Capabilities

Services Automation

A Process-Centric Approach to
Technology Enablement

Professional services firms today are held back by disconnected tools—separate systems for time entry, resource scheduling, pricing approvals, invoicing, and reporting—that create friction, errors, and blind spots at every stage of delivery.

Managers waste hours chasing updates, finance teams wrestle with manual reconciliations, and leadership flies half-blind on real-time profitability, all while clients demand faster delivery, transparent progress, and flawless billing. Broad Street Advisors helps firms replace this costly patchwork with a unified Professional Services Automation (PSA) platform and operating model that connects people, process, and data end-to-end.

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PSA Business Readiness

Implementing a PSA application is not just a technology project, it is a significant business event for your organization. Are you ready? Organizations do not fully appreciate the opportunity at hand and their readiness to take it on. This service workshops essential processes and functions with key stakeholders. From this, we help clients gauge process maturity (or lack thereof) and make key decisions before the actual selection or implementation process starts. Our experience tells us that clients who invest a few weeks with us save time and cost in implementation and ongoing operations of their PSA solution.

Technology Selection

Broad Street Advisors has been assisting clients with PSA solutions for well over a decade. We know all the vendors and have hands-on experience with many of them. We can not only guide your organization through an objective selection process, we can provide you invaluable advice and insight to accelerate your selection process while also reducing the risk of making a poor technology decision.

PSA Business Success

We partner with you to provide the knowledge, guidance and capacity you need to successfully deploy and adopt your PSA solution. This service is the natural extension of our Business Readiness service. The Readiness project identifies key organizational, process and integration decisions that will be impacted when implementing your PSA. A successful implementation is one that is highly adopted and delivers noticeable value and operational improvements. Our experience will help you get there.