Professional Services Management System

A Professional Services Management System is a business management system that coordinates professional service delivery through client engagement management and service resource optimization.

• AKA: Professional Service Platform, Service Delivery Management System, Client Engagement System, Professional Practice Management System.
• Context:
  • It can typically manage Client Engagements through professional services project tracking.
  • It can typically track Service Resources including professional services staff allocation.
  • It can typically monitor Service Delivery Metrics for professional services performance.
  • It can typically coordinate Professional Service Teams across professional services engagements.
  • It can typically maintain Client Portfolios with professional services relationship data.
  • ...
  • It can often integrate Time Tracking Functions for professional services billing.
  • It can often provide Resource Planning Tools for professional services capacity management.
  • It can often support Client Communication Channels for professional services collaboration.
  • It can often enable Service Quality Monitoring through professional services feedback systems.
  • ...
  • It can range from being a Simple Professional Services Management System to being a Complex Professional Services Management System, depending on its professional services operational complexity.
  • It can range from being a Single-Practice Professional Services Management System to being a Multi-Practice Professional Services Management System, depending on its professional services discipline scope.
  • It can range from being a Small-Firm Professional Services Management System to being an Enterprise Professional Services Management System, depending on its professional services organizational scale.
  • It can range from being a Generic Professional Services Management System to being a Industry-Specific Professional Services Management System, depending on its professional services domain specialization.
  • ...
  • It can utilize Professional Services Automation Tools for professional services workflow management.
  • It can integrate with Financial Management Systems for professional services revenue tracking.
  • It can connect to Document Management Systems for professional services deliverable storage.
  • It can interface with CRM Systems for professional services client relationship.
  • It can support Compliance Management Functions for professional services regulatory requirements.
  • ...
• Example(s):
  • Legal Professional Services Management Systems, such as:
    • Law Firm Management Systems, such as:
      • Clio Legal Management System for professional services legal practice management.
      • PracticePanther System for professional services law firm operations.
      • Legal Matter Management Systems for professional services legal case tracking.
    • Corporate Legal Systems, such as:
      • SimpleLegal System for professional services in-house legal management.
      • Mitratech TeamConnect for professional services corporate legal operations.
  • Consulting Professional Services Management Systems, such as:
    • Management Consulting Systems, such as:
      • Mavenlink Professional Services System for professional services consulting projects.
      • Kimble PSA System for professional services consulting operations.
    • IT Consulting Systems, such as:
      • ServiceNow Professional Services System for professional services technology consulting.
      • Clarizen Professional Services System for professional services IT project management.
  • Accounting Professional Services Management Systems, such as:
    • CPA Firm Systems, such as:
      • Thomson Reuters Practice CS for professional services accounting practice.
      • CCH Axcess System for professional services tax practice.
    • Audit Management Systems, such as:
      • AuditBoard System for professional services audit management.
      • Workiva Professional Services System for professional services compliance.
  • Healthcare Professional Services Management Systems, such as:
    • Medical Practice Systems, such as:
      • Epic Practice Management for professional services healthcare delivery.
      • Athenahealth System for professional services medical practice.
  • Engineering Professional Services Management Systems, such as:
    • Deltek Vision System for professional services engineering firms.
    • BQE Core System for professional services architecture practice.
  • ...
• Counter-Example(s):
  • Product Manufacturing System, which manages physical good production rather than professional service delivery.
  • Retail Management System, which handles product sales rather than professional service engagements.
  • Supply Chain Management System, which coordinates material flows rather than professional service resources.
  • Human Resources System, which manages employee administration rather than professional service operations.
  • Project Management System, which tracks general projects rather than professional service engagements.
• See: Business Management System, Service Delivery System, Client Relationship Management System, Professional Services Automation, Practice Management System, Resource Planning System.

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