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Webinar: How Project Business Automation Helps Professional Services Organizations Deliver
Value to Customers

Watch The Replay

Why Attend?

The days of guaranteed, long-term client relationships are gone. Competition is fierce, and project-based organizations need tools that help them answer the critical question: once we win a client’s business, how do we keep it? You can’t run a business manually and hope to retain customers and stay competitive. Project-based businesses need automation to optimize and accelerate value delivery for their customers and thus drive retention.

In this 45-minute webinar, our guest speaker, Margo Visitacion – Forrester Vice President and Principal Analyst serving Application Development and Delivery Professionals – presented new research from Forrester that established why businesses that bring in some or all of their revenue through projects need Project Business Automation. This session, hosted by Kimble Product Marketing Manager Charles Gustine, outlined how businesses are using automation to build a more predictable value delivery mechanism, with clarity on how to scale the organization in order to stay ahead of customer demand.

Featured Topics

  • What is Project Business Automation (PBA) and what are its core principles?
  • What makes PBA unique in the landscape of project management solutions?
  • What is it that PBA is automating, and what are the benefits of that automation?
  • How does PBA help improve value delivery?


Margo Visitacion
Vice President, Principal Analyst Serving Application Development & Delivery Professionals, Forrester

Margo Visitacion is a vice president and principal analyst helping application development and delivery professionals address the challenges of scaling Agile planning and delivery practices to the enterprise level. Her research focuses on scaling Agile practices to the enterprise, Agile financial planning, strategic portfolio management as a means to deliver successful business outcomes, and program and product management. Margo also covers collaborative work management that enables knowledge workers to be more productive.

Charles Gustine
Product Marketing Manager, Kimble

Charles Gustine is a learning & development specialist focused on helping customers find value in the SaaS software they purchase. After eight years of developing training solutions, he is applying an educator’s sensibility to product marketing. At Kimble, he manages product messaging for the only leading software vendor that focuses exclusively on professional services automation (PSA), and applies Kimble’s understanding of the challenges of professional services organizations to market-leading thought leadership content.