Project Management | Project Portfolio Management | Professional Services | Technology | Compliance

Project Management

  • A Strategic Approach to Resource Management
    If evidence is anything to go by, Resource Management is incredibly difficult. It doesn’t seem to matter what industry, what size organization, or how mature their project execution approach is, organizations seem to continually struggle to manage their resources effectively. This white paper discusses how Resource Management can be improved with better planning, more proactive management, increased resource agility, and practical ways to make it happen in your organizational culture.
  • Strategies for Managing Remote Teams – Part 1
    A Framework for Keeping Project Teams Unified & Strong – It seems like every organization is faced with this scenario and it differs greatly from how companies managed teams and resources 10, 20, and even 30 years ago and longer. Remote management of resources was nearly unheard of before the turn of this century and really only became a viable, acceptable model by corporate leaders in the last five years or so. Many are still struggling to drop their old school ways of thinking to embrace the creativity and productivity that many employees can bring to the table from working in their own environment away from the daily – even hourly – distractions that can be part of the corporate workplace.
  • Strategies for Managing Remote Teams – Part 2
    Tips for Effective Team Collaboration and Success on Projects – Telecommuting, work from home productivity, and effective collaboration are big news items right now. With Yahoo recently telling all 11,500 employers that working remotely is no longer going to be an option, concerns are that it will send shock waves throughout the business world even as new mobile technology geared for the remote workforce was introduced at a recent leading mobile technology conference. Indeed, even the US government is encouraging employers to allow more telecommuting for the benefit of the environment and critical natural resources.
  • “We Already Have a Process – Why doesn’t it Work?”
    The Client Aligning Process with Technology to Maximize ROIMost PS practitioners have heard the “process” story more times than they care to remember – and many have even taken proactive steps to evaluate and implement appropriate processes, but with few (if any) meaningful results to show for their efforts. In this whitepaper, RTM Consulting CEO Randy Mysliviec shares proven strategies for aligning key processes with your PSA and other tools to drive greater adoption and achieve maximum value from your process investment.
  • The Rise of the Project Workforce
    As organizations and managers find themselves with two feet planted firmly in a fully interconnected, truly global economy, one truth is evident for all enterprises—and particularly for project-driven businesses that rely heavily on project teams and information workers
  • Managing the Future: Ten Trends in Project Management
    I am not a genius, nor an oracle that can peer into the mist and deliver clear pronouncements about what the future holds. However, I am the head of a technology company that provides software solutions to empower project managers and the emerging project workforce. And that has provided a unique perspective from which to view the fascinating, tumultuous times the business world—and the world in general—has experienced at the beginning of the 21st century.
  • The Hidden Force: How Workforce Planning Can Lead to a Market Advantage
    There is an old adage that says business is like a car; it won’t run by itself except downhill. Yet when it comes to arguably the most important element of business — Human Capital — many enterprises are not fully in the driver’s seat. They use outdated top-down manual systems, or simple spreadsheets, to get the right people to the right place at the right time.
  • Project Planning and Earned Value Analysis (EVA) for IT, Internal and Billing Projects
    This white paper explains why EVA is important in the project planning process, illustrates by example how it works, and describes the tools and metrics needed by project managers to both perform EVA and to utilize its results effectively.
  • Guide to Business Process Management for Project Managers
    Centralized, formalized, and audited work processes substantially improve the efficiencies, decision making ability, and ultimately the performance of any organization. This guide presents an overview of the key processes that directly and indirectly impact project and service delivery. The objective is to show how Business Process Management (BPM) concepts, when applied to Project Management, provide an organization with a more effective and predictable strategy for project management and operational control.

Project Portfolio Management

  • Project Workforce Management for Internal and IT Projects Beyond Project Portfolio Management (PPM)
    Writing on competitive advantages in his seminal work, “Competitive Strategy: Techniques for Analyzing Industries and Competitors,” famed business scholar Michael Porter notes, “There is less to fear from outside competition than from inside inefficiency.” In other words, companies should first “look within” to do what they do with efficiency excellence before “looking without” to competitive moves.
  • Executive’s Guide to Project Portfolio Governance & Compliance
    Project-related costs account for a significant percentage of overall IT and product development budgets. Projects have the highest risk of experiencing a variety of threats and challenges. Therefore, understanding and addressing project and portfolio threats has to be at the core of any company’s compliance and governance initiative.

