Professional Services Automation: What defines Best in Class?

Save time, empower your teams and effectively upgrade your processes with access to this practical Professional Services Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Professional Services Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.


The Toolkit contains the following practical and powerful enablers with new and updated Professional Services Automation specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Professional Services Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 768 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Professional Services Automation improvements can be made.

Examples; 10 of the 768 standard requirements:

  1. What did we miss in the interview for the worst hire we ever made?

  2. What defines Best in Class?

  3. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  4. What other organizational variables, such as reward systems or communication systems, affect the performance of this Professional Services Automation process?

  5. As a sponsor, customer or management, how important is it to meet goals, objectives?

  6. What are our best practices for minimizing Professional Services Automation project risk, while demonstrating incremental value and quick wins throughout the Professional Services Automation project lifecycle?

  7. Are the best solutions selected?

  8. What other areas of the group might benefit from the Professional Services Automation team’s improvements, knowledge, and learning?

  9. Is there a documented and implemented monitoring plan?

  10. Does Professional Services Automation analysis isolate the fundamental causes of problems?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Professional Services Automation book in PDF containing 768 requirements, which criteria correspond to the criteria in…

Your Professional Services Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Professional Services Automation Self-Assessment and Scorecard you will develop a clear picture of which Professional Services Automation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Professional Services Automation Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Professional Services Automation projects with the 62 implementation resources:

  • 62 step-by-step Professional Services Automation Project Management Form Templates covering over 6000 Professional Services Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Were all admitted tenderers invited to submit a tender for each specific contract?
  2. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
  3. Procurement Management Plan: Is there a requirements change management processes in place?
  4. Procurement Audit: Was the estimated contract value in line with the final cost of the contract awarded?
  5. Scope Management Plan: Have all team members been part of identifying risks?
  6. Project Performance Report: To what degree does the information network communicate information relevant to the task?
  7. Scope Management Plan: Who is responsible for monitoring the Professional Services Automation project scope to ensure the Professional Services Automation project remains within the scope baseline?
  8. Activity Duration Estimates: Which is the BEST thing to do to try to complete a Professional Services Automation project two days earlier?
  9. Project Scope Statement: Are there backup strategies for key members of the Professional Services Automation project?
  10. Variance Analysis: Does the contractor use objective results, design reviews and tests to trace schedule performance?

Step-by-step and complete Professional Services Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Professional Services Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Professional Services Automation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Professional Services Automation project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Professional Services Automation project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Professional Services Automation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Professional Services Automation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Professional Services Automation project with this in-depth Professional Services Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Professional Services Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Professional Services Automation and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Professional Services Automation investments work better.

This Professional Services Automation All-Inclusive Toolkit enables You to be that person:


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Free Assessment: 99 Professional Services Automation Things You Should Know

What is involved in Professional Services Automation

Find out what the related areas are that Professional Services Automation connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Professional Services Automation thinking-frame.

How far is your company on its Professional Services Automation journey?

Take this short survey to gauge your organization’s progress toward Professional Services Automation leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Professional Services Automation related domains to cover and 99 essential critical questions to check off in that domain.

The following domains are covered:

Professional Services Automation, Comparison of PSA systems, Customer Relationship Management, ERP software, Independent contractors, Knowledge management, Performance indicator, Project management, Resource management, Software and Information Industry Association, Utilization rate:

Professional Services Automation Critical Criteria:

Analyze Professional Services Automation quality and customize techniques for implementing Professional Services Automation controls.

– How do codes of ethics, professional organizations, certification, and licensing affect the ethical behavior of professionals?

– What is meant by compliance, and how does it help promote the right behaviors and discourage undesirable ones?

– Have you considered using a strategic partner to improve efficiency while boosting the bottom line?

– What do I do when asked to submit a fixed-fee proposal when I m not sure of all the details?

– Review some ways to effectively answer the question: is there a way to get the price down?

– What relationships must an employee manage, and what key ethical issues can arise in each?

– Does the assignment of personnel and hours appear reasonable for the project?

– Do services exporters face explicit and implicit barriers in foreign markets?

– Are the right resources being assigned to the right projects?

