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Connected Work for Embedded Professional Services Organizations

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Connected Work for Embedded Professional Services Organizations

Connected Work for Embedded Professional Services Organizations
Despite facing unprecedented challenges due to the pandemic, many embedded professional services organizations (ESOs) have not just weathered the storm over the last couple of years: they have thrived.

Successful ESOs today focus on connecting the varied types of work that their revenue generating resources are performing, balancing on-site with remote delivery, and keeping the services organization in alignment with corporate strategy.

Interested in discovering more about how ESOs should navigate post-pandemic?  
Register to watch an on-demand webinar led by Planview’s Director of Global Solution Architecture, Malcolm Lea, and learn how Planview’s own ESO utilizes Planview’s Professional Services Automation (PSA) solution to deliver connected work by: 
  • Managing a portfolio of services business from pipeline to revenue 
  • Creating a secure customer collaboration platform with templated implementation processes and tooling 
  • Routing work to internal teams with implementation project deliverables 
  • Helping customer support with minor change and break-fix work 
  • Working on internal initiatives to support go-to-market and go-to-customer teams  
  • Ensuring all services are aligned with the current business strategy 
Despite facing unprecedented challenges due to the pandemic, many embedded professional services organizations (ESOs) have not just weathered the storm over the last couple of years: they have thrived.

Successful ESOs today focus on connecting the varied types of work that their revenue generating resources are performing, balancing on-site with remote delivery, and keeping the services organization in alignment with corporate strategy.

Interested in discovering more about how ESOs should navigate post-pandemic?  
Join Planview’s Director of Global Solution Architecture, Malcolm Lea, in Part 1 of the series: “The New Normal: The Post-Pandemic Future of Embedded Professional Services,” as he discusses how Planview’s own ESO utilizes Planview’s Professional Services Automation (PSA) solution to deliver connected work by: 
  • Managing a portfolio of services business from pipeline to revenue 
  • Creating a secure customer collaboration platform with templated implementation processes and tooling 
  • Routing work to internal teams with implementation project deliverables 
  • Helping customer support with minor change and break-fix work 
  • Working on internal initiatives to support go-to-market and go-to-customer teams  
  • Ensuring all services are aligned with the current business strategy 
Be on the lookout for more insightful webinars in the series!
  • Date

    On-Demand

  • Time

    On-Demand

  • Location

    Online

  • Duration

    30 minutes

Reserve Your Spot

Meet our speaker

  • Malcolm Lea

    Director of Global Solution Architecture, Planview

    With over 18 years of consulting experience, Malcolm is responsible for thought leadership and implementation standards, helping Planview deliver value to their customers. Prior to Planview, Malcolm has worked as a systems implementation consultant for Coopers & Lybrand/PricewaterhouseCoopers.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.