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Integrating Professional Servicesfor Higher Performance
June 2016
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Critical questions• What combinations of people and skills deliver project success?• How do you track projects and predict success?• How do you develop differentiated capabilities?
Answering these questions is critical to managing a successful professional services firm. No one system, be it professional services automation, project management or talent management can answer all these questions.Data must be pulled from multiple systems and run through machine learning algorithms to get answers. TeamFit combines data on people, projects and skills with project success metrics to answer the questions that drive performance.
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Winning in Professional Services means putting together the people with the right skills to deliver projects.
Allocations to project teams made primarily on the basis of relationships and availability are the downward path to commoditization.
Optimization means making the best use of available skills across teams.
Best use means applying the right combination of skills when and where needed.
People
SkillsProjects
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Multiple systems support the delivery of professional services.
Talent Management Systems are the system of record for people.
Project Management Systems are used to track tasks and deliverables.
Skill Management Systems track people’s skills and how they are applied to projects.
Collaboration Systems are used to communicate.
Talent Managemen
tPeople
Skill Managemen
tSkills
Project Managemen
tProjects
Collaboration
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What combinations of people and skills?What combinations of people & skills deliver project success?
No one system can have all the data needed to answer this question.
Integrating data and applying machine learning can give the answer.
TeamFit connects the multiple systems used today to give real insight into the critical question for professional services.
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Integration should be easyGoogle for people
LinkedIn to seed skills and connections
Slack for a conversational interface
Basecamp & Asana for project data and task data
Coming soon …Wrike & Trello for projectsTwitter & Facebook for socialFinancialForce for PSA
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Building positive feedback
GrowSkills
Project Success
Success breeds success.
Tracking project success drives skill growth.
Skill growth leads to project success.
Firms that fail to track project success lose a chance to grow critical skills.
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Project Pulse DashboardWhich projects will succeed & why?
Smart leaders key close tabs on projects progress & which projects could get in trouble.
TeamFit combines Project Sentiment, Skills Data and Milestone Progress to give real-time insight into the probability of success.
Click in to get actionable details & track trends.
Project Pulse data is used by the machine learning algorithms to learn the patterns associated with success & improve predictions.
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Where are the skills
Skill optimization means getting the right mix of skills across multiple teams to increase the probability of project success.
The right skills may be inside your organization, at your partners and contractors or in the wider open network.
Bring in skills from your network to sharpen your competitive edge and to scale efficiently.
See When to bring external resources onto teams
Open Network
Associated
Internal
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Use TeamBuilder to Build Teams
See what skills are covered
And what skills are missing
The TeamFit score is one indicator of
project success
See who is the best match for a
role
Search across internal, affiliated & open networks
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Use your organization’s skill mapThe TeamFit Skill Map gives you a picture of all the skills in your organization, who has the skills and what projects they are used on.
This view of your organization is a critical management tool for understanding how skills are being used, where there are gaps and which skills are driving project success.
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Business results• Optimize allocations• Build the right skills
What combinations of people and skills
deliver project success?
• Take action before it is too late• Identify the patterns associated with
success
How do you track projects and predict
success?
• Skills drive differentiation• Know which skills are driving value
How do you develop differentiated capabilities?
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Other applications for professional services
• Great for conversation and collaboration• TeamFit integrates with SlackSlack• Basic project management, largest number of users• TeamFit imports task and completion dataBasecamp• Full project application with rich functionality• TeamFit imports task and completion dataAsana• Project management for complex projects• TeamFit developing supportWrike• Flexible project management system using Kanban style• TeamFit developing supportTrello• Modern ERP for professional services• TeamFit developing supportFinancialForce
Collaboration
ProjectManagement
ERP/PSA
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Find out moreContact [email protected] +1 604 763 7397
[email protected] +1 604 218 8711
Solutions for Executives in Professional ServicesResource ManagersProject ManagersConsultants
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