How Digital Transformation Benefits Professional Services
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.
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.
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Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data.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.
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