In this session we’re focusing on your greatest asset – people. We’re going to look at five ways of driving real strategic management of the human resource; how you make sure you always have the right people in the right place at the right time. Also how systems can support the delivery of talent and innovation that is your point of difference -- your competitive advantage. We’ll also look at how a robust and reliable support ecosystem is a key underpinning factor in being able to attract new talent. When it’s evident that a professional services organisation is known for its quality output as a result of following best practices it becomes a true career destination for the clued-up individual. Professional services companies can raise project standards by applying a number of principles of standardization. These principles are the same for any size of company, from the small and medium enterprise, up to the larger corporate. So, we’re looking at frameworks that can support better project performance which drives overall better business performance for every type of service delivery. When your customers are attracted to your organisation it’s either the result of word of mouth recommendation or web search or previous experience or maybe even of email marketing campaigns you’ve conducted. Whatever route they come to you by they’ll always only want to progress with you if your reputation for excellence and innovation, satisfied customers, respect and esteem in the industry is all impressive. Reputation ultimately comes down to the value, the calibre and the reputation of your people. You deliver through the advice and skills of your people. And to stay ahead of the competition, you need to keep attracting and developing the right people. Professional services businesses are frequently not entirely adept at managing their people strategically. Not in terms of rewarding or incentivising them, but making best use of their human resources, across multiple projects, to drive on-time, on-budget delivery and secure client satisfaction. One way not to do this is by relying on spread sheets or assuming that dependence on numerous disjointed systems will do the job. Many companies do that from a sort of misplaced confidence in their top talent to sort of make sure everything works out well themselves. The thing is, top flight consultants in any field tend not to be too interested in the tedious admin tasks that feed directly into effective resource planning. They are the resource and don’t really see why they should spend too much time managing the way in which they’re deployed – their careers and their job satisfaction are about doing what they do best, learning more, gaining more experience. Not about getting involved in what they would consider to be support tasks. The provision of hyper-efficient project management systems and procedures is best practice at its best and will help drive the strategic u

1. PAGE 1 • PRESENTATION TITLE
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Better Business
Performance for
Professional Services
Organisations
How to drive improved business
performance by transforming your
strategic resource management

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Develop a Reputation for Excellence
Focus on People
 The provision of professional services
is a „people business‟
 Reputations are created by people
 Competitive edge is driven by talent
 Great people work for great
companies
 Less than best practice attracts less
than best staff
 Strategic resource allocation assures
smooth and effective project delivery
Develop
Attract Keep

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Managing People Strategically
See the Bigger
Picture
 Manage locations as closely as
you manage capabilities
 Avoid commitment clashes
 Long term resource planning
improves project management
success
 Professional services
automation enables centralised
project control
Project Insights
Resource Planning
Project Success
Customer Satisfaction

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Managing People Strategically
38% of professional services organisations cite
“contention for specific limited resources” as a
top project-specific pressure
21% of projects fail because they are not
adequately staffed
Aberdeen Group – Project Management in Professional Services

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Avoid Resource Allocation Clashes
Resource
Visibility
Alleviate
pressure on
Fee Earners
Demonstrate
Control
Enhance
Company
Reputation
Drive
Customer
Satisfaction
Reduce
Project
Delays
Respond to
Change
Take Account of Existing and
Scheduled Workload when
Planning Projects
 Assess time per person per
project requirement
 Manage client expectations
accordingly
 Realign project deliverables to
match available resource
 A centralised system offers
resource visibility – benefitting the
business, fee earners and customers

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Centralisation Creates Instant
Efficiencies
Combine Project Management and
Resource Planning
 Facilitate change handling
 Automatically update project documentation
 Provide relevant, up-to-date, workable information
 Inform project selection decisions
 Inform recruitment decisions

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Visibility Enables Control
Strike the Best Balance
Between People and
Projects
 Create a smarter long term people
strategy
 Ensure visibility into people skills
and individual workloads
 Deploy appropriate project
management platform
 Technology is a people-enabler
People
Projects

8. PAGE 8 • PRESENTATION TITLE
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Empowering the Business
The Role of Technology
• Professional Services Automation
(PSA) improves:
– Control
– Visibility
– Accuracy
– Insight
• Overcome resistance to admin
by making compliance easy
Control Visibility
Insight Accuracy

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
5 Ways to Improve Project Performance
Deliver best. Better
Strategic
Resource
Management
Resource
Visibility
Project
Planning
Customer
Demands
Project
Selection
Balancing
Commitments

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Visibility – See Who Is Working On What,
When
Manage Resources Across Every
Project, Team, Individual
 Allocate resources to requests, short term
engagements, long term engagements
and project tasks
 Controlled process for allocating
resources to projects
 Instant visibility of resourcing conflicts
 More detailed analysis of skills usage
 More accurate revenue forecasting
 Improves margins

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Planning – Existing / Future Commitments
Make Plans Perfect
 Understand resource availability
 Plan around existing commitments
 Deploy alternative action plans
flexibly
 Assimilate collective experience
 Construct contingencies
 Drive the best mix of project
deliverables
 Drive customer satisfaction – keep them
informed of project progress

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Coping with Change – Avoid Crisis
Management
Stay on Track
 Easily incorporate fresh requirements
and evolving briefs
 Keep on top of project progress
and status
 Integrate control across all projects
 Respond in an informed fashion
 Assess the impact of change and
manage customer expectations
 Keep your team connected

13. PAGE 13 • PRESENTATION TITLE
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Select the Right Projects – Building
Reputation
Drive Continuous Peak
Performance
 Improve project planning, delivery
and management
 Analyse resource
 Maximise your „win‟ potential
 Match resource to opportunity
 Create a roadmap of growth

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Balancing Workforce and Workload
Be Prepared
 Prove your instincts – evaluate the
effect of resourcing decisions
 Explore shortfalls – full resource
visibility across all projects and pipeline
identifies potential issues
 Build for the future – make informed
decisions about recruitment, retention
and development
 Trust the evidence – improve the
reliability and professionalism of your
planning processes

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Increasing Client Satisfaction, Increasing
Profitability

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Summary – Transform Strategic Resource
Management
Leverage the compelling competitive
advantage of reputation
 Hyper-efficient resource allocation needs total visibility
through technology
 Manage resources across every project, team, individual
 Recognise the Value of the People Asset
 Make plans perfect
 Stay on track
 Drive continuous peak performance
 Be prepared

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Useful Resources
INCLUDES: Supporting whitepapers, Webinars,
PSO Insight blog and FREE trial of KeyedIn Projects
Visit: www.keyedinpso.com

18. PAGE 18 • PRESENTATION TITLE
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Take a Free 15 Day
Trial Today
• Easy to adopt, easy to use
• Intuitive
• Minimise IT cost and
deployment effort
• Delivery is backed by
impressive Service Level
Agreements
• Interfaces with ERP, CRM or
financial/accounting software

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Questions and
Answers
Thank You
Email: ondemand@keyedin.com
Web: www.keyedin.com/keyedinprojects
Twitter: @keyedinprojects