– Municipal or federal procurement protocols may also apply?

– What about Professional Services Automation Analysis of results?

– How does the solution handle core business processes?

– Have you or are you planning to expand globally?

– How can we better explain our fees to clients?

– Why Qualifications Based Selection?

– Do I need professional services?

– How would we achieve success?

– How do we measure success?

– Is a PSA solution needed?

– Is it time for PSA?

Comparison of PSA systems Critical Criteria:

Extrapolate Comparison of PSA systems goals and define what do we need to start doing with Comparison of PSA systems.

– Think about the kind of project structure that would be appropriate for your Professional Services Automation project. should it be formal and complex, or can it be less formal and relatively simple?

– Does Professional Services Automation analysis show the relationships among important Professional Services Automation factors?

– Why is it important to have senior management support for a Professional Services Automation project?

Customer Relationship Management Critical Criteria:

Recall Customer Relationship Management management and budget the knowledge transfer for any interested in Customer Relationship Management.

– Is a significant amount of your time taken up communicating with existing clients to resolve issues they are having?

– Can the customer work with you to conduct separate disaster recovery tests in order to test/validate readiness?

– What IT infrastructure do we have and what do we need to support the future organization needs?

– Performance measurement system design: Should process based approaches be adopted?

– When shipping a product, do you send tracking information to the customer?

– The performance measurement revolution: why now and what next?

– Are the application host process shut-down options acceptable?

– Can you identify your customers when they visit your website?

– How is a typical client engagement with your firm structured?

– How to you ensure compliance with client legal requirements?

– Do selfservice calls require interaction with an agent?

– How much data is the right amount of data to collect?

– In what way(s) did marketing research help shape CRM?

– How can CRM be a source of competitive advantage?

– How do I get CRM right in a slowing economy?

– How do you structure your account teams?

– How many cases have been resolved?

– When do they buy?

– Is CRM Worth It?

ERP software Critical Criteria:

Derive from ERP software tactics and diversify by understanding risks and leveraging ERP software.

– Among the Professional Services Automation product and service cost to be estimated, which is considered hardest to estimate?

– Who will provide the final approval of Professional Services Automation deliverables?

– What ERP software has B2B B2C eCommerce WebStore Integration?

– Is Professional Services Automation Required?

Independent contractors Critical Criteria:

Define Independent contractors quality and handle a jump-start course to Independent contractors.

– What are the Essentials of Internal Professional Services Automation Management?

– How much does Professional Services Automation help?

Knowledge management Critical Criteria:

Devise Knowledge management governance and secure Knowledge management creativity.

– Learning Systems Analysis: once one has a good grasp of the current state of the organization, there is still an important question that needs to be asked: what is the organizations potential for developing and changing – in the near future and in the longer term?

– What are all of our Professional Services Automation domains and what do they do?

– What best practices in knowledge management for Service management do we use?

– What are specific Professional Services Automation Rules to follow?

– When is Knowledge Management Measured?

– How is Knowledge Management Measured?

Performance indicator Critical Criteria:

Mix Performance indicator tactics and drive action.

– what is the best design framework for Professional Services Automation organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

– What is the importance of knowing the key performance indicators KPIs for a business process when trying to implement a business intelligence system?

– Choosing good key performance indicators (KPI Key Performance Indicators) did we start from the question How do you measure a companys success?

– What is the difference between Key Performance Indicators KPI and Critical Success Factors CSF in a Business Strategic decision?

– What is the availability of and cost of internal Quality Assurance manpower necessary to monitor each performance indicator?

– To what extent did the results indicate that the program goals, objectives and performance indicators had been achieved?

– Kpi key performance indicators opportunities. are there opportunities to use the field/table to measure performance?

– In a project to restructure Professional Services Automation outcomes, which stakeholders would you involve?

– Have you identified your Professional Services Automation key performance indicators?

– How does the proposed solution help measure each performance indicator?

– Which are the key performance indicators for Customer Service?

– What are valid performance indicators for the service desk?

– What are your performance indicators?

Project management Critical Criteria:

Confer re Project management management and get answers.

