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The best professional services automation softwares are comprehensive solutions that assist organizations in efficiently managing business processes and resources, time and expenses, projects, bills and invoices, reports, customer information, and Business Intelligence (BI). The best professional services automation softwares help organizations automate business processes throughout the project life cycle, right from customer acquisition to billing, thereby ensuring high-quality service delivery.

VISIONARY LEADERS

Visionary leaders in the best professional services automation softwares market are the leading market players in terms of new developments such as product launches, innovative technologies, and the adoption of growth strategies. These players have a broad product offering that caters to most of the regions globally. Visionary leaders primarily focus on acquiring the leading market position through their strong financial capabilities and their well-established brand equity.

INNOVATORS

Innovators in the competitive leadership mapping considering the best professional services automation softwares are vendors that have demonstrated substantial product innovations as compared to their competitors. The companies have focused on product portfolios. However, they do not have very strong growth strategies for their overall business, when compared with the visionary leaders.

DYNAMIC DIFFERENTIATORS

Dynamic Differentiators in the best professional services automation softwares market are established players with very strong business strategies. However, they have a weaker product portfolio compared to the visionary leaders. They generally focus only on a specific type of technologies related to the product.

EMERGING COMPANIES

Emerging companies in the best professional services automation softwares market have niche product and service offerings. Their business strategies are not as strong as that of the established vendors. The emerging vendors include the new entrants in the market, emerging in terms of product portfolio and geographic reach, and require time to gain significant traction in the best professional services automation softwares market.

Nowadays, organizations across various industries are focusing on enhancing their customer relationships. The best professional services automation softwares enable enterprises to improve the efficiency of their operations through automation and creation of efficient workflows for managing the entire project. The best professional services automation softwares empower professional service providers to engage with clients throughout the project lifecycle. It empowers organizations with several capabilities, including project management, resource planning, collaboration, time tracking, invoicing, and business intelligence. The best professional services automation softwares enable organizations to track the performance of projects throughout their lifecycle. Furthermore, it enables organizations to manage data and business operations from a centralized place, thereby ensuring enhanced service delivery to end-users.

PROJECT MANAGEMENT

The project management solution enables clients to engage with projects throughout their lifecycle. It manages every aspect of the project, from the start to the completion, including budgets, costings, approvals, scheduling, deliverables management, issue tracking, and revenue management. It facilitates organizations with the capability to monitor the real-time status of a project. It also enables organizations to track successful and at-risk customer engagements. Furthermore, the project management solution facilitates organizations to ensure that the project is moving in the right direction, meeting the deadlines, and fulfilling the client’s expectations.

PROJECT ACCOUNTING

The project accounting solution facilitates organizations in maximizing service delivery while ensuring profitability by ensuring control over project financials. It helps organizations in keeping track on project financials, such as budgets, bookings, estimates, work in progress, and percentage completion and costs. The project accounting solution ensures timely billing and invoicing of clients to keep account of each transaction.

TIME AND EXPENSE MANAGEMENT

The time and expense management solution facilitates organizations in tracking the time and expenses invested in the delivery of projects. Time management ensures quick and accurate accounting of times and expenses incurred throughout the lifecycle of a project. It ensures the accounting of employees’ worked time on a project through web-based timesheets. These timesheets are accessible to employees from anywhere and anytime. Managers can review and approve the timesheets of employees on a timely basis. Moreover, time management ensures the efficient cost updates to a project through the time tracking and overtime management feature.

Expense management captures expenses incurred during the lifecycle of projects and their reporting. It facilitates organizations with simple tools that allow features, such as expense entry, approval, reimbursement, and tracking.

PROJECT ANALYTICS

The project analytics solution helps enterprises organize and analyze the business data. It enables organizations to improve the overall business performance by providing analysis and insights into the business data. The project analytics solution gives organizations a clear picture of the business data and the processes using striking and easy to understand visualizations on dashboards. It empowers clients, delivery teams, and executives to gather the required information and reports easily, thereby facilitating them to make important business decisions.

