An Essential Guide for the Modern Professional Services Firm

What’s in the ebook?

This comprehensive guide examines the conditions and technologies transforming the professional services industry.

You’ll learn what’s changing and why, and get to know the strategies and solutions changing the game for firms and their clients.

Gain more profits and become more competitive in today’s professional services landscape with this guide.

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About the Author

James Thomas

For the past twenty years James has worked with Microsoft Dynamics ERP, PSA, Field Service and CRM in Consultant, Project Management, Solution Architect and Industry Leadership roles throughout the Professional Services space.

James’ goal is to drive sales revenue through a unique combination of industry expertise, business acumen, deep knowledge of integrated business processes and accounting knowledge. His experience has allowed me to be an effective cross-functional sales engineer with a proven track record of success.

Full Chapter List

Forward 03
Professional Services Industry Overview 05
Major Challenges Facing the Professional Services Industry Today 10
Major Forces Disrupting and Transforming the Professional Services Landscape Right Now 15
Impact of Technology on the Professional Services Industry 20
13 Critical Focus Areas for Modernizing Service-Based Work 22
Digital Transformation in the Professional Services Industry 42
Proven Growth Strategies for Professional Services Firms 46
Metrics That Matter: 5 Key KPIs for Professional Services Firms 51
Critical Success Factors for Professional Services Firms 56
Security Challenges for Professional Services Companies 61
The Importance of AI, BI, and Analytics for Professional Services Firms 67
Accelerate Your Professional Services Business with Microsoft Power Platform 71
Microsoft Solutions for the Professional Services Industry 75
Future of the Professional Serivces Industry 86
References 90