EAG & Unit4 on Professional Services Organizations

Written by Rebekah McCabe | Oct 24, 2022 8:49:31 PM

Automating a Professional Service Organization’s processes frees key individuals up to focus on delivering value to clients. At the heart of their operations, PSOs are client-oriented. Founder and Managing Principal, Shawn Windle, is joined by Unit4’s Senior Manager of Industry Solutions, Bryce Wolf, to discuss the challenges faced by PSOs working through mergers and acquisitions.

Professional Services Organizations (PSOs) continue to expand their operations through merger and acquisition activities, following this trend that is similar to a number of industries. These organizations face many challenges when tackling a merger or acquisition, from cultural issues to ERP conflict.

Two of the major challenges being faced by PSOs in the current economy are hiring enough employees to meet demand while also hiring good people who will benefit the company. On top of talent shortages, PSOs also need to automate core processes to keep up with ever-demanding times.

PSOs looking to expand their business through a merger or acquisition are often met with the harsh reality that their systems are outdated. While it is easy to get away with low-level technology within a small organization, it becomes much more difficult to operate as operations grow. Fortunately, the significant number of investments made into it at this point usually equips it with much higher liquidity meaning they have greater flexibility and time to commit to a new software rollout.

Automating a Professional Service Organization’s processes frees key individuals up to focus on delivering value to clients. At the heart of their operations, PSOs are client-oriented. Founder and Managing Principal, Shawn Windle, is joined by Unit4’s Senior Manager of Industry Solutions, Bryce Wolf, to discuss the challenges faced by PSOs working through mergers and acquisitions.

About Unit4

Unit4 ERP software caters to mid-market organizations, supplying the capabilities of Financials, Procurement, Project Management, Human Resources, and FP&A within its cloud platform, ERPx. Unit4 currently serves over 6,000 customers worldwide.

About ERP Advisors Group

ERP Advisors Group only provides software advisory services. Our consultants only work on enterprise software selections and implementations. Therefore, they are experts in conducting software selections and know the pitfalls to avoid as they guide our clients to a successful go-live.

You will find our consultants care deeply about your project and are vested as much as you are in making it a success. Ultimately, we will do just about anything to make sure you are a success!

ERP Advisors Group made the Inc. 5000 for two years in a row as one of America's fastest-growing private companies.

View full post