BILLING AND INVOICE MANAGEMENT

The billing and invoice management solution empowers organizations to have full control over the cash flow. Professional services automation software simplifies and automates the process of generating an invoice by calculating the associated charges, such as the sales tax, discounts, and various other one-time or recurring charges. It generates billing batches as per the predefined billing schedule of a project. It empowers client with an integrated workflow process, capable of managing the entire billing process from the quote to order. Furthermore, the best professional services automation softwares provide clients with an easy access to the summary, which provides a detailed history of the business transactions.

RESOURCE MANAGEMENT

The resource management solution empowers organizations to allocate and manage resources efficiently to increase the productivity of the business operations. It provides a proper estimation of the supplies and demands, which facilitate the organizations to map the projects with the right resources, at the right time. The resource management solution enables organizations to improve the billable utilization, resulting in increased profit margins. Additionally, proper allocation of resources for the project offers several benefits to organizations, such as project completion within the timeline, retention of top talents, and enhancing the project.

CONTRACT MANAGEMENT

The contract management solution provides the ability to maintain and manage the customer contracts. The best professional services automation softwares enable organizations with various capabilities, such as easy access to contact information and allocation of appropriate service levels, payment processing, and contract renewals. It ensures that the details about the contract, the transactions, and the customers are handled securely and confidentially. Moreover, it enables customers and suppliers to administer the details of individual contracts, including the Service Level Agreement (SLA), contract, and service tax codes; and billing cycles, such as weekly, monthly, quarterly, and yearly.

OPPORTUNITY AND LEAD MANAGEMENT

The opportunity and lead management solution provides organizations with detailed information regarding the customers, sales activities, contracts, and proposals, which are helpful for improving the effectiveness of the sales. The best professional services automation softwares help enterprises streamline their processes from the sales to delivery of professional services to customers, thereby increasing the visibility of processes and improving the performance. It enables the sales teams to identify and determine the probability of closure of any opportunity by providing detailed insights into the client’s current relationship and history. Thus, the opportunity and lead management solution helps managers identify the opportunities where an additional sales effort is required. Furthermore, it enables organizations to carry out the best practices to standardize processes with the help of the knowledge base.

Frequently Asked Questions


Filters

Best Professional Services Automation Softwares

Comparing 26 vendors in Professional Service Automation Software across 133 criteria.
  • 3.4

    Oracle Netsuite's project management capabilities allow project managers and team members to work together on projects and maintain current and accurate project status at all times, enabling managers to proactively locate and resolve potential issues with each engagement. The solutions also enables managers to optimize staffing and utilizaion of resources thereby ensuring efficient resource utilization. Oracle PSA offers professional services firms the capability to operate their core business operations including project management, resource optimization, project accounting, time and expense management, and billing and revenue recognition. It delivers end-to-end automation and visibility. Oracle's NetSuite OpenAir PSA allows professional services firms to attain real-time insights, increase project profitability, maximize billable resource utilization and make informed, data-driven decisions.

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    • Enterprise
    • California, USA
    • Founded: 1977
    • $10BN to $50BN
    • 1,00,001 to 5,00,000
  • 2.87

    FinancialForce is a recognized and scalable vendor of PSA, which helps the other companies in maintaining their current set of applications while simplifying the integration of new tools. The growth strategy of the company involves the development of innovative product offerings that are related to PSA, financial management systems, and relevant product enhancements. For instance, in September 2016, FinancialForce introduced an app, called the Wave, powered by Salesforce Wave Analytics, for PSA. This app is expected to allow users to gain business intelligence and have a backlog visibility and billing forecast from any device. With respect to the current market adoption of PSA, FinancialForce is focusing on creating adaptive solutions that can help its clients in managing the ERP and cloud PSA features.

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    • SME
    • 501 to 1,000
  • 2.81

    Microsoft has maintained its position as a worldwide provider of a diverse set of software and licensing solutions across numerous industry verticals. Customer satisfaction has always been its top priority, and thus it focuses on the development of technologies, which assist its users in progressing in line with the evolving market trends. Microsoft Dynamics 365 enables users to visualise accurate cost, effort, and revenue, and attain predictable project delivery by utilising robust project planning capabilities which include native Microsoft Project integration. Microsoft Dynamics 365 also ensures seamless sales collaboration by developing project contracts, tracking labor rates, and generating statements of work directly within Dynamics 365 Sales.

