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&rarr;\u003C/p>","red",{"title":44,"logos":45},"Investors",[46,48,50,52],{"url":47},"https://www.datocms-assets.com/160976/1749761147-sutter-hill.svg",{"url":49},"https://www.datocms-assets.com/160976/1749761146-altimeter.png",{"url":51},"https://www.datocms-assets.com/160976/1749761146-redpoint.png",{"url":53},"https://www.datocms-assets.com/160976/1750290368-dl.png",{"buttons":55},[56],{"label":57,"internal":58,"external":37,"style":38},"Contact",{"__typename":36},[60,63],{"platform":61,"url":62},"linkedin","https://www.linkedin.com/company/everest-systems-inc/",{"platform":64,"url":65},"youtube","https://www.youtube.com/@EverestSystemsERP",[67,71,75,79,83],{"location":68,"address":69,"coords":70},"North America","280 Hope Street\nMountain View, CA 94041","130,290",{"location":72,"address":73,"coords":74},"Germany","Max-Jarecki-Straße 21, 69115\nHeidelberg, Germany","650,252",{"location":76,"address":77,"coords":78},"United Kingdom","80 Grosvenor Street\nLondon, 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But then you have to switch. Here are my lessons from 15 years running revenue-positive implementation teams.",{"attributes":287,"content":12,"tag":278},{"property":288,"content":285},"og:description",{"attributes":290,"content":12,"tag":278},{"name":291,"content":285},"twitter:description",{"attributes":293,"content":12,"tag":278},{"property":294,"content":295},"og:image","https://www.datocms-assets.com/160976/1776899670-erp-article-profitable-pro-servcies.png?auto=format&fit=max&w=1200",{"attributes":297,"content":12,"tag":278},{"property":298,"content":299},"og:image:width","1040",{"attributes":301,"content":12,"tag":278},{"property":302,"content":303},"og:image:height","800",{"attributes":305,"content":12,"tag":278},{"name":306,"content":295},"twitter:image",{"attributes":308,"content":12,"tag":278},{"property":309,"content":310},"og:locale","en",{"attributes":312,"content":12,"tag":278},{"property":313,"content":314},"og:type","article",{"attributes":316,"content":12,"tag":278},{"property":317,"content":28},"og:site_name",{"attributes":319,"content":12,"tag":278},{"property":320,"content":321},"article:modified_time","2026-04-22T23:23:29Z",{"attributes":323,"content":12,"tag":278},{"property":324,"content":37},"article:publisher",{"attributes":326,"content":12,"tag":278},{"name":327,"content":328},"twitter:card","summary_large_image",{"value":330,"blocks":576},{"schema":331,"document":332},"dast",{"type":333,"children":334},"root",[335,341,345,349,360,363,369,373,377,379,383,387,389,393,397,407,411,458,469,473,477,488,495,499,503,509,513,517,522,526,531,535,540,544,548,552,556,560,564,568,572],{"type":336,"children":337},"paragraph",[338],{"type":339,"value":340},"span","In the early days, it doesn’t seem like it’s worth it to track team hours and benchmark performance. You wouldn’t want your consultants denying customers help when that’s the difference in them keeping the customer or not, so you’re going to invest whatever hours it takes. ",{"type":336,"children":342},[343],{"type":339,"value":344},"But I would argue that tracking, even at the start, is vital.",{"type":336,"children":346},[347],{"type":339,"value":348},"How something starts is typically how it goes. You’ll want to institute all the proper frameworks and procedures early, even if they are rudimentary, so the team “grows up” with them. Doing things the other way is very difficult. Starting with a “do whatever it takes” mindset and then progressively ratcheting down the efficiency by tracking hours and limiting engagements will push out your most experienced team members, who grate at the new requirements.",{"type":336,"children":350},[351,353,358],{"type":339,"value":352},"Let’s discuss some of those key factors and considerations along this journey. And if this topic interests you, I’ll be speaking on it live with Rod Cherkas, Founder of ",{"url":354,"type":13,"children":355},"https://rodcherkas.com/",[356],{"type":339,"value":357},"HelloCCO",{"type":339,"value":359}," and former customer success leader at Marketo, Gainsight, and RingCentral. ",{"item":361,"type":362},"K-EW4aRmSLyw_hDemWy49A","block",{"type":364,"level":365,"children":366},"heading",2,[367],{"type":339,"value":368},"The