Polaris PSA With Deltek Costpoint
Replicon’s Polaris PSA solution for Government Contracting seamlessly integrates with Deltek’s Costpoint to help businesses effectively track and manage projects, tasks, time, and resources – while promoting compliance with government accounting and timekeeping requirements. Replicon’s ISO 27001:2013 Certification and SOC 1 and SOC 2 reports also demonstrate support for elements of key security standards and controls such as GDPR, NIST SP 800-171 and NIST SP 800-53.
Harness the Combined Power of Polaris PSA and Deltek Costpoint Integration
Automatically Create or Sync Projects, Qualified Opportunities, Accounts, and Users in Polaris PSA
- Choose Deltek Costpoint as your master system and sync/create all your project data in real-time
- Automatically sync account, opportunity, or user details imported from CRMs, such as Salesforce into Polaris
- Access real-time metrics like costs, billing, profitability, and more to better assess your client relationships
Automatically Manage Projects in Polaris PSA
- Create multi-level project/task hierarchies, define project milestones, and set up relevant information instantaneously
- Get a real-time view of project progress, resources, work done, and remaining work
- Give feedback to users on work done, remaining work, and estimates for completion
Maximize Resource Utilization With AI-powered Insights
- Leverage SmartMatch to automatically identify the right resource based on availability, skills, cost requirements, or more
- Track and optimize utilization and productivity levels of your global resources
- Plan resource capacity for better utilization
AI-powered Time Tracking for Accurate Billing
- Automatically sync approved billing-related time data from Polaris PSA to Deltek Costpoint or vice versa
- Capture accurate time data from more than 100 work apps, such as Slack, Jira, Asana, and Zoom
- Assemble pre-filled timesheets with accurate time data for your employees to review and submit
Faster, More Accurate Project Billing and Financials
- Build rate cards with effective dates for each role
- Manage invoice adjustments, exceptions, and delinquencies with ease
- Quickly reconcile revenue with contracts, WIP, and billing
Capture Your Expense Data Accurately for Informed Decisions
- Easily capture and validate expense data with Polaris PSA and sync with Deltek Costpoint
- Let your employees upload expense receipts to simplify approvals
- Track submitted expenses and approval statuses to make informed decisions
Here’s What Sets Us Apart!
Optimize Pricing and Revenue With SmartBudget
Our Polaris PSA solution features AI-powered SmartBudget, which is designed to help government contracting businesses improve their bottom lines and profitability. It considers all metrics, live and historical, to simulate profitability scenarios, allowing leaders to make informed decisions on their project bids and prices, and also:
- Optimize revenue plans by accurately accounting for all relevant metrics
- Improve bids by factoring in 100% of costs when setting rates
- Get complete visibility into true costs and billing rates
New Beats & Pulse Methodology
With SmartBeats and Project Pulse, government contracting business leaders can get a real-time view of their projects and tasks to make informed decisions proactively. SmartBeats enables live data capture from project users on their task or project status. Project Pulse provides a live understanding of critical metrics, allowing leaders to perform early course corrections as needed. Leaders can also:
- Get instant updates from project users as beats about the work done, remaining work, and estimates to completion of assigned tasks
- Enable early warnings based on user beats or task beats to allow project managers to make course corrections proactively
- Track resource inputs associated with projects and get a sense of actuals and completion estimates in real time
Find the Right Resource for Every Government Contracting Project
SmartMatch, the intelligent resource recommendation engine of Polaris PSA, empowers project managers to identify the right resources with the right skills for the right project at the right time. Using AI/ML technology, SmartMatch finds the ideal resource from the entire workforce based on select criteria using real-time resource data, ensuring improved allocation and higher utilization. Leaders can:
- Quickly locate resources based on availability, location, skill set, department, or other criteria
- Allocate resources to projects by percentage of total availability or by hours per day
- Break departmental silos and gain organization-wide visibility into resources that are well-suited for a project
Built-in Revenue Recognition Capabilities
With our Polaris PSA solution, government contracting business leaders can leverage revenue recognition capabilities with minimal hassle. They can:
- Model complex revenue contracts with a flexible system
- Get support for revenue recognition standards – ASC 606 and IFRS 15
- Generate accurate revenue forecasts and plan their organization’s future
A Modern & Mature Integration Platform
A Government Contracting-ready PSA Platform With Security, Flexibility, and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months – using our 50+ pre-built connectors, such as Deltek Costpoint, QuickBooks, SalesForce, Xero, Namely, ServiceNow, BambooHR, and Jira.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on the fly with our swap-in and swap-out connectors as your ecosystem evolves.
Extract Data That You Need
Leverage our Open API library to extract the data that you want from your systems.
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