Professional Services Automation Software

End-to-End Professional Services Optimization             Download PDF

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Success for professional services firms lies in margin optimization and the ability to balance resource utilization with market demand. To ensure client satisfaction, while meeting financial, strategic and operational objectives, PMA helps professional services firms:

• Assign the right resources to every client opportunity
• Tightly manage work-in-progress delivery costs, timelines and project execution
• Capture employee time and expense promptly and efficiently
• Deliver seamless billing, revenue recognition and margin analysis

Professional Services Automaton Software Capabilities

PMA’s Project ProServ software solution is a highly adaptable project portfolio management solution for tracking and managing client projects. It provides 360-degree visibility for financial, delivery, resource and customer management. Capabilities include:

• Pipeline opportunity management
• Engagement management
• Resource management and allocation
• Scheduling
• Budgeting
• Forecasting
• Work-in-progress reporting
• Quantitative and qualitative project assessment
• Robust and fully integrated time and expense management

Project Management Software for Professional Services

Higher-Value Project Management Tools

PMA professional services automation solutions drive satisfaction and enhanced profitability. They enable both project and accounting managers to access information in a decision-ready format. They allow data to flow back and forth seamlessly from account management to accounting to facilitate both economic and service delivery success.

PMA project management software delivers significant ROI by enhancing your ability to:

• Gain visibility and centralized control of all activities, including all pending and in-progress projects
• Manage client project portfolios while assessing and prioritizing projects based on potential margin/returns and strategic alignment
• Optimize resource allocations and commit to project timelines
• Provide extensive reporting capabilities
• Increase timely under-budget project completion rates
• Identify and mitigate issues that threaten profitability
• Improve demand forecasting to avoid resource shortages
• Accommodate international project delivery and financial teams
• Use historical project data to negotiate better terms and improve profitability
• Analyze performance to track improvements versus benchmarks
• Determine where to concentrate resources and business development efforts

Features that Drive Project Management Excellence

PMA provides a platform for excellence to drive higher margins from client engagements. Software features include:

• Document templates that streamline processes
• Drag-and-drop staff assignment screens and cost templates to quickly establish schedules, secure resources, set budgets and complete project blueprints
• Capacity planning and utilization
• Project evaluation tools, including Gantt charts, revenue graphs and total project P&Ls
• Document management
• Action item tracking
• Change order functionality
• Skills and role management, including proficiencies and experience
• Matrixed employee evaluations
• Flexible cost and rate schedule management
• Powerful weighted searching to locate the most qualified professionals for each job
• Margin and revenue tracking
• Variable cost schedules
• Configurable rate cards
• Best practice administration
• Earned value analysis
• Project team management and allocation
• Opportunity pipeline management
• Bi-directional Microsoft Project interface
• Vendor management

Initially built for Infor Lawson interoperability, ProServ can be implemented with significantly greater speed and lower cost than any third-party solution. Our approach ensures reduced cost of ownership over the life of PMA solutions. The easy user interface accelerates productivity. It allows you to optimize the value of your ERP investment and extend the overall capabilities of any operating system.

Contact us today to learn more or request a demo.