Professional Services Automation Suite

What is Professional Services Automation Suite?

Better visibility into customer activities

Professional Services Automation Suite is an adaptable project portfolio management software solution for tracking and managing customer projects. From people and processes to the technologies and finance that fuel their efforts, Professional Services Automation Suite helps companies generate visibility and centralized control of customer bids and sales proposals, billable and non-billable projects, and optimize resource allocation. Professional Services Automation Suite gives project managers an intuitive tool to manage all costs, resources, and schedules to achieve exceptional delivery efficiency, all while working on their native systems – right out of the box.

Destaques do Professional Services Automation Suite

Project Management

Project resource management

Project scheduling with MS Project integration

Project time and expenses

Project budget and forecast

Project portfolio assessments

A complete professional services automation tool

By linking critical project financial data to leading accounting systems with the Professional Services Automation Suite suite, professional services firms can ensure optimal margin management and information flow – and optimize their clients' entire project portfolio.

Real-time collaboration

Visibility into projects and service contracts

Project data shared between project managers and internal accounting

Fast and extensive reports

Portfolio Management

Performance analysis to track improvements versus benchmarks

360-degree view of customer interactions and needs

Rich data access and operational automation

Project resource management

Project team management and allocation

Drag and drop team assignment screens and cost models

Efficient capture of employee time and expenses

Profitability of the service

End-to-end project financial transparency

Visualization of key business drivers and strategies

Continuous billing, revenue recognition, and margin analysis

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported Operating Systems

Mac OS X 10.5x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks), and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS