Episode 33

January 19, 2023

Understand and Improve Your Resource Forecasting Performance w/ Marc Lacroix

View Show Notes

Joining us on this week's podcast is Marc Lacroix from RTM Consulting. Banoo and Marc dive into some of the biggest issues holding companies back from effective forecasting, skills management and the root cause of ineffective data? Find out more on this episode of Professional Services Pursuit!

The key topics covered include:

  • The biggest factors holding companies back from doing effective forecasting
  • How to set PM’s up for success with improved data quality
  • The importance of a skills databases that ties to your sales process
  • Marc’s do’s and don'ts for maintaining an effective skills database
  • Macro trends in resource management
  • Moving less from custom services to more packaged and templated services
  • Key results of the 2023 RMI Forecasting survey

The Resource Management Institute's first research survey on forecasting can be found at resourcemanagementinstitute.com. To access it for free, you just have to register to be part of the RMI community which provides newsletters, research and events.

Host

Banoo Behboodi

Vice President, Advisory Services

Banoo Behboodi is a 20+ year software and services leader with extensive experience executing change initiatives with oversight of Customer Success, Professional Services and Delivery and Consulting functions. Banoo’s earlier experiences with AT&T Mobility, Coca-Cola Company and Ernst & Young leading key transformational and compliance projects, provided the foundation needed to be an effective leader and a change agent with a customer first mindset. Banoo is passionate about driving continuous improvement through sharing best practices and empowering resources through technology and analytics to optimize performance and job satisfaction while driving business outcomes.

Host

Brent Trimble

Managing Director, Marketing Service & Agency Vertical + VP, Advisory Services

Brent Trimble is a 15+ year agency leadership veteran who has led agency growth and operation initiatives. As Mavenlink’s Agency Managing Director & VP of Advisory Services, he specializes in mapping and improving agency workflows. Deploying market understanding and best practices, Brent helps agencies refine processes and staffing dynamics. He isolates key metric improvements resulting in faster revenue recognition and ultimately models performance impact. Before joining Mavenlink Brent held positions at Interpublic Group, Accenture, WPP, independent agencies and consulting firms.