top of page

Precursive Pillars

IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE

WHAT ARE IMPLEMENTATION SERVICES?

Implementation services are provided by both software companies and IT consultancies to help customers realize value from their product purchase. The implementation team will have responsibility for getting the customer live with the product and in turn achieving the initial value milestone. The type of product and the associated complexity dictates the type of team, timeline and implementation methodology needed. 


Companies implementing less complex products will often focus on having rapid deployment times, ideally with self-service elements to the onboarding phase to help scale. As the complexity of the solution grows or with acquisition of enterprise customers often sees vendors needing to develop a more professional approach to project management underpinned by a PMO.

BEST PRACTICES FOR SUCCESSFUL IMPLEMENTATIONS

Tactics to accelerate time-to-value:

Clock.png

PLAN AHEAD

Demand forecasting is a critical services capability where you have a clear view of demand for projects and resources. The best teams can turn a 1 dimensional pipeline into a 3 dimensional view of FTE requirements alongside skills and roles needs to inform hiring decisions.

New way to Collaborate.png

SALES ALIGNMENT

The partnership between sales and services to ensure that there is an effective handover is table stakes. To advance your delivery effectiveness, you need to ensure that services are sold correctly and that PS is brought in at the right time to scope projects.

Project Managment.png

COMMUNICATE ONBOARDING PLAN

Clear & consistent project plans are the cornerstone of effective project management. Your customer may not have a full time project manager and is having to coordinate a mix of stakeholders on their side. Curate project information, customer tasks and dependencies effectively so that the customer knows what they need to do and when, to plan ahead.

!!!!!!!!!.png

CONTROL OVERRUN

Project managers need to be setup for successful with clear policy on managing budget and timelines. If you are selling fixed price implementations, it is easy to fall into the trap of allowing scope to creep to please the customer. Foster a culture where the team take a prescriptive approach and coaches the customer through the implementation processes quickly and effectively.

WHY IS IMPLEMENTATION IMPORTANT?

Failed implementations lead to churn - Gartner research found $5b in annual churn due to poor onboarding. Speed to value should be the guiding principle of your delivery methodology. The quality and velocity of implementations have an outsized impact on the customer relationship where first impressions matter. 


As Saood Shah, former VP of Professional Services at Gainsight, states “Optimizing for time-to-value had a significant impact on any services organization that I’ve been a part of with the corresponding impact on revenue generation, customer retention, expansion sales and overall customer confidence.”


HOW DELIVERY TIMES IMPACT REVENUE


The best professional services team understands the financial impact of faster implementations. Accounting standards mean that companies can increasingly only recognize revenue part way through an implementation or at go-live. In telephony technology projects, the software licences are provisioned at go-live - for one publicly traded telecoms company, one of their business units booked $100m in ARR but only recognized $40m within the financial year due to delays in delivery. 


Companies that can improve the consistency and velocity of delivery will not only drive better retention rates but also have a significant impact on the financial performance of the company.

Quote_Aqua.png

"With Precursive, we were able to get ahead of capacity and resource requirements before they ever became unmanageable. Precursive OBX would benefit the large majority of SaaS businesses once they have the ability to focus and invest time into their implementation process."

PATSNAP CAN NOW COLLABORATE ON PROJECTS & TASKS WITH CUSTOMERS PROVING A 30% INCREASE IN PRODUCTIVITY PER PERSON.

Emily Kuske.

Director Professional Services | Patsnap

PRECURSIVE MAKES IMPLEMENTATIONS EASY

Customer success starts with customer onboarding. You can build project plans for implementation projects that reduce delays and improve time-to-value. Precursive PSA helps to optimize all elements of services delivery including resourcing, project management, customer collaboration and financial management. Project plans including resource requirements are created based on the Professional Services package sold in Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria all within Salesforce.

IMPLEMENTATION TEMPLATES

Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.

Precursive Revenue & Profitability Dashboard
Precursive Platform Dashboard

CUSTOMER COLLABORATION

Share implementation plans with customers to help them understand progress, what they need to do next and reduce delays.

IMPLEMENTATION REPORTING

Keep on top of key metrics with real-time reporting on launch times, time-to-value, project health, overrun and all milestones.

Precursive Revenue & Cost
Precursive product Screenshot

RESOURCE MANAGEMENT

Make better decisions about people and projects to boost utilization and improve capacity planning

FURTHER RESOURCES 

Improve your time-to-value with Precursive PSA.

PRECURSIVE PSA

Learn about implementations & how it can help your organization.

PRECURSIVE BLOG

Master revenue recognition with our useful field guide

PRECURSIVE TOOLKIT

BY SOLUTION.

Asset 17.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

Asset 20.png
RESOURCE MANAGEMENT

Staff projects faster with resource planning

Asset 21.png

PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

Asset 27.png

WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Find the right consultants, integrations and solutions for your business.

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

Asset 22.png

Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

Asset 18.png

Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

bottom of page