Scale Professional Services Organizations with Confidence | Revenue Forecasting with Monday.com PSA скачать в хорошем качестве

Scale Professional Services Organizations with Confidence | Revenue Forecasting with Monday.com PSA

Are you still managing your revenue forecasts in Excel and struggling with inaccurate numbers, missed revenue targets, or time-consuming manual updates? In this educational session, Matt Henderson (Co-Founder & Managing Partner at Kolme Group) and Kyle explore how Professional Services Automation (PSA) tools—specifically Monday.com PSA—can transform the way service organizations forecast revenue, track financial performance, and scale with confidence. This webinar, part of the Kolme Group Education Series, draws from real-world consulting experience and insights from Marcus Sheridan’s They Ask, You Answer. We’ll cover why revenue forecasting is critical, how to know when you’ve outgrown Excel, and how to leverage modern project management solutions to deliver real-time, accurate, and reliable financial insights for your business. 🔑 What You’ll Learn in This Video ✔ Why revenue forecasting is essential for professional services organizations (PSOs) ✔ Common financial & forecasting challenges (Excel dependency, inconsistent data, reactive management) ✔ The tipping point: When Excel becomes a liability for service organizations ✔ How PSA tools like Monday.com can improve accuracy, efficiency, and visibility ✔ The difference between PPM, PSA, SPM, and CWM tools ✔ Live demo: Monday.com PSA for forecasting, time tracking, actual revenue, and dashboards ✔ How to move from manual spreadsheets to real-time financial forecasting ✔ Change management tips to ensure successful implementation and adoption ⏱ Chapters 00:00 – Introduction 03:15 – Why Revenue Forecasting Matters 07:45 – When Excel Stops Working for Your Organization 12:30 – The Role of PSA Tools (Monday.com, ClickUp, Smartsheet, Planview, etc.) 18:00 – Key Differences: PPM vs PSA vs SPM vs CWM 23:20 – The Cost of Getting Revenue Forecasting Wrong 29:00 – Real-World Client Story (8% forecast gap → 1% gap with PSA) 35:10 – Demo: Monday.com PSA Financial Core & Forecasting 46:25 – Actual Revenue Tracking with Timesheets 53:00 – Power BI Dashboards for Executives 01:02:40 – Change Management & Adoption Best Practices 01:15:10 – Q&A and Closing 📊 Why This Matters for Professional Services Revenue forecasting isn’t just about numbers—it’s about business confidence. Inaccurate forecasts impact: 🔸 Hiring & capacity planning 🔸 Financial stability & cash flow 🔸 Credibility with executives and stakeholders 🔸 Ability to scale your organization By implementing the right PSA tool, your organization can move from reactive firefighting to proactive planning—improving margins, reducing stress, and enabling smarter decision-making. 🚀 Tools & Solutions Discussed 🔸 Monday.com PSA → Real-time forecasting, time tracking, reporting 🔸 ClickUp & Smartsheet → Collaborative Work Management (CWM) tools 🔸 Planview, ServiceNow → Strategic Portfolio Management (SPM) solutions 🔸 Certinia, ConnectWise, BigTime → Niche PSA tools for professional services Kolme Group partners with leading PM software providers but remains tool-agnostic, focusing on helping clients choose the right solution for their unique needs. 🎯 Who Should Watch This This webinar is perfect for: 🔸 Professional services leaders managing revenue and delivery teams 🔸 CFOs and finance leaders seeking predictable cash flow & reporting accuracy 🔸 PMO leaders and project managers needing real-time project & financial visibility 🔸 Consultants, agencies, IT service providers, and SaaS companies looking to scale operations 📌 About Kolme Group Kolme Group is a consulting company founded in 2017, dedicated to helping organizations deliver better projects, implement smarter tools, and achieve sustainable growth. With expertise in PMO consulting, PSA implementations, and change management, Kolme has delivered 1,700+ successful implementations worldwide. 🌐 Learn more: https://kolmegroup.com 👉 Download the PSA Readiness Checklist to assess your workflows: https://bit.ly/4mCwoXJ 📅 Book a free 30-minute consultation: https://bit.ly/4ov9OBs 🔔 Stay Connected 👍 Like this video if you found it helpful 💬 Comment below with your biggest revenue forecasting challenge 📢 Share this webinar with your team ✅ Subscribe to our channel for more project management, PSA, and PMO best practices Keywords for SEO (sprinkled naturally throughout): Professional Services Automation, PSA tools, Monday.com PSA, project management consulting, PMO best practices, revenue forecasting, financial visibility, project portfolio management, PPM, SPM, CWM, project delivery, time tracking, Power BI dashboards, change management in project management, scaling professional services organizations, Excel vs PSA tools, service business forecasting, resource management.