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    • Enterprise
    • Washington, USA
    • Founded: 1975
    • More than $100 BN
    • 1,00,001 to 5,00,000
  • 2.81

    Mavenlink provides various solutions, such as IT services, consulting, and professional services. Mavenlink also provides innovative products for project management, project accounting, resource management, business intelligence, and team collaboration. The company provides Mavenlink Optimization Services (MavenOps), a subscription service to optimize and improve the business efficiency, along with solution engineering and operations consulting. Mavenlink's PSA helps users in gaining complete visibility and control over resourcing. It lets the managers see who is available by skill and capacity and understand the amount of work these resources can take on. It also helps the managers to forecast resource needs and shift resources to meet goals.

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    • SME
    • 501 to 1,000
  • 2.78

    Workday Professional Services Automation Software offers accurate customer billing, revenue recognition, and financial analysis. It helps in Improving financial management with built-in support for new revenue recognition standards (ASC 606/IFRS 15) and dual reporting requirements. The solution supports in increasing efficiency in resource utilization, project billing, revenue recognition, time tracking, and expense management from any device, anytime. It also enhances cost management of projects through the ability to budget and forecast based on time and material contracts and portfolio-level forecast analysis.

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    • Enterprise
    • Pleasanton, California, US
    • Founded: 2005
    • $1BN to $5BN
    • 5,001 to 10,000
  • 2.64

    Changepoint Corporation has always been focused on the growth and improvement of new projects and enterprise solutions, along with offering a user-friendly interface to its customers. Changepoint Corporation focuses on strategic partnerships and balances its overall growth strategy by enhancing its product portfolio through relevant partners, such as Core Consulting Group, Cloudito, CrossConcept, Inc., and Innovasys. For instance, in May 2016, Changepoint Corporation launched a new mobile app for time and task management

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    • SME
    • 501 to 1,000
  • 2.58

    Projector’s Advanced Analytics module converts organization’s data into meaningful and easy-to-understand visualizations. These dashboards provide executives, delivery teams, and clients the information required by them in a glance. The company has developed a Visibility layer which includes a powerful analytical reporting engine that allows users to design and create reports in Excel pivot tables, thereby enabling them to perform ad-hoc analysis on the data without requiring an advanced degree in quantitative analytics. Project PSA's Control layer handles workflows and user permissions, providing users the ability to control who is allowed to do and see what and when.

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    • SME
    • 501 to 1,000
  • 2.46

    Workfront Professional Service Automation Software allows users to utilise multiple tools to track and manage work . It consolidates processes and tools into a single solution that reduces friction and offers more time to collaborate and be strategic. The solution helps in building reports or dashboards to see which projects are at a higher risk and make corrctions beforehand, ensuring on time and on budget delivery. Workfront allows teams to work together, act on feedback, and accelerate turnaround time theyeby outpacing the competition and enhancing client relationships.

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    • SME
    • 501 to 1,000
  • 2.46

    Upland Professional Services Automation Software helps users to find and assign people to projects based on their skills, availability, and utilization. It is a modular software platform which is implemented in stages, and it grows with the organization, threby allowing services maturity, change management, and greater internal adoption. By connecting Upland PSA to the enterprise ecosystem, via the Upland Integration Platform, and it allows efficient data flow to and from the existing enterprise systems including CRM, HCM, payroll, finance, ERP, and more. Upland PSA's Time and Billing, which is powered by Timesheet.com makes it easy to capture and handle all project costs. It offers automated approvals that accelerate billing cycles and their powerful reporting lets users accurately track utilization and costs.

