The Professional Services Automation App helps professional services providers manage resources and nurture new customers with one fully connected real-time application. Consultants and professional service providers will find its range of business and resource management tools, and instantaneous data updates invaluable. Look after your current clients, manage new demand against available resources, and develop relationships with potential clients all whilst running all your invoicing and financial reporting tasks on the same platform.
Streamline Your Professional Services Automation with pmo365
Our project service automation app streamlines business functions by calculating total effort and tracking allocated time for tasks, as well as recording all other estimations and assumptions associated with your service delivery. It also monitors current capacity against availability of staff. This is especially helpful when assessing projected demand and making decisions about additional hiring. An integrated recruitment tool even lets you source skills when you require them.
Why Choose pmo365 for Project Service Automation?
pmo365 offers a highly versatile business solution for organisations seeking greater visibility across all their activities. See all your Project Portfolios and Programs in one place with customised reporting and dashboards tailored to your business processes. Integrate all tasks and financials on a single, secure platform and centralise data storage for fast, insightful reporting and revenue analysis.
What Makes Us Different
We’ve been building PPM solutions for over 15 years and are a Microsoft-preferred provider. Our continually growing Solution Library is the product of countless deployments to a variety of industries all around the world, including large corporations, government institutions and agencies managing Capital works, Construction, ICT, and internal business projects.
We provide a sophisticated platform built securely on your own Microsoft 365 cloud which you continue to own, even after your subscription expires. We continue to deliver with ongoing support and solution management as your organisation grows and changes. The flexibility of pmo365’s PMO project management solution means you can continue to customise tools and configure new capabilities whenever the need arises.
Key Features of Professional Services Automation
Professional Services is a project service automation (PSA) App featured in the pmo365 Solution Library and is recommended for businesses providing services to other businesses. It offers:
Client services management, including the nurture of new and potential clients.
Capacity vs Demand analysis to balance your services with available resources.
Resource Management and Recruitment tools.
Time and task calculation to determine costs of delivery.
Invoice management and financial reporting, including profitability calculations to preserve income and mitigate risk.
A ‘Scope Management’ tool to assess the financial viability of new jobs and mitigate risks.
Frequently Asked Questions
What is 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.
Benefits of Using pmo365 with rofessional Services Automation?
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.
Why is Project Service Automation Important for Project Management?
- 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.
- 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.
- 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.
- 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.
- 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.
How Does pmo365 Help You with Professional Services Automation?
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.
Our Other Apps & Workflows
pmo365’s Solution Library contains a host of Apps, Flows, Reports and Connectors for every possible PPM function. We collaborate with you to design workflows and project methodologies that serve each stakeholder’s needs – and offer connections to over 900 Microsoft and non-Microsoft apps used in PPM solutions around the world.
pmo365 integrates with all your existing data sources to build a fully connected and customisable work environment that will grow with you and your organisation’s strategic goals.