Executive summary

Professional services, from pursuit and engagement delivery to resourcing and billing. This is the Professional Services Process Pack from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for professional services process, and it walks through everything from core processes: opportunity-to-cash, resource management, engagement delivery to industry kpis and benchmarks. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this pack covers

This is a preview of the full deliverable. Inside the Stratenity Library, this pack walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • The Professional Services Industry at a Glance
  • The Professional Services Value Chain: Sell, Staff, Deliver, Bill
  • Core Processes: Opportunity-to-Cash, Resource Management, Engagement Delivery
  • Delivery and Quality
  • People, Leverage, and Utilisation
  • Operating Model and Key Roles
  • Industry KPIs and Benchmarks
  • Regulation, Risk, and Independence
  • Technology and Data Landscape
  • Cost Structure and Economics: The Leverage Model
  • Major Trends and Disruptions
  • Applying the Pack to a Real Firm
  • Common Pitfalls and the Deliverable Pack
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this pack in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.