Professional Services

  • A Strategic Approach to Resource Management
    If evidence is anything to go by, Resource Management is incredibly difficult. It doesn’t seem to matter what industry, what size organization, or how mature their project execution approach is, organizations seem to continually struggle to manage their resources effectively. This white paper discusses how Resource Management can be improved with better planning, more proactive management, increased resource agility, and practical ways to make it happen in your organizational culture.
  • When Success Gets in Your Way
    Streamline your Service Performance with a Professional Services Automation SolutionAs professional services organizations grow, it becomes more difficult to manage business effectively and efficiently–they have more customers, more projects and more staff, and the manual processes that used to work won’t cut it anymore. There’s an effective solution: Professional Services Automation. But many firms worry that they aren’t ready for PSA solutions. In this white paper, we explore not only why PSA can help organizations of all sizes, but explain why smaller companies should be leveraging PSA to grow bigger–and faster.
  • PSVillage Annual Survey of Professional Services Sales Practices
    Taking Services Selling to New Heights PSVillage members often ask, “How can I help my company take the next step to grow our services sales?”
    While many of the answers can be found in our online resources, we turned to our community, a diverse group of over 3,000 technology services leaders, and asked them to share their insights with you. We polled services leaders from companies of all sizes, about how they market their services, manage sales, and build client relationships. In short, we asked them to shed some light on how to take the next step. This report provides a snapshot of today’s real-world challenges and solutions. We hope it will give you ideas on how to scale your business by building on the lessons of these experienced leaders. Happy Selling.
  • The Butterfly Effect
    How to Make Disciplined Decisions in Project-based Organizations

    This white paper looks at how the day-to-day decisions by executives and project managers have a critical impact (positive or negative) on the individuals and the organizations they work with. It then describes how professional services automation (PSA or what Gartner calls Project Portfolio Management/PPM for Professional Services Administration) both as a set of best practices and a best of breed tool can structure, formalize and improve project decisions.
  • Emerging Technologies and their Impact on the Professional Services Sector
    There are three major technologies that are having a greater than normal influence on professional service organizations: smart mobile technologies, social computing and cloud computing. These technologies, taken together, are creating tremendous opportunities for service organizations and will require adjustments to the way they approach their workforce, processes, integration and more.
  • Packaged Services Success: Leveraging Automation to Meet the Rising Demand for Productized Professional Services
    Cost – Quality – Predictability – three words technology professional services delivery personnel hear often, and three challenges they face every day. Said another way, how do we achieve low cost and high quality in a predictable manner with every project we undertake? It’s a task easier said than done. In these same organizations, sales and marketing personnel must also tackle the challenges of presenting services in a way that is simple to explain, and easy for prospects to understand. In both these cases, packaging of services may be the answer!
  • Sales and Service Can’t We All Just Get Along?
    The Client Relationship Pillar: CRM and PSA Integration Drive Performance
    (White Paper by SPI Research and Tenrox)This whitepaper identifies typical causes of sales and service misalignment. SPI Research depicts a representative complex sales cycle and supporting sales and service roles. We examine typical integration points between CRM and PSA applications to facilitate effective sales and service communication. We then show the benefits of CRM and PSA integration.
  • Time and Billing
    Time and billing applications are used in professional services organizations such as legal, engineering, accounting and hi-tech consulting firms where detailed time and expenses are tracked and billed to specific customers. Time and billing software is used when there is little to no product inventory to sell and maintain.This guide serves as an introduction to time and billing software, the benefits of implementing it, and what you need to prepare for and deploy such a solution in your organization
  • A Primer on Just-in-Time ResourcingSM
    Just-in-Time ResourcingSM (JITR) can offer significant advantages and immediate benefits to professional services agencies, consulting companies and other expanding technology firms needing improved resource planning. “Stop gap” and other measures can compound the problems in handling large scale fluctuations in labour sourcing and management. Find out how JITR addresses the need for optimal resource supply for growing businesses, and how to enable JITR through project workforce management software.
  • Recognizing Project Based Revenue: Beyond “Guesstimating” and Toward Automation
    This paper looks at some of the traditional challenges and approaches to project revenue accounting. It also describes a new feature, recently available from Tenrox that automates the calculation of project revenue recognition and directly integrates project management systems with ERP and accounting systems. In the process, time and money are saved and accuracy and compliance are increased.
  • Project Workforce Management for Service Organizations Going Beyond Professional Services Automation
    Nowhere in business is the Benjamin Franklin adage, “Well done is better than well said,” more apt than in services organizations. While buyers delighted with products may forgive a company for glitches experienced in obtaining them, customers buying services will not. The experience is the service. Strategic plans, implementation roadmaps and performance objectives are meaningless without the timely and effective delivery of the services promised.


