Professional Services Automation
RESOURCE MANAGEMENT SOFTWARE
Optimize Your Professional Services Workflow & Tie Planning, Service Execution With Financials
Service Delivery Management
Simplify Project Tracking
- Set up projects with complex work breakdown structures based on your needs.
- Enable your project managers to define and initiate processes for budget, estimates, costs, resource allocation, skills, chargeability, and utilization.
- Align PMs, consultants, and finance on a single source of truth with a collaborative platform.
- Get real-time visibility into project metrics and complete control over delivery.
Unify Client Management
- Create and manage clients and capture any needed details.
- Easily associate projects with clients to get a consolidated view of all client-specific work.
- Access real-time metrics like client billings, profitability, and more to better assess your relationships.
- Use historical service information and select your customers intelligently.
Project Timesheets
- Customize your timesheets to capture project information the way you need it.
- Track all billable and nonbillable hours by client projects and get real-time visibility into status.
- Add comments and other information to give better context to your project managers and clients.
- Define approval workflows to include project managers, clients, and other stakeholders.
Mobile-ready
- Easily submit and approve time and expenses from anywhere, anytime.
- Manage delivery with real-time visibility and maximize your professional services business profitability.
- Account for 100% of your resources time, even when they’re on-the-go.
Intelligent Project Notifications and Alerts
- Use our library of alerts and notifications to reduce manual check-ins on projects and tasks.
- Keep your project resources and managers informed about actions needed.
- Create custom notifications to get your service teams to act in a timely manner.
- Manage your time, projects, clients, and billing specific processes in real-time.
Resource Management
Manage Resource Management and Skills
- Get complete visibility into global resource management and availability.
- Track and manage project resource skill sets to make intelligent resourcing decisions.
- Filter resources based on a number of parameters and easily allocate them to projects.
- Achieve increased consultant utilisation with real-time visibility and control.
Billable Hour Targets
- Drive corporate and department-level profitability targets down to an individual level and set up required billable hours.
- Roll up individual hours to a group or business unit to track performance in real-time.
- Make provisions for reduced work hours and other exceptions using billability metrics.
- Get complete control over profitability at all levels in your organization.
Resource Availability and Time Off*
- Create time off policies with professional services automation for your business.
- Get real-time visibility into resource availability to manage project allocations with confidence.
- Empower your project resources and project managers with self-service capabilities to reduce administrative overheads.
* Available with our TimeOff add-on
Project Accounting
Enjoy Comprehensive Project Accounting
- Manage financial controls on all projects – budgets, estimates, costs, margins, WIP, billings, bookings etc. with ease.
- Gain full visibility into project financial health in real-time.
- Track business objectives and outcomes at the project-level.
- Manage billing issues upstream before they percolate downstream resulting in unhappy customers.
WIP Management
- Track project status in real-time with instant updates from your resources.
- Understand projects and tasks that are ready to be billed for every client.
- Improve visibility into cash flows and reduce billing lead times.
Model Your Accounting Processes
- Utilize our powerful embedded BPM engine to create flexible models and orchestrations.
- Handle end-to-end business processes from project initiation through end-of-life.
- Facilitate and manage exceptions with our embedded collaboration engine.
Revenue Management
Create and Manage Billing Contracts
- Model different billing rates, billing engagements, and complex contracts with a flexible system.
- Create any billing contract and enjoy unlimited terms or clauses.
- Manage for fixed, T&M, milestone, custom contracts and contract lifecycles.
- Handle contract term changes and effectivity dates with an event-driven platform.
- Transform contract terms to billable data in real-time with a powerful billing generator.
Liberate Your Billing Processes
- Transform contract terms to billable data in real-time with a powerful billing generator engine.
- Handle consolidation, amendments, routing for billing approvals, billing data integration to ERP, invoice generation, and payment or receipt reconciliation from our platform.
- Align delivery and finance teams using our collaborative platform based on a system of work done.
- Gain persona-based data visibility and control over billing information by end user, PM, Billing Manager, and Finance.
Account For Project Expenses
- Create and manage unlimited expense policies based on your clients’ needs.
- Track expenses in real-time and associate them with projects and clients to get full visibility into complete billing.
- No more lost receipts – capture pictures of receipts and attach them to corresponding expense entries.
- Easily manage multiple currencies and exchange rates with tax amounts.
Flexible Invoicing
- Manage customer invoices with our built-in invoicing engine.
- Consolidate invoice items at various levels (Customers, Project, Time Periods) to generate invoices.
- Factor in discounts and add ad-hoc invoice lines.
- Get support for multiple invoice templates.
- Reconcile payments & integrate with ERP.
End-to-end Revenue Managed
- Leverage revenue recognition built as an extension of the billing and invoicing platform.
- Get support for industry standard revenue recognition standards – ASC 606 and IFRS 15.
- Quickly reconcile revenue with contracts, WIP, and billing.
- Generate accurate revenue forecasts and plan out your future.
Growth Management
Project Planning
- Use historical information to select your customers intelligently.
- Automatically pull and plan for projects from your CRM.
- Set up complex work breakdown structures & come up with accurate costs, margins and billing information.
- Generate accurate project timelines and resource requirements to meet profit metrics.
Resource Forecasting
- Plan for resources and skills needed to meet your project pipeline requirements.
- Assign “placeholders” to pending projects to effectively account for resource requirements, without having to allocate a specific resource.
- Generate resource forecast reports to gain visibility into the future availability of your consultants.
- Analyze resource availability by skillset to proactively hire or retrain resources and meet future demand.
Ensure Global Scalability
- Organize your project resources for better security, access, and visibility into your company’s critical information.
- Restrict administrators from viewing or editing users outside of their project groups.
- Enjoy complete flexibility to customise organisational hierarchy as per business requirements.
- Administer local business policies from a central location.
- Choose languages based on where your employees are and eliminate translation needs.
Advanced Analytics
Advanced Reporting and Analytics
- Gain real-time visibility and control over critical metrics like WIP, utilization, margins, etc.
- Use powerful, dynamic charts and dashboards to get the big picture.
- Customize the reports to match your organisation’s needs.
- Real-time information about projects, clients, and resources enables you to make decisions in-the-now.
Seamless Integrations
- Quickly and easily integrate Replicon with any CRM, ERP, PM, HRMS system that your business uses.
- Share critical employee time intelligence® 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.
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