTLENECKS THAT STOP PROFESSIONAL SERVICES FROM MONETIZING
Monetizing Professional Services (PS) should be straightforward, Yet, many companies struggle to turn their services into revenue streams.
Robbie Burnell
Feb 125 min read
63
MAXIMIZING SERVICES REVENUE WITH DATA ANALYTICS
By leveraging data, Professional Services teams can unlock new revenue opportunities, streamline operations, and unlock repeatable elements.
Robbie Burnell
Nov 28, 20245 min read
81
EXPLORING THE KEY LEVERS OF SERVICES REVENUE GROWTH
Explore how revenue growth in Professional Services is key to success, meeting client demands, and driving innovation in a tough economy.
Robbie Burnell
Oct 23, 202410 min read
225
EFFECTIVE SALES TECHNIQUES FOR SERVICES PROFESSIONALS
Successful service professionals must adopt strategies that emphasize genuine engagement, problem-solving, and long-term client partnerships
Callum Thompson
Sep 11, 20246 min read
277
TIPS AND TRICKS TO MAKE PROFESSIONAL SERVICES GENERATE MORE REVENUE IN 2024
Professional Services has become a key revenue driver for businesses. Discover the tips to make your PS function generate more revenue.
Callum Thompson
May 23, 20246 min read
340
THE PARADIGM SHIFT: SERVICES DELIVERY AS A REVENUE ENGINE
Services delivery has seen major changes over the years. It has instead emerged as a vital driver of revenue across many industries.
Callum Thompson
May 2, 20246 min read
278
HOW TO SET A PROFESSIONAL SERVICES STRATEGY BASED ON YOUR MATURITY LEVEL
The maturity curve of Professional Services functions is essentially the organizational/team capacity to hit key services targets.
Callum Thompson
Apr 3, 20241 min read
247
STRATEGIES TO IMPROVE SERVICES MATURITY IN YOUR ORGANIZATION
Understanding your own professional services maturity can be a very difficult task at times. That's why we recommend these strategies.
Callum Thompson
Mar 14, 20248 min read
450
FOUNDATIONS OF PROFESSIONAL SERVICES MATURITY (AND HOW TO ASSESS)
In order to understand professional services maturity, you need to look at it from the ground up. Discover the foundations of PS Maturity.
Callum Thompson
Feb 26, 20249 min read
367
HOW TO IMPROVE MARGIN AND PROFITABILITY IN PROFESSIONAL SERVICES
Learn how businesses in the professional services industry can improve profitability and margin. Including tips such as value based pricing.
Callum Thompson
Jan 31, 20247 min read
421
UNDERSTANDING YOUR PROFESSIONAL SERVICES MATURITY
Businesses in the professional services industry should be committing tie to understand their own maturity to make business decisions.
Callum Thompson
Jan 31, 20248 min read
624
TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.
Callum Thompson
Jan 10, 20242 min read
155
RESOURCE MANAGEMENT FOR PROFESSIONAL SERVICES
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
Oct 10, 20231 min read
19
RESOURCE MANAGEMENT: THE COMPLETE GUIDE
Resource management is much more than just managing people, it is the way planning and scheduling can be done efficiently to aid operations.
Callum Thompson
Jul 15, 20228 min read
393
ARE YOU IGNORING RESOURCE ALLOCATION?
For any growing SAAS company, the way they handle increasing resources will be a firm indicator of future success. Discover more here.
Callum Thompson
May 5, 20223 min read
146
ARE YOU HEADING TOWARDS A CAPACITY CRUNCH?
Download our whitepaper, 'Fixing the Capacity Crunch for High-Velocity Services Delivery' and see how scaling businesses are successfully...
Adam Harper
Mar 29, 20221 min read
93
THE STATE OF CUSTOMER ONBOARDING & CAPACITY
PRECURSIVE x GAINSIGHT This webinar with CEO Jonthan Corrie, CTO Andy Mahood and guest speaker from Gainsight - Director of Customer...
Prachi Shah
Jan 8, 20221 min read
12
WHY MANAGING YOUR CAPACITY ISN'T EASY... BUT IT CAN BE!
Run your SaaS company's projects with speed and accuracy with a clear view of your team's capacity with data-backed decisions.
Zoe Woodgate
Dec 17, 20213 min read
172
WHY IS CAPACITY PLANNING IMPORTANT?
What factors are trending as being important in capacity planning in 2022, and how can we get ahead of the capacity game?
