Скачать или смотреть Velosio Viewpoint LIVE: Boosting Efficiency Across Your Consulting Firm

Running a consulting firm is complex. From managing projects and resources to handling financials and client relationships, every piece needs to work together for true efficiency.

This is where the right business applications can make all the difference, but how do you choose the best-fit solutions?

Join us as we sit down with James Thomas, who works closely with consulting firms to streamline operations and maximize efficiency. We’ll cover:

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00:00:00 - Introduction: Welcome to Velosio Viewpoint Live
00:01:00 - Meet the Experts: Jessica Rodriguez & James Thomas
00:02:30 - Understanding PSA: What is Professional Services Automation?
00:05:15 - PSA vs. Other Business Applications: CRM, ERP, and HR Systems
00:07:45 - The Integration Challenge: Why disconnected tools slow firms down
00:10:30 - Key Factors for Efficiency: Integration, Ease of Use, and Automation
00:14:00 - AI in Consulting: How Copilot & AI Agents Boost Productivity
00:18:30 - Real-World AI Applications: Status Reports & Project Monitoring
00:22:00 - Choosing the Right Technology: What Consulting Firms Need to Know
00:25:00 - How Velosio Helps: Industry-Specific Solutions & Expertise
00:27:30 - Get Started Today: Free Resources & Next Steps

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