The professional services firm bible PDF
Preview The professional services firm bible
T H E PROFESSIONAL SERVICES FIRM B I B L E T H E PROFESSIONAL SERVICES FIRM B I B L E JOHN BASCHAB JON PIOT John Wiley & Sons, Inc. Copyright © 2005 by John Baschab and Jon Piot. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. Designations used by companies to distinguish their products are often claimed as trademarks. In all instances where John Wiley & Sons, Inc. is aware of a claim, the product names appear in initial capital or all capital letters. Readers, however, should contact the appropriate companies for more complete information regarding trademarks and registration. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646- 8600, or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008. Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. The publisher is not engaged in rendering professional services, and you should consult a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. For general information on our other products and services please contact our Customer Care Department within the United States at (800) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. For more information about Wiley products, visit our web site at www.wiley.com. Library of Congress Cataloging-in-Publication Data: Baschab, John, 1968– The professional services firm bible / John Baschab, Jon Piot. p. cm. Includes bibliographical references and index. ISBN 0-471-66048-5 (cloth/cd-rom) 1. Service industries—Management. 2. Professions—Marketing. I. Piot, Jon, 1966– II. Title. HD9980.5.B368 2005 658—dc22 2004011607 Printed in the United States of America. 10 9 8 7 6 5 4 3 2 1 Contents Preface ix Acknowledgments xiii About the Authors xv S I ECTION Managing and Governing the Professional Services Firm 1 Managing the Professional Services Firm 3 John Baschab, Jon Piot, and Robert H. Schwartz 2 Professional Services Firm Benchmarking 16 Gina Gutzeit 3 Partnership and Governance Structures 53 John J. Reddish S II ECTION The Front Office:Driving Sales and Growth 4 Sales Management 77 Jana Carpenter 5 Marketing and Business Development 121 Bryan J. Wick 6 Service Line and Intellectual Property Creation 143 Thomas Marbach 7 Proposal and Reference Management 158 Tim Bourgeois 8 Strategic Partnering 180 T. Gregory Bender v vi Contents S III ECTION The Organization:Attracting and Retaining the Best Professionals 9 Organization Structure 197 Frank Ribeiro 10 Career Tracks, Compensation, and Professional Development 217 John Baschab and Jon Piot 11 Professional Staff Recruiting and Retention 237 Brant C. Martin S IV ECTION Services Delivery:Taking Care of Business 12 Service Delivery 265 D. Michael McDowell 13 Resource Management 284 Joe Santana 14 Risk Management and Quality Assurance 316 John Baschab and Jon Piot S V ECTION The Back Office:Efficient Firm Operations 15 Finance, Accounting, and Human Resources 337 Jeffery B. Nemy 16 Purchasing, Procurement, Vendor, and Asset Management 383 John Baschab and Jon Piot 17 Information Technology 431 John Baschab, Craig E. Courter, and Jon Piot 18 Real Estate and Facilities 466 K. Todd Phillips Contents vii 19 Legal Counsel 495 Scott M. McElhaney and Michael W. Malakoff 20 Office Management 517 John Baschab and Jon Piot Appendix:About the CD-ROM 531 Index 535
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