three life stages of a SaaS professional services team",{"type":336,"children":370},[371],{"type":339,"value":372},"I’ve been implementing NetSuite for over 15 years, managing teams of consultants for much of it. Over that time, I’ve learned that teams tend to go through three phases. Those phases are necessary. You can’t skip to P&L positive because there is so much your team does not yet know about your customers and their needs. ",{"type":336,"children":374},[375],{"type":339,"value":376},"Plus, your customers will change. If you’re an early-stage startup, you’ll have multiple customer categories, and you may shift who you sell to—constantly. You need a totally open team of senior practitioners who’ve ideally held your customer’s title before. They should operate with a “Do whatever it takes” mindset, adapt, and learn what makes customers successful.",{"item":378,"type":362},"YdlbbONLTX28c8RccsjydA",{"type":336,"children":380},[381],{"type":339,"value":382},"That said, start with the full hours-and-metrics-tracking system. Just don’t hold everyone to it. Use it to build benchmarks. You are gathering data as to what is actually necessary. Rather than deciding based on guesswork and saying, “We can only afford 15 hours to get a customer set up at this cost,” find out what it takes. ",{"type":336,"children":384},[385],{"type":339,"value":386},"This is what any professional services business does, from a creative agency on up to management consultants like Bain & Company: You sell a project at fixed scope and rate, do the work, and learn. What did it actually take to deliver that? What intellectual property do you find your consultants create for themselves along the way?",{"item":388,"type":362},"cmUibaaRTs2896CX8i6fuA",{"type":336,"children":390},[391],{"type":339,"value":392},"In scrappy phase 1, everything is overwhelming for the professional services team. The biggest help you can offer that professional services leader is to assist them in FP&A and forecasting for headcount. If they are too slow to hire, projects back up, implementations get delayed, that team has to go back on its word to customers, and some will cancel.",{"type":336,"children":394},[395],{"type":339,"value":396},"You will know it’s time to graduate to the standardized phase 2 of professional services when the emergencies die down and the process is much more repeatable. The product-market fit is there, sales are quickly growing, and the consultants have built spreadsheets and tools that save them lots of time.",{"type":336,"children":398},[399,401,405],{"type":339,"value":400},"In the standardized phase, the professional services team can start to experiment with hiring ",{"type":339,"marks":402,"value":404},[403],"emphasis","less senior",{"type":339,"value":406}," consultants. Whereas you needed expensive former practitioners to kickstart the engine, you can save on payroll with less expensive hires to keep it running. As always, keep tracking those metrics, but start using them now for performance reviews. Also experiment with charging customers for the implementations—first as a soft requirement, then as a hard one.",{"type":336,"children":408},[409],{"type":339,"value":410},"The baseline professional services metrics you must track:",{"type":412,"style":413,"children":414},"list","bulleted",[415,422,428,434,440,446,452],{"type":416,"children":417},"listItem",[418],{"type":336,"children":419},[420],{"type":339,"value":421},"Net-retained revenue (NRR) attributed to this team",{"type":416,"children":423},[424],{"type":336,"children":425},[426],{"type":339,"value":427},"Implementation success rate by customer type",{"type":416,"children":429},[430],{"type":336,"children":431},[432],{"type":339,"value":433},"Implementation time, broken down by stage",{"type":416,"children":435},[436],{"type":336,"children":437},[438],{"type":339,"value":439},"Hours spent per consultant per seniority/role",{"type":416,"children":441},[442],{"type":336,"children":443},[444],{"type":339,"value":445},"Cost per implementation",{"type":416,"children":447},[448],{"type":336,"children":449},[450],{"type":339,"value":451},"Customer