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OneDesk
OneDesk
OneDesk software combines project management and helpdesk in a single application. OneDesk provides an easy-to-use, yet feature-rich software that helps businesses manage both ticketing and task workflows in one place. OneDesk is ...Read more about OneDesk
N-sight
N-sight
N-able N-sight™ RMM combines remote monitoring and management, remote access, ticketing, and billing capabilities, into one powerful yet easy to use platform that streamlines day-to-operations, combats threats and drives operation...Read more about N-sight
HaloPSA
HaloPSA
HaloPSA is a cloud-based and on-premise professional service automation (PSA) tool designed for ITIL-aligned managed services operations. From intuitive workflows to detailed service analytics, HaloPSA is able to centralize all MS...Read more about HaloPSA
Unanet ERP GovCon
Unanet ERP GovCon
Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more strate...Read more about Unanet ERP GovCon
Adobe Workfront
Adobe Workfront
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront includes capabilities to capture and plan, assign...Read more about Adobe Workfront
Project Insight
Project Insight
Project Insight (PI) is award-winning work & project management software that helps companies manage and visualize projects, allocate personnel, streamline accounting, and track what work is being done throughout their entire orga...Read more about Project Insight
Planview AdaptiveWork
Planview AdaptiveWork
Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time visibil...Read more about Planview AdaptiveWork
Base Builders
Base Builders
Built for ARCHITECTS and ENGINEERS that design and draw BLUEPRINTS. BaseBuilders.com is developed specifically for architecture and engineering firms by a veteran of the industry. It handles everything from time tracking to invoi...Read more about Base Builders
Polaris PSA
Polaris PSA
Polaris Self-driving PSA by Replicon harvests 100% accurate business data in real-time, does the heavy-lifting analysis, and provides recommendations for proactive decision-making. SmartBeats constantly harvests data from us...Read more about Polaris PSA
Hydra
Hydra
Hydra is a cloud-based project management solution that also offers business process management and knowledge management tools. It helps organizations define, execute, manage and analyze their projects. It is best suited for compa...Read more about Hydra
Projector by BigTime
Projector by BigTime
Project-based work is never static—resources move, scope changes happen, and markets shift. Projector PSA is a cloud-based Professional Services Automation (PSA) solution that helps services organizations optimize their delivery t...Read more about Projector by BigTime
Deltek Maconomy
Deltek Maconomy
Maconomy by industry leader Deltek is a complete, fully integrated Enterprise Resource Planning (ERP) accounting system designed for professional service companies both small and large. Maconomy streamlines business operations, el...Read more about Deltek Maconomy
PROMYS
PROMYS
Promys provides CRM, help desk and PSA business software solutions to VARs, resellers and solution providers in the information technology, managed service provider, audio-visual and physical security markets. Promys provides soft...Read more about PROMYS
ERP Cloud
ERP Cloud
Certinia ERP Cloud is a cloud-based system built to provide a complete financial management solution for sales and services-orientated companies of all sizes. Certinia ERP Cloud has several inherent applications, including genera...Read more about ERP Cloud
BigTime
BigTime
BigTime is an online time and billing solution designed to serve professional service firms like accounting, engineering, government contracting, legal and IT services. The integrated solution offers features like time and expense...Read more about BigTime
Dovico
Dovico
Small businesses require big data to scale and improve. Dovico Timesheet helps growing companies with project time and cost data reports that provide insights into labour availability and billable or non-billable project health. T...Read more about Dovico
time@work
time@work
time@work by systems@work is a cloud-based time and expense management solution that helps in resource allocation, billing, reporting and accounting. The solution caters to various industries such as healthcare, banking, insurance...Read more about time@work
iBE.net
iBE.net
iBE.net is a web-based professional services solution. It offers a suite of integrated applications including project management, project accounting, time and expense tracking, billing and invoicing, help desk and business intelli...Read more about iBE.net
Kantata
Kantata
The Kantata Professional Services Cloud is purpose-built to help organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one...Read more about Kantata
SutiExpense
SutiExpense
SutiExpense is a cloud-based expense management solution that enables organizations to track expenses, enforce spend policies, book online travel, allocate project expenses, manage approvals and capture expense receipts. The solut...Read more about SutiExpense
Popular Comparisons
Buyers Guide
Last Updated: March 16, 2023Professional Services Automation (PSA) software gives professional services organizations real-time access to critical information throughout their entire services project life cycle. PSA software improves operational effectiveness, employee value and management visibility.
Currently, there are hundreds of PSA software solutions on the market. In order to help you navigate this complex market, we’ve written this buyer's guide to support professional services organizations across a range of industries as they assess their options.
Here’s what we’ll cover:
Common Features of PSA Software
What Is PSA Software?
PSA software is designed for service-oriented organizations needing to automate their processes and streamline their operations, including administration, service delivery and new business generation. PSA software is basically enterprise resource planning (ERP) software for a professional services firm. However, it’s focused primarily on the management of services delivered through human resources, rather than tangible assets.
With fully integrated professional services software, firms can improve intangibles that are more difficult to quantify, such as employee turnover, vendor efficiency and customer satisfaction. PSA software typically includes capabilities for project management, resource management, timesheet management and financial accounting.
