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Manage Delivery, Costs, Billing and Other Metrics for Your Client Projects or Practices.

Ensure complete control over profitability and performance.

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Polaris for Practice/Client Manager

The Polaris self-driving PSA platform serves as the single source of truth for all your organization’s project, resource and finance metrics, giving you complete real-time visibility into all key metrics across your complete practice or client projects.

Managing Your Clients

  • Manage customers, vendors, fund sources, service partners or internal departments using the client entity.
  • Leverage actionable insights with a consolidated view of all client-specific projects and engagements.
  • Access real-time metrics like costs, billing, profitability, and more to better assess your client relationships.
  • Bring transparency into project delivery by providing visibility to clients into what work is being done through configurable reports and views.
  • Streamline costing, billing and consolidation processes w.r.t clients.
client management software
practice management software

Managing Your Practices

  • Roll-up similar projects into programs/practice and manage a variety of professional services practices in your organization.
  • Set up key attributes for every practice including hours, costs, billing and more.
  • Centrally view and manage all projects associated with a practice in real-time and gain instant visibility.
  • Make proactive decisions and manage your service delivery in-the-now.
  • Gain full visibility into practice profitability and performance.

Project Management

  • Automatically pull and plan for projects from your CRM.
  • Truly manage your projects in real-time with live resource inputs around effort and completion estimates.
  • SmartBeats gets instant reports from project users about work done, remaining work, EAC and completion date.
  • Project managers can approve/edit user beats and give feedback to users on work done, remaining work and estimates to complete.
  • Project Pulse helps PMs evaluate for early warnings based on user beats, task beats to take necessary action to take control of project delivery.
project management
Resource Management

Resource Management

  • Determine current and future allocation levels with a global resources’ view.
  • Track skills, certificates and expertise levels for each resource as needed by your services firm.
  • Improve collaboration between project and resource managers with a comprehensive resource requisition workflow.
  • SmartMatch provides intelligent recommendations with ideal resources for the job based on all the requirements making the allocation process simple.
  • Generate resource forecast reports to gain visibility into future resource availability and requirements.

Business Governance

  • Standardize projects, resources, billing, revenue and other processes across your services organization.
  • Define projects with configurable project stages to ensure business process adherence.
  • Manage full resource lifecycle from forecasting resource needs to managing allocations and utilization.
  • Model billing and revenue plans as per your business needs to enhance collaboration between project and finance/billing teams.
  • Oversee documentation requirements in projects, expenses, time off and timesheets to capture needed details as part of process.
  • Get everyone on the same page to ensure consistent execution and growth.
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financial modeling management

Financial Modeling for Better Budgets and Bids

  • SmartBudget ensures your proposals and bids are right at the start to ensure every project meets all business metrics.
  • Factor in 100% of resource time and costs & overheads while creating rate cards to maximize margins and profitability.
  • Predict business metrics based on rates under consideration to make smart decisions about projects.
  • Leverage true utilization number against 100% of people time based on historical information, current and future availability.
  • Arrive at project margins and profits based on a 360° view of your business.

Project Time & Expense

  • Capture client project time and expense data anytime, anywhere as per your needs.
  • Track billable and non-billable hours by project even when mobile.
  • Create and automate intelligent approval workflows with all the stakeholders.
  • Leverage real-time notifications on any device to ensure timely submission for processing.
  • Consolidate all the time and expense details to understand the true costs for making informed billing decisions.
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project financials

Getting Your Project Financials Right

  • Leverage our versatile bill plan modeling to accommodate various client/project billing needs – fixed-bid, time & materials, flat or any combination.
  • Build rate cards with effectivity dates for each role to model client engagements.
  • Track financial health, understand WIP and improve visibility into cashflows.
  • Configurable invoicing engine with multiple templates takes care of all your client billing needs.
  • Leverage revenue recognition built as an extension of the billing and invoicing platform.

Advanced Analytics

  • MissionControl gives real-time visibility into all your business metrics – profits, margins, revenues and more.
  • Tailored views cater to every role within your project-based organization including project managers, resource managers, finance teams, practice managers, client managers and more.
  • See the big picture using our dynamic summary charts and dashboards to take your services businesses to the next level.
  • Drill down to analyze the underlying project, resource, costs and billing data to make proactive decisions.
  • Configure and schedule reports to match your organization’s reporting needs.
  • Leverage advanced API for BI and prebuilt Tableau, PowerBI, Google BigQuery connectors to meet specific analytics needs.
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practice management integration

Seamless Integrations

  • Quickly and easily integrate Polaris with any CRM, ERP, PM, HRMS system that your company uses.
  • Share critical data with your ecosystem to enable project and resource planning, billing, and revenue recognition.
  • Easily implement, deploy, and upgrade with turnkey and seamless cloud-based integrations.

Learn more about our products that help you run your project-based organization.

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