The PSA Roadmap Mistake Even Smart Teams Make
Too often, upgrades and new features lead the roadmap planning instead of process maturity and business outcomes.
Organizations assume they're mature because systems are working, but miss significant optimization opportunities.
Without maturity benchmarks, teams chase shiny new features instead of fixing foundational process inefficiencies.
The Business Impact of PSA Maturity
Industry benchmarks from SPI show the dramatic impact of advancing from Maturity Level 2 to Level 3:
+12.7%
(24.1% → 36.8%)
+9.1%
(61.3% → 70.4%)
+3.7%
(44.7% → 48.4%)
"Our partnership with Icon can be best defined as an organic and a trusted partnership. Icon has become an extension of our team, and the consultants are not only reliable, but also subject matter experts in the field. The Icon team relentlessly considers automation and scalability with every design decision to ensure we are prepared for the future growth of our business. In addition, I always felt they had our backs during the design process and ensured we were thinking several steps ahead. I have had the privilege of working with Icon on several projects with two different organizations; I would choose Icon again and again for any Certinia deployment."
Our Maturity Workshop Series
Structured, practical workshops designed to advance your Certinia PSA maturity in focused, adoptable chunks.
Skills Management Maturity
Transform from disconnected skill inventories to an integrated, proactive skills management model that supports resource planning and career development.
- Build comprehensive skills catalogues
- Implement skill-based staffing workflows
- Define KPIs like Time to Staff by Skill
- Create skills capacity vs. demand monitoring
Resource Management Maturity
Evolve from unstructured, ad hoc resource practices to defined, repeatable models with clear ownership and performance tracking.
- Map As-Is and To-Be resource processes
- Define RACI ownership structures
- Implement resource utilization tracking
- Build prioritized implementation roadmaps
Time Management Maturity
Move from auto-approved, informal time practices to structured, auditable processes that drive billing accuracy and compliance.
- Design time entry and approval workflows
- Establish compliance and utilization KPIs
- Implement escalation and review processes
- Create feedback loops and dashboards
Foundational Project Management
Advance from reactive project tracking to forecast-driven execution with accurate staffing, revenue recognition, and billing predictability.
- Standardize T&M, Fixed Fee, and Hybrid delivery
- Implement EAC/ETC forecasting processes
- Design margin tracking and variance response
- Create systematic billing and revenue capture
Advanced Project Management
Master task-level planning and execution with Gantt charts, moving from reactive tracking to predictive delivery and portfolio optimization.
- Implement task-level resource management
- Design predictive delivery workflows
- Create portfolio-level margin optimization
- Build advanced forecasting and risk indicators
Advancing Maturity at a Glance
Maturity Assessment
Evaluate your current state using our comprehensive maturity model and identify specific gaps and opportunities for improvement.
Process Design
Map your As-Is and To-Be processes, define ownership with RACI models, and establish KPIs aligned with business outcomes.
Implementation Roadmap
Prioritize changes by impact and feasibility, document use cases, and create a detailed execution plan with success checkpoints.
Certinia Innovation Partner of the Year
With over 13 years of experience, status as an official Certinia Partner, staff members who've worked in critical roles at Certinia, and the 2022 Certinia Innovation Partner of the Year award, we have the depth and breadth of expertise to get the job done right.
Ready to Transform Your PSA Maturity?
Start with our no-charge maturity assessment to benchmark your current state and identify your highest-impact opportunities.
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