Assistance PSA for Consultancy

 

Time is money. Increase your efficiency and, with that, your sales! Assistance PSA for Consultancy

Both your customers and their projects play a pivotal role within your organization. Your appointments with customers are booked in your Outlook calendar. The sum of these appointments is your forecasted returns and time utilization. If appointments cannot be scheduled (yet), you can manually enter the time expected to be spent. You want to be able to see your future as well as historic time-spending at a glance. Which hours have been approved and invoiced? What about the staffing of my people? All e-mail, phone and other means of communication must be easy to access. In short, a good CRM system – as well as proper project management – is not a luxury but a necessity. Assistance PSA for Consultancy™ is the perfect solution!

With Assistance PSA for Consultancy™ you load your Outlook calendar into your time registration and your hours are booked automatically! Since PSA is in Outlook, you can work straight from there. You can save important e-mails, keep phone notes and monitor your budgets. The application includes a phase distribution as a standard functionality, so it is easy to register time and costs and invoice accordingly. Transparent forecasting of scheduled time and anticipated future turnover are also standard features. You will immediately increase your efficiency by having easy and convenient access to your project management – anywhere, any time. And, remember, the costs are low as a result of minimum implementation time.

Additional functionalities of Assistance PSA for Consultancy™:

- Standard phase distribution (template) for insight into all full and partial results of your project.
- Pre-defined time types.
- Consultancy forecasting.
- Resource planning: schedule your appointments related to the project directly in the Outlook calendar!
- Timesheet line item & Timesheet Outlook calendar.
- Three invoice layouts with your company logo.

Assistance PSA for Consultancy™ is fully integrated with the Microsoft Dynamics CRM 2011 platform. You can use the standard configuration as prescribed by the PSA for Consultancy™ Flavor or you can change this Flavor to suit your own specific needs.

Main additional features of Assistance PSA for Consultancy™:

  • Standard phase distribution: clear overview of each phase of your project at a glance.
  • Pre-defined time types: project hours differentiated by employee.
  • Consultancy forecasting: insight into returns and consultant hours and the best tool for planning and adjusting future spending on projects.
  • Timesheet line item & Timesheet Outlook calendar: for simple time registration.
  • Resource planning: schedule appointments directly in Outlook linked to the project, phase and time type.
  • Three invoice layouts with your company logo: ror fixed fee, time and material, as well as installment contracts.

Last but not least:

  • Cost-reducing
  • Can be implemented and used online in its entirety
  • Choice of fixed subscriptions, so no surprises
  • Super-fast implementation