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    • SME
    • 101 to 500
  • 2.45

    The company provides project collaboration, software development, and issue tracking software. Atlassian operates its software revenue through the segments of subscription, maintenance, perpetual license, and others. The others revenue segment includes training services as well as the fees earned through the sale of third-party add-ons and extensions to the Atlassian software. The company offers collaboration software across teams of all sizes in almost every industry vertical. Atlassian’s clientele ranges from small businesses to large enterprises.

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    • Enterprise
    • London, London, England
    • Founded: 2002
    • $500MN to $1BN
    • 1,001 to 5,000
  • 2.44

    Kaseya BMS is a sophisticated IT business management solution that was designed specifically to enable users to enhance the delivery of their valued services and reduce their time on non-revenue-generating tasks. Kaseya integrates BMS and VSA which allows firms to enhance their daily operations with 30% reduction in ticket volumes that are resolved 40% faster which saves the company considerable time and money. AuthAnvil provides unmatched security and allows customers to leverage Azure’s broad set of standards to ensure enhanced security.

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    • SME
    • Dublin, Ireland
    • Founded: 2000
    • $51MN to $100MN
    • 51 to 100
  • 2.41

    The company segments its offerings into applications, technology and services, and SAP business network. SAP's revenue is generated through cloud solutions, and licensing software products and solutions. SAP also generates revenue through support, services, development, and training. SAP HANA helps enterprises in enhancing their performance and attaining scalability and profitability.

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    • Enterprise
    • Weinheim, Germany
    • Founded: 1972
    • $10BN to $50BN
    • 75,001 to 1,00,000
  • 2.33

    Project-open allows organizations to monitor resource consumption based on time sheet and other financial information. The solution also gathers expenditure data from various sources and processes it for reimbursement.

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    • SME
    • 501 to 1,000
  • 2.22

    Deltek’s Project Information Management has been designed to allow businesses to reduce time spent on organizing to enable more time for the execution of important projects. It also collates multiple files across all departments in one place and handles emails to enhance productivity. The company also helps users in gaining better visibility across their organization, from project initiation to completion. Moreover, it provides them with actionable insights to make informed decisions. It facilitates teamwork and collaboration through a single tool and helps users with a simple, intuitive experience.

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    • SME
    • Herndon, Virginia, US
    • Founded: 1983
    • $101MN to $500MN
    • 1,001 to 5,000
  • 2.12

    Autotask Corporation offers Autotask PSA endpoint management, endpoint backup, and file sync and share. The company provides a combination of remote monitoring and PSA services to provide a unified approach for business management. Autotask Corporation was founded in 2001 and is headquartered in New York, US. The company is one of the leading providers of IT business management software.

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    • SME
    • East Greenbush, New York , US
    • Founded: 2001
    • $11MN to $50MN
    • 101 to 500
  • 2.1

    ConnectWise has been an eminent provider of business management solutions. The company believes in offering comprehensive remote monitoring and automation solutions, and invests continuously on product enhancements. ConnectWise offers scalable solutions using its ConnectWise platform to build successful relations with clients. Furthermore, the company is continuously emphasizing on product innovations and enhancements.

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    • SME
    • Florida, USA
    • Founded: 1982
    • $101MN to $500MN
    • 501 to 1,000
  • 2.02

    Quick Base delivers highly adjustable user management capabilities. It enables App builders and administrators full control over information shareability stored in Quick Base. It also assures that the organization's security standards and compliance policies are updated. The company provides IP filtering, which allows users to access Quick Base irrespective of their locations or VPN credentials. Quick Base Sync enables users to connect with popular cloud apps, such as Salesforce and Zendesk, as well as CSV files and pull external data into their Quick Base app and keep it automatically in sync. The company's governance tools allow organizations to handle users, roles, and permissions to ensure data integrity and security.

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    • SME
    • Cambridge, Massachusetts, US
    • Founded: 1999
    • $51MN to $100MN
    • 101 to 500
  • 1.99

    Accelo has developed a platform called ServOps which is easy-to-use, automated, and intelligent. The company enables users to manage their entire business in the cloud. It is the most powerful Service Operations Automation software that allows businesses to link all the important business functions in one cloud-based platform. The platform has been created specifically to serve professional services. It offers a 360-degree client, project, and financial visibility irrespective of any device and its simple team collaboration and precise reporting feature sets it apart from other platforms in the market.

