PSA Software for Business Outcomes

Course Length:
45–60 minutes

Participants will learn how better operational systems, leadership clarity, and integrated data can transform a reactive firm into a predictable, scalable business.

This Free course is a repurposed webinar and does include product and service promotion at the end of the video. The core concepts and training are of great value in helping you backward engineer these presenting problems in your firm or office.

It is also here for you to explore the functionality of the Learning Platform –

  • where to find your “Courses” – start from your “Member Dashboard”,
  • the focus view inside of the training
  • The menu of “Lessons” and “Subtopics”
  • how to mark a lesson “Complete”
  • the “Quiz” activity that signals completion of the course
  • how to get back to the full site – Using the “Course Home” link that drops down when you mouse over your “Profile” picture
  • how to find your CPD certificates on the Course Home once completed and on your Member Dashboard

Growing firms often experience a frustrating paradox: the team is busy, projects are flowing, yet profitability feels unpredictable.

In this course, Cher Cunningham (Tradewinds Group) and Whitney Luke (Accelo) explore the three obstacles that prevent professional services firms from achieving predictable profitability. Using the story of ACME Co., a fast-growing engineering services firm, the course illustrates how lack of visibility, role ambiguity, and disconnected decision-making undermine profitability and leadership effectiveness.

Course Content

How to Defeat 3 Obstacles to Profitability with PSA
Final Quiz
Quiz – Obstacles to Profit