HR Technology and Automation for Professional Services
Records that survive people, and approvals that do not queue.
What this looks like in professional services
The parts of hr technology and automation that are specific to this sector, rather than general.
Connecting People Data to the Billable Clock
Where HR and practice management have to agree.
What this coversHide
Connecting People Data to the Billable Clock
Where HR and practice management have to agree.
What this coversHideIn a professional firm the people data and the engagement data are the same question asked twice, and firms commonly run them as separate systems that reconcile annually.
- Single employee master feeding practice management
- Utilisation, realisation and chargeable data per individual
- Capacity and availability for engagement staffing
- Professional qualification and CPD records with renewal alerts
- Appraisal informed by engagement data, not only hours
- Leave visible in resourcing before approval
- Partner and manager reporting without manual collation
Professional qualification renewal alerting is small and consequential. A lapsed practising credential is a client-facing problem, and it is entirely avoidable with a date and a reminder.
The general method — what hr technology and automation covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the hr process automation page. What is above is the part that differs for professional services.
Other HR topics for professional services
Where to start
Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.
See all HR topics for professional services, or another industry.