How Digital Transformation Benefits Professional Services

Automated Processes
Standardized Contracting
Uniform Quoting
Finding More Leads
Managing Resources
Improved Productivity

Overcoming Challenges to Access Growth

Technology Advisors, Inc. (TAI) has been helping professional services organizations optimize their businesses for more than three decades. We personalize our strategic approach to the needs of each client, revealing underlying obstacles and initiating the right solutions for sustainable growth.

Streamlined Resource Management

Proper utilization helps employees do more with their time. Automated scheduling tools and scheduling visibility improves resource management. AI can suggest next steps to maximize performance, while mobile applications let you adapt your schedule while you're on the road. TAI helps teams apply these technical solutions appropriately.

Winning New Business

It's a rarity to find someone with a talent for both service delivery and sales. TAI's experts use CRM to help you create a uniform sales approach so all team members can become salespeople. Studies have shown that following a uniform process can increase your close rates up to 28%.

Hiring Skilled Talent

Automated processes and AI-informed predictions improve worker productivity, allowing skilled teams to work smarter instead of harder. TAI helps you implement the right processes and automations so management cam focus less on hiring and more on improving the utilization of existing staff.

Poorly Defined Goals

Specifying the wrong goals can result in project overruns, missed deadlines, and unhappy customers. Automatic proposal generation creates clear and consistent documents to guarantee your teams can deliver on what you promised.

Managing Scope

The Project Scope defines how deliverables will be managed to ensure project success. Automated approval processes cut down on unnecessary tasks so teams can focus their energy towards project completion. Technology Advisors works together with your team to understand their needs and initiate processes that make the most sense for how they work.

Commodity Roadblocks

The customer journey signals what the customer needs to complete the purchase. TAI works with you to automate the customer journey into repeatable steps and standardize the ideal customer path to govern the buying process.

Professional Services Case Study

Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data. Oracle did not integrate with the company’s other products, so the legacy tool was little more than a rolodex for contacts and a loose collection of notes and follow-up items. Spinnaker decided to put together a team to engage in a full software selection process for a new solution.

Read the Case Study

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What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

A Few of Our Professional Services Customers

grant thornton
RJN group
arcanum group
National Bureau of Property Administration