– Agile project management with Scrum derives from best business practices in companies like Fuji-Xerox, Honda, Canon, and Toyota. Toyota routinely achieves four times the productivity and 12 times the quality of competitors. Can Scrum do the same for globally distributed teams?

– Troubleshooting – are problems related to what is actually changing (the change), to the management of tasks and resources to make the change happen (project management) or to issues relating to employee engagement, buy-in and resistance (Change Management)?

– How can a company arrange a new project if the management does not know when they will finish the current projects and when the employees will be free to take on a new project?

– How can a company arrange a new project if the management does not know when they will finish the current projects and when the employees will be free to take on a new project?

– Are there implications for the observed success of agile to date that reflects on our larger understanding of organizations and their fundamental nature?

– Does the software Quality Assurance function have a management reporting channel separate from the software development project management?

– A heuristic, a decision support system, or new practices to improve current project management?

– How will jettisoning certain processes and structure impact the business?

– How do organizations adapt to a radically new framework such as agile?

– Can Agility Work With a Waterfall Project Management Process in our Setting?

– Does your organization have a Project Management Office (PMO)?

– Operationally, what does project management integration mean?

– What is the Technical aspect of Project Management?

– that is fine as far as it goes, but does this scale?

– What is Turnkey Operation in Project Management?

– How does cost of change affect software?

– Velocity -how fast are we going?

– How do we deal with change?

– What is agile anyways?

– What is scrum?

Resource management Critical Criteria:

Check Resource management governance and finalize the present value of growth of Resource management.

– Imagine you work in the Human Resources department of a company considering a policy to protect its data on employees mobile devices. in advising on this policy, what rights should be considered?

– How do we measure improved Professional Services Automation service perception, and satisfaction?

– How do we manage Professional Services Automation Knowledge Management (KM)?

– Can we reuse our existing resource management and configuration tools?

– Why study Human Resources management (hrm)?

– How can we improve Professional Services Automation?

Software and Information Industry Association Critical Criteria:

Mix Software and Information Industry Association outcomes and perfect Software and Information Industry Association conflict management.

– Does Professional Services Automation create potential expectations in other areas that need to be recognized and considered?

– Is Supporting Professional Services Automation documentation required?

– Do we have past Professional Services Automation Successes?

Utilization rate Critical Criteria:

Face Utilization rate failures and point out improvements in Utilization rate.

– For your Professional Services Automation project, identify and describe the business environment. is there more than one layer to the business environment?

– Which individuals, teams or departments will be involved in Professional Services Automation?

– Is a Professional Services Automation Team Work effort in place?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Professional Services Automation Self Assessment:

Author: Gerard Blokdijk

CEO at The Art of Service |

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Comparison of PSA systems External links:

Comparison of PSA systems – Revolvy of PSA systems

Comparison of PSA systems –

comparison of psa systems_pdf –

Customer Relationship Management External links:

Salesnet CRM Solutions | Customer Relationship Management

Oracle – Siebel Customer Relationship Management

Customer Relationship Management Login – NOVAtime

ERP software External links:

ERP software | ERP System | ERP Solutions | Accounting

contractERP – ERP Software for Construction Industry

BUSINESS™ ERP Software – Accounting, CRM, HR, …

Independent contractors External links:

Independent Contractors – TotalWellness

Knowledge management External links:

tealbook | Supplier Discovery, Knowledge Management …

Lucidea | Knowledge Management Software

A hub for technical knowledge management. — NDCAC

Performance indicator External links:

[PDF]Performance Indicator Reference Sheet (PIRS) …

Key Performance Indicator (KPI) Examples and …

Understanding Key Performance Indicators or KPI

Project management External links:

InEight | Construction Project Management Software

LearnSmart IT & Project Management Online Training …

Resource management External links:

Human Resource Management – AbeBooks

Cultural and Environmental Resource Management | Thesis Titles

Resource Management Jobs, Employment |

Software and Information Industry Association External links:

Software and Information Industry Association records

Utilization rate External links:

Refinery Operable Utilization Rate

Capacity Utilization Rate – Investopedia