Professional Services Automation Software

Empower your team so that your projects are successfully delivered by optimally utilising every single resource without missing any minute.​

Professional services automation software

Professional Services

It’s all about people and time.

Resource planning is crucial to optimise the utilisation of your resources to meet your customer commitments. Allocating the appropriate personnel with the necessary qualifications is only possible with comprehensive insight.​

Time is the essence of the revenue stream. If you don’t capture it, it won’t be invoiced. If the description is not value-added, clients may be less likely to pay for it. And if it’s not submitted in time, it will impact your cash flow and reporting. It’s the DNA of your business. However, it can be a mental burden for your employees. To overcome this, the time entry process should be as easy and pleasant as possible.  ​

Invoicing is a time-consuming process. It should be easy, but the number of entries as well as the need to conform to the invoicing model and specifications agreed upon with the client, can make it challenging.​

Looking for new ways to scale your professional services business?

Quick and easy project setup in less than a minute. With a user-friendly step-by-step guide, you are enabled a quick and consistent setup in a few clicks. ​

By using pre-defined templates, you ensure correctly created projects. Consistent setup with high quality data.  ​

Project creation as simple as ABC, done by anyone. Creating a project is normally time-consuming because there’re several things that need to be considered such as task structure, pricing, posting, and invoicing set up. This usually requires support from the Finance team even when they should be able to focus on their core responsibilities. ​

Start managing your projects with the quote phase for full control over project backlog and forecast. Complete project life cycle from quote to closeout.

Straightforward overview of both workload and availability for optimal resource utilisation. Get an insight to know which resources are unutilised resulting in increased profitability.​

Secure the adequate resources needed for your projects. More successful projects with a direct impact on your customer satisfaction.  ​

Collaborative resource planning up to date with interactive drag & drop functionality. Only ONE resource planning that is correctly updated and reflects your weekly planning. Create the conditions for the easiest possible time reporting by updating timesheets with work assignments. Send those to Outlook calendar as part of your employees’ daily working tool. ​

Having your resource management integrated with your business application helps you obtain real-time resource forecasts, making it easier to plan and allocate resources.

Easy time capture when the work is done with automatically created time records. Whether working on long-term assignments, or on multiple short time tasks in parallel, the easier the time is captured and registered, the less time entries will be missed.  Easily enter expenses by taking a photo of the receipt with your phone.​

Use the start/stop time tracker or update your timesheet in a click with booked assignments. Enter time directly in Outlook to submit what you have been working on. Receive an email with the current timesheet status for quick and effortless review and submission. Free up time for more value-added tasks, and thus, to billable client work.  ​

Make use of  pre-defined descriptions and description rules for consistency and quality assurance, while minimising the time required to create value-adding texts.

Transform your most inefficient process and free up resources for billable customer work.  ​

Fully integrated with the Finance Accounting. Stop worrying about quality issues because of the large number of Time & Material entries that you need to control and adjust before billing. ​

Different invoicing methods aren’t a challenge anymore. If invoicing at Fixed price -whether based on payment plans, milestones, or project progress, make use of a structured and easy-to-use process that meets the required tailored features.  ​

Professional invoices for an easy and on-time accounts payable process. Use invoice layouts and specification templates so that you can easily group, (sub)total, and specify the invoices to meet your customers’ requirements.​

Calculate WIP and post it to GL in a click for correct income statement. Also take advantage of a detailed WIP report for full audit trail.

Imagine having full access to detailed and trustful data from ONE source. Working with different systems or even with bridging Excel spreadsheets means that your data is spread all over. This makes it very difficult to have an overall view, identify risks, and take corrective measures if needed.  ​

Multiple on-demand drill-down data visualisation options for better analysis and reporting of your overall project and resource performance. Get as many dashboards as you need to get full business insights thanks to flexible Power BI reports.​

Projects
Profitability​
Forecast​
Budget comparisons​
Resources​
Forecast ​
Performance​
Timesheet status​

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FAQs

Professional service businesses are typically staffed by highly-skilled professionals who provide specialised services to clients. Unlike other types of businesses, such as manufacturers or retailers, professional service firms do not typically produce or sell physical goods. Professional services firms offer a wide range of services, including accounting, consulting, engineering, legal, human resources, IT, marketing services, etc.​

Automating your professional services firm will enable you to streamline your operations and improve your efficiency by eliminating manual data entry and reducing the risk of errors. This ultimately leads to increased profitability. ​

Implementing a software specific for professional services that will help you automate repetitive tasks such as project setup, resource management, timekeeping, invoicing, etc.  ​​

Professional Services Automation Software or PSA software is specifically designed to help professional service firms manage their operations more efficiently. Professional Services Automation Software typically includes a range of features such as resource management, project management, invoicing, and reporting and analytics.​

Both ERP (Enterprise Resource Planning) and PSA (Professional Services Automation) are types of software used to manage and automate business processes, but they are designed for different types of organisations and have thus different functionalities. ERP is designed to support the operations of large enterprises, and it typically includes modules for finance, accounting, manufacturing, supply chain, HR, and CRM. PSA software, on the other hand, is designed specifically for professional services firms such as consulting, accounting, and law firms and typically includes modules for time tracking, project management, invoicing, and resource management. ​

In order to bill their customers accurately and efficiently consultants typically track their time. There are several ways that consultants can track their time such as manual time entries, standalone time tracking software or apps, or built-in time trackers within the project management software, being the latter the most efficient one when integrated within the accounting system.  ​

For professional services firms, tracking time for billable hours can be particularly difficult. This is because it requires capturing a detailed record of time spent on different projects. Filling out timesheets can be tedious and time-consuming, particularly if they need to be filled out manually. This can be a drain on employee morale and a mental burden. Filling out timesheets is a task that tends to be procrastinated because it’s perceived as low priority and boring.  In contrast, it’s a key factor for any professional services businesses since it’s time and knowledge that is being sold.   ​

There are a variety of business insights that can be used to measure the performance of your professional services firm. A few examples: revenue per project or per employee, project profitability, and resource utilisation. ​

A subscription-based professional services automation software can vary depending on a number of factors, such as the features and functionality included, the number of users, and the pricing model. A subscription-based model (SaaS- Software as a service) can cost anywhere from a few dollars per user per month to several hundred depending on the features and functionality. ​

With a cloud-based professional services management software, you can access your data and applications from anywhere and from any device with an internet connection, allowing your team to work remotely. Additionally, they are highly scalable, which means that they can easily accommodate changes in the size and needs of your professional services firm. On top of that, cloud-based business management systems are automatically updated and backed up, so that your data is safe and secure. Last but not least, cloud-based software is often more cost-effective than on-premises solutions. ​​

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