Category Archives

Time Tracking Software

  • Jun 28,2019
Managing a professional services firm the manual way can be tedious, time-consuming and at times feel disorganized, but you know this. Often the first signs that your firm is in the right spot to invest in a professional services automation (PSA) software comes from internal struggles. It may be difficult to predict your revenue cycle, invoices are a lengthy process for every client, and double data entry haunts you in your sleep.

Making a new software investment is daunting for small firm leaders. In some cases, it may even seem unnecessary if you or your team are able to accomplish the work, even if it takes you double the time needed.

“Proof of value” is a common request of CIOs at larger companies, and if you’re pioneering for a PSA software to help lighten the firm’s workload, using a proof of value model is the best way to help your firm leaders see the light. Vocalizing the internal struggles are a good place to start, but the below value messages are what will drive home the idea that’s it’s time to work smarter, PSA software checks all the boxes to do so.

Measurable Impact on Business Performance

Firms who utilize a PSA solution can expect an increase in growth margins. Simply put the automation of each phase of your engagement lifecycle leads to an increase in productivity and profitability.

By tracking time, expenses, budgets and resources all in one place, it’s easy to stay on top of important business KPIs to ensure things never go off track and be able to forecast accurately for the future. Customized reports can be pulled in real-time for the leadership team, rather than having to compile data from Excel sheets and hope for accuracy.

Tracking those key metrics also allows for stronger staff management and allocation on projects. More insights into staff’s time available and project status allow for a more productive workforce with a decrease in bench time.

Strength in Consolidation

When most firms first start out, they grow by adding on systems or technologies to solve individual needs as they come up. There may first be a need for time tracking, then project planning, until their tech stack starts to look like a spider web.

Once a PSA software is introduced, many of the operational technologies previously needed can be consolidated. Much like a game of telephone, the fewer links it takes to function properly a higher accuracy level and lower error margin can be expected.

For the technologies that are still valuable for feeding information into your PSA hub, integrations come into play. Instead of spending extra effort managing a CRM and accounting software in addition to a new PSA tool, you can integrate the cloud-based systems to talk back and forth seamlessly. This reduces the time spent on the double-entry of data and allows each system to do its job in flow with one another.

Direct Improvement for Customers

Last but not least, the important value for your leadership team to see if how it will provide direct improvement for their brand’s relationship with customers. With an improved and more synchronized internal workflow, invoices and projects are more likely to be generated on time and with accuracy.

Invoices can also be customized to show branding and give your firm the same representation as a larger organization. Being able to improve your project and business management has a direct overflow into your customer retention based on their perception of your work quality and professionalism.

If they’re still uncertain, the best part of it all is everything is measurable with a PSA software. You’ll be able to see the results and track the improvement in your firm to see if your custom structure within the software is working for you.

To learn more about BigTime’s PSA software or to use a free trial of our tool to see if it’s the right fit for your firm, request a personalized demo here.
solving common consulting challenges

  • Jun 24,2019
Every business has its own set of challenges. If you work or own a professional services firm, you most likely spend the bulk of your day solving problems for other businesses offering expert strategy, advice or skillset. But, while your busy helping clients succeed it’s easy to lose sight of the operational side of your firm.

So who helps you? This is where professional services automation (PSA) software comes to the rescue.

We’ve heard from many of our clients over the years, and when it comes to a growing firm the pains always seem to be the same. If you are faced with the four challenges outlined in this blog post – don’t worry, you’re not alone, and we even have some tips to share with you on how to overcome these hurdles when you take the backseat and let technology take the wheel.

What does the future look like?

Predicting what the future holds for your business’ financials can be one of the most stressful pieces of operating a small business. The solution to this is having analytics that can show your current status, averages over time, and the ability to then forecast for your next quarter or year.

PSA software combines the data entered for time, expenses, bill rates, and operational costs to give you accurate reporting of where your business stands in real-time. Confidence in metrics makes it easier to take steps towards the future and have stronger management practices.

Why does my team always feel spread thin?

While your company grows there are often periods where you take on more engagements that seem exciting and manageable, but then becomes a scramble to coordinate the right people on the right projects at the right time.

Using a resource allocation tool that is synced with your project management is vital. Many firms try to band-aid this problem with hours a month spent on staff capacity meetings and Excel documents that look more like crazy master plans than useful tools. When project planning and staff time are tracked within the same software, that’s when the magic happens. Project managers or firm leaders can easily find the right staff available for the project and how much time they have to dedicate to it.

