Best Professional Services Automation Software for Microsoft Power BI

Project Insight (PI), a modern project and portfolio management software, can aggregate and report on all projects in your organization. PI consolidates your work, projects, and tasks in one online platform that you can customize to suit your business needs. PI is ideal for companies with complex project management requirements such as budgeting, scheduling, time-tracking, and capacity planning. However, PI is easy to use and customizable, which allows them to provide exceptional customer service. You can easily combine data from key CRM, accounting, DevOps and support software to give stakeholders real-time insights into your project. The FREE version of PI lets you start quickly and grow as you go.

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

ITM Platform is the Project Portfolio Management Software that bridges the gap between project management and strategy. It takes just two weeks to integrate and is easy to learn. You and your team members can be fully operational quickly and have the tools and resources you need for managing your portfolio and aligning it with the overall business strategy. ITM Platform provides robust control over economics (costs, revenue, etc.) at all levels: portfolio, program, project and task. You can manage agile and waterfall projects, prioritise what is most important for your business, and report on progress company-wide using real-time information.

Built on the Microsoft Power Platform and Azure Web Services, the empower suite offers cutting-edge, cloud-based business productivity tