Powering Project Success
Better software means better projects
Choose the Right Professional Services Automation Software for Your Business
Uncover effective possibilities to win new clients, serve existing customers, and retain those customers.
Get Envision Digital to provide you a
FREE Demonstration Now!
Choose the Right Professional Services Automation (PSA) Software for Your Business
Professional Services Automation (PSA) software is best defined as software that automates a wide range of business operations to enable professional services organizations to uncover effective possibilities to win new clients, serve existing customers, and retain those customers. PSA software can help you with everything from pipeline management to resource planning to expense and cost tracking to project financial management and more.
With so many PSA solutions on the market, deciding which one is right for your company can be difficult. Here are 5 must-have features and functions to consider when considering business
PSA solutions to assist you.
1. Enterprise Resource Management that Works
Working from anywhere has created a worldwide resource pool. Because of the ebbs and flows of working in a professional services firm, the personnel required throughout the year will change. A good PSA system will not only identify project resources and their billable rates but will also track skills and availability against their profiles to suggest the best resources for the sourcing manager to choose from.
Resource allocation takes less than an hour because it handles all the heavy lifting to come up with feasible solutions.
2. Management of Project Finances Is Simple
After all of the time spent working on a project, it’s critical to bill clients to avoid income loss. Billing against projects, on the other hand, can be a difficult task, especially when payments are linked to project milestones, pay-as-you-go contracts, or other intricate service agreements. Furthermore, all hours spent by employees — including contractors — as well as corresponding client project expenses must be precisely recorded to generate the correct invoice.
3. Reputation of the Vendor
You’ll want to look for a solution created by a reputable company with a proven track record. Because PSA software is so critical, the last thing you want to do is take a chance on a newcomer who may go out of business in a year or two. Consider the reputation of the vendor when you investigate your possibilities. Look for a solution that comes from a company that is more of a partner than a vendor.
Professional services consultants spend a significant amount of time on the road with customers and travelling to and from meetings. Increased mobile capabilities are becoming a driving force for PSA spending, allowing consultants to remain as effective as possible even when travelling across the country without access to the Internet. Consider mobile capabilities in three areas when assessing PSA platforms: mobile clients, off-line access, and collaborative tools.
While increasing mobility is on every PSA vendor’s roadmap, some are further along than others. If this is a crucial criterion for your project, inquire what functionality is available and verify with client references. If you’ve decided on a specific smartphone or tablet, double-check that the vendor prioritizes that mobile operating system or device.
5. Client Management at the Next Level
We all understand the importance of customer retention, especially in the professional services market, given the ever-increasing expense of obtaining new clients. You can manage customers, vendors, fund sources, service partners, and internal departments in one location with the correct PSA solution in place, bringing transparency to project delivery. Configurable reports and views will be critical in providing clients with real-time visibility into the work that is being done. Costs, billing, profitability, and other up-to-date metrics are critical for properly assessing your client relationships and leveraging actionable insights to propel projects toward profitability.
Over 30,000 organisations worldwide trust Deltek to power their projects to success.
Powering the Project Lifecycle
Our mission is to deliver solutions that help our customers connect and automate the project lifecycle that fuels their business. Our software and information solutions enable superior levels of project intelligence, management and collaboration. And our industry-focused expertise helps you achieve performance that maximises productivity and revenue. Better software means better projects.
Win by streamlining business development – We provide solutions that help you find and win new opportunities.
Manage through great project management and resource optimisation – Once you have won a new contract, our world class capabilities allow you to create a good plan, optimize your resources, and manage your costs & risks.
Develop by finding, cultivating, and retaining top talent – People are at the center of the project lifecycle; identifying your resource needs, finding the right talent, and developing them is key to any project-based business.
Deliver by unearthing the problem areas and the opportunities – Our project-based ERP solutions enable our customers to gain the visibility and control they need to make the right business decisions.
Measure strong financial results through project-based ERP – Deltek solutions help customers measure performance and ask the right questions to manage their business.
Power Project Success for Architecture and Engineering Firms
Deltek Vantagepoint provides professional services firms such as architects, engineers, management and IT consultants with time and billing, real-time project reporting, resource scheduling, budgeting, financials, and more. Clients report faster, invoicing, more profitable projects, and happier employees. Vantagepoint is designed to help you manage every aspect of the project lifecycle from opportunity and delivery to billing and beyond.
Projects are critical to the success of every architecture and engineering firm and you need a solution that puts your people and projects at the center of your business. Deltek Vantagepoint gives A&E firms insight to maximize productivity, boost collaboration, improve efficiency and increase profitability.
Trusted by thousands of A&E firms around the world, Deltek is an industry leader for project and financial management solutions built specifically for the way A&E firms work.
With powerful business intelligence (BI) insights and extensive functionality, Deltek has positioned itself as a leader in the industry for decades. Deltek now serves over 35,000 businesses across the world, providing actionable intelligence, allowing businesses to identify opportunities, optimize resources, nurture internal talent and deliver highly impactful projects.
Power Project Success for Architecture
and Engineering Firms
Deltek Vantagepoint is dedicated to ensuring that you get the most out of your investment by providing helpful learning materials that enable you to properly use Deltek software. You can boost efficiency, productivity, and profitability by having a complete perspective of your organization in one place, as well as making smarter, more educated decisions to move your company ahead.
- Center for Project Management – from project pursuit and proposal through project planning and financial management, you can keep track of everything in one spot with Deltek project management.
- An In-Depth Perspective on Your Business – from project inception to conclusion, gain visibility across your organization. Get actionable information to help you make better decisions.
- Work in a More Efficient Manner – using a single tool, enables teamwork and collaboration and empowers people with a simple, intuitive experience.
- Manage Accounting Operations – Streamline accounting operations to better manage cash flow and produce better results with Deltek vision accounting software.
- Workforce Management – with an acquisition solution designed with project-focused organizations in mind, you can build strong teams and make better hiring selections with the help of Deltek talent management.
Architecture and Engineering Firms
Deltek Vantagepoint Capabilities
ACCOUNTING & FINANCIAL MANAGEMENT
Streamline accounting processes to manage cash flow with greater precision and better delivery.
CRM & PIPELINE MANAGEMENT
Capture resources and manage opportunities for continual growth and profit.
Monitor the health of your projects from planning and budgeting to managing resources and reviewing results.
REPORTING & BUSINESS INTELLIGENCE
Improve decision making with role-based dashboards and rich, visual analyses.
Allocate, budget and forecast your resources in one application, from initial stages through project completion.