Once you’ve shifted to more automated project management that stores your firm’s efficiency data utilization rates can then be easily tracked. At staff and company level you can see how efficient your company is being managed and ways to avoid being spread thin or accumulating bench time.

How can I have more cohesive information?

As we hinted above, cohesive insights are key to success and often a puzzle for small firms that rely on manual systems for data recording. The traditional business model has groups operating in silos. Accounting owns their numbers, consultants own their time and expenses, and leadership manages bill rates and performance.

However with the introduction of PSA software that can integrate with accounting tools to be the central hub of all your business metrics, keeping a pulse on performance and increase profitability because less of a mystery and more of a developed strategy. To protect the traditional silos, user rights can also be put in place so different groups only have access to their specific data, while the leadership team can still see the big picture in a variety of reports and dashboards.

Where do we scale from here?

At the end of the day, everyone is looking to grow their business. Reaching your existing numbers through strong management is important, but it’s where to go from here that most small firms are looking for the answer to.

Here’s what we can tell you. Investing in a tool like PSA software can’t guarantee you new clients or engagements, but it will be the backbone of your organization so your internal operations are strong enough to stand up to new opportunities. When project management, staff allocation, budget tracking and invoicing all align your firm will be able to work at its optimal efficiency and the areas for growth potential will come to light.

If you’re interested in hearing more about how our clients specifically have managed and created opportunities for growth through our platform, you can request a personalized demo of our platform here.

  • Jun 14,2019
You’re here because you could manage your time better. We all could. The catch is knowing how to change. Everybody gets to the end of a workday, and wonders where all the time went, but it seems like some people can just get more done in a day. How could you become one of those people? It’s not as hard as you’d think.

Put simply via New York University, time management is making a plan so you can get the important stuff done, consistently. But here’s the catch: you can’t add time to a day, so you’ll have to get more done in a day. That’s the challenge of time management. If you want to do better, you’re going to need a plan, as well as some good tools.

Step One: Add Goals to Your Calendar

If something is important enough to you, then you have to put it on a calendar, no questions asked. That’s the best way to start setting goals for your time. When you don’t have a goal, it’s easy to get lost, and then waste time. So write down some goals that you need to accomplish during this coming week, or in the next month, and be realistic about what you can get done.

“The best way to manage time,” writes occupational-health expert Bill Thomack, “is to set a goal, develop a plan, and measure the outcome. Without goals, it is impossible to set priorities.” In other words, you can’t really know how you’re doing if you don’t have goals to tell you that you’re getting more done.

By the time you get the hang of managing your time with a calendar, you’ll be ready for the next step, which is to share your calendar with your co-workers. That will let everyone at your firm know what you’re working on, when you’re available, and just how productive you are working. Some high-quality project management software will even let you integrate your calendar directly with their resource allocation tools.

Step Two: Schedule for the Way You Work

Everybody at your firm schedules work differently. As you know, some people need to work a schedule where they change tasks every hour, while other employees need lots of unrestricted time to do problem-solving for work. You wouldn’t schedule all of those people exactly the same, would you? The next step is to schedule for how you work.

In his popular essay on the topic, the programmer Paul Graham writes that there are two kinds of schedules. One is the manager’s schedule, which is scheduled hour-by-hour and is spent largely in meetings. The other is the maker’s schedule, which is scheduled in multiple-hour blocks of time, and spend largely creating things without hourly goals. But that doesn’t mean you can’t schedule for both kinds of workers.

You can use a project management tool to do things like defining your work week, setting your submission period, and adding or renaming the columns in your timesheet. When you commit to completing the goals that are important to you, and you make a plan that fits the way you work best, then you’re already on your way to doing better time management.

Step Three: Discover What Makes You Productive

Now that you’re scheduling your high-priority goals, and now that you’ve made a schedule that fits how you actually get work done, the last step is to pay attention to how you accomplish those goals. Do coworkers frequently interrupt your progress? Are there times when you put off your deadlines? When do you usually have spare time, and when are you always swamped?

In other words, what exactly prevented you from getting something done on deadline? If you’re like most workers, the same three or four things always prevent you from doing good time management. So how can you get better? You have to identify the things that make you unproductive, and reorganize your schedule so you can work more productively, or you’ll never be able to change. To do that, you’ll need more some more info.

You can start measuring your productivity in a project management software, where you can get lots of helpful data about how you work on tasks, or about how you spend your time. Do you see any repeated patterns that you think you should change? A helpful software tool even gives you the power to make any necessary changes to your project schedules, using Gantt charts, simply with a click of your mouse.

