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.

project service automation

OPPORTUNITY MANAGEMENT

SOLUTION SELLING

Prioritise deals based on an integrated sales management dashboard for both project and product-based opportunities.

CUSTOMER CENTRIC

Using an enhanced and integrated sales force automation experience; generate SOWs and create project contracts, track labour rates.

STREAMLINED CONTRACTS

With a visibility of revenue estimates and resource costs, ensure the feasibility and profitability of each project quote.

PROJECT PLANNING

COLLABORATIVE EXECUTION

Make use of the repeatable Project Templates defining estimated work schedules and required roles and quickly create new projects.

PREDICTABLE RESULTS

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.

RESOURCE MANAGEMENT

INTELLIGENT

Optimize resource assignment through a consolidated scheduling engine across modes of service and ensure right people on the right projects at the right time.

UTILIZATION FOCUSED

Pivot the business on resources to enable business development and portfolio investments to align with skills and talent management.

CONSULTANT CENTRIC

Empower consultants to identify and apply directly for available relevant project roles, and update skills profile through mobile devices.

TEAM COLLABORATION

PRODUCTIVITY

Provide powerful, easy-to-use, mobile-ready O365 productivity tools for project teams, customers and partners to update deliverables and monitor status.

SMAC

Incorporate ‘social, mobile, analytics and cloud’ experiences and technologies to enable timely and relevant communication and collaboration.

GREATER AGILITY

Respond quickly to scope changes and project risks by adding and managing critical KPIs while ensuring consistent and profitable service delivery.

OTHER FEATURES

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.

ACCOUNTABILITY

Provide real-time financial insights to customers and empower them to collaborate on timely corrective actions.

EFFICIENCY

Streamline the submission, approval, processing, and reconciliation through the web, mobile apps and Office365 for timely billing.

CUSTOMER BILLING
TIMELY & EFFECTIVE

Provide project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time to impact their projects.

 

ACCURACY

Ensure the project invoices , the terms of the contract and approved work and expenses for customers visibility to projected v/s actuals budget.

 

AUTOMATED

Automate generation, approval, and distribution of reconciled invoices in email and on the web with back-office financials integration.

SERVICE ANALYTICS
UNIFIED PLATFORM

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.