Professional Services Automation 2009
This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes. Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices. Dashboards are available for managers and consultants. More reports and dashboards are soon to come. Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.
Top keywords
- project4×2.92%
- reports3×2.19%
- approval2×1.46%
- consulting2×1.46%
- dashboards2×1.46%
- resources2×1.46%
- tab2×1.46%
- time2×1.46%
FinancialForce Professional Services Automation (PSA)
PROJECT MANAGEMENT NATIVE TO SALESFORCE Schedule the right people on the right projects at the right time. Edit schedules with a click and see how you need to drive recruitment. Slack integration streamlines communication and time/expense approvals. FULL VIEW OF PROJECT FINANCIAL HEALTH Comprehensive financial views with risk notifications enable swift adjustments prior to customer impact. STREAMLINE THE COMPLETE SERVICES LIFECYCLE Automate and streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, and revenue recognition. FORECASTING, REPORTING, & ANALYTICS Get the data you need, see the future, and plan with confidence across actuals, Expenses, scheduled assignments, milestones, resource requests, Backlog, & more. BUILT-IN COMMUNITIES Share and submit all project information – documents, billing, planners, etc. - with clients and partners in real-time. Everyone stays in the loop. WHY SYSADMINS LOVE IT It's native to the platform! Get clicks not code customization and integration, one toolset to master, unified data set, and the same processes, workflow, and security you have come to love.
Top keywords
- project3×1.81%
- billing2×1.20%
- data2×1.20%
- financial2×1.20%
- integration2×1.20%
- love2×1.20%
- native2×1.20%
- processes2×1.20%
