Question: Can you recommend a solution that helps optimize operations and maximize margins for professional services firms?

To help professional services firms optimize operations and maintain profit margins, Moovila also offers a more general-purpose project automation platform. It uses AI to optimize operations, flag potential problems and forecast capacity. The platform also includes tools for resource and task management, project health scoring and integration with tools like QuickBooks. Moovila offers tiered pricing and white-glove onboarding to help professional services firms get up to speed and avoid project delays.

Forecast is another strong contender, especially for software and ecommerce companies. It uses AI to optimize resource allocation and project planning so projects are delivered on time and revenue is maximized. The service offers real-time adjustments, financial management and insights, and is geared for companies that want to improve their project management and profitability.

Planview offers an enterprise transformation platform that includes products for strategic portfolio management, enterprise agile planning and professional services automation. The platform helps companies overcome problems like slow time-to-value and underutilized capacity, and offers AI-driven insights to ensure strategic projects deliver the desired results. With more than 4,500 customers around the world, Planview is a mature option for companies that want to improve operations and customer satisfaction.

For professional service firms that want to modernize operations and improve their relationships with clients, Intapp offers a collection of AI-infused tools for deal management, compliance, collaboration and time tracking. Its Applied AI approach includes features like conversation queries, document generation and recommendation systems, and it's used by more than 2,450 professional and financial services firms. The idea is to improve productivity, accelerate growth and reduce risk.