UNABLE TO MEET PROJECT P&L GOALS (Field Services Project Manager, Professional Service Organization) – 4

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This is about the amount you will bring in and the profit you will make out of your projects, yet,  you are facing challenges.   We Know Why…   Is it because you can’t reflect commitments such as POs and sub-contracts in projects?  Are they tracked manually?  How are they reconciled to the monthly accountingContinue Reading

UNABLE TO MEET PROJECT P&L GOALS (Field Services Project Manager, Professional Service Organization) – 2

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This is about the amount you will bring in and the profit you will make out of your projects, yet,  you are facing challenges.   We Know Why…   Is it because you have increased project delays?  Employees and contractors over-allocated?  Junior employees allocated to complex tasks?  Senior employees tied up on simple tasks? CouldContinue Reading

DIFFICULTY SETTING UP AND BUDGETING FOR PROJECTS (Field Services Project Manager) – 2

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Setting up and planning your budget is the lifeblood of a project and you are facing challenges.   We Know Why…   Is it because you cannot get accurate reports on past project information, such as utilization, costs, performance against budget, etc?  If you don’t have historical information, how do you budget for future projects?Continue Reading

DIFFICULTY MANAGING CONTRACTS AND RENEWALS (Field Service Contract Administration) – 2

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Field Service Contract Administration enter, set up, and maintain your quote and contract documents, however you are still facing challenges.   We Know Why…  Is it because you create quotes manually?  Do you have easy access to pricing and service levels and options when creating quotes?  How do you convert quotes to contracts?  Do youContinue Reading

DIFFICULTY MANAGING CONTRACTS AND RENEWALS (Field Service Contract Administration) – 1

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Field Service Contract Administration enter, set up, and maintain your quote and contract documents, however you are still facing challenges.   We Know Why…   Is it because it is cumbersome managing contracts?  How do you do it today?  Excel spreadsheets?  Paper contracts in folders?  How do you calculate pricing for each contract?  Create billsContinue Reading

UNABLE TO MAXIMIZE TECHNICIANS PRODUCTIVITY (Field Technician Manager) – 2

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Like any other company, the field services aim to increase customers’ satisfaction. Yet, they also encounter challenges of continually improving technicians’ productivity.   We Know Why…   Is it because technicians don’t always have the information they need?  How are they doing it today?  Do they sometimes miss the information needed for a service call? Continue Reading