We are proud to be named a West Coast Regional Leader for 2024

Digital strategies for business services

Leveraging technology to empower your people


Authored by RSM US LLP

Organizations providing business services such as staffing and recruiting, public relations, advertising and marketing, environmental consulting and facility management have unique needs that must be met to achieve their profitability goals. Whether monitoring the revenue cycle, tracking projects, allocating resources or overseeing field services, firm leaders must manage a variety of complex systems and processes.  

Taking an eye off one area or neglecting to maximize resources in another can mean project delays, write-offs or even failure. Numerous risks, challenges and pain points can span the entire project delivery cycle, from the initial pursuit and estimate phase through closeout, and may include the following:

First step: A digital road map

Technology is critical in addressing these myriad issues and ensuring project success. Effective use of digital resources can benefit all aspects of a business services organization, including the customer experience, project delivery, back-office functions and field operations. Potential benefits include a reduction in labor costs, process waste, work hours and error rates; and improved controls, transparency, and visibility into operational and management reporting.

Creation of a digital road map is the first step in optimizing technology for your firm—and below are key areas to consider when planning your itinerary:

Elements for success

In developing and executing your overall digital strategy, consider how your organization’s business processes and technology systems can work more efficiently to meet the needs of your customers, employees, operations team and executive leadership.  

Here are six tips to guide you to success on your digital journey:

  • Begin with a strategy: Define your organization’s digital goals and outline steps to achieve them.
  • Have value-focused conversations: Elevate the discussions of key business owners and executives by focusing on critical trade-offs and time-to-value estimates.
  • Examine use cases: Identify pain points and then examine underlying business issues to address the root causes rather than just treating the symptoms.
  • Develop employee skills: Assess and advance the skills needed to drive automation and ensure organizational readiness to adopt digital change.
  • Tap executive leadership: Create clear ownership, not just sponsorship, of digital investments, and encourage the leadership team to model digital thinking and behavior.
  • Cultivate key external partners: Leverage strategic partners that have deep knowledge of digital technologies and have successfully applied them to organizations like yours.

Questions to consider

Identifying your organization’s unique challenges and concerns is vital to developing your individual digital strategy. Important questions to consider include:

  • How well do you measure project margin, in terms of both accuracy and real-time access to data?
  • What methods do you currently use to measure project health (i.e., timing, budget trends and critical path items)?
  • Do you undertake a regular resource planning process, even if manual? What resources are dedicated to project scheduling? Do you forecast resource needs to inform future hiring decisions?
  • How do you collaborate with your customers? What is the customer experience when engaging with your organization?
  • How complex are your billing requirements between services and hardware, and what is the impact on revenue recognition? How manual is the current billing process?
  • How quickly can you access and review metrics to drive the business? 
  • Do you collaborate with external parties (e.g., clients, subcontractors) on projects?

To further understand how your organization’s business processes and technology systems can work more efficiently to meet the needs of all stakeholders, consider a digital assessment or talk with your RSM professional.

Let's Talk!

Call us at +1 213.873.1700, email us at or fill out the form below and we'll contact you to discuss your specific situation.

  • Topic Name:
  • Should be Empty:

This article was written by Karen Wiltgen and originally appeared on 2021-09-15.
2021 RSM US LLP. All rights reserved.

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each is separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit us for more information regarding RSM US LLP and RSM International. The RSM logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.

​Vasquez & Company LLP is a proud member of the RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market. RSM US LLP is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.

Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise and technical resources.

For more information on how ​Vasquez & Company LLP can assist you, please call +1 213.873.1700.

Subscribe to receive important updates from our Insights and Resources.

  • Should be Empty: