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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals 
Driving Profitability with 
Professional Services Automation
Welcome to Proformative 
Proformative is the largest and fastest growing online 
resource for senior level corporate finance, treasury, 
and accounting professionals. 
A resource where corporate finance and related 
professionals excel in their careers through: 
• Uniquely valuable, online Peer Network 
• Direct subject-matter-expert advice 
• Valuable Features and Resources 
All of it completely noise-free 
Check it out at www.proformative.com
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals 
Driving Profitability with 
Professional Services Automation 
Doug Tilley, General Manager, PSA Applications 
FinancialForce.com
Agenda 
4 
• Aberdeen Report 
• What is PSA? 
• Project Profitability 
• Bid-To-Bill Process 
• Improved Collaboration 
• Project Organization (Roll-ups) 
• Revenue Recognition 
• Visibility Across Your Business 
• Key Takeaways 
• Q&A
Aberdeen Report 
5 
Driving Back Office 
Profitability with 
Professional Services 
Automation 
Aberdeen Group 
April, 2014
Project Profitability – Utilization & Capacity 
6
Project Profitability 
7 
• Capacity Reporting 
 Tip of the spear 
• Resource Management 
Aberdeen – Utilization rates 
• Best in class = 87% 
• Industry Average = 81% 
• Laggard = 67% 
 Optimizing Utilization & Team Mix 
• Project Monitoring 
 Visibility into Revenue, Margin, Deliverables
Project Profitability – Utilization & Capacity 
8
Project Profitability – Resource Management 
9
Project Profitability – Project Monitoring 
10
Driving Profitability with Professional 
Services Automation 
Thank you for your interest in this presentation. 
View the on-demand webinar or download the full 
presentation at: 
www.Proformative.com

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Driving Profitability with Professional Services Automation

  • 1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Driving Profitability with Professional Services Automation
  • 2. Welcome to Proformative Proformative is the largest and fastest growing online resource for senior level corporate finance, treasury, and accounting professionals. A resource where corporate finance and related professionals excel in their careers through: • Uniquely valuable, online Peer Network • Direct subject-matter-expert advice • Valuable Features and Resources All of it completely noise-free Check it out at www.proformative.com
  • 3. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Driving Profitability with Professional Services Automation Doug Tilley, General Manager, PSA Applications FinancialForce.com
  • 4. Agenda 4 • Aberdeen Report • What is PSA? • Project Profitability • Bid-To-Bill Process • Improved Collaboration • Project Organization (Roll-ups) • Revenue Recognition • Visibility Across Your Business • Key Takeaways • Q&A
  • 5. Aberdeen Report 5 Driving Back Office Profitability with Professional Services Automation Aberdeen Group April, 2014
  • 6. Project Profitability – Utilization & Capacity 6
  • 7. Project Profitability 7 • Capacity Reporting  Tip of the spear • Resource Management Aberdeen – Utilization rates • Best in class = 87% • Industry Average = 81% • Laggard = 67%  Optimizing Utilization & Team Mix • Project Monitoring  Visibility into Revenue, Margin, Deliverables
  • 8. Project Profitability – Utilization & Capacity 8
  • 9. Project Profitability – Resource Management 9
  • 10. Project Profitability – Project Monitoring 10
  • 11. Driving Profitability with Professional Services Automation Thank you for your interest in this presentation. View the on-demand webinar or download the full presentation at: www.Proformative.com