Professional Services Automation

A Professional Services Automation (PSA) app is a software solution designed to help manage and streamline businesses that deliver professional services. It is a centralised platform that provides automation, integration, and management capabilities from lead to delivery, right through to invoicing and reporting.

Key features of PSA software include: resource management, service process automation and management, time and expense tracking, contract management, invoicing and billing, analytics and reporting, and integrations with other business systems.

By automating and streamlining these critical functions, PSA software can help professional service organisations improve their efficiency, productivity, and profitability while providing greater service to their clients.

Automating many of your client servicing, resourcing, and reporting tasks saves time, reduces administrative overheads, and develops a strategic focus in your organisation. pmo365 lets you create custom flows and integrations that speed up many business functions, with instantaneous real-time data updates to improve visibility and control across the business. Reporting is fast and easy and free of the demand to source and resolve countless documents stored on different local drives. Business insights and analysis through Microsoft Power BI provides powerful views of data and the ability to optimise your resources for maximum return.

1. PSA software helps organisations allocate resources effectively. This includes tracking employee availability, scheduling tasks and projects, and managing workloads to ensure that all resources are being used optimally.
2. PSA software provides project management features such as task management, project planning, and tracking. These tools help project managers stay on top of deadlines, budgets, and resource allocation to ensure that their projects are completed successfully.
3. PSA software simplifies time and expense tracking, allowing team members to easily log their work hours and expenses. This information can be used to calculate project costs, monitor budgets, and generate accurate invoices.
4. PSA software provides a single platform to manage customer relationships, including lead management, sales forecasting, and customer support. This allows organisations to provide a better customer experience, resulting in more satisfied customers and the potential to increase revenue.
5. PSA software provides real-time data analytics and reporting, allowing organisations to monitor project performance and identify areas for improvement. This information can be used to make informed decisions and adjust project plans as needed.

pmo365‘s Professional Services Automation App has been developed with professional services organisations around the world from over 15 years of consultation on PPM software for industry.

pmo365 is an all-in-one subscription service to optimise project portfolio management (PPM) with no lock-in contracts or upfront fees and customised to the unique needs of each organisation. Our library of Apps, Flows, Reports and Connectors are all configured to optimise engagement and develop, more efficient business processes for service delivery.

Furthermore, pmo365 is deployed to your own Microsoft 365 cloud, so all data and files are securely owned and retained by you forever – even if your subscription lapses.