There will never be enough time to do everything you want to accomplish. However, when you align your working schedule with what’s important to your firm, and when you’re committed day-by-day to always doing what’s most important, you’ll always have control of your time, because you’ll always be working on something important. That’s how to do better time management.

If you’re interested in project management software, please request a free demo of BigTime, and see just how productive your firm could be.

  • Jun 13,2019
Measuring Productivity with a Billable Utilization Rate: Where to Start

How do you even begin to measure your firm’s productivity? What are you supposed to do when you have to know whether your firm is billing at capacity? You can start by measuring your billable utilization rate.

That’s when you compare an employee’s total billable hours to their monthly capacity. For example, in a given month, a worker might have a capacity of 160 hours (or 40 hours per week by 4 weeks in a month) and 120 total billable hours. That employee would have a billable ratio target of 75 (or 120:160) and might work each month to meet that goal, helping your firm to be more productive.

It’s easy to figure out the billable utilization rate for one worker, but when you want to improve productivity for a whole firm, it can get a lot more complicated. That’s why we’ve outlined these four basic steps to help you start using time-tracking information for insight into your firm’s performance.

First, Set Up Your Time Tracking

If you can’t count it, then you can’t measure it. Start by finding the best way for your employees to enter their time, both billable hours and non-billable hours, so you can assign numbers for both their total billable hours and their capacity.

Project managers usually ask employees to enter their time weekly or daily, not only to guarantee consistency in reporting but also to make sure that time entry actually happens regularly. When your team members give you numbers to work with, consistently and correctly, then you can start to get a good picture of their total billable hours.

Be smart about how your firm tracks time, and make it as easy as possible for employees to enter their hours worked, with a time-and-billing software that can figure out the total billable hours for you. Some software even lets employees enter their time through a mobile app, whether they’re in the office, working from home, or even offline.

Second, Ask Employees to Make Notes on Their Time:

If you don’t know how your employees spend their time, then you don’t know much. When you aim to improve your firm’s productivity and to increase the number of hours for which your firm bills, you have to know exactly what workers do with their time.

Start today by asking employees to make very short notes about the time they enter. Adding notes can give you a lot of insight into your firm’s productivity hour-by-hour and day-to-day, and for the little time it takes your employees to enter a note, notes are an important step toward increasing productivity.

In fact, our recent study into billing realization shows that entering a note of only 140 characters can increase billing-realization rates by 4.65%. That means a note as short as a Tweet could increase billing by $35 billion, annually, for middle-sized US professional services firms.

Just a little extra information can add a lot to your ability to measure productivity. A good project management software will let workers enter notes along with their time. When you know how workers spend their time, and when you know how productive they are on average, then you can start watching how productively your firm completes projects.

Third, Look for Opportunities

Once you’ve figured out the billable utilization rates for your firm’s employees, you can use software to begin keeping track of whether each employee works at their utilization rate, on a daily, weekly, or monthly basis.

Using software to look at the billing utilization rates will give you the opportunity to find interesting patterns in how your firm’s workers use their time. You can see which employees are regularly invoicing for time, as well as which employees are working at capacity and whether certain employees are doing billable work or doing non-billable work.

After a little while, you’ll start to learn more and more about your firm’s utilization rates, and you will be able to spot irregular patterns in productivity. When you know enough about how your firm works, and how you want it to work differently, you can confidently start making some informed changes.

Finally, Refine the Way Your Firm Works

By the time you have a few weeks of info on your firm’s billable utilization rates, you will be ready to make changes in your firm, using a software tool called resource allocation. When you use resource allocation, you have the power to change how and when your firm uses its two most vital resources, its employees’ time and its money.

That’s how you put the billable utilization rate to work: if you know can put a number to each employee’s productivity, then you can make changes if an employee is not working at capacity, rather than wasting the company’s resources.

Resource allocation can be as simple as using software to shift around the projects and tasks that an employee is working on, or to stay aware of changes in overall utilization rates, or to assign tasks from one worker to another. Some resource allocation tools can even automatically track your ongoing utilization rates, and they’re very easy to use, too.

Any firm that asks its employees to track their time, and to add notes to their time entries, can start measuring its productivity. Once you have reliable software to give you the proper perspective for making decisions, your firm can start working smarter, today.

If you think your firm might benefit from a project management software, please contact us to request a demo of BigTime, and learn how productive your firm could be.

