The Professional Services Pursuit

The Professional Services Pursuit

By KantataBusiness
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The Professional Services Pursuit episodes

  • Ep. 25 - The Biggest PS Tech Challenges and How Vertical SaaS Is Creating Solutions w/ Charles Gustine

    On this episode of The Professional Services Pursuit Banoo is joined by Charles Gustine, Brand Evangelist at Kantata. They discuss the findings from a new Forrester research study commissioned by Kantata and Salesforce that helps explain the importance of vertical SaaS, how it is helping professional services organizations solve critical problems and how it is proving to be more effective at moving businesses through the maturity curve. Other talking points include:

    ·     A review of the recently released Forester study to provide insights into vertical SaaS

    ·     Trending challenges professional services organizations are facing

    ·     The benefits of vertical SaaS and how it helps solve these challenges for PS companies

    ·     How traditional PSA’s and horizontal SaaS differ from vertical SaaS solutions

    ·     Prioritizing and optimizing client experience with proper resource management capabilities

    ·     Charles’ thoughts on how vertical SaaS can solve future problems and what he expects to see from it going forward

    If you would like to read the full research study you can download it here

    To watch the webinar Charles did with guest speaker Margo Visitacion, Forrester’s Vice President and Principal Analyst, view here 

    Hosted on Acast. See acast.com/privacy for more information.

    41 min
  • Ep. 24 - Resource Management Automation Trends and Future Predictions w/ Randy Mysliviec

    In this episode Brent is joined by Randy Mysliviec, the President and CEO of RTM Consulting and Managing Director of the Resource Management Institute (RMI). They explore the top trends emerging in the industry based on the RMI’s latest research report and Randy’s predictions for the future around resource automation management:


    • The latest survey series results around resource management automation
    • Trends emerging around resource data management 
    • Driving down labor costs
    • Employee engagement at scale
    • Automated staffing plans
    • Randy’s predictions for the next year in resource automation management

    Visit the RMI website to learn more about the courses they offer, become a member and get access to their free reports - https://resourcemanagementinstitute.com/

    Hosted on Acast. See acast.com/privacy for more information.

    38 min
  • Ep. 23 - How to Set Your Professional Services Teams Up for Success w/ Carrie Young
    Carrie Young, Vice President of Strategic Solutions at Cority, joins Banoo on the show to discuss how to most effectively utilize your employee base by implementing cross training and expanding the skill sets of your team. Carrie has extensive experience scaling PS organizations and managing demand against capacity and resource optimization. Additional topics discussed include:

    • Understanding and mapping your employee base to identify gaps and synergies; 
    • Documenting a clear career path for each employee;  
    • People management is not for everyone; 
    • The importance of allowing mistakes and providing the tools, time and training needed for employees to grow; 
    • Incentivizing cross training and alignment with HR; 
    • How to get constructive coaching; 

    Hosted on Acast. See acast.com/privacy for more information.

    25 min
  • Ep. 22 - The Changing Labor Market & Impact of Shifting Talent Pools w/ Brent and Banoo

    On this special episode of The Professional Services Pursuit, both of our hosts, Brent Trimble and Banoo Behboodi, sit down to discuss the different dimensions of the services industry as it pertains to talent and dive into some recent research on this topic. They also discuss why we are seeing more people taking a less traditional career path, and how services businesses need to adapt to retain their employees. Additional  talking points include:

    ●        The shifting talent pools

    ●        Recent articles and research by Kantata and McKinsey & Company

    ●        Strategies that businesses can use to retain good talent

    ●        The future of business  and getting in a position to optimize and scale

    ●        Reasons why people are choosing to become their own boss 

    ●        How to source talent in this new climate

    ●        Upcoming webinar with TSIA addressing the changing workforce dynamics

    Check out the McKinsey & Company article referenced and keep your eyes peeled for Kantata’s upcoming report, “The Changing Dynamics of the Modern Workforce”, or read more about the research here. 

    Hosted on Acast. See acast.com/privacy for more information.