  • The Truth About On-Demand Enterprise Applications: The Sooner You Transition From On-Premises Software The Better
    In the never-ending pursuit of increased agility, flexibility and versatility, more and more companies are relying on consultants and project-driven staffing to respond to the demands of the marketplace. It’s the reason companies like yours have turned to Tenrox to help manage the many challenges that come with even the most successful project planning and project workforce strategies.
  • How Tenrox Leverages the Microsoft Platform
    Project Workforce Management built on the Microsoft Technology Stack
    A common pain of business managers in a variety of enterprises is the proliferation of spreadsheet-based reports and tracking that hit customers and business units with a blizzard of assorted and often conflicting data. Disconnected or manually integrated systems, a mish-mash of unapproved data, and a wild email exchange of spreadsheets leads to an environment that is ripe for revenue leakage, errors, fraud and systemic control weaknesses. Tenrox leverages the Microsoft Platform to provide a powerful and affordable alternative to this state of disarray.


  • How Project Workforce Management Simplifies Compliance : A Faster Road to Sarbanes-Oxley, Defense Contract Audit Agency, and Labor Law Compliance
    This paper illustrates how an automated project workforce management solution, like that available from Tenrox, streamlines compliance by eliminating the unsynchronized, disconnected solutions that companies use to fulfill SOX, DCAA and labor law mandates.
  • Using Software Development GAAP Accounting Regulations to Drive Business Value
    In his quintessential guide to personal and financial success Think and Grow Rich, Napoleon Hill tells the story of an entrepreneur who gained unprecedented success in the insurance industry through a lesson he learned by failing in the gold mining business. In his younger days, this man had failed to turn a profit in his gold mining company because he had given up in dismay, not realizing that he had stopped his drills just three feet from striking one of the richest gold veins to later be found in California. Never again did he let himself “stop three feet from gold.”
  • Complying with DCAA: Project Cost Accounting for Government Contractors
    In a commercial contract, the deliverable is a package of goods and services. In a government contract, there’s another ingredient for the contractor to reckon with: administrative reporting to assure that costs billed to the contract are allowable by the government. In this sense, “reporting” means not only routinely submitted reports such as detailed justification for contract billing, but also the ability to produce on-demand responses to government auditors’ requests for information.
  • Tracking, Reporting and Auditing for SRED
    (Scientific Research and Experimental Development)To encourage innovation and stimulate R &D activity in Canada, the Canada Revenue Agency (CRA) provides the Scientific Research and Exploratory Development (SR&ED) program. This program offers significant investment tax credits to businesses of any size and in any sector that develop new, improved, or technologically advanced products or processes within Canada.
  • The Project Manager’s Guide to Sarbanes-Oxley
    The number of project-based organizations/departments continues to increase, and newly formed Project Management Offices (PMOs) are introduced daily. Now, more than ever, Project Managers are forced to build stronger ties to the financial operations within any project-oriented business or department that must adhere to Sarbanes-Oxley and/or its equivalent in countries across the world.
  • Tips and Techniques To Detect Fraud Or Errors In Timesheets
    Corporate governance laws, state/federal labor laws, and accounting regulations are making companies and their executives even more accountable for transparent, true and timely project portfolio, labor and financial reporting. Regulatory and oversight bodies such as the SEC, demanding and extremely cautious audit firms and nervous shareholders, now point the finger directly at the company’s senior executives and hold them personally and criminally accountable for the company’s accurate reporting on operations and any control weaknesses.This whitepaper lists potential errors and fraud scenarios. It recommends a set of fraud and error detection reports that will help your organization achieve sustainable compliance for timesheet management.
  • Executive’s Guide to California Wage Laws
    California wage laws are presenting a new challenge to employers. There are increasing occurrences of lawsuit cases, from current or former employees, pertaining to claims of unpaid wages that in some cases are rightfully due to them.A time tracking solution that supports California wage laws can be a very wise investment.

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Professional Service Automation White Papers