  • Jun 10,2019
For smaller professional service firms, balancing the consulting you’re passionate about with the mandatory business management to run your practice can be difficult. While the client is always the priority, it’s like they say about oxygen masks before take-off, you must help yourself before assisting others.

To keep your practice afloat and running profitably, it’s important to keep a constant pulse on your Key Performance Indicators (KPIs) and make adjustments to optimize your work and plan for future projects. Often firms without a PSA (professional services automation) software struggle to see their metrics or spend hours compiling data from different places into one spreadsheet to get a general idea of their performance.

With PSA software, project, staff, and financial data live all in one place giving firms the power to access these KPIs in real time. Stronger measurements lead to better management.

Below are the five KPIs every professional services firm should track that can be uncovered easily through automation software.

Project Margin – What projects are turning the highest profit? Review the revenue earned minus the labor costs associated with a project to find out how successful your revenue model is and which projects, in particular, are the strongest.

Tip for Improvement: The projects that turn a low profit, go a step further into the data to find the weak points that need to be tweaked. For example, fewer hours being budgeted than are actually required causing an increase in non-billable time.

Delivery Margin – How profitable is my current business structure? Similar to your project margin, the delivery margin includes the overhead cost in addition to labor cost. This will give you insight into operational and internal expenses that impact your bottom line.

Tip for Improvement: Take advantage of all the automation solutions available in the PSA software to cut down on time and money spent on internal workflows. Streamline project approvals, set up invoice templates and integrate into your accounting software to cut down on manual data entry.

Billable Utilization – Am I using my team and resources efficiently? Track how much time is billable versus bench time, and then adjust for a higher utilization rate. By look at a combination of historical and forecast data, this stat gives you the power to boost profit from efficiency.

Tip for Improvement: Use a staff allocation tool with your PSA software when planning projects to see which staff is available to take on more work and which staff members have too much on their plate and may affect the projects progress. This will ensure you’re making the best use of all team members time and decrease the amount of time staff spend on the bench.

WIP (Work in Progress) Status – Are my engagements within budget? Instead of only measuring project performance at the end, project managers can play a role by staying on top of current projects with real-time analytics to make sure budgets are on track and deadlines are met.

Tip for Improvement: When a project starts to go off course and you’re able to alert your clients as it’s happening rather than a surprise on their invoice, there may be the opportunity to budget in more hours for the project or use the resource allocation tools again to get all staff hands on deck to make sure another deadline isn’t missed.

After you have your dashboards set up for tracking the KPIs that are valuable to you, reports can be pulled in minutes to share all 5 of these KPIs easily with your leadership team. You can also create custom user rights for staff to view analytics that is valuable to their success without sharing full business performance metrics.

To learn more about BigTime’s PSA solution and reporting capabilities and dashboards, request a free customized demo here.

  • May 16,2019
Going off budget happens. Roadblocks come up and can throw a whole project off course. Since most things don’t go perfectly according to plan, you an account for this by slightly padding your budgets.

What you do want to avoid, and what is in your staff’s control, is messy time tracking that leads to budgets going array due to lack of insight. In this blog post, we’ll outline five key tips to improve your firm’s time-tracking process that will tighten up your budget estimates, leading to more profitable projects.

  • Keep it Accessible – Keeping track of how much time you spend on a task is tedious enough, so the entry process should be as painless as possible. Finding a solution that has a mobile app and a simple interface so you can automate repetitive tasks, will make it easier for your team to enter their time more regularly. Frequently entering time is key for accurate data that will keep you on top of your budget. Waiting until the end of the week or month to catch up on time entry will always lead to more errors.

  • Use a Uniform System – It’s best to get everyone at the company on board the same time-tracking software or system. Individual processes and manual data entry is not only hard to manage and gather fast insights from, but it can also cause varying levels of specificity, making it difficult to evaluate each project and budget the same.

  • Run Utilization Reports – Use the time-entry data to get a big-picture view of your staff capacity, and see if project tasks can be better dispersed to avoid hindering budgets and deadlines. PSA software can automate this reporting data, so you’ll spend less time in staff traffic meetings.

  • Don’t Forget Non-Billable Hours – Just because it won’t appear on a client invoice, doesn’t mean this time is not valuable. Ask your staff to track their non-billable time separately with notes, so you can evaluate if the time spent on non-billable tasks are pushing things off course, or if maybe the billable hours budget needs to be expanded.

  • Work the Data – Use the metrics gathered from the tracked time to build and correct future budgets, and to create a forecasting model. Remember to continuously update your budgets as things in your firm change, like new staff, or growth in engagement.