Zoe Woodgate
Nov 29, 20213 min read
1,993
FIXING THE CAPACITY CRUNCH: Q&As
Audience Q&As from Fixing the Capacity Crunch, In High-Velocity Services Delivery webinar
Zoe Woodgate
Oct 27, 20215 min read
65
TOP TEN TIME MANAGEMENT APPS
Time management software takes away the tedious task of tracking & managing a team's time. Check out our top 10 time management apps
Prachi Shah
Jul 26, 20213 min read
320
WHAT DOES 'GOOD' RESOURCE MANAGEMENT LOOK LIKE?
We speak to Guy Marsh, Head of Resource Management at Shell about his journey and the evolution of resource management. Q: Can you tell...
Jonathan Corrie
Nov 10, 20209 min read
313
THE IMPORTANCE OF TIMESHEET COMPLIANCE
If you want to be able to make business decisions based on data, the data has to be accurate
Robbie Burnell
Aug 14, 20204 min read
11,902
THE 3 PARTS OF PROJECT ESTIMATION (and the 6 Best Techniques to Tackle It)
Accurately forecast a project's multiple moving parts (project estimation) and in-turn, provide an accurate picture for the client.
Suraj Sonara
Aug 7, 20203 min read
2,136
TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.
Callum Thompson
Jan 10, 20242 min read
760
HOW TO WRITE A SOW IN PROFESSIONAL SERVICES
A Statement of Work (SOW) is a legal document that outlines the scope of work, deliverables, and timeline for a project. Learn more here.
Callum Thompson
Dec 18, 20238 min read
1,957
WHAT IS RESOURCE CAPACITY PLANNING?
Learn how to identify resource needs, forecast future demand, and allocate resources efficiently in this resource capacity planning guide.
Callum Thompson
Dec 4, 20238 min read
271
PROJECT IMPLEMENTATION: BEST PRACTICES IN PSA
To successfully implement PSA, ensure you have a committed team, clear objectives, and a strong PSA software. Discover the best practices.
Callum Thompson
Nov 17, 202314 min read
387
PROJECT ACCOUNTING: A PRECURSIVE GUIDE
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
Oct 5, 20231 min read
24
PROJECT BURN RATE: HOW TO CALCULATE AND GAUGE
Project burn rate is the rate at which a project consumes its resources, such as time and money. Learn how to calculate and measure this.
Callum Thompson
Sep 18, 20236 min read
8,211
HOW TO WRITE A PROJECT PROPOSAL
If you’re looking to write a proposal for a project and don’t know where to start we can help you, read our blog.
Callum Thompson
Jun 15, 20239 min read
631
HOW TO PREVENT PROJECT OVERRUN
Project Overrun can be a big strain on time and costs for your business. This guide looks at how you can prevent Project Overrun.
Callum Thompson
Mar 20, 20234 min read
70
WHAT IS PROJECT OVERRUN AND WHAT ARE THE REASONS FOR IT?
In today's blog, we take a look at Project Overrun, what it is and what causes it. Find out more about Project Overrun here.
Callum Thompson
Mar 20, 20234 min read
2,202
MANAGING PROJECTS REMOTELY ON SALESFORCE
The remote working landscape provides many challenges. Having the right tools can help to solve many of these. See how we can help you grow.
Callum Thompson
Feb 22, 20231 min read
15
CUSTOMER SPOTLIGHT - INFOTRUST
MASTER TIME, RESOURCES AND DATA WITH PRECURSIVE Our Customer Spotlight series introduces some of the innovative ways our clients are...
Prachi Shah
Feb 10, 20231 min read
7
PROJECT MANAGEMENT IN THE REMOTE WORLD
PRECURSIVE x 4C x APPERIO Join Jonathan Corrie from Precursive, Nathan Ababio from 4C and Sean Smith from Apperio to discover how to...
Prachi Shah
Oct 1, 20221 min read
17
EXPLORING THE KEY LEVERS OF SERVICES REVENUE GROWTH
Explore how revenue growth in Professional Services is key to success, meeting client demands, and driving innovation in a tough economy.
Robbie Burnell
Oct 23, 202410 min read
225
TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.
Callum Thompson
Jan 10, 20242 min read
155
TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.
Callum Thompson
Jan 10, 20242 min read
760
TOP 10 SURVEY AND FEEDBACK TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
Survey tools can help you get the feedback you need much more easily. Don't know which tools to choose, don't worry. We've created a list.
Callum Thompson
Jan 10, 20242 min read
150
TOP 10 CUSTOMER SUPPORT TOOLS TRANSFORMING SERVICE DELIVERY PRODUCTIZATION
There are many customer support tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.
Callum Thompson
Jan 10, 20242 min read
95
TOP 10 REPORTING AND ANALYSIS TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many reporting tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.
Callum Thompson
Jan 10, 20242 min read
305
TOP 10 CRM TOOLS FOR SERVICE DELIVERY PRODUCTIZATION
There are many CRM tools that can aid your service delivery. Let's take a look at our top ten to give you an idea of the ones out there.
Callum Thompson
Jan 10, 20242 min read
252
HOW TO PRODUCTIZE SERVICES DELIVERY
In this Playbook, we take a look at the role of professional services in SaaS, and break down the question, what are service packages?
Callum Thompson
Oct 11, 20231 min read
96
THE POWER OF PRODUCTIZING SERVICES WITH ILAN GENDELLMAN
Esteemed guest, Ilan Gendellman chats with Jonathan about how productization impacts professional services efforts, and key metrics.
Callum Thompson
Sep 22, 20235 min read
90
PRODUCTIZING SERVICES IN THE IT SERVICES INDUSTRY
Are you interested in productizing your IT services? Read our guide on the benefits, our tips and how to approach the change, here.
Callum Thompson
Apr 24, 20235 min read
488
HOW TO PRODUCTIZE YOUR CONSULTANCY BUSINESS
Are you interested in productizing your consultancy business? Read our guide on the benefits, and most importantly how to approach this.
Callum Thompson
Apr 13, 20237 min read
950
PRECURSIVE PERSPECTIVE PODCAST - ADAM MAZE
In this episode podcast episode, Jonathan discusses with Adam Maze efficient operations and revenue recognition in consulting.
Callum Thompson
Apr 3, 202327 min read
44
CUSTOMER ONBOARDING: PRECURSIVE BEST PRACTICES
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
Oct 10, 20231 min read
26
IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
Oct 10, 20231 min read
33
CUSTOMER SPOTLIGHT - PROCURIFY
IMPROVING TIME TO VALUE WITH PRECURSIVE Join Precursive CEO Jonathan Corrie and Julian Hannabuss, Director of Revenue Operations at...
Prachi Shah
Oct 3, 20231 min read
11
TRADITIONAL SERVICES DELIVERY IS DEAD - CUSTOMER SPOTLIGHT
PROFESSIONAL SERVICES IN THE OUTCOME ERA The best professional services and customer success teams are shifting focus from traditional...
Prachi Shah
Apr 7, 20231 min read
8
HOW TO SUCCEED IN THE OUTCOMES ERA OF SAAS
OPTIMIZE PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE Watch our webinar with Jonathan Corrie - CEO, Anna Korzeniowska - Head of CS and...
Prachi Shah
Apr 1, 20231 min read
8
NO-ONE CARES ABOUT YOUR GO LIVE!
CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING Watch the recording of our webinar with panelists Jay Nathan (Higher Logic) and Peter...
Prachi Shah
Jun 29, 20211 min read
19
TRADITIONAL SERVICES IS DEAD - PRODUCT WEBINAR
OPTIMIZE PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE At Precursive, we've been discussing how traditional professional services...
Prachi Shah
May 21, 20211 min read
6
PRECURSIVE SPRING RELEASE ‘21
Some much anticipated new features in our Spring release now available on the Precursive Platform!
Kate Karska
May 13, 20214 min read
212
BEYOND CUSTOMER ONBOARDING
| When Your Customer Needs Professional Services When does onboarding stop? Or does it? In a subscription economy, an increasing number...
Rickardo
Feb 5, 20214 min read
221
FROM CUSTOMER ONBOARDING TO PROFESSIONAL SERVICES
For SaaS products, there are usually 3 well-defined stages in the customer lifecycle: Onboarding, Professional Services & Customer Success
Amy Grenham
Sep 18, 20203 min read
837
PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP
Hayden & team PatSnap use Precursive OBX in conjunction with Gainsight to connect CS, Onboarding & Professional Services on Salesforce.
Amy Grenham
Aug 5, 20202 min read
258
WHAT IS A CUSTOMER ONBOARDING PLAYBOOK?
Customer Onboarding Playbook is a term you will hear often in the world of complex SaaS products.
Amy Grenham
May 22, 20203 min read
3,827
CUSTOMER COLLABORATION FRAMEWORK FOR PROFESSIONAL SERVICES
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
Oct 10, 20231 min read
20
PRECURSIVE X COGNITE
Pitfalls to Avoid in Fast Scaling SaaS Watch the recording of our webinar with guest speaker Alex Farmer, VP of Customer Success at...
Prachi Shah
Oct 3, 20231 min read
16
FIXING THE CAPACITY CRUNCH: Q&As
Audience Q&As from Fixing the Capacity Crunch, In High-Velocity Services Delivery webinar
Zoe Woodgate
Oct 27, 20215 min read
65
NO-ONE CARES ABOUT YOUR GO LIVE!
CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING Watch the recording of our webinar with panelists Jay Nathan (Higher Logic) and Peter...
Prachi Shah
Jun 29, 20211 min read
19
ENGINEERING CUSTOMER SUCCESS AT ADDAPPTATION
Read how Melissa Jurkoic is bridging the gap between business & technology as Chief Customer Experience Officer at Addaptation.
Prachi Shah
May 14, 20216 min read
76
CREATING CUSTOMER SUCCESS FOR LINODE
Sam Smith implements Customer Success function at Linode to create greater customer retention and increase platform usage.
Amy Grenham
Oct 9, 20203 min read
163
CUSTOMER SUCCESS THAT SCALES: BUILDING A PLATFORM FOR GROWTH
As a CSM at Precursive, Anna works with the Precursive clients to make sure they are seeing the greatest possible value from the platform.
Amy Grenham
Sep 9, 20202 min read
168
PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP
Hayden & team PatSnap use Precursive OBX in conjunction with Gainsight to connect CS, Onboarding & Professional Services on Salesforce.
Amy Grenham
Aug 5, 20202 min read
258
HOW TO SCALE CUSTOMER SUCCESS IN A REMOTE WORLD
CUSTOMER SUCCESS DURING COVID-19: THE NEW REMOTE REALITY OF WORK
Amy Grenham
May 28, 20203 min read
107
HOW TO DELIVER MORE CUSTOMER SUCCESS IN 2020
Key strategic advice from Customer Success industry experts for 2020
Amy Grenham
Jan 10, 20205 min read
252
COGNISM: CUSTOMER SUCCESS
The idea is to educate the client at every stage of their journey and demonstrate to them how to get the very best out of a product.
Joe Barron
Oct 16, 20185 min read
104
Search
CUSTOMER ONBOARDING VS. IMPLEMENTATION
Discover the key differences between customer onboarding and implementation and learn how to make them work together seamlessly.
Callum Thompson
10 min read
2,322
AMANDA BERGER ON THE ROLE OF CUSTOMER SUCCESS IN THE SALES CYCLE
Join us with guest Amanda Berger as we delve into the role of customer success in sales and the wider company. Read the key points here.
Callum Thompson
6 min read
34
CUSTOMER SPOTLIGHT - ALLOY
OVERCOMING SCALING CHALLENGES WITH PRECURSIVE Our Customer Spotlight series introduces some of the innovative ways our clients are...
Prachi Shah
1 min read
17
PRECURSIVE PERSPECTIVE PODCAST - SEASON THREE
Join us for another season of the Precursive Perspective, with interesting guests and even more interesting discussions.
Callum Thompson
1 min read
10
REVENUE RECOGNITION AND FORECASTING SOFTWARE FOR SALESFORCE
The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...
Prachi Shah
1 min read
38
HOW TO PRODUCTIZE SERVICES DELIVERY
In this Playbook, we take a look at the role of professional services in SaaS, and break down the question, what are service packages?
Callum Thompson
1 min read
96
TRADITIONAL SERVICES DELIVERY IS DEAD!
MAXIMIZE ARR WITH OUTCOMES-LED PROFESSIONAL SERVICES “Professional services revenues are ‘bad’ and should be banished from our revenue...
Callum Thompson
1 min read
25
CUSTOMER SUCCESS STORY: KANTAR CONSULTING
Kantar found it difficult to understand consultant capacity for upcoming work. Precursive guaranteed better alignment of sales and delivery.
Callum Thompson
1 min read
13
PRECURSIVE PERSPECTIVE PODCAST - SEASON ONE
Welcome to the Precursive Perspective podcast, where we aim to tackle the biggest topics in SaaS, professional services, and consulting.
Callum Thompson
1 min read
32
CUSTOMER SUCCESS STORY: SES
Existing spreadsheets provided poor data and reporting for SES. Precursive's solution addressed resources and project management issues.
Callum Thompson
1 min read
8
CUSTOMER SUCCESS STORY: PATSNAP
Patsnap wanted to improve its tracking and reporting in one platform. Precursive is integrated with Gainsight for a single source of truth.
Callum Thompson
1 min read
12
CUSTOMER SUCCESS STORY: PROCURIFY
Procurify faced slower implementations leading to higher customer churn risk . Precursive's predictive data helped to reduce churn, see how.
Callum Thompson
1 min read
10
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
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