I focus on the areas that help Professional Services leaders in SaaS companies run their business effectively, efficiently, and predictably.
Services Delivery Framework
Services Operations Playbook
Maturity Model Progression
Fractional Services Operations Leadership
Whether you are trying to bring order to chaos or scaling your organization for the future, a solid delivery framework and operating playbook are going to get you there faster.
I also have a blog that focuses on topics unique to running a Professional Services organization within a SaaS company, with emphasis on improving the efficiency and effectiveness of your operations. Sign up for the SaaS Services Leadership Collective newsletter here.
Services Leaders commonly face these challenges:
1. Poor customer expectations set during the Sale
2. Inconsistent Project Delivery leads to unpredictable business results
3. Poorly designed Services Offerings
These issues are the root cause of Services Organizations that aren’t operating effectively. A Services Delivery Framework and Operations Playbook will help you address these challenges.
My Clients engage me to help in different ways:
Crafting Standard Services Delivery Framework
Helping you craft or improve a Standard Delivery Framework that will ensure repeatable effective implementations and adoption
Holistic Operations Framework
Policies, Procedures, Reporting, and Management Cadence so your organization runs like a well-oiled machine
Maturity Model Assessment
Assess your operations against best practices to provide focused areas of improvement
Fractional Services Operations Leadership
When you need a thought partner or someone who can help your team implement tactical activities
Whether you are trying to bring order to chaos or scaling your organization for the future, a solid delivery framework and operating playbook are going to get you there faster.
When we work together we’ll be able to implement a delivery framework in as little as 90 days that makes your projects repeatable, predictable, and consistent. My Services Operating playbook for SaaS Professional Services organizations provides the tools and steps you’ll need to be able to manage your business effectively and efficiently.
Speaking at an annual Sales Kickoff about the relationship between Services, Sales, and Success.
Rachel’s leadership in the implementation and stabilization of (our PSA tool), along with her strategic initiatives like the creation of leadership dashboards and driving staffing forecasting have significantly advanced our progress toward our vision.”
VP Professional Services, SaaS company in the healthcare space.
I know Services Leaders in busy SaaS companies don’t have a lot of time. If you can find 30 minutes on your calendar, we can get started.
Schedule an intake call. In this 30 minute call, you and I will talk about your needs to determine if we’re a good fit.
Get a custom recommendation. I’ll send you a custom recommendation about how we could work together to help you achieve your objectives. This roadmap will provide you a step by step plan for reaching your vision.
Let’s get started! We’ll schedule a kickoff call and regular cadence to work on the execution of the roadmap.
To schedule your intake call, contact me through:
If you aren't ready to take this step, I recommend that you sign up for my free newsletter that focuses on topics that are unique to running a Professional Services organization.
Running a Services organization in a SaaS company is challenging. Sales overcommits, your team is not following a standard delivery framework resulting in customer escalations, you’re perpetually understaffed, and you are running from urgent problem to urgent problem.
Services leaders have a limited amount of time to address the operation of their department because there is always a customer call, escalation, or pushed go-live to deal with.
Don't keep putting it off. Schedule your intake call today and let me help you move your delivery and operations toward a predictable service that adds value to your SaaS organization.