Selecting a PSA in 6 Easy Steps (The Process)

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Webinar

Pro Serv industry expert Mark Sloan of Asaph Advisors, takes us through his tried and tested PSA vendor selection process, to give you the tools & insight you need to partner with a great-fit operations solution for your PS firm, over two webinars. Asaph Advisors have been leveraged to lead PSA selection & implementation processes in North America for years - so sign-up for this first of a two-part series, to focus on the process you need to run.

What you'll learn

6 Steps to lead a PSA selection process

Accurately diagnosing the underlying problem or opportunity you're solving

How to cut or keep vendors

Avoiding classic confusion: Task management vs. Project financials, PSA vs ERP

Quickly & accurately creating a shortlist

Speakers

Ben Edwards

Head of Partnerships, CMap

Mark Sloan

Managing Director at Asaph Advisors