Professional Services Tech Talks Episode 3: Getting AI to follow your brand
Creating a client deck often starts the same way: find an old one, strip out the content and spend far too much time getting fonts, colours, logos and layouts where they’re supposed to be. We’ve been experimenting with a different approach. In this episode, Adam and George go behind the scenes of the AI skills […]
Professional Services Tech Talks Episode 2: AI at work – What are the rules?
You’ve chosen your AI tools. Now comes the bit that probably didn’t feature in the demo: policies, data protection, security and working out what people should actually be allowed to do with them. In this episode, Adam and George talk through the AI governance Garwood has been putting in place, from what we expect from […]
New Video Podcast Series – Professional Services Tech Talks
Practical conversations about putting technology to work in professional services. Every professional services firm is being told to do more with AI. The hard part is working out what’s genuinely useful, what isn’t and how to make it work in your business. That’s what Professional Services Tech Talks is about. Adam Maze and George White […]
Unlocking Value: A practical guide for preparing your professional services firm for exit or investment
Helping leaders navigate the path to value realisation In professional services, creating a valuable and sustainable business takes years of skill, judgement and hard work. But when the time comes to prepare for a future equity event, seek external investment or sell your firm, many leaders find the path ahead less clear. That’s why we […]
Too many spreadsheets, not enough clarity: Is it time for PSA in your firm?
https://vimeo.com/1082806814?share=copy A practical session for consulting firm leaders who are scaling fast and feeling the operational strain. As your firm grows, so does the complexity – more clients, more projects, more moving parts. Eventually, spreadsheets stop being enough. Month-end takes too long, forecasting feels fuzzy, and teams are stuck in manual workarounds. That’s usually […]
Your complete guide to professional services automation (PSA)
Unlock the full potential of your consulting or professional services firm with PSA Are you feeling overwhelmed by spreadsheets? Is your firm struggling with operational grip and suffering from inefficiencies, manual processes and poor visibility into project performance? If so, professional services automation (PSA) may be a key to transforming your operations, improving […]
Generative AI – threat or opportunity to consulting?
Generative AI has become the hot topic within the consulting and professional services sector. For many, it is often described as a new ground-breaking technology that is ‘revolutionising’ data analysis, decision-making, and client engagement. Whilst for others, Generative AI is deemed as a huge threat to the industry that is killing sales processes, negatively affecting […]
What to consider when selecting a PSA?
Not all PSAs are the same. Some work better for SME’s while others can support the scale and commercial complexity of Enterprises. There are even some which claim to be PSAs but aren’t. The Product landscape continues to evolve fast – some established solutions have massive functional depth and breadth – but with that bring […]
Unlock your M&A ambitions with our operational due diligence approach
The professional and tech services sectors are fiercely competitive and diverse. So you need your portfolio to deliver growth, efficiency, and most importantly, real value.
Navigating the three pillars of post-acquisition performance improvement
In the professional and tech service sectors, maintaining momentum following a successful acquisition is vital, and operationalising the actions of the pre-acquisition Operational Due Diligence is often the first step.