Professional Services Automation
Explore Our Self-driving PSA Software
The Polaris self-driving Professional Services Automation (PSA) uses advanced AI/ML technology to analyze real-time data, and deliver actionable recommendations to keep projects, resources and finances on track.
Announcing Polaris PSA 2022 Spring ReleaseSelf-Driving Resource Management with Polaris PSA
Fuel Your Organization’s Growth with Our Self-driving Professional Services Automation Software
Professional Services Automation Capabilities
Analytics
Real-time Insights for Services Businesses
The MissionControl in Polaris PSA offers real-time visibility into all the metrics that professional services businesses need to track to get work done. Keep all your project information, financials, resourcing and progress in one place. With up-to-date real-time view of the business, you are now in control and can make early course corrections in case of exceptions. Leverage historical and real-time information to quickly adapt to changes and make decisions on-the-go.
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Governance
Professional Services Automation to Ensure Consistent Execution
Define your framework and methodology for managing projects, resources, and financials. Easily enforce standard processes, formats, data and workflow across your organization. Get everyone on the same page to ensure consistent execution and growth using a configurable PSA software.
Learn MoreFinancial Modeling
Optimize Services Revenue and Pricing
Leverage SmartBudget to help optimize revenue and create rate cards for the most profitable bidding scenarios, factoring in true utilization, 100% of costs, and real margins. Go beyond the traditional PSA software to win more bids and grow revenue.
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Client Management
Improve Client Management
Get a consolidated view of all client-specific projects and engagements to manage profitability and performance. Manage customers, vendors, fund sources, service partners and internal departments in one place. Provide transparency to clients into task statuses, project progress, and costs with our powerful professional services automation software.
Learn MorePractice And Program Management
Manage Practice Profitability with Professional Services Automation
Group your projects by practices as your business tracks them in our PSA tool. Set any attributes and metrics you need. Manage delivery, cost, and billing with complete transparency in order to improve practice profits and performance.
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Project Management
Real-time Project Management
Our PSA software leverages SmartBeats to automatically update information on your projects, resources and business. Get alerts to identify project risks and take necessary actions to keep everything on track. Desktop and mobile apps make data entry fast and convenient to get real-time project and work information.
Learn MoreResource Management
Intelligent Resource Management
Avoid sub-optimal resource allocation and endless back-and-forth to resource projects. Smartmatch knows what your resources are doing, what their skills are and who best fits the project requirements to provide intelligent recommendations. Resourcing workflows in our professional services automation tool enable collaboration between resource managers and project managers.
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Time & Expense
Accurate Time and Expense Tracking
Polaris Professional Services Automation ensures that all time and expense details are captured. Make timesheets submission and approval processes unobtrusive and error-free, based on Replicon’s proven time tracking solution. Leverage built-in mobile capabilities in our PSA software to enable employee and manager self-service.
Learn MoreFinancials
Accurate, Faster Billing and Revenue
Polaris PSA helps account for every piece of work done and invoice accurately. Model your contract terms into rates and bill plans right into our PSA tool. Manage cash flow with a clear view of WIP, billed, available-to-bill and outstanding amounts. Use accurate project costs and billing information for revenue recognition.
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Integration
Connect PSA Tool with other Software You Use
Share project, resource, time, costs and billing information with your ecosystem – whatever that may be. Polaris PSA supports plug and play integration with leading CRM, ERP, Project Management, Collaboration, Accounting, Incident Management, and other software.
Learn MoreWhat Is a Professional Services Automation (PSA) Software?
A PSA software is a comprehensive tool used by professional services organizations to manage service delivery, resources, project financials, revenues and more to ensure maximum profits and faster growth.
What are the advantages of a PSA tool?
Professional services automation platform helps project based, service organizations maximize project profitability by optimizing resource utilization and reducing revenue leakages. Some of the key capabilities of a PSA software includes:
- Manage full project lifecycle from start to finish
- Project Resource Management
- Project Delivery Management
- Project Financial Management
- Project Billing
- Project Expense Management
- Time tracking to capture accurate project billable hours
PSA Software that Helps Your Professional Services Organizations Uncover Revenue and Profits
Polaris PSA works by collecting large amounts of real-time project, resource, finance and other data using SmartBeats. It creates a single source of truth that is 100% accurate and always updated so that you can understand what’s going on around you.
MissionControl makes it easy to make sense of all this real-time data. Polaris does the heavy-lifting and analyzes real-time data to come up with recommendations for business leaders to make smart decisions.
From intelligent bids, real-time project management, smart resourcing, to comprehensive billing and revenue workflows, Polaris PSA is a comprehensive professional services automation solution that meets unique business needs.
Frequently Asked Questions About Professional Services Automation
What is Professional Services Automation?
Professional Services Automation or PSA is a software that helps project-based, service organizations, such as financial services, legal, IT, and consulting firms in scoping, estimating, optimizing, delivering, and billing client projects efficiently.
What are the features of a PSA tool/system?
Here are some of the typical features to look for in PSA tools.
Project Management
Resource Management – Planning, Utilization, Allocation etc.
Time Tracking and Management
Project Costing, Billing, and Invoicing
Financial Management and Business Intelligence
Advanced Analytics and Reporting
What are professional services?
Professional services include highly specialized, knowledge based services offered by a select group of individuals or services organizations for its customers. The services are delivered as a nonphysical product through a project based delivery model, billed on a time and material (T&M) or fixed bid invoicing.Examples of professional services include engineering services, accounting services, financial and legal services, IT development or testing projects, marketing and media services etc.
Explore self-driving PSA software built for forward-thinking professional services firms.
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