Maximize Your Professional Services Firm’s Profits by Optimizing Project Management

As project-driven organizations, professional services firms must effectively manage the entire project lifecycle from estimating to billing and through to project closeout.  Poor project management at any point in the process can erode a project’s profitability. Fortunately, there are many opportunities where solid project planning and project control processes can help maximize project profitability—all of which can be achieved with the right strategy and technology to support them:   

Creating accurate estimates and budgets. The first opportunity to optimize a project’s performance is before the project even starts. A professional services automation (PSA) system that is integrated with your CRM software enables you to start the creation of an accurate project plan and estimate early in the sales or business development phase. 

Optimizing resources. Another area that can impact project performance is resourcing, and whether you might be over or under-resourcing a project relative to the budget.  Professional services automation tools that have built-in resource scheduling and utilization management tools can help you better control project schedules and deliverables. 

Ensuring on-time, on-budget delivery. Firms can take a big hit when they don’t get work done on time. Your project managers need complete, real-time visibility into project progress and utilization to ensure on-time and on-budget delivery. 

These are just a few areas that can be addressed with project and resource management software, which can also help facilitate collaboration across project teams, simplify the capture and approval of project time and expenses, and provide visibility into burn rates and project profitability. 

Learn How to Increase Profits Without Increasing Overhead 

To help professional services firms perform better in all phases of their operations, we developed a series of webinars that discuss strategies firms can employ to drive better results across the board—for clients, staff, and the bottom line.  

Watch our webinar on how to Deliver Profitable Projects, part of our webinar series focused on helping professional services firms drive better results by leveraging the power of Microsoft technology throughout the project lifecycle. In this session, I will be joined by Patrick Connally, National Industry Director – U.S. Professional Services at Microsoft, as we address strategies your firm can take to maximize project profitability.  

In just 30 minutes, you’ll learn how to:  

  • Develop more accurate project estimates that start projects off right   
  • Plan and manage resources to drive on-time delivery and reduce write-offs  
  • Enable your project managers to own project and budget controls  
  • Drive better utilization and project margins by leveraging real-time insights 

Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.