satisfaction scores throughout that implementation and after",{"type":416,"children":453},[454],{"type":336,"children":455},[456],{"type":339,"value":457},"1-year, 2-year, and 3-year renewal rates",{"type":336,"children":459},[460,462,467],{"type":339,"value":461},"You’ll know it’s time to graduate to the P&L-positive phase 3 when implementations become rote and are no longer a 24/7 concern. They’ll never be easy—customer expectations ",{"url":463,"type":13,"children":464},"https://everest-systems.com/30-lessons-from-30-years-of-erp",[465],{"type":339,"value":466},"will always exceed what’s possible",{"type":339,"value":468},"—but the problems grow predictable. The complaints will become formulaic and repetitive. ",{"type":336,"children":470},[471],{"type":339,"value":472},"You can start encouraging the professional services team to not just share costs with the customer, but to seek to be profitable. This requires more of a people-management layer on that team to track those numbers and manage performance. This is all vastly easier with a professional services automation software (PSA) that integrates with your ERP, so you too have all that financial data.",{"type":336,"children":474},[475],{"type":339,"value":476},"In the P&L phase, help that team explore launching high-margin 'impulse buy’ type products. For example, access to paid online training, higher-tier paid in-person training, and potentially, software this team has developed internally, which is useful externally. Without these additional products, professional services remains just professional services: a game of labor arbitrage, where you have little room to pay less or charge more.",{"type":336,"children":478},[479,481,486],{"type":339,"value":480},"To achieve true revenue efficiency faster, push this team to do more with AI tools. While it’s still early, there are ",{"url":482,"type":13,"children":483},"https://everest-systems.com/blog/13-perfect-uses-for-ai-in-professional-services/",[484],{"type":339,"value":485},"13 use cases",{"type":339,"value":487}," that I predict will help the professional services teams of tomorrow to be half the size.",{"type":336,"children":489},[490],{"url":491,"type":13,"children":492},"https://everest-systems.com/the-new-post-sale-playbook-for-the-ai-era",[493],{"type":339,"value":494},"My webinar with Rod is all about these 13 AI uses →",{"type":364,"level":365,"children":496},[497],{"type":339,"value":498},"Why not just outsource the professional services operation? ",{"type":336,"children":500},[501],{"type":339,"value":502},"No matter how much you try to automate it, professional services is still always a people business. And the quality of those people’s training and incentive to do well is based on how close they are to your product. Early on, it is essential to do your own implementations because your team needs that learning and understanding. In later phases, you can experiment with, say, outsourcing small implementations to third-party service providers. But the tradeoff comes down to asking the following series of questions. ",{"type":336,"children":504},[505],{"type":339,"marks":506,"value":508},[507],"strong","Which option generates the highest net-retained revenue (NRR)?",{"type":336,"children":510},[511],{"type":339,"value":512},"Eighty-five percent of the value of a customer isn’t realized until after they are properly implemented. Said another way, a customer retained for six years is better than six new customers that churn in year one. It’s actually even more favorable if those customers buy more. ",{"type":336,"children":514},[515],{"type":339,"value":516},"While it can seem attractive to outsource to avoid near-term cost, it can sometimes lead to lower satisfaction and shorter customer lifespans. Outsourcing can implicitly say, “We don’t care directly,” and that can hurt renewal rates, even if it isn’t true.",{"type":336,"children":518},[519],{"type":339,"marks":520,"value":521},[507],"Which option allows this team to focus on the highest NRR clients?",{"type":336,"children":523},[524],{"type":339,"value":525},"From another perspective, outsourcing low-billing customers that are unlikely to grow can make a lot of sense if it