Episode 08: PSA: The Missing Link in Your Resource & Project Management Strategy

From Arc 3: Modernizing Service Organizations Through Automation

October 9, 2023 | 12 minutes

In the second episode of arc three, Sean Docherty interviews Nana Gregg, a Certinia expert, Salesforce MVP, and Diabsolut Solutions Architect. They discuss how PSA solutions, and Certinia PSA in particular, help with resource and project management, as well as business insight.

Key takeaways

• Separate people and business units with their own processes and tools (often spreadsheets) are common in professional service organizations
• One major benefit to a PSA solution is that it centralizes data and gives a better view of both the “big picture,” as well as individual teams; it also helps create standard processes and a standardized experience for clients
• The ability to personalize a PSA solution to fit your organization’s needs will further benefits and ROI — because it impacts the data that goes into and comes out of the solution
• Understanding resource capacity is one of the most difficult parts of resource management, but it’s something your PSA solution should offer tools to help with
• If you’re using the Salesforce platform, having a PSA solution that can take advantage of all the updates Salesforce offers is one way to improve your ROI and take your resource and project management capabilities further

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Highlights & Timestamps

0:00 | Introduction
0:34 | Nana Gregg: Our guest’s background and experience
1:38 | How does PSA differ from other solutions?
5:02 | How PSA enhances Resource Management
7:13 | How PSA enhances Project Management
9:16 | Current and Future Trends: AI, remote work, and more
12:01 | Conclusion

Speakers

Main Speaker

Sean Docherty, Solutions Consultant at Diabsolut
As a Solution Consultant and member of Diabsolut’s Sales Enablement team, Sean supports his clients through identifying solutions and best practices across the lead-to-cash process. He focuses on providing client’s value through communicating the benefits of systems in a digestible manner and what to prioritize for an implementation. His experience lies in Certinia and Salesforce Revenue Cloud products giving him exposure to a range of clients from different industries and geographies. 

Guest Speaker

Nana Gregg, Solutions Architect at Diabsolut
Nana is a seasoned Salesforce and Certinia professional with over 15 years of experience as an Admin, Architect, and Consultant. She excels in big-picture thinking and intricate problem-solving, gained through working with multi-national clients. Nana is passionate about leveraging technology to transform businesses, collaborating closely with clients to maximize the potential of the Salesforce platform. A recognized figure in the Salesforce and Certinia Communities, Nana is a sought-after speaker at conferences, webinars, and podcasts. Her contributions have earned her a place in the Salesforce MVP Hall of Fame, and she showcased her skills on the Salesforce+ show “Legends of Low Code.” Nana is not just a professional; she’s a dedicated evangelist and thought leader, leaving an indelible mark on the Salesforce and Certinia ecosystems.

Other Episodes in This Arc

   

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