Professional Services Industry Whitepapers

Sales / Resource Planning / Management, Utilization, Project Delivery, Business Software, Growth Strategies, Innovations in Professional Services

Download the whitepapers below to learn more about specific issues impacting project-based organizations. These whitepapers will provide valuable information and strategies to help your firm respond to a rapidly changing business environment. (Links open in new windows)

Featured Whitepapers

The Top 10 Ways Microsoft Dynamics AX 2012 Will Revolutionize Your Consulting Organization

Our whitepaper will outline the top 10 ways Microsoft Dynamics AX 2012 will revolutionize the way that your consulting organization does business and utilizes its information systems. Tackling the specific needs of Professional Services Organizations, we encourage you to learn more about the new release of Microsoft Dynamics AX 2012. This powerful, agile, simple solution is built to help businesses just like yours accomplish great things. We hope you find this first step to discovering Microsoft Dynamics AX2012 valuable.

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How top performing firms increase revenue by aligning their sales and resource planning processes

For many Professional Services organizations, their ability to acquire a steady stream of new clients and projects is a key to their long-term success. While it’s easy to understand how new client and project acquisition will impact a firm’s financial performance and drive revenue growth, what is less often discussed is how a firm’s sales performance impacts their ability to effectively plan and execute projects and proactively manage their resource pool. SPI Research recently surveyed hundreds of Professional Services Organizations to understand how their sales and operational performance compared to their peers. What they found was a clear delineation between the top performing firms and the rest of the survey group. This whitepaper takes you through their findings on how Top Performing companies operate smarter and better.
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Improve Your Firms Utilization and Project Delivery Success through Effective Resource Management

One of the most common factors influencing the overall performance and profitability of Professional Services organizations is the measurement of their utilization, or the extent to which their billable employees are actually billable. Firms that consistently perform at an optimal utilization level generally see better performance both financially and operationally. This whitepaper will explore the importance of utilization, the challenges of maintaining optimal utilization levels, as well as some strategies for maximizing utilization levels within your organization.
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Time To Upgrade Your Business Software? Follow This Blueprint

As the market for professional services has become increasingly competitive, it is critical that Professional Services Organizations (PSOs) in businesses such as Architecture & Engineering, Advertising & Marketing Communications, IT Services, and Business or Management Consulting perform at the highest possible levels. For many of these organizations, this means to maintain the ability to rapidly respond to client requests, operate at maximum efficiency levels, and have the foresight to quickly react to changes in their business environment. Download this whitepaper for guidance, best practices, and general awareness to help ensure that your organization has the greatest chance for success, and that your software investment adds true value to your business.
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Industry Whitepapers

Let Information be Your Guide

Though there is a lot of data available today, which data will provide the insight that you require to manage your business? The challenge is to build a universally understood and accepted system that provides the right data in the right way to help people across the firm make good decisions. Read this whitepaper to find out how accurate reporting and analysis can improve your firm’s performance.
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Growth Strategies in Uncertain Times

Conventional wisdom says that professional services are resilient to changes in market conditions. In good economic times, professionals assist their clients with growth: introducing new products, building systems and infrastructure, and planning for expansion. In weaker periods, they help these same clients with cost management and risk mitigation by narrowing product focus, shedding non-core assets, and litigating problems that were previously masked by stronger revenues. This whitepaper discusses how to grow your business, based on the research and insights of accountants, lawyers, and consultants themselves, to help you think strategically about building and deepening core client relationships.
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Why Cash is King for PSO's

Download this whitepaper that explores the role of effective cash management within your services organization. The author describes cash management best practices and explains how PSOs can set up and maintain a robust cash management system. This research highlights the importance of managing cash across your business and provides reasonable steps that you and your employees can take to ensure that you will have adequate cash flow to finance the profitable growth of your organization.
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The Next Wave of Innovation is Professional Services

This white paper presents Microsoft Corporation’s thinking on the critical issues facing professional services organizations in the coming 10 to 12 years, and how a technology strategy optimized around people can help firms succeed in light of the social, economic, and political changes associated with the New World of Work.
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Microsoft-Related Whitepapers

Better Manage Enterprise Resources with Dynamics AX for Professional Services

The name of the game for Professional Services Companies is utilization. Under-utilized resources cost you money, and over-utilized resources cost you employees and higher maintenance costs. Download this whitepaper from Microsoft to give you an in-depth look at how the Microsoft Dynamics AX for Professional Services Resource Scheduling module can help professional services companies better manage their resources and generate a higher return on their resource investment.
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The People Ready Business

Download this whitepaper from Microsoft that explains the changing nature of today’s businesses and the critical role that your people play in your success. This paper will provide insight into how Microsoft’s deep research into employee work patterns is helping them evolve the way that systems are designed to support your business.
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Gain Efficiency, Flexibility and Insight with Professional Services for Microsoft Dynamics AX

Designed especially for use by PSOs, Professional Services for Microsoft Dynamics AX is an end-to-end business solution that integrates project, financial, and resource management capabilities to help companies increase revenues, lower costs, and contain risks. It helps you to improve profitability, efficiency, and customer service, and to adapt more quickly to changing business conditions. Read the complete whitepaper which provides a detailed guide to the benefits of Professional Services Automation (PSA).
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Enabling Secure Collaboration for Professional Services Firms

This white paper describes the challenges that professional services firms experience around document collaboration and security, both within their own organizations and with client organizations. The focus of this paper is to provide information on and guidance for leveraging Microsoft technologies, both current and next generation, to help professional service firms improve document management and collaboration, and, by so doing, maximize the value of their intellectual capital, develop stronger business relationships with clients, improve productivity, meet regulatory requirements and achieve other significant benefits.
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For more information about Microsoft Dynamics AX for Professional Service Organizations, please call 877-877-2266 ext. 703, or This e-mail address is being protected from spambots. You need JavaScript enabled to view it. , or submit our Contact Us form.