What is it?

This professional services process overview will take you through what you need to have a beginning-to-end process professional services engagement using PI. You can use as much or as little of this process as suits the needs of your business

What does it look like?

A typical professional services process looks like this

What do I need?

You will need the following PI items to do the flow above. Remember to adjust the below for what best fits your company's needs

Overall Quick Start

One Day Implementation for Professional Services Organizations

Going Further

The above are the basics. When you are on any topic listed above, check out the left nav for related topics and other helpful links

Other features you also may want to use

After getting the basics down, you may want to use other features in PI to "raise your bar". Take a look at these when you're ready

PI - At the Center of Work in your Company

Client View Portal

Issues

Resource Allocation

Placeholder Resources

Files

Approvals