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.

An Essential Guide for the Modern Professional Services Firm 

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.

ABOUT THE AUTHOR

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

12

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

© 2023 Velosio. All rights reserved.