  • To learn more about BigTime’s time tracking solution and other automated features, contact our team today for a personalized demo of our software.

    • May 02,2019
    Time and expense tracking are one of the most fundamental ingredients for a successful professional services firm. However, as companies go through growth spurts, the process for tracking time to billing clients gets tweaked so many times, that before you know it your prosperous business is being weighed down by a clunky internal process that costs too much precious time and money. If this sounds like the boat you’ve been drowning in for years, or are just on the verge of setting sail, have no fear. The good news is that there are plenty of time and billing apps in the sea to accommodate your business needs. The trick is finding the one built with your industry and needs in mind. As you begin your search for the solution that’s right for your firm, we suggest keeping your eyes peeled for the following five benefits. These key features will distinguish the different solutions available to highlight the one solution that meets all your business needs, beyond the basics of time and expense entry.
    1. Streamlined Workflows – Your new software solution may not perfectly match every manual step you have in place, from capturing time entry to generating an invoice, but the right one should still alleviate your pain-points through automation. Look for things like approval process structures, project tasks, and client invoice templates that can be set up once and then run automatically for the lifecycle of all your engagements.
    2. Integrations – One of the best parts of adopting new cloud-based software is how it can integrate into your current tech-ecosystem to eliminate double data entry elsewhere. Sophisticated time and billing tools come with built-in integrations for accounting, customer relationship management (CRMs like Salesforce), and other project management tools to easily talk back-and-forth between the tools without intervention.
    3. Custom Invoicing – Invoices are a key part of how your clients view your business relationship. When evaluating your options, ask to see the different ways to customize your invoices to not only fit your brand, but also the needs of your clients. Your growing business should not have the same Quickbooks-generated invoice as every other small company, it should have something that stands out.
    4. Reporting Insights – This part of the software evaluation is where you need to think the bigger picture to make sure you’re getting your money’s worth. With the proper solution, time and expense tracking data can tell you much more than just how much to bill the client. Sophisticated PSA software will shed light on KPIs to give you insights for strategies to propel your business forward. For example: Am I using my team and resources efficiently? Are we meeting or exceeding our budgets? What part of the project is pushing us off track?
    5. Usability – The final part of your evaluation process should be looking at how long it will take you to get off the ground and running. Easy adoption is key when searching for a solution that is supposed to save you time and money. A common mistake by many is purchasing a tool loaded with features that you’ll ultimately never use, leaving you with software that’s too complex. Lastly, look into the support options available for set up and ongoing training for new employees.
    For a free consultation on your time and billing needs, or to speak to a member of our team about BIgTime’s solution, please email us at [email protected]. Photo by Helloquence on Unsplash.

    • May 08,2018

    Put the data you generate in BigTime to good use with our pre-built time reporting. They’re an easy way to get details on a variety of topics, including projects, tasks, resource allocation, and invoicing. Plus, you can customize a pre-built report by adding or removing columns, or adjusting the date range.

    These reports also make sharing information convenient. Generate a task report to use in your staff meeting. Email an invoicing report to a client. Or create a pre-built resource allocation report to help plan for the quarter ahead. Read on to learn how to access and customize a pre-built report, and the type of reports available to you.

    Find pre-build reports in your Report Center (Reports….Report Center). At the top of your window, you’ll see four categories: Time Tracking, Invoicing, Payroll, and Task List. Each category has its own tile and several pre-built reports. (NOTE: Click the tile with the magnifying glass to make a custom report).

    Let’s look at the Time Tracking tile as an example of the pre-built reports you have access to (see image below).

    Under this tile, notice a pre-built report titled Timesheet Summary by Date Range (see image below). Click View Report to view it. This summary report shows you timesheet data by client, staff member, and categories for a specific time period.

    Edit the date range by clicking Edit Report Settings at the top of the report. A new window will pop up and you can enter a start and end date in the respective textboxes.

    Customize the pre-built report by clicking the Customize button near the top-right of your window, and select Customize from the picklist. Now you can add or remove columns.

    Other time-related reports are located directly beneath this summary one. Hover over the ‘i’ icon to learn about the report before you generate it. You can also customize these reports, by editing the date range or adding or removing columns.

    Check out additional reports near the bottom of your Resource Center window, under the header All Reports. This is where you can generate reports on resource allocation. Some of the reports from the four tiles at the top of your Report Center window also appear in this section.

    The next time you’re rushing to find the status of your projects, billable staff hours, or resource allocation details by week or month, among a host of other topics, take a look at your Report Center to see the reports at your disposal.

