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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

Description

ShieldPSA is a Professional Services Automation (PSA) solution tailored for Managed Service Providers (MSPs) and IT service teams, unifying crucial service management and business operations within a single interface. This platform streamlines the handling of customer inquiries, support tickets, service level agreements (SLAs), project management, contract oversight, time logging, billing processes, and comprehensive reporting. By offering tools that cover the entire service lifecycle—from the initial intake and prioritization of service requests to their resolution, alongside time tracking, contract handling, and invoicing—ShieldPSA ensures a seamless experience. Furthermore, it features automation of workflows, service catalogs, management of customer and contact details, insightful reporting, a client portal, and various integrations to enhance daily operations for MSPs. With a focus on helping MSPs consolidate their service functions, the platform enhances visibility into both technician and customer interactions, standardizes workflows, and optimizes the management of recurring services for greater efficiency. Additionally, ShieldPSA is available as a free PSA platform, with optional professional services designed to support advanced needs and further enhance productivity. This combination of features makes it an invaluable tool for teams striving to improve operational effectiveness and customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

ADP BizPro
Asana
Atlassian Clover
BambooHR
Box
Dayforce
GitHub
JD Edwards EnterpriseOne
MYOB AccountRight
Paychex Flex
QuickBooks Online
SAP Concur
Sage 100 Contractor
Sage Intacct
Salesforce
ServiceNow
Slack
Wrike
Xero
Zendesk

Integrations

ADP BizPro
Asana
Atlassian Clover
BambooHR
Box
Dayforce
GitHub
JD Edwards EnterpriseOne
MYOB AccountRight
Paychex Flex
QuickBooks Online
SAP Concur
Sage 100 Contractor
Sage Intacct
Salesforce
ServiceNow
Slack
Wrike
Xero
Zendesk

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Vendor Details

Company Name

Vembu Technologies

Country

United States

Website

www.bdrshield.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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Alternatives

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