frees up your best consultants for your best opportunities. Outsourcing the self-serve type of customer so you can focus on the high-touch ones that’ll double their billings can be a good strategy.",{"type":336,"children":527},[528],{"type":339,"marks":529,"value":530},[507],"Which helps this team generate knowledge?",{"type":336,"children":532},[533],{"type":339,"value":534},"If you outsource all your implementations, your company doesn’t learn. It seems rote, but your business needs to be taking in all those complaints, hangups, and issues. Your company needs to feel responsible for the customer, not get into three-way blame games about why a rollout didn’t work. Outsourcing can be economical. But consider what portion of the knowledge it also siphons out. Especially when that knowledge can turn into intellectual property that you can then sell.",{"type":336,"children":536},[537],{"type":339,"marks":538,"value":539},[507],"Which creates the best customer experience? ",{"type":336,"children":541},[542],{"type":339,"value":543},"Perception is everything at the outset, and as they say, renewals are won and lost at implementation. What gives you the highest chance of renewing customers you intend to renew?",{"type":336,"children":545},[546],{"type":339,"value":547},"After all those considerations, it may make sense to experiment with outsourcing. This can generate useful data and surprise lessons, and may be worth it even if it’s only temporary. ",{"type":364,"level":365,"children":549},[550],{"type":339,"value":551},"What does profitable professional services look like?",{"type":336,"children":553},[554],{"type":339,"value":555},"The biggest thing that sets P&L-positive professional services teams apart from standardized ones is as simple as this: mindset. Recall how I said how something begins is how it goes? Well, early on, your teams can start to devalue your own offerings because you are providing the services for free. Which is why it’s crucial to track the value of those free services offered and let your teams know it. Otherwise, when you start charging for implementations, your own team will sabotage every one of those sales.",{"type":336,"children":557},[558],{"type":339,"value":559},"Those team members will feel embarrassed to ask for money, and speak with a hesitant vocal uptick that lets customers know “This is negotiable.” Your consultants’ behavior will give customers the sense that any onboarding cost is just some arbitrary service fee—and they’ll demand you take it off.",{"type":336,"children":561},[562],{"type":339,"value":563},"This becomes a doom loop. Customers who negotiate their “launch package” will invariably fail at their attempts to do it themselves. In which case, you may choose to now do it for free, to save them. Which means rushes that interrupt paying customers. And cancellations. ",{"type":336,"children":565},[566],{"type":339,"value":567},"You—the CFO—are the best-positioned person in the company to avert this. Grant this team budget to buy professional services automation (PSA) software from the start so they have metrics. And so every consultant sees from the start, “Wow, this project we thought would take 10 hours took 32, from some very expensive people.” And, “Whoa, we just gifted that customer $15k in free implementation help.” ",{"type":336,"children":569},[570],{"type":339,"value":571},"That financial rigor makes all the difference. Not only will they constantly devalue the service to customers, they’ll excitedly sell the value. ",{"type":336,"children":573},[574],{"type":339,"value":575},"And that is how you go from an unprofitable to a profitable professional services team.",[577,582,585],{"__typename":578,"id":361,"image":579,"caption":37,"link":581},"BlogImageRecord",{"url":580,"alt":12},"https://www.datocms-assets.com/160976/1776278508-webinar-build-with-ai-v2-970x250.png",{"internal":12,"external":491},{"__typename":578,"id":378,"image":583,"caption":37,"link":12},{"url":584,"alt":12},"https://www.datocms-assets.com/160976/1776899317-erp-post-sale-revenue-positive-table.png",{"__typename":578,"id":388,"image":586,"caption":37,"link":588},{"url":587,"alt":12},"https://www.datocms-assets.com/160976/1776899560-erp-post-sale-revenue-positive-aispecify-callout.png",{"internal":589,"external":37},{"__typename":179,"slug":180},"PostRecord","DDh4D2G7Ru28Bb4JItdrhg","What