Professional Services Automation
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Capture billable hours for specific projects, clients and tasks. Flexible rules allow for automatic validation of time entries. As an added bonus, billing clients has never been easier, as we handle global, multi-lingual and multi-currency situations and allow for granular information to be added to individual tasks. Notifications ensure that actions are taken in a timely fashion so your billing is never delayed.
Maximize your profitability with configurable multi-level approval paths. Project managers, supervisors and clients can quickly review and approve time and expenses, even while on the go. Ready-made reports and single-screen views allow for informed decision making.
Define every aspect of a client’s project in a matter of minutes—from project managers to start and end dates, tasks, resources and budget. By associating projects with clients, you can create task hierarchies and custom fields to match the client needs and requirements. Status and budget tracking are shown on every screen, ensuring projects are delivered on time and within budget.
Set up your clients and associated invoices for precision in billing. By selecting rates for each role working on a client’s project, you make it easy to track billable hours and generate accurate invoices. Ensure you meet your contractual obligations with any time access into, billable amounts, discounts and profitability by client and by project.
Group your projects by practice for time, cost, billing and budget tracking. You’ll gain insights into which practices have the biggest impact on your revenue. Our summary dashboards provide you with full visibility into your practice profitability and performance to maximize profitability.
Oversee consultant needs, both today and in the future. With a global view of current resource allocation, you know exactly what each consultant’s availability and skills are, making it feasible to assign projects on-the-fly. You can even generate resource forecasts to plan ahead for future client projects.