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Updated: Nov 16

Zoe Woodgate explores the likely trends arising in the next 12 months around services delivery in the world of professional services and SaaS.

In working with leading professional services providers and SaaS firms, where scalable and repeatable delivery is key when operating around customer experience rather than against it, we’re looking forward to next year to explore the key trends that will need to be adopted to beat your competition.

Here are the 5 things you need to prep your services delivery team for next year:

1. The continuing shift towards high-velocity services delivery (HVSD)

High-velocity services delivery has emerged as a new wave of SaaS companies outscale their peers and with that growth, their products are being implemented in faster timelines than ever before. Professional Services and Customer Success teams work together to form repeatable processes, which are key to repeatable delivery, likely the method you'll be required to adopt in our to cope with this growth. Therefore the line between these departments is becoming increasingly blurred. Within a HVSD environment, it is common for teams to be involved in high volumes of work and placement across multiple projects at the same time. This continuing shift is evident as within our most recent webinar, Fixing the Capacity Crunch, 87% of our attendees stated they currently work in a HVSD environment.

Professional Services Delivery
The percentage of people adopting a high-velocity services delivery method (green) versus those that aren't (purple)

Precursive empowers users to take control of HVSD, with the ability to assign multiple roles to the same resources as shown below in our Precursive plan, where a consultant is assigned multiple roles in Project Lightning Speed below:

2. Virtual delivery and remote project management

Working and delivering projects remotely is something that is here to stay, with employees continuing to demand flexible working environments; in just one of the many studies conducted in 2021 on this topic, the Strathclyde Business School identified that 78% of people would prefer to work in the office for just two days or less per week. In order for teams to communicate and collaborate effectively, companies need to have a task management and resourcing system embedded into their daily routine. This will allow teams to monitor their capacity and outputs all within the same system.

Having a PSA tool within your organization will not only help your team to deliver virtually and achieve remote project management but will also allow managers to understand if your teams are delivering in the right way, this was illustrated well recently by Precursive webinar panelist CCO of Planful, Kimberly Simms:

“ Your teams will have different strengths and weaknesses, with effective capacity management you can also give your teams the opportunity to expand their skill set”

3. The continual merger of professional services with customer success

With the line between customer success and professional service teams already blurring, and this continuing into 2022, Professional Services teams will find themselves continuously involved and metric'd on many aspects of customer success, such as outcome realization or training. As the shift towards HVSD models continues with it, the need for the two teams to collaborate to form a repeatable process will only increase.

This trend is reflected in the growing presence of the CCO managing both the professional services and customer success teams. The blending of the departments is needed to service customer outcomes.

Peter Lyon, VP of Global Customer Success at Poppulo, supports the colliding of these two worlds having said in our Fixing the Capacity Crunch webinar:

“Services and Success working together is our new normal”

Precursive task management boards consist of repeatable project templates. These tasks encourage the blending of work from both professional services and customer success as they clearly mark the journey to the customer outcomes:

4. Projects evolve and resources are spread thinly

As companies scale and onboarding becomes repeatable and therefore faster, capacity can become stretched. In order to ensure that teams are still working efficiently and meeting customer outcomes, department heads need to know exactly when too many projects become too many projects. This not only affects your customer outcomes but the morale and productivity of your teams.

The reality of remote working also means that resources are freer than ever to move on, working from new locations. Reuters confirms that over 40% of large UK businesses reported struggling to hire in September 2021. This struggle has increased by 8% since July 2021, according to the Office for National Statistics.

The best way to accurately understand the capacity of your teams in our remote reality is through the use of a resource management tool. Subscription to such a tool will allow your business to:

  1. Recognize the capacity of your teams remotely

  2. Understand when resources are busy vs productive busy

  3. Analyze the best way to further upskill and motivate your teams

5. Shorter time to market deadlines

In the age of convenience, customers are waiting to access the value of your products faster than ever. This means that your implementation timelines will get shorter and your time to market pressure will increase. Ensuring that you stay within your project timelines does not only mean correctly managing your team, but also managing the capacity of your customer. Customers not sending implementation documentation on time will have a domino effect on your project milestones.

The best way to combat this is to collaborate with your customer from the very beginning. Ensuring a true path to customer collaboration using a PSA tool that allows for a dedicated customer area. Will make your customer part of your project team.


So, how do you best prep your service delivery teams for 2022?

  1. Ensure you have a PSA tool embedded into your daily operations. Making time for accurate and real-time resource planning and capacity management will set your team up for success.

  2. Embrace the merge of your professional services and customer success teams by remembering that the blend will lead to greater customer satisfaction.

  3. Collaborate with your customers! Ensuring your customers have an on-demand view of their project timelines and actions will keep your project milestones on track.

We are also demonstrating some of these Precursive features, like multi-role resourcing, in our upcoming on-demand webinar released on the 17th of November. Register for access here (don't worry if it's past the 17th, you will still be able to access and watch).


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