SaaS CFOs need to know about running profitable professional services","saas-cfos-profitable-professional-services","2026-04-22",{"id":596,"name":597,"slug":598},"KQYRPUFzSqOAVaQYVCWZFg","Transformation","transformation",{"name":600,"photo":601},"Ahad Arain",{"url":602},"https://www.datocms-assets.com/160976/1774479035-ahad-headshot-2.png",{"responsiveImage":604},{"src":605,"width":606,"height":607,"alt":12,"base64":608},"https://www.datocms-assets.com/160976/1776899670-erp-article-profitable-pro-servcies.png?fit=fillmax&h=1050&w=1400",1365,1050,"data:image/png;base64,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",{"bgColor":610},"lightblue","The goal of many professional services teams is not, initially, to be profitable. It is to help the company reach product market fit by making customers successful, and to do whatever is necessary. But these teams go through phases and eventually must cover their costs. In this guide, I discuss how to set this team out on a course to profitability.",{"name":613,"slug":614},"Insight","insight",{"footerCallout":616},{"headline":37,"intro":37,"cta":12},{"allPosts":618},[619,638,658],{"__typename":590,"id":620,"title":621,"slug":622,"publishDate":623,"category":624,"author":628,"image":630,"accentColor":634,"intro":636,"tag":637},"bAHK8e30REewiD2kjQpeOQ","13 perfect uses for AI in professional services","13-perfect-uses-for-ai-in-professional-services","2026-04-15",{"id":625,"name":626,"slug":627},"M4sr70TsTXGRJ7zNVPR6_Q","Business","business",{"name":600,"photo":629},{"url":602},{"responsiveImage":631},{"src":632,"width":606,"height":607,"alt":12,"base64":633},"https://www.datocms-assets.com/160976/1776278401-erp-article-professional-services-1.png?fit=fillmax&h=1050&w=1400","data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABgAAAATCAIAAAAF0lpsAAACaUlEQVR42lVU2XLcMAyjKDp7ZPr/n9iHPjfJWiJZgLKSqYfZ6DAhEIRs+fuPhMuY8jrlPDmYLpnSGkNVtAYNK5lNsjc9TO5v8rjJ8yGPu8hNpJnMIR4yBgdzxhzhnrFAVFMlCRQto3GInOjNcHYEg6+GSDd5fYmTUZznOMccAMI2s7UeMtKGObBS+U9bgNdxdHHwMMFAxPzzAxTmnKOAHIjAZWUXkBKlLWYAaqYdTHqToccAiokpqra/Xx8RPkHlHHgWUPsPCO+1QimgQBXhIHGozqODESZA+5wv1IKKBsEGuGFKoF1au8SWS+nsEzUSxfocDz/EJ3ZtJCSJuWNpCE0JBE0gVhSdrTTIWaj6hN5e0UvykspbvbY7w5msLBbFzmMB7UmuYZCVmlzhEtfTjscNtehES7V1hUeyfESFpRIxyXT2MUhqV3oNdIXa/f2JA9A1h0rnhEY5UVwWFpGCBELLXaCAw3rn308rKuz56z3YtuknLABDEogpQSrCoU/6oxRBNeBt/ftRmAEhasf7k/qCyhtJxXQyYgOyZEB2uYzWmBqsrnezotQ3nXL2/baAzLBPgao0YBVQodAEbGNr4ARvlilWUCYKhrsmnZC25jAcdksjzzqgIKg2WgLgLHMAQHS3kwEfyXou3LruKT/7Kh06Nx6A5DIqvwKrcCrA81IUPpJ9jz32hc4LZz/rE0Je5MQ9EFzBCw+7NDV+QHJhXxpXv4S/8S05VaeXgg896T3ZRtReWeoXUOnKtMbYlRE0VvL6TxZQCV8gCMZwWQEf1SsrIRcQtKbAIcuWq5zrd10P3sJYTJfXEP8AbmiItUEB9BYAAAAASUVORK5CYII=",{"bgColor":635},"tan","Everyone likes to use this one famous statistic to argue that post-sale work is valuable: That increasing customer retention 5% can boost revenue 25-95%. It’s compelling. It is also from 1991. And this is our point: Post-sale teams, and even their stats, get neglected. Though AI is now helping.",{"name":613,"slug":614},{"__typename":590,"id":639,"title":640,"slug":641,"publishDate":642,"category":643,"author":647,"image":651,"accentColor":655,"intro":656,"tag":657},"QhDLI0ZwRe2Yh9eYJXdJsQ","Why I joined Everest","sam-yen-why-i-joined-everest","2026-04-14",{"id":644,"name":645,"slug":646},"JawGXaVQS1mmtbq3YAwhRg","AI","ai",{"name":648,"photo":649},"Sam Yen",{"url":650},"https://www.datocms-assets.com/160976/1776217649-samyenheadshot2-small.jpeg",{"responsiveImage":652},{"src":653,"width":606,"height":607,"alt":12,"base64":654},"https://www.datocms-assets.com/160976/1776218184-erp-article-why-i-joined-everest-sami-copy.jpg?fit=fillmax&h=1050&w=1400","data:image/jpeg;base64,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",{"bgColor":610},"Until last week I worked at JPMorgan Chase & Co. where I had a wonderful run leading innovation, digital, platforms, and enterprise solutions working with world-class  individuals on some very difficult client-facing problems at a global scale. 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