Professional Services Automation (PSA) Providers manage client engagement throughout the project lifecycle


Professional services automation software helps professional service providers manage client engagement throughout the project lifecycle. A business can manage the complete project lifecycle of a project initiation, creation of deals, resource allocation, work delivery, invoice issuing, cash collection and much more…

PSA software follows the standardized procedures and consistent process methodologies for business planning, management and performance measurement of each and every project throughout its lifecycle. By centralizing business processes and data, services can be delivered more predictably, and repetitive manual processes streamlined or automated. It is comparable to Enterprise Resource Planning (ERP) software, hence PSA solution is sometimes referred to as ERP in certain service organizations.

Major features include:

  • Accounting
  • Management of billing & invoice
  • Client Access (e.g., through a Client Portal)
  • Calendar Management
  • Document Management
  • Team Collaboration
  • Project Management
  • Resource Management
  • Proposal Generation
  • Software Integrations
  • Time and Expense Tracking

PSA solutions provide the following advantages:

  1. Easy project management (by reducing the time spent on spreadsheets and document based works)
  2. Effective use of resources (via improving the utilization rates)
  3. Drive stronger margins (via greater reporting and visibility)
  4.  Improve the performance and profitability of professional service firms

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