Standardised processes drive outcomes and when the processes are as effective as they should be, they drive better outcomes. Process standardisation isn't simply about making your admin easier. For sure, it does that, but that’s only a small consideration in the context of professional service delivery excellence. Standardized processes drive improved project performance and service excellence since they set up frameworks based on best practice in such a way that as each project moves along it has to address established check-list actions; it’s like a failsafe procedure – you can’t progress to stage B before you’ve completed the identified tasks -- or reports or notifications or whatever they may be -- at stage A. KeyedIn Projects can help you accelerate project timelines and reduce costs by key taking aspects of project management, such as regular project reviews or weekly monitoring…and basing them on accurate and timely information. Best practice is about hyper-efficient project management and that’s a capability that depends on more than people doing what they’re required to do when they’re required to do it. It depends on technology-driven visibility into all project aspects at all times available to all team members. So, it’s a combination of not particularly replicable human skills, supported by replicable and automated, technology-driven project support and management systems.

1. PAGE 1 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Better Business
Performance for
Professional Services
Organisations
How to drive improved business
performance through
standardised processes

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardisation Is Not A ‘Straitjacket’
More than 50% of PSOs (700 employees+)
do not use standardized delivery
methodologies
2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd)

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Liberate Your Talents
The Benefits of Project
Automation
Standardised process can enhance:
• Planning
• Costing methodologies
• Monitoring during delivery
• Post-delivery evaluation
Project
Automation
Enhanced
Planning
Improved
Costing
Real Time
Monitoring
Accurate
Project
Reviews

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Hyper-efficient Project Management
Standardised Processes Drive Outcomes.
Better Outcomes
 Achieve service excellence through total control
 Improve project performance through proven and established
action plans
 Accelerate timelines and reduce admin costs
 Access accurate and timely information
 Don’t re-invent the wheel every time a new project starts
 Best practice = hyper-efficient project management

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Maintain and Drive Business
Momentum
Manage Customer Expectations and
Drive Customer Satisfaction
 Constant awareness of project performance through 360°visibility
across tasks, by person, by team, by time
 Timely reporting essential at every stage – supports reliable
information and robust foundation for moving forward
 Regular project reviews and/or weekly monitoring drives best
practice
 Standardization sets clear expectations around processes, such as
submission deadlines
 Be the best in the business; apply to your own practices the key
lesson you offer to your clients

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
The Best and the Rest
A critical first step in ensuring project quality is to be
able to view and track true project cost and planned to
actual levels of effort by task or milestone.
2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd)
Only firms who have a good handle on both the sales
and delivery process are able to consistently produce,
and deliver against, accurate estimates.

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Project Success in Professional
Services
On Time
The top pressure [faced by project managers] is customers frequently changing their
minds mid project (41%). Professional services project managers can end up wasting time
and, most importantly, scarce resources to meet vacillating customer demands.
Aberdeen Group – Project Management in Professional Services
77%= Industry average
89%
On Budget
86%= Industry average
94%

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Empowering the Business
The Role of Technology
• Professional Services Automation
(PSA) improves:
– Control
– Visibility
– Accuracy
– Insight
• Overcome resistance to admin
by making compliance easy
Control Visibility
Insight Accuracy

9. PAGE 9 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
5 Ways to Improve Project Performance
Deliver best. Better.
 Standardise Project Planning
 Standardise Time and
Expense logging
 Standardise Risk
Management
 Standardise Contract
Management and Billing
 Standardise Project status
reporting
On Time
On Budget
Profitable

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Planning
Deliver Beyond Expectations
 Define clear deliverables and milestones
 Identify actions by targeting outcomes
 Create project templates to drive
consistent planning
 Drive more accurate cost estimation
to support ‘on budget’ delivery
 Support team with intuitive software
tools to keep every one on track and to
deliver ‘on time’

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Time and Expense
Tracking
Manage Time for Great Project Outcomes
 Precise time allocation improves control
and drives efficient project progress
tracking
 The detail supports excellent
customer service and the timely
resolution of billing queries
 Timesheets drive the efficient use
of resource
 Utilise previous project performance
to drive continuous improvement
 Timely expense logging reduces
admin and improves client visibility

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Risk & Issue Management
Mitigate Risk & Resolve Issues
 Expect the unexpected and
maximise project continuity
 Robust guidelines drive realistic
contingency practices
 Never let the customer down
 Surrender is not an option
 Leverage experience

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Contract Management and
Billing
Bill Better
 More accurate – ensure project profitability
is maximised and billing errors minimised
 More timely – utilise alerts to automate
billing and improve cash-flow
 More detail – easily respond to billing
queries with detailed time and expense
information
 More transparency – provide all project
stakeholders with visibility into billing
schedules

14. PAGE 14 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Status Reporting
Know Everything
 Clear schedules drive team and
client understanding
 Comprehensive reporting
supports easier resource
allocation
 Reporting history drives
future efficiencies
 Project evaluation gauges
project success
 Detailed reports contribute to company
knowledge bank

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Increasing Client Satisfaction, Increasing
Profitability

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Summary – The Beauty of Simplicity
Greater Client Satisfaction and Profitability
Through Standardised Processes
 Easier admin supports expertise, talent, and innovation
 Break down the barriers to user adoption
 Enable fee earners to drive the business forward
 Deliver beyond expectations
 Manage time for great business outcomes
 Identify and mitigate risk
 Bill better
 Know everything

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COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Useful Resources
INCLUDES: Supporting whitepapers, Webinars,
PSO Insight blog and FREE trial of KeyedIn Projects
Visit: www.keyedinpso.com

18. PAGE 18 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Take a Free 15 Day
Trial Today
• Easy to adopt, easy to use
• Intuitive
• Minimise IT cost and
deployment effort
• Delivery is backed by
impressive Service Level
Agreements
• Interfaces with ERP, CRM or
financial/accounting software

19. PAGE 19 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Questions and
Answers
Thank You
Email: ondemand@keyedin.com
Web: www.keyedin.com/keyedinprojects
Twitter: @keyedinprojects