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monday.com
monday.com
monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com
Bitrix24
Bitrix24
Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24
Wrike
Wrike
Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f...Read more about Wrike
Asana
Asana
Asana helps teams orchestrate their work at scale—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different d...Read more about Asana
Conrep
Conrep
Conrep Applicant Tracking System is a cloud-based solution that provides tools to manage time-to-hire, automates staffing process and supports recruiting teams. It is suitable for all industries and businesses of all sizes. Key fe...Read more about Conrep
Atera
Atera
Atera is a cloud-based end-to-end IT management software solution geared to small to midsize businesses in the IT sector. It includes functionality for time tracking, expense tracking, billing and invoicing, help desk and knowledg...Read more about Atera
Timely
Timely
Timely is a project management software, which helps businesses of all sizes allot and schedule tasks to team members and track deliverables to visualize projects. It allows administrators to balance resources across various clien...Read more about Timely
Birdview PSA
Birdview PSA
Birdview PSA unifies teams by providing increased visibility and a single source of truth for projects, resources and financials. Birdview provides service organizations with a comprehensive set of tools for managing and executi...Read more about Birdview PSA
CV Partner
CV Partner
CV Partner is a cloud-based proposal automation solution that helps manage your CVs and Case Studies to save time, win more bids, and get better results. CV Partner is a best-of-breed SaaS solution 100% focused on CVs and Referen...Read more about CV Partner
PSOhub
PSOhub
From automatically creating the first lead & accounts to sending out the invoice and keeping track of your payments. This process is completely automated by PSOhub. All-in-One Project Management After integrating your favorite C...Read more about PSOhub
Sage Intacct
Sage Intacct
Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational insight...Read more about Sage Intacct
BigTime
BigTime
FrontRunners 2022
BigTime is an online time and billing solution designed to serve professional service firms like accounting, engineering, government contracting, legal and IT services. The integrated solution offers features like time and expense...Read more about BigTime
Dovico
Dovico
Small businesses require big data to scale and improve. Dovico Timesheet helps growing companies with project time and cost data reports that provide insights into labour availability and billable or non-billable project health. T...Read more about Dovico
time@work
time@work
time@work by systems@work is a cloud-based time and expense management solution that helps in resource allocation, billing, reporting and accounting. The solution caters to various industries such as healthcare, banking, insurance...Read more about time@work
Kantata
Kantata
FrontRunners 2022
The Kantata Cloud for Professional Services is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates...Read more about Kantata
Emburse Abacus
Emburse Abacus
Abacus is a cloud-based T&E solution that offers midsize teams a highly efficient way to track and control expenses, reimburse employees, and book travel. Employees use a mobile app to submit expenses right when they happen. ...Read more about Emburse Abacus
Rydoo
Rydoo
Rydoo is an expense solution that helps high growth and enterprise businesses reduce admin work and easily process employee expenses. It lets users scan and digitize receipts using a mobile app for Rydoo Expense to scan and extrac...Read more about Rydoo
Alert
Alert
Alert is a cloud-based project management and field service solution that provides control over the customer lifecycle, from initial project installation to process management, preventive maintenance, resource scheduling, workforc...Read more about Alert
Scoro
Scoro
FrontRunners 2022
Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key pe...Read more about Scoro
CloudBlue PSA
CloudBlue PSA
CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed eithe...Read more about CloudBlue PSA
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Buyers Guide
Last Updated: November 19, 2022Professional Services Automation (PSA) software gives professional services organizations real-time access to critical information throughout their entire services project life cycle. PSA software improves operational effectiveness, employee value and management visibility.
Currently, there are hundreds of PSA software solutions on the market. In order to help you navigate this complex market, we’ve written this buyer's guide to support professional services organizations across a range of industries as they assess their options.
Here’s what we’ll cover:
What Is PSA Software?
Common Features of PSA Software
Market Trends to Understand
Benefits and Potential Issues
What Is PSA Software?
PSA software is designed for service-oriented organizations needing to automate their processes and streamline their operations, including administration, service delivery and new business generation. PSA software is basically enterprise resource planning (ERP) software for a professional services firm. However, it’s focused primarily on the management of services delivered through human resources, rather than tangible assets.
With fully integrated professional services software, firms can improve intangibles that are more difficult to quantify, such as employee turnover, vendor efficiency and customer satisfaction. PSA software typically includes capabilities for project management, resource management, timesheet management and financial accounting.
Key industries benefiting from PSA software include: accountancy, advertising, architecture, audit, computer software services, construction, engineering, management consultancy, software/IT, aerospace and defense, telecommunications and marketing services.
