In this episode of The Professional Services Pursuit, host Brent sits down with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, to unpack a challenge nearly every professional services firm is grappling with: how to choose technology that delivers relief today and provides support for the needs of tomorrow. Drawing on hundreds of ERP and PSA implementations, Shawn shares candid insights into what works, what doesn’t, and how leaders can avoid costly missteps while laying the groundwork for scalable, long-term success.

Key topics covered in this episode:

• The people, process, and growth signals that indicate when it’s time to outgrow mid-level systems
• Why firms that delay investing in core systems risk falling behind as AI adoption accelerates
• The hidden dangers of overshooting your actual business needs with overly complex platform
• A pragmatic framework leaders can use to make smarter, more confident technology decisions

Visit ERP Advisors Group to learn more about their services and schedule a consultation.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Pursuit Power Half Hour, Brent sits down with two seasoned CFOs, Steve DeSantis and Dave Ristow, to explore how the role of finance leadership has rapidly expanded across professional services. They discuss how CFOs are now expected to shape strategic direction, unify systems and data, strengthen delivery operations, and build tech stacks that can sustain long-term growth. 

Key topics covered include:

• How the CFO role has evolved from traditional financial oversight to strategic operator
• The challenges of rapid growth and how unified tools (PSA, ERP, BI) restore clarity and control.
• How CFOs partner with operations and delivery leaders 
• Signs it’s time to evolve your tech stack
• Advice for CFOs on owning the enterprise tech stack, preparing for AI-enabled operations, and building companies that can scale through multiple stages of investment.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Professional Services Pursuit podcast, host Banoo sits down with industry analyst and longtime consulting leader Brian Sommer to break down the five critical “anti-trends” professional services firms must confront heading into 2026. Instead of following the overhyped AI narratives dominating the market, Brian challenges firms to rethink how they present expertise, differentiate themselves, and build credibility in an era where clients are more informed and more skeptical than ever. 

Key Topics Covered in This Episode:

• Why firms must stop selling AI solutions in 2026 the same way they did in 2025
• How to “show, not tell” the real art of the possible with AI
• Why sharing your firm’s internal AI journey is essential for credibility
• The importance of proprietary intellectual property
• The need to rethink your firm’s value proposition and commercial model

Hosted on Acast. See acast.com/privacy for more information.

What if the billable hour is hiding the real health of your delivery organization? In this episode, we talk with Kyle Sandine, Associate Director of PMO and Delivery Center of Excellence at Adage Technologies, about why utilization and chargeability no longer tell the full story of project success. Kyle shares how Adage is shifting from time-and-materials to value-driven delivery, how project sentiment and real-time data strengthen outcomes, and why modern PMOs must evolve beyond traditional metrics to stay competitive.

We cover:

• The hidden costs of high utilization, and what leaders should watch for
• A practical framework for tracking delivery health beyond spreadsheets
• How to embed pulse checks to spot and mitigate risk early
• Navigating client maturity in value-based engagements
• Why team satisfaction is the key to scalable, repeatable success

Hosted on Acast. See acast.com/privacy for more information.

Professional services leaders are constantly balancing growth, delivery, and profitability, but what if the biggest opportunities are hiding in plain sight?

In this episode, Charles Gustine, Director of Customer and Market Insights at Kantata, and Connor Budden, Global Director at Service Performance Insight (SPI), explore how benchmarking helps firms uncover hidden inefficiencies, strengthen leadership, and transform performance across every area of the business.

Recorded live at Kantata Converge, this conversation draws on decades of SPI’s benchmarking insights and unveils SPI Insight, a breakthrough integration that brings real-time benchmarking directly into the Kantata platform.

In this episode, you’ll learn:

• Why benchmarking matters — and how top-performing services firms use data to turn blind spots into breakthroughs.
• The five pillars of performance maturity — leadership, client relationships, talent, service execution, and operations.
• Real-world stories of firms uncovering costly inefficiencies and driving measurable improvements.
• How AI is reshaping benchmarking — delivering faster, smarter, and more contextual decision-making.
• A first look at SPI Insight — the new embedded benchmarking capability within Kantata that turns data into real-time guidance.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Banoo sits down with Julie Grove, Senior Manager of Resource Management at Anthology, to unpack how to centralize resource management without losing flexibility or local autonomy. Julie shares her five-step blueprint for building trust, conducting maturity assessments, and designing scalable governance models that prevent burnout and keep teams aligned.

You’ll learn:

• Why trust and relationships come first in any centralization effort
• How to use the RMI Maturity Model to assess readiness for change
• Ways to design governance that balances global consistency with local adaptability
• How to protect engagement and efficiency at the same time

Plus, watch Julie demo how she uses Kantata daily to balance global structure with local empowerment — and deliver smarter, data-driven resource management. 

Hosted on Acast. See acast.com/privacy for more information.

Resource forecasting has never been trickier. With shifting client expectations, unpredictable markets, and outdated tools, even the most sophisticated services organizations struggle to see what’s coming next. In this episode, Brent sits down with Greg Hensley of the Resource Management Institute and RTM Consulting to unpack why traditional forecasting falls short, and how data, process, and AI can help you plan with confidence instead of instinct.

Tune in to learn:

• Why resource forecasting is under the spotlight—and how internal process gaps fuel complexity
• The “Just-in-Time Resourcing” model and key takeaways from RMI’s playbook
• Creating data alignment between demand and supply through roles, skills, and interlock processes
• How AI and technology turn clean data into predictive, proactive insights
• Practical examples of using visibility and automation to boost agility and profitability

Hosted on Acast. See acast.com/privacy for more information.

The professional services industry is evolving at record speed — is your firm ready to keep pace? In this special episode, we bring you the recording of an expert-led discussion with Bo DiMuccio, VP of Professional Services Research at TSIA, and Fortuné Alexander, VP of Product Marketing at Kantata. Together, they share forward-looking insights and practical guidance on what firms must do today to thrive in tomorrow’s market.

In this episode, you’ll learn how to:

• Build a winning transformation strategy
• Integrate AI into your operations
• Adapt to emerging business models
• Navigate an evolving technology landscape
• Drive customer success in a new era

To learn more download a copy of the whitepaper they discussed, 3 Ways Inaction Is Holding Your Professional Services Business Back, that breaks down the real cost of standing still across three critical areas:

• Reactive resourcing
• Inconsistent service delivery
• Inaccurate or untimely performance data

Hosted on Acast. See acast.com/privacy for more information.

In this final installment of our Kennedy Intelligence Series, host Brent is joined once again by Alex Klein and Ramone Param to unpack the “unsexy” but mission-critical side of growth: your back office. From pricing and cash flow to governance and quality control, they reveal how operational discipline determines whether a services firm can scale past $30M, or stalls out. Drawing on decades of consulting, M&A, and scaling experience, Alex and Ramone share insider lessons on turning overlooked back office processes into engines of growth and valuation. Discover how discipline and structure, not just sales, create resilience and long-term success.

In this episode, you’ll hear about:

• Why quality control is the foundation for consistency, culture, and client trust
• The operational red flags that signal it’s time to professionalize your back office
• When and why to bring in a CFO, COO, or board governance to sustain growth
• Why cash conversion is a common Achilles heel for PS firms, and and how fixing it drives profitability and valuation
• The danger of “we’ll fix operations later” thinking, and why discipline from day one pays off

Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to https://www.kennedyintel.com/ to learn more.

Hosted on Acast. See acast.com/privacy for more information.

To celebrate a major milestone — our 100th episode of the Professional Services Pursuit — we flipped the script. Guest host Dominique steps out from behind the scenes to put Brent and Banoo in the hot seats.

This time, instead of asking the questions, they’re answering them, sharing candid insights drawn from years of conversations with professional services leaders and customers. From the rise of AI to the realities of change management, it’s an unfiltered look at what’s working, what’s not, and what the future holds for firms navigating constant uncertainty.

In this milestone episode, you’ll hear about:

• Real-world AI applications and how they’re reshaping business models
• Change management strategies that actually stick
• How to prioritize when teams have competing needs
• Frameworks for aligning requirements back to core business objectives
• The shift from traditional metrics to predictive, outcome-based measures
• Why agility, adaptability, and a clear North Star are essential in today’s climate

Hosted on Acast. See acast.com/privacy for more information.

In the fourth installment of our series with Kennedy Intelligence, Brent is joined again by Alex Klein and Tom Rodenhauser to explore one of the most persistent myths in the professional services industry: the belief that hiring a few “star” performers will unlock growth. Together, they unpack why overreliance on rainmakers can be a dangerous blind spot, the cultural risks of high-profile hires, and the critical importance of building scalable systems and developing talent from within. 

Key topics covered in this episode:

• How overreliance on rainmakers limits growth and adds risk
• Using clear value propositions, processes, and coaching to scale beyond star talent
• Why big-firm hires often fail without cultural alignment
• Building principal-level talent to free partners for business development
• Success stories of promoting leaders from within over external hires

Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to https://www.kennedyintel.com/ to learn more.

Hosted on Acast. See acast.com/privacy for more information.