Key industries benefiting from PSA software include: accountancy, advertising, architecture, audit, computer software services, construction, engineering, management consultancy, software/IT, aerospace and defense, telecommunications and marketing services.
Common Features of PSA Software
Supports managers as they create and track schedules, budget for costs and collaborate with employees and clients. Functions include scheduling projects and employees, implementing budget and project cost tools and managing project tasks. Example products are Microsoft Dynamics GP, Netsuite OpenAir and Deltek Vision. | |
Project accounting | Tracks revenues and expenses by client and project while simultaneously maintaining a close watch on profitability. A few key functions include billing as well as measuring accounts payable and receivable. Examples of products that provide this are Intacct Project Accounting, Sage Accpac and Microsoft Dnyamics SL for Professional Services. |
Monitors employee work time and expenses. Functions of this application include detailing each professional’s availability, utilization and billing status as well as providing Web-based time sheets that can be accessed from anywhere in the world. Examples of products that provide this application are Microsoft Dynamics NAV, SAP Business ByDesign and Sage Peachtree Quantum. | |
Billing & invoicing | Streamlines and automates the expense management and reimbursement cycle, helping businesses create prompt and accurate invoices. Functions include financial reporting and submission processing. Examples of this product are Lawson S3 Financial Management, BillQuick and Sage Peachtree Accounting. |
Help desk | Improves service support for customers that have urgent queries needing attention. Functions of a help desk involve managing and tracking inquiries to create prompt responses as well as the option to compile a FAQ section so clients can instantly find answers. Example products are SAP for Professional Services, Epicor Professional Services and Microsoft Dynamics SL for Professional Services. |
Knowledge & document management | Maintains information shared across company networks to ensure that knowledge isn’t lost with changes in time, location or personnel. Functions involve collecting different document types, creating a centralized information repository and making this knowledge accessible for future development. Some example products include Epicor Professional Services, Deltek Vision and SAP for Professional Services. |
Resource management | Gives companies the tools to track human resources and schedule individuals to projects that best meet their knowledge and skills. Functions include helping managers streamline human resource allocation with customizable databases and providing detailed profiles of professionals that show their project availability and qualifications. A few examples of products with this application are BillQuick, Microsoft Dynamics AX and Lawson S3 Financial Management. |
Procurement & inventory | Ensures that supplies are acquired in compliance with regulations, are readily available and have been safeguarded against loss. Functions include identifying the best products at the best price and automating the process of managing vendors, commodities and contracts. Example products are SAP Business ByDesign, Sage Accpac and Microsoft Dynamics GP. |
Sales & account management | Enables companies to provide high-quality service by tracking past transactions and customer information. Some functions include storing and organizing customer information, analyzing buying trends, generating leads and personalizing marketing. Example vendors are Netsuite OpenAir, Sage Peachtree Quantum and Microsoft Dynamics NAV. |
Market Trends to Understand
As you evaluate PSA software comparisons, a number of trends should be considered. The viability of software vendors will depend on how they address the following trends:
Cloud computing. The proliferation of service firms in the U.S. and around the world is making a huge impact on the way they invest in technology. Since the majority of these firms have fewer than 100 employees, they are savvy shoppers seeking cost-effective, nimble solutions. Gone are the days of service firms investing heavily in on-premise equipment. Since every dollar counts, these firms are seeking remote cloud-based professional services solutions to remove the IT burden from their organization.
Interest-based resource utilization. A benefit that is more difficult to quantify, yet critical to improving profit margins is employee turnover costs. Smart service firms are seeking software solutions that give them the ability to consider employees’ interests when assigning them to projects to ensure motivation. This way, they can match their best performers with the projects those employees most want to take on.
Customer collaboration. Successful service firms have discovered the benefits of working collaboratively with their customers through the use of PSA software. Giving customers direct access to data like vendor schedules, so they can see project timeliness, or invoices, so they can approve and review billable invoices remotely via the cloud, increases customer retention. Technology has evolved to the point where permission and security is instantaneous, giving customers, vendors and stakeholders immediate access to project information.
Integrated accounting and project management. Today, firms realize using disparate systems for accounting and project management can waste time and lead to errors. Unifying both can eliminate uninformed decisions and improve data cleanliness. A single solution allows management to see where each project sits in real-time, which greatly impacts an organization’s ability to respond appropriately.
Benefits and Potential Issues
PSA software helps firms achieve immediate results by quickly improving, automating and streamlining processes that will ultimately help them, including:
Improving project and resource management, invoicing accuracy, time tracking and revenue recognition;
Improving overall performance and profitability with real-time, actionable insight;
Reducing errors and time spent on administrative functions and,
Enhancing customer relationships and retention with a higher level of collaboration.
Unfortunately, some firms fail to achieve these benefits, typically as a result of:
Introducing new project management may require substantial changes within the organization like business process re-engineering or the undoing of comfortable, yet inefficient workarounds;
Re-training staff reluctant to change from their existing software environment and,
Lack of buy-in from senior management, if they do not appreciate the benefits of a more complete solution.