How long does a PSA readiness assessment take?

Typically three to five weeks. One person can run it if they have access to the right people and executive support.

Who should be involved in a PSA readiness assessment?

The services lead, finance controller, project managers, resource manager, sales ops, IT, and HR. Eight to twelve people is usually enough.

What is the most common reason a PSA rollout fails?

The firm was not ready. The software is usually capable, but the organization lacks standard processes, clean data, or clear ownership.

What score means we are ready for PSA?

A total of 20-25 out of 25 is green. 13-19 is yellow, fix the bottom two domains first. 5-12 is red, do not buy yet.

Do we need clean data before buying PSA?

Yes. PSA will not clean your data. It will make your current data problems visible to more people. Clean the top three masters, clients, employees, projects, before migration.

What is the single most common blocker?

Unclear ownership of services operations. Firms buy PSA to fix a coordination problem, then discover no one has authority to make the coordination decisions the software forces.

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Professional Services Automation

Q: What is a PSA readiness assessment?

A PSA readiness assessment is a structured review that scores a professional services firm across people, process, data, technology, finance, and governance to decide whether it is ready to adopt PSA software. The output is a go/no-go decision and a short list of fixes.