Resources
Unlock Business Excellence with Our Premier Resource Hub
Dive into a treasure trove of expertly crafted guides, dynamic templates, and innovative tools meticulously curated to propel your business operations to new heights of efficiency and effectiveness.
Why Choose Our Resources?
Tailored to Your Needs: Each resource is crafted with the unique challenges of professional services in mind.
Industry Insights: Gain from our decades of experience with best practices that set industry standards.
Actionable Tools: Implement our tools swiftly for immediate improvements in your workflow and productivity.
Billing Rate Calculator
In the competitive landscape of business, striking the right balance between your costs and billing rates isn’t just beneficial—it’s essential.
Are you charging your clients appropriately? Are your margins ensuring sustainability and growth? Our Billing Rate Calculator is here to eliminate the guesswork.
Designed with precision and a deep understanding of diverse business models, this calculator provides an intuitive interface to evaluate and establish rates that reflect the true value of your services.
By ensuring that you’re not underselling your expertise or overcharging and alienating potential clients, our tool aids in fostering trust and ensuring profitability.
SOP Library for Professional Services
Master Your Operations
Every successful professional services business understands the importance of consistency, efficiency, and excellence in operations. That’s why we’ve developed a comprehensive SOP Library—a robust collection of process documents tailored to help your business thrive.
From HR and Client Management to Project Management and Finance, our SOP Library provides actionable, step-by-step resources built on industry best practices. These documents are designed to streamline your workflows, reduce errors, and empower your team to focus on what they do best.
Dive into our ready-to-use library to:
- Standardize operations for consistency and quality
- Simplify onboarding with clear, documented processes
- Scale efficiently with processes that evolve as your business grows
Equip your team with the tools to drive continuous improvement and take your service delivery to the next level.
System Cost Benefit Calculator
Unlock the full potential of your financial decisions using our cutting-edge System Cost Benefit Calculator. Designed to provide you with a comprehensive analysis of costs and benefits, this tool empowers you to make informed, strategic decisions for your professional services business.
Our calculator simplifies complex financial data, presenting you with clear, actionable insights. This tool is your go-to resource for balancing costs with potential gains.
ERP System Selection Guide
Navigate the ERP Maze with Confidence
The journey to selecting the right Enterprise Resource Planning (ERP) system can be intricate, filled with technical jargon and a myriad of options. But making the right choice is crucial—it’s the backbone that supports your business processes, drives efficiency, and propels growth.
Crafted with expertise, this guide demystifies the world of ERP, offering clear insights, key considerations, and step-by-step strategies to ensure you make an informed decision tailored to your unique business needs.
Equip yourself with knowledge, sidestep common pitfalls, and ensure your business leverages the full power of the best-suited ERP solution. With our guide, the path to optimal system selection becomes not just clearer, but achievable.
Streamline Your ERP Selection with Our RFI Template
Navigate ERP Vendor Selection with Precision and Ease
Embarking on the journey of Enterprise Resource Planning (ERP) selection can be complex and challenging. To streamline this process and ensure that you make an informed decision, we are excited to offer our meticulously crafted RFI Template specifically designed for ERP selection.
Our RFI Template is a vital tool to guide you through the intricate landscape of ERP solutions. It helps you articulate your organization’s unique needs and evaluate the offerings from various ERP vendors comprehensively. This template is structured to cover all critical aspects, including technical specifications, functionality, support, and integration capabilities.
Change Communication Plan
In the dynamic world of professional services, change is the only constant. But how do you ensure that these transitions don’t disrupt your operations or alienate your stakeholders?
Enter our Change Communication Plan
This meticulously crafted guide is designed to assist businesses like yours in navigating shifts, big or small.
Whether you’re undergoing a rebrand, restructuring, or implementing a new software suite, effective communication is the key to keeping everyone informed, aligned, and engaged.
Don’t leave your team or clients in the dark; illuminate the path of change and watch your business thrive.
Project Management Templates
Manage Your Projects Effortlessly with Expertly Crafted Templates
This comprehensive library of project management templates is designed to help professional services businesses streamline their workflows and enhance their productivity.
Our expertly crafted templates cater to every phase of your project, from initial planning to project delivery, ensuring you have the right tools at your fingertips to deliver on time and within budget.
Our templates are perfect for teams of all sizes and will help you stay organized, track progress, and achieve your project goals with ease.
Unlock the Full Potential of Your ERP Investments
Implementing a new ERP system is a monumental step for any organization. It’s not just about selecting the right software; it’s about preparing your entire business for the transformation that comes with it. While the software costs—such as licenses, implementation fees, and ongoing support—are relatively straightforward to estimate, there’s a critical aspect that often gets overlooked: the internal investments required to ensure your ERP project’s success.
The decisions you make during this process will have a lasting impact on your operational efficiency, productivity, and profitability. By understanding the hidden costs and planning for them in advance, you can ensure a smoother implementation, avoid costly delays, and ultimately achieve the outcomes you’re aiming for.
UAT Checklist
A Checklist for a Smooth Transition to ERP, HRIS, or CRM Systems
Implementing a new ERP, HRIS, or CRM system can feel overwhelming, especially when User Acceptance Testing is rushed or overlooked. Missed defects, unclear criteria, and testing delays can lead to costly disruptions and dissatisfied users.
Our UAT checklist is designed to help you avoid these common pitfalls. It provides a step-by-step guide to defining clear objectives, creating effective test cases, and resolving issues efficiently—ensuring a smooth, successful go-live.
If you’re tired of uncertainty and last-minute surprises, this checklist will give you the clarity and confidence you need.
User Acceptance Testing (UAT) Guide
Your Expert Guide to Mastering User Acceptance Testing
The Professional Services Playbook: Mastering Project Management
Proven Strategies to Deliver Projects Smoothly, Profitably, and on Time
Project management in professional services isn’t just about meeting deadlines—it’s about creating efficiency, minimizing risk, and driving profitability. This expert guide provides the insights and strategies you need to navigate complex projects with confidence.
Written by our founder Mike Haile, an experienced consultant and PMP-certified project manager, this resource offers practical frameworks to streamline operations, optimize resources, and lead projects that make a real business impact.
Download your free copy today and take the guesswork out of project management for professional services.
Get our latest articles straight in your inbox
Subscribe to our newsletter
We never share data. We respect your privacy
