• Wetlands International runs on the Assistance PSA Suite for Nonprofit

PSA Suite with program management for Nonprofit, a comprehensive solution:

PSA Suite for Nonprofit makes use of the powerful CRM module of the Dynamics 365 platform and extends this 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.
Program management for Nonprofit
Click on the subjects below to read more about what the Assistance PSA Suite for Nonprofit has to offer:

Program, Project and Contract management with PSA Suite for Nonprofit

Flexibility and Visibility are two key elements in project and contract management. Assistance PSA Suite with program management for Nonprofit 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 Program Management for Nonprofit to manage multiple projects concurrently and monitor their performance at both levels.

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Advanced Opportunity Management and Cost Forecasting

With the Assistance PSA Suite with program management for non profit 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.

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Visual Project Planning using Gantt Charts

Whether you are working on a program or a project, they are all managed using your foundations’ best practices. It is necessary to guard monitor these processes closely, because your project planning can change quickly within the Nonprofit world. Your projects need structured processes and need to be applied consistently to maintain high levels of quality and efficiency.
Assistance PSA Suite with program management for Nonprofit will provide multiple templates, each one representing a different type of project you are dealing with. 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.

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Booking hours on any mobile device

Assistance PSA Suite with program management for Nonprofit lets you book your hours in different ways! The timesheet, for example, gives you the same experience as your Outlook calendar; 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!

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Resource Management is the Key to be successful

As an NGO you have your own staff but also a lot of external resources to manage. Just think of all the volunteers dedicated to your cause! With Assistance PSA Suite & Program Management for Nonprofit you can easily assign resources to existing projects and determine future staffing requirements. Your resource plan is completely integrated with your 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 and volunteers are also your greatest asset. Easily book them based on their 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 capacities. Utilize integration with Bing Maps™ to schedule your resources based on location. Last but not least, the HR/HCM module comes with standard templates where you can manage the capacities, work history, appraisals, benefits, cars and equipment.

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Assistance PSA Suite Portal

With the Assistance 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!

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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 NGO’s and configurable to your needs. Assistance Financials can also be used as an integration platform for other accounting or ERP platforms.

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Licenses & Pricing

The Assistance PSA Suite is designed for all sizes of businesses; Small, Medium and Enterprise. A License starts at 15 euro/dollar per user per month. Find the optimal mix of Licenses that best suits your business needs.

Click here to view our License Matrix

Watch the Videos

Assistance Software has created a series of videos to help you discover and understand what our software solutions can do for you and your company They give a clear picture of the capabilities and user-friendliness of our solutions.

Click here to watch the videos

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