Constant communication is critical to the success of every project. Social collaboration puts the customer at the center of the action and fosters co-operation among team members and partners — increasing efficiency and bringing tangible value to your clients.
Click the opportunity. Create the project.
Success starts with the handoff from sales. Kick off the project smart, fast, and with a seamless transition.
- One click to create the project from the opportunity — with all relevant information included
- Leverage sophisticated project templates to save time, ensure a consistent delivery methodology and set the project up for success
- Get traceability from the customer to the opportunity to the project all in one place
Keep projects close and customers closer
PSA CUSTOMER COMMUNITIES: Your customer must take an active role in the project. Customer communities let you build that personalized relationship and collaborate effectively.
- Manage customer expectations easily and keep tabs on critical tasks
- Leverage PSA Customer communities to share key documents and project performance
- Use Chatter to keep team engaged, drive change management and meet project goals
- Build strong bonds with collaborators through PSA partner community
From the simple to most complex
SERVICE DELIVERY: One size does not fit all. But one platform does — one that supports simple projects through to comprehensive work breakdown structures.
- Give managers personalized views of their projects
- Automate robust workflows to match complex projects
- Leverage project templates to ensure a repeatable experience for customers
- Assign resources to a project, or at task level, with detailed WBSsupport
Let’s get visual
GANTT: Project planner and Gantt solutions provide the deep visibility necessary to determine where to change or concentrate resources on any given project.
- Interactive Gantt for project lets you visualize the plan, dependencies and timelines
- Search and filter to avoid information overload
- Drill down to individual resource schedules and drag and drop assignments
- Respond to change in a drag and drop visual view
- View resource requests on ongoing projects and optimize resource allocation