Common Features of PSA Software
| Project management | Supports managers as they create and track schedules, budget for costs and collaborate with employees and clients. Functions include scheduling projects and employees, implementing budget and project cost tools and managing project tasks. Example products are Microsoft Dynamics GP, Netsuite OpenAir and Deltek Vision. |
| Project accounting | Tracks revenues and expenses by client and project while simultaneously maintaining a close watch on profitability. A few key functions include billing as well as measuring accounts payable and receivable. Examples of products that provide this are Intacct Project Accounting, Sage Accpac and Microsoft Dnyamics SL for Professional Services. |
| Time & expense tracking | Monitors employee work time and expenses. Functions of this application include detailing each professional’s availability, utilization and billing status as well as providing Web-based time sheets that can be accessed from anywhere in the world. Examples of products that provide this application are Microsoft Dynamics NAV, SAP Business ByDesign and Sage Peachtree Quantum. |
| Billing & invoicing | Streamlines and automates the expense management and reimbursement cycle, helping businesses create prompt and accurate invoices. Functions include financial reporting and submission processing. Examples of this product are Lawson S3 Financial Management, BillQuick and Sage Peachtree Accounting. |
| Help desk | Improves service support for customers that have urgent queries needing attention. Functions of a help desk involve managing and tracking inquiries to create prompt responses as well as the option to compile a FAQ section so clients can instantly find answers. Example products are SAP for Professional Services, Epicor Professional Services and Microsoft Dynamics SL for Professional Services. |
| Knowledge & document management | Maintains information shared across company networks to ensure that knowledge isn’t lost with changes in time, location or personnel. Functions involve collecting different document types, creating a centralized information repository and making this knowledge accessible for future development. Some example products include Epicor Professional Services, Deltek Vision and SAP for Professional Services. |
| Resource management | Gives companies the tools to track human resources and schedule individuals to projects that best meet their knowledge and skills. Functions include helping managers streamline human resource allocation with customizable databases and providing detailed profiles of professionals that show their project availability and qualifications. A few examples of products with this application are BillQuick, Microsoft Dynamics AX and Lawson S3 Financial Management. |
| Procurement & inventory | Ensures that supplies are acquired in compliance with regulations, are readily available and have been safeguarded against loss. Functions include identifying the best products at the best price and automating the process of managing vendors, commodities and contracts. Example products are SAP Business ByDesign, Sage Accpac and Microsoft Dynamics GP. |
| Sales & account management | Enables companies to provide high-quality service by tracking past transactions and customer information. Some functions include storing and organizing customer information, analyzing buying trends, generating leads and personalizing marketing. Example vendors are Netsuite OpenAir, Sage Peachtree Quantum and Microsoft Dynamics NAV. |
Market Trends to Understand
As you evaluate PSA software comparisons, a number of trends should be considered. The viability of software vendors will depend on how they address the following trends:
Cloud computing. The proliferation of service firms in the U.S. and around the world is making a huge impact on the way they invest in technology. Since the majority of these firms have fewer than 100 employees, they are savvy shoppers seeking cost-effective, nimble solutions. Gone are the days of service firms investing heavily in on-premise equipment. Since every dollar counts, these firms are seeking remote cloud-based professional services solutions to remove the IT burden from their organization.
Interest-based resource utilization. A benefit that is more difficult to quantify, yet critical to improving profit margins is employee turnover costs. Smart service firms are seeking software solutions that give them the ability to consider employees’ interests when assigning them to projects to ensure motivation. This way, they can match their best performers with the projects those employees most want to take on.
Customer collaboration. Successful service firms have discovered the benefits of working collaboratively with their customers through the use of PSA software. Giving customers direct access to data like vendor schedules, so they can see project timeliness, or invoices, so they can approve and review billable invoices remotely via the cloud, increases customer retention. Technology has evolved to the point where permission and security is instantaneous, giving customers, vendors and stakeholders immediate access to project information.
Integrated accounting and project management. Today, firms realize using disparate systems for accounting and project management can waste time and lead to errors. Unifying both can eliminate uninformed decisions and improve data cleanliness. A single solution allows management to see where each project sits in real-time, which greatly impacts an organization’s ability to respond appropriately.
Benefits and Potential Issues
PSA software helps firms achieve immediate results by quickly improving, automating and streamlining processes that will ultimately help them, including:
- Improving project and resource management, invoicing accuracy, time tracking and revenue recognition;
- Improving overall performance and profitability with real-time, actionable insight;
- Reducing errors and time spent on administrative functions and,
- Enhancing customer relationships and retention with a higher level of collaboration.
Unfortunately, some firms fail to achieve these benefits, typically as a result of:
- Introducing new project management may require substantial changes within the organization like business process re-engineering or the undoing of comfortable, yet inefficient workarounds;
- Re-training staff reluctant to change from their existing software environment and,
- Lack of buy-in from senior management, if they do not appreciate the benefits of a more complete solution.