Professional services automation resources

Professional services automation apps are designed to help service organizations manage people, projects, customers and financials. They enable you to manage your people, customers, projects and financials in one integrated services management application.

Articles

Project management with Professional Services Automation (PSA) software
To be successful, a professional services project requires much more than just delivering a set of tasks. Projects require oversight and governance throughout the entire project lifecycle: from selling services to delivery to billing to developing follow-on business.  
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PSA time and expense solutions improve processes for all
Using Professional Services Automation (PSA) solutions for Time and Expense management benefits every role involved in managing, delivering and collecting revenue for successful client engagements. The PSA solution provides consultants, knowledge workers and partners the information they need to become more engaged in the delivery process and take more ownership of client success.   Read full article »

Using PSA for Time and Expense Management
If you’re managing a Professional Services organization, chances are you find yourself juggling competing priorities from customers, finance, sales and executives. Customers are demanding high quality deliverables which often require more time than expected.   Finance is requesting up-to the minute project status and utilization rates. Sales wants to know what you’re delivering and when.  Executives are pushing you to maximize billable hours.  Read full article »

Aligning Sales, Services and Finance
Take any company – in any sector – and it is quite likely that important departments function independent of timely input from each other, though closely interrelated functionally. To streamline work processes and improve productivity, the Finance and Sales departments should be coordinated.  Read full article »

Why use professional services automation?
Professional Service Automation (PSA) is a solution that enables services organizations to manage their projects and resources better. PSA helps bring together disparate systems and make them more efficient; i.e., if the organization’s data is stored at different locations and is not consistently updated in all systems simultaneously, consolidating and reporting it can be challenging – PSA addresses this issue.  Read full article »

White papers

2013 PS Maturity Benchmark Report [PDF] - This article requires a registration step. 
In this complimentary report by Service Performance Insight (SPI), learn the latest trends in the professional services sector, key metrics of top performing professional services firms and market predictions for the professional services industry in 2013. 

2013 PS Maturity Benchmark Best of Best Report [PDF] - This article requires a registration step.
Learn how FinancialForce PSA customers NTT Centerstance and Perceptive Software placed in the top 5% globally for the second year running! Service Performance Insight's (SPI) "Best of the Best" Report outlines what these industry leaders did to reach the top and how FinancialForce PSA was key to their success.

Trends for the Professional Services Organization of tomorrow [PDF] -
This article requires a registration step.
In this whitepaper from Sales Performance Insight (SPI), you will learn about the current issues that growing PSOs are facing, the new paradigm of Service Delivery Socialization, and how leading PSO's are using PSA for success. Download this report now and learn about trends for the PSOs of tomorrow and how to stay ahead of the curve!

Salesforce CRM and PSA Integration [PDF] - This article requires a registration step.
Are you selling services and using Salesforce CRM? This research paper from Service Performance Insight discusses best practices and performance characteristics of companies selling and delivering services with Salesforce CRM. The report highlights how the true power of CRM cannot be realized without tight integration between CRM and Professional Services Automation.

The New Growth Engine - Sales and Service Alignment [PDF]
Learn how, using the Force.com platform, mature Sales and Services delivery organizations are focusing on the alignment of their core business processes in this white paper from Service Performance Insight (SPI) Research.