PSA Suite with Case Management for IT Services, a comprehensive solution:
Assistance PSA Suite for IT Services makes use of the powerful CRM module of Dynamics 365 platform and extends them with a complete PSA solution that will provide you with Project and Contract management, Sales and Cost Forecasting, Project and Resource Planning, Time and Expense entry as well as Invoicing and Financial transactions.
Click on one of the subjects below to read more about what the Assistance PSA Suite for IT Services has to offer:
- Advanced Opportunity Management and Revenue Forecasting
- Project and Contract management
- Visual Project Planning using Gantt Charts
- Case Management for IT Services
- Booking hours on any mobile device
- Resource Management is the Key to be successful
- Assistance PSA Suite Portal
- Invoicing with PSA Suite
- A Full Accounting Module with Assistance Financials
Advanced Opportunity Management and Revenue Forecasting
With the PSA Suite with Case Management for IT Services perform Advanced Opportunity Management and Revenue Forecasting! Generate a forecast at the opportunity level and get instant visibility of your pipeline in the Sales Forecast module next to your ongoing projects, for a complete overview of your expected revenues and cash flow. With the Sales Forecast, you can immediately quantify the impact of new projects on your revenue and resources. The multiple filters and parameters of the module will make analysis child’s play and the standard chart will provide you with an immediate visual of your expected revenues. Last but not least integrate your sales efforts with your service delivery teams and convert opportunities into projects whilst carrying over your rates, high level budget and high level or detailed forecast.
Project and Contract management with Assistance PSA Suite for IT Services
Flexibility and Visibility are two key elements in project and contract management. Assistance PSA Suite for IT Services supports seven different contract types within a project. It does not matter if you work with hourly rates, daily rates or fixed-fees! Expenses, products, equipment and recurring revenues are also standard contract elements that you can leverage to manage your projects.
Utilize our role-based dashboards to see if everything is going according to plan. Visual aids such as traffic lights quickly help you determine if important aspects of your job, such as budget variations, margins, milestones, realization rates and schedules are on track or need your attention. Receive alerts so that you can be proactive rather than reactive. Use workflow to automate tasks that were manual and time consuming in the past. Last but not least get visibility at a higher level, use programs to manage multiple projects concurrently and monitor their performance at both levels.
Visual Project Planning using Gantt Charts
Whether you are working on an implementation or development work, they are all managed using your firm’s best practices. It is necessary to guard these processes closely, because your project planning can change quickly. These project plans comprise structured processes and need to be applied consistently to maintain high levels of quality and efficiency. Assistance PSA Suite for IT Services will provide multiple templates, each one representing a different type of project structure. These templates are easily adaptable to your unique processes. Project plans typically have a series of Tasks, Activities and Milestones, each with specific duration and resource requirements.
Now imagine using a visual tool such as a Gantt chart to manage the entire project. You can add different activities and milestones to every task, which you can assign directly to a single resource or resource team. You can assign your costs and hours per activity so you can compare your budget with actual effort, and with the roll forward functionality you can automatically copy projects that are renewed on a yearly basis. Furthermore, the PSA Suite integrated with Outlook so all your appointments from the Outlook calendar are visible in your project plan. This integration also gives you the option to track your e-mails directly to the project. On top of that, the PSA Suite is fully integrated with our HR/HCM Module where you can manage skills and certifications of your resources and resource teams.
Case Management for IT Services
Working in the IT world means providing your clients with great services. You want to keep track of these cases to see, for example, if problems occur more often. The PSA Suite with Case Management for IT Services is the ultimate tool to manage your cases. The cases are managed in the service module where they get a unique ID number and where you can filter on the type of disaster. Your employees see what kind of service the clients need and can guard their services closely. E-mails can be tracked into the account and contact and the system is also completely integrated with your Document Management System (DMS), where your files can be tracked from PSA into your DMS System, where your files are stored safely.
Booking hours on any mobile device
The Assistance PSA Suite with Case Management for IT Services lets you book your hours in different ways! The timesheet, for example, gives you the same experience as your Outlook calendar; (this is a semi-colon) with a single mouse click your Outlook calendar will be integrated into your timesheet and your hours booked directly on the right project. Instant Time-Entry lets you book hours when and wherever you want! With the Timer you can immediately capture worked time in minutes or hours and with the PSA Mobile™ App you can do that on your mobile phone! Last but not least with the Approval Apps a Manager will be able to approve hours, expenses and expense claims as well as invoices!
Resource Management is the Key to be successful
The largest expenses for your organization are the costs of your staff. With Assistance PSA Suite for IT Services you can easily assign staff to existing projects and determine future staffing requirements for pipeline and backlog work. Your resource plan is completely integrated with the project plan. Track individual and team availability using the Utilization Sheet. This Utilization sheet is even directly visible under the Gantt Chart, so you can directly see who is over utilized while planning. On top of this shows the Availability sheet the visibility in one glance!
Experienced staff are also your greatest asset. Easily book them on skill level and track their education and certifications using the HR/HCM module. Create teams of resources with similar skill sets for easy identification and assignment to projects. Track PTO, sick leave and other time-off events. Also use HR/HCM to recruit, select and train your employees, and keep track of their appraisals. You can match job vacancies directly with candidates with the right skills and expertise. Utilize integration with Bing Maps™ to schedule your resources based on location. On top of all this, the HR/HCM module comes with standard templates where you can manage the capacities, work history, appraisals, benefits, cars and equipment.
Assistance PSA Suite Portal
With the Assistance PSA Suite Portal your employees can use the PSA Suite without login into your CRM module of Dynamics 365. The PSA Suite Portal offers self-service functionalities to your employees. It provides them with visibility on their utilization and scheduled activities. They can book their time directly from here, enter expenses, and also keep track of their PTO and sick leave. Last but not least your employees can keep their own profile up to date with their skills and education, and help at the same time with your internal recruiting process!
Invoicing with PSA Suite with Case Management for IT Services
Invoicing accurately and quickly is essential for any services based organization. With the PSA Suite with Case Management for IT Services you can easily invoice projects individually or in a batch. Furthermore the Suite lets you split invoices for those projects where an invoice is sometimes split between multiple recipients.
PSA Suite offers different invoice types: Time and Materials, Product, Fixed Fee Installments, Fixed Fee Completion, Recurring and Expense invoicing with mark-up. Draft invoices can be routed for approval and directly emailed to clients. Use predefined invoice layouts especially formatted for IT Services or easily create new ones. Generate client statements and collection letters. Use out of the box reports and dashboards to track top invoiced clients, days outstanding, aging and cash collection. Besides this offers the solution also a Purchase Order functionality where you can register and manage your purchases.
A Full Accounting Module with Assistance Financials
Assistance Financials offers core financial accounting modules: General Ledger, Accounts Payable & Receivable, Cash Management and E-Banking. With the General Ledger you can create journal entries, generate financial statements and maintain and report on your budgets. With the AR and AP modules you can easily manage your payables, receivables, 1099 reporting as well as perform invoicing. The cash management component gives you a direct overview of your bank balances and with e-banking you can directly pay your creditors.
Assistance Financials makes use of the standard features of your CRM module of the Dynamics 365 Platform, like Dashboards, Filters, Personal Views, Microsoft Office integration, Mobility, Workflow & Alerts. Embedded business processes are designed for IT professionals and configurable to your needs. Assistance Financials can also be used as an integration platform for other accounting or ERP platforms.