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    • Startup
    • San Francisco, California, US
    • 51 to 100
  • 1.99

    Kimble Applications provides a process-centric and holistic approach for the customer’s entire business instead of the traditional tools that have a shallow focus on sales and operations. The company has designed its products to provide comprehensive functionalities, such as PSA, financial reporting, and opportunity management. This helps in reducing the business complexity and makes it viable. The dynamic business model and features help the company in catering to the changing needs of the clients.

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    • SME
    • 501 to 1,000
  • 1.89

    Unanet helps firms in achieving real-time performance enhancement of their projects, people and financials in one system which further leads to an improved performance of their professional services organization. The company displays exceptional reporting ability which provides a wide array of detailed and summary reports. The company offers a purchasing software that allows users to handle and simplify their buying process. The solution also provides real time status into the progress and performance of the user's projects and people.

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    • SME
    • Dulles, Virginia, US
    • Founded: 1998
    • 51 to 100
  • 1.85

    Promys' Project Management helps organizations in comparing detailed estimates to actuals in real-time. The platform delivers precise insights into billable utilization. It can also identify the most profitable customers, labor types, project managers and resources. The platform helps sales representatives to access all customer information from any PC, laptop, iPad or Android tablet allowing them to be more efficient. The platform offers Customer Asset Tracking & Inventory which provides access to all project-specific inventory, customer assets, maintenance, rental and stock inventory.

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    • SME
    • Boston, Massachusetts, US
    • Founded: 1989
  • 1.84

    Clarizen Professional Services Automation software allows organizations to if the resources are being utilised efficiently. It offers detailed project metrics as it allows organizations to track and maintain progress. The solution develops robust reports, dashboards and calendars and captures actual time and expense. It identifies revenue based on flexible revenue methods. The company also helps in minimizing the project risk and time spent on redundant tasks by automating workflows. Clarizen helps organizations in planning project and communicating with the external stakeholders.

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    • SME
    • 501 to 1,000
  • 1.8

    SherpaDesk's Remote Assistance Features supports a variety of functions. The company's Integrated chat allows technicians to speak directly with the users. The solution also allows organizations to manage their invoices and expenses and provides them with a better visibility into their finances. SherpaDesk's data reporting software helps organizations by providing robust ad hoc reporting, integrated seamlessly within their support application. Their reporting solution also simplifies the adding of real-time analytics and provides administrators with the data required.

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    • SME
    • 501 to 1,000
  • 1.51

    Atera's Helpdesk Software is intuitive and user-friendly. It allows users to interact with clients and resolve their issues instantly. The company provides multiple ways of creating tickets which facilitate both, the clients as well as the technicians. Atera's PSA platform offers a better visibility and control for multiple networks from any device. The platform also allows users to develop flexible contracts with distinguished rates for off hours work, projects and 3rd party products. The Atera Reporting Suite helps users to monitor and measure support load, activities, billing and customer satisfaction.

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    • SME
    • 501 to 1,000
  • 1.48

    Automation Centre provides project and portfolio management software, Time and Invoicing, HR, and various others for leading email platforms and the Web. The company's Tracker Suite products are totally Web-based, while they also integrate with leading email platforms including Microsoft Outlook, Lotus Notes, and Web email services such as Gmail. Tracker Suite offers project managers the tools required to manage projects effectively while providing executives with project updates, all via a consolidated Web portal UI.

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    • SME
    • Tucson, Arizona, US
    • Founded: 1993
  • 1.48

    Talygen helps firms automate, regulate, and implement their business processes. The company helps businesses to handle the full set of corporate tasks without having to install specialized software for each task. Talygen provides an entire suite of advanced business productivity applications packaged into a single easy to use application. The software helps businesses to save 75% time and eliminates the requirement for paper work. Talygen's Knowledge Base offers a well-defined database of important information related to the organization.

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    • SME
    • Palo Alto, California, US
    • Founded: 2009
    • 51 to 100
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