OVERVIEW AND KEY CAPABILITIES
Microsoft Dynamics 365 for Project Service Automation (PSA) can help you to streamline your business, increase the profit by managing the entire lifecycle of your projects, including project estimation, sales, resource scheduling, time & expense management, work breakdown structure management, and billing activities.
The Dynamics 365 for Project Service Automation (PSA) is an end to end solution that aims to deliver an integrated customer experience for organizations that deliver customer-facing, revenue-focused, project-based services including.
- Planning, estimating and pricing multi-day projects.
- Optimizing resource utilization.
- Tracking and approving project tasks and finances.
Prioritise deals based on an integrated sales management dashboard for both project and product-based opportunities.
Using an enhanced and integrated sales force automation experience; generate SOWs and create project contracts, track labour rates.
With a visibility of revenue estimates and resource costs, ensure the feasibility and profitability of each project quote.
Make use of the repeatable Project Templates defining estimated work schedules and required roles and quickly create new projects.
Assess project risks with a real-time view of over-budget and under projects, unmet milestones, unpaid invoices and pending proposals.
ENHANCED AND ROBUST
Easily communicate required project tasks, the resources required and the time-frame for completion of the task.
Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.
Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.
Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.
Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.
Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.
Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.
Let’s take a closer look at how Project Service Automation (PSA) can deepen your customer engagement, empower your sales and delivery team and optimize portfolio growth.
TIME AND EXPENSES
INTUITIVE & FAMILIAR
Simplify management and tracking of estimated and billed project time by integrating the tasks and deliverables on the calendars.
Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.
Streamline the submission, approval, processing, and reconciliation through the web, mobile apps and Office365 for timely billing.
CUSTOMER BILLINGTIMELY & EFFECTIVE
Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time to impact their projects.
Ensure the project invoices , the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.
Automate generation, approval, and distribution of reconciled invoices in email and on the web with back-office financials integration.
Leverage Dynamics 365 business apps and platform for a strong basis for reporting, integration, and analytics.
360 PROJECT VIEW
Understand project performance, team and resource feedback and voice of the customer to ensure on-time, on-budget delivery model.
TRENDS & FORECASTING
Identify trends, explore what-if scenarios, and forecast outcomes to prioritize service offerings, skills development and adopt best practices.