    33 min
  • Ep. 21 - How to Drive Growth and Adoption While Creating Customers for Life w/ Dave Yusuf
    Joining us on the podcast is Dave Yusuf, Senior Vice President of Customer Success at Q2. With a successful background in CS and PS, along with many other roles in the services industry, Dave is well versed on the idea of a “customer for life”. Dave talks through the journey to success and the role implementation, support, customer success, and product teams play in this process; including:

    ●  Creating a successful cross-team strategy
    ●  Determining KPI’s that dictate success
    ●  The importance of aligning client success with your company values
    ●  Measuring your clients success using a balanced scorecard
    ●  Potential roadblocks to look out for along the way

    Hosted on Acast. See acast.com/privacy for more information.

    24 min
  • Ep. 20 - Recruiting in the Digital Age, How to Build Relationships From Home w/ Sean Kogan
    With his incredible experience in the professional services and recruiting industry, Sean Kogan, co-founder of Recruiting-In-Motion, has seen and heard it all. He shares his knowledge and the trends shaping the evolution of recruitment during this new work from home era. Some of the things discussed include:

    • The impact of the pandemic on recruitment as a whole
    • How AI has helped soften the blow to recruitment
    • Balancing the human-AI interactions to get the best, most efficient results
    • Social media recruitment on LinkedIn, indeed, and others and how it’s assisted the professional services industry
    • The gig economy vs full-time workforce
    • The challenges of working from home on a company’s culture 

    Hosted on Acast. See acast.com/privacy for more information.

    28 min
  • Ep. 19 - The Key to Growth, Scale and Success in a Networked Economy w/ Ray Grainger
    Ray Grainger is the Executive Chairman of Kantata. He’s also a professional services leader who is on a mission to reinvent the way businesses deliver work. In this episode Brent and Ray discuss the importance of the networked economy and how it is evolving into a critical element of the IT revolution; Including: 

    • The evolution and importance of communication
    • Business conditions and pressures on the service business
    • Access to talent networks to ensure client satisfaction
    • Supply chain orientation of optimizing across a talent network
    • Removing technological constraints
    • How to scale without acquisition

    Hosted on Acast. See acast.com/privacy for more information.

    33 min
  • Ep. 18 - The Key Pillars of Effective Change Leadership w/ Peter Hadas
    With over 20 years of experience leading change on enterprise-wide transformations, Peter Hadas specializes in providing leaders with practical, measurable solutions to adoption and sustainability challenges. In this episode Peter shares his top tips for managing transformational change, including:

    •  Change leadership 
      • Setting success criteria early on
      • The importance of celebrating key milestones 
      • Developing a change management network
    • Making change management sustainable
      • Follow through with a new process
      • Archiving old processes and developing new habits
      • Encouragement and performance based reviews
    • Approaches to adoption and training
      • Creativity is key to support adoption
      • Openly communicating changes
      • Understanding 10-15% will not be onboard
      • Addressing cultural changes
      • The benefits of remote training

    Hosted on Acast. See acast.com/privacy for more information.

    34 min
  • Ep. 17 - Introducing Our New Co-Host, Banoo Behboodi!
    Join us as we welcome in our newest co-host Banoo Behboodi to the Professional Services Pursuit podcast! Brent and Banoo sit down to discuss Banoo's business experience, her insights and what she is looking forward to most with her interviews. We also get to learn a bit more about her favorite books and why she is excited to ask her guests what they are reading right now. 

    Hosted on Acast. See acast.com/privacy for more information.

    6 min
  • Ep. 16 - The Power of More Strategic Pitches and Driving Organic Growth w/ Brent Hodgins

    Author, keynote speaker, and Managing Director of Mirren Business Development, Brent Hodgins, joins us on the show to discuss the resilience of agencies and the major growth shifts happening in the industry right now; including:

    • The lasting impact of the Pandemic on the Industry:
      • Historic levels of growth
      • Navigating the changing market conditions 
    • The positive shift to organic growth
      • Overcoming the new biz addiction
      • Better allocating resources for good
      • Understanding qualification in the RFP process…favorite or filler
    • Client-side marketing vs Marketing Agencies
      • DNA difference / overcoming the disconnect 
      • Balancing business impact and creativity
      • Elevating the RFP brief to differentiate

    To learn more about Mirren go to www.mirren.com

    Hosted on Acast. See acast.com/privacy for more information.

    33 min

About The Professional Services Pursuit

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Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to…