Professional Services Digitization

Capability

Professional Services Digitization

TechTorch’s Professional Services Digitization Capability transforms professional services organizations by implementing modern Professional Services Automation (PSA) tools. Leveraging solutions like NetSuite SuiteProjects, Certinia, NetSuite OpenAir, and others, we streamline operations, optimize resource management, and improve project visibility.

Our approach includes seamless integrations with CRM and CPQ systems to automatically create projects and with ERP systems to automate invoice generation at the end of each billing period. Using native connectivity and external tools like Workato, Celigo, and Fivetran, we deliver a unified, automated professional services ecosystem.

Challenges

Challenges in Professional Services Management

Cash Flow Delays: Inefficient billing and invoicing processes slow down cash flow.

Manual Workflows: Repetitive tasks like project creation, scheduling, and invoicing consume valuable time.

Inefficient Resource Management: Over- or under-utilization of staff due to limited resource planning.

Disconnected Systems: Lack of integration between PSA, CRM, CPQ, and ERP systems creates silos and operational inefficiencies.

Limited Visibility: Lack of real-time insights into project progress, financials, and resource availability hampers decision-making.

Disorganized Operations: Rapid growth without scalable systems leads to costly inefficiencies.

benefits

Benefits in Professional Services Management

Optimized Resource Management: Ensures optimal staff utilization through real-time tracking of availability and skills.

Improved Efficiency: Automates administrative tasks like project creation and invoicing, freeing up time for strategic work.

Enhanced Project Visibility: Provides real-time insights into project progress and financial performance.

Increased Profitability: Delivers projects on time and within budget, reducing costs and increasing revenue.

Enhanced Efficiency: Streamlines workflows by targeting bottlenecks and automating repetitive tasks.

Better Decision-Making: Leverages real-time data and predictive analytics for informed decisions.

Integrated Workflows: Seamlessly integrates PSA with CRM and CPQ systems for automatic project creation, and with ERP systems for automated invoice generation.