Assistance PSO for Microsoft Dynamics
Assistance PSO for Microsoft Dynamics is the total solution for professional service organizations. Does project management play a major role in your organization? Our project software allows for total control of all aspects of every stage of a project.
Integration with Microsoft Dynamics
Assistance PSO for Microsoft Dynamics is the ERP for professional service organizations. This is why it integrates effortlessly with Microsoft Dynamics technology, namely Dynamics CRM, AX, NAV and GP, and of course with our own Assistance Bookkeeping.
Your project is core
Your organization revolves around your projects or files. But those are not independent entities. Fixed elements in your business processes are accounts, employees and your financial administration. Assistance PSO brings all those things together in a single project administration. That is the benefit of Assistance PSO.
The succes factors of Assistance PSO for Microsoft Dynamics
The application Assistance PSO provides a complete overview, sharp analysis and effective management. In short, it provides transparent business processes.
Complete overview with Assistance PSO
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Quick overviews of project and resource planning.
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With the standard CRM module of Assistance PSO, a single mouse click can get you a full overview of account information, like meeting notes and outstanding invoices. Enter appointments and agreements with your accounts directly through the link with Outlook.
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Appointments in Outlook are entered into the central planning.
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Assistance PSO integrates your time registration. The deployment of staff is clear at a glance. The direct connection to Outlook allows for linking hours to projects, importing appointments and entering projects.
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The connection to SharePoint makes it easy to directly create an Intranet site. By project, by account, by employee, it's all possible. This allows your employees and possibly your customers to share information about the project. For instance, tasks, activities or documents.
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Assistance PSO easily links to Word documents and assigns them to accounts, employees and projects.
Sharp Analysis with Assistance PSO
- Workflow: a single dashboard provides an overview of the progress and status of the entire project: hours, costs, invoices and corresponding documents
- No extensive reports but direct custom views
- Tables and diagrams with user-friendly graphics
- Options for filtering, adding and deleting columns
- Analyses and reports in clear Key Performance Indicators (KPIs)
- All possible information can be exported directly into Excel, e.g. financial project details
Efficient project management with Assistance PSO
- Workflow management
- Sound approving of hours
- Planning: you can track the history of your project at any time. This allows you to make quick and timely decisions, such as about the necessary deployment of resources. Make and adjust forecasts
- Assess the necessary capacity and anticipated costs of a project
- Invoicing: based on possible agreements. Think of such things as T&M, fixed price, deadlines, project progress & milestones
- Adjust: the extensive information allows you to anticipate future developments in your projects and the market
- Project administration: from first customer contact to invoicing. With Assistance PSO you control the entire process in a single system
- Improved process monitoring
The added benefits of Assistance PSO for Microsoft Dynamics
- It is a standard application, which means a quick and effortless implementation in your total software package
- A thoroughly clear and familiar user interface
- Roles and corresponding privileges for every employee
- The use of living data
- Your project information can be quickly copied into a new project: standardization
With its various different versions, Assistance PSO can be flexibly organized. Depending on the activities, size and international orientation of your organization.