    • Nov 16,2017
    Running a consulting business is no easy feat. You’re managing multiple clients and projects, staying within budget, and hitting deadlines. Tracking time accurately is equally important. Erroneous time entries are a sure-fire way to tarnish your reputation. And as any business owner can attest, your reputation matters. With this in mind, BigTime has several features to track time easily and precisely. Read on to learn more.

    1. Customizable Timesheets with Notes

    BigTime offers customizable timesheets. Add or remove timesheet columns and rename them so they’re firm-relevant. You can also require staffers to enter notes for each time entry. As it turns out, these notes matter.
    Customizable Timesheets
    Note: your timesheet may look different, since the system admin may add more fields and/or modify the field name.
    According to our 2016 study, timesheet entries with notes consisting of 140 characters—the length of a tweet—yield a 4.95% higher billing realization rate compared to those without notes. Our study suggests that daily submission of timesheets with notes could increase billings by $35 billion for the small to mid-size US professional services market.

    2. Timers Convert to Timesheet Entries

    We’ve updated our timer feature to make it even easier to track time against a project or client. Although you can only have one timer running at once, you can easily switch among multiple timers. For example, start a timer as you write a report for Project A; then pause it and start a new one when you take a call from a client for Project B; pause the timer for Project B so you can attend your lunch meeting for Project C. Then, have BigTime automatically convert timers to your timesheet. This saves you a step, and helps you accurately track your hours.
    Timers for Timesheets

    3. Mobile App for Tracking Time on the Go

    Track your time when you’re on the run. Download the BigTime app on your iPhone and Android, and you’ll have convenience at your fingertips. Enter your hours manually after your lunch meeting and start another timer as you being your afternoon appointment on your smartphone.
    Mobile Time Tracking
    Because BigTime is cloud-based software, you can use it across devices and anywhere with an internet connection. Gone are the days of relying on your memory: access BigTime on your phone or laptop at home or in the office to log your hours. There’s no simple answer to successfully running a consulting business. However, BigTime can help you take care of a small, but crucial detail: accurately tracking time.

    Want to try these hacks free for 14 days?


    • Jul 12,2017
    When you’re searching for the right time and billing software to run your firm, you need to know what questions to ask a vendor. You’ll save time (and money) in your software selection process when you ask these essential questions.

    Is Their Time and Billing Software Customizable?

    • Can terminology be personalized by industry?
    • Can you make certain timesheet fields mandatory?
    • Can you customize invoices?
    • Can you customize reports for your purposes?

    Can the Vendor Accommodate Variable Billing Rates?

    • Do they make it easy to adjust rates based on a staffer, a role, or a task?
    • Can they manage variable rates that also change from project to project?
    • Can they edit a rate on an invoice without changing the base rate?

    Is the Time and Billing Software Capable of Scaling as You Grow?

    • Can you manage budgets in real time?
    • Can you manage tasks and their budgets?
    • Is there a review and approval workflow?

    How Easily Can  You Add Users?

    • Does the time and billing vendor require that you pay for a new user immediately?
    • Do you have to fill out paperwork every time you add a user?
    • Can your new user access free online training tools?
    Add users_icon

    How Often do Updates Go Out? Are You Notified?

    • Does the time and billing vendor practice customer-informed development?
    • Does the vendor have a roadmap for additional features or fixes?
    • Does the vendor offer free training on how to use new features?

    Does the Vendor Charge for Product Integrations?

    • Does the vendor’s software integrate with other productivity applications?
    • Will you need an IT specialist to make the integrations work?
    • Will the time and billing software vendor help you troubleshoot integration problems?

    What Kind of Support and Training Resources are Available?

    • Will the vendor be there for you when invoices have to go out today?
    • Does the vendor have a training plan to get you up and running fast?
    • Does the vendor continuously update their knowledge base and training video library?

    Get the Free Guide

    Get All 7 Questions and understand why they’re important. We hope the guide helps you prepare to ask time and billing software vendors all 7 essential questions. And that you’ll be listening to see if they ask the right questions of you. Get Your eBook

    We Can Help You Select the Right Software

    In a 10-minute call, we can help you identify the software features that you need to manage your firm. No sales pressure. Just guidance and good advice.

    Email [email protected] or call 312-346-4646.

    Subscribe to our blog for firm management advice, tech trends, and our service industry research. BigTime Software delivers real-time, metrics-driven time tracking, billing and project management for more than 2,000 professional firms, tracking over $2 billion (USD) worth of billable time each year.