“While some industries can be easily off-shored, automated, or simplified through technology, the increasing complexity of our world means we still need professional, advisory, and specialist Services more than ever.”

A Comprehensive White Paper

Professional Services is a complex business model to forecast well.  In this paper, we relate learned techniques and methods for making planning more systematic and methodical.  Since the content is very operational in nature, it is aimed at professional services leaders as much as it is finance teams.

We focus on three main topics:

  • Forecasting work demand from your services backlog and from new business initiatives
  • Forecasting capacity of existing and new staff
  • Reconcile the demand plan against the capacity plan and arriving at a final forecast

As an added bonus, we also touch on what it takes to prepare for a technology implementation.  Adopting FP&A / CPM technology products is the key to building repeatable, frequent, and robust Professional Services planning processes.

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