spi research: the 5 kpis that matter for professional services companies
DESCRIPTION
One of the most important issues facing finance executives within professional services organizations (PSOs) is driving profitable growth. As PSOs expand geographically, complexities associated with bill rates, different regulatory environments, worker compensation and workload burden cash flow and profitability. To fuel growth, PSOs must deliver high-value services, and rely on an information infrastructure built on critical KPIs to evaluate success and define areas for performance improvement. Join Service Performance Insight, a global research, consulting, and training organization dedicated to helping professional service organizations make improvements in productivity and profits, for a compelling look at “The Five KPIs that Matter for Professional Services.”TRANSCRIPT
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
SPI Research: The 5 KPIs That Matter for Professional Services Companies
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• Discover 5 financial metrics critical to the success of professional services organizations
• Understand how companies are leveraging technology to monitor key KPIs in real-time
• Discover how to define near and long term strategies to impact each of five key financial metrics at your company
Learning Objectives
After attending this event you will be able to:
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Welcome to Proformative
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Check it out at www.proformative.com
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
SPI Research: The 5 KPIs That Matter for Professional Services CompaniesSharon Carnicelli, Senior Manager of Cloud Solutions
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Introductions
DAVID HOFFERBERTHManaging Director
Service Performance Insight
SHARON CARNICELLISenior Manager of Cloud Solutions
Intacct
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Today’s Agenda
• Introduction to Intacct
• The 5 KPIs – 2014 Professional
Services Maturity™ Benchmark
– Market dynamics and trends
– Where to start– Five KPIs to help drive
greater financial success– Integrate your
information infrastructure
• Summary and additional resources
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95% Customer Satisfaction
Services Companies Rely On Intacct
Real Value
7,000+Growth Companies
35,000+Business Entities
Growing withIntacct
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Partnering for Success
EXPE
NSE
M
GM
TMAN
UFAC
TURI
NG
BUDGETING /
PLANNING
SUPPLY CHAIN
PROFESSIONALSVCS
PAYROLLBILLING
PAYMEN
TSBUSI
NESS
INTE
LLIG
ENCE
NONPROFI
TDOCUMENT
MANAGEMENT
FIXED
ASSETS
VAT / TAX
1099
MIDDLEWARE
CR
M
120+ partners 75% of our customers integrate with 2+ partners
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Capture Comprehensive DataAutomate Project Delivery and Project Accounting
ResourceScheduling
Billing$
RevenueRecognition
Time, Expense, Materials
Fixed Price$
Project,Task,Budget
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Thank You
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Thank you for your interest in this presentation. View the on-demand webinar or download the full
presentation at:www.Proformative.com
SPI Research: The 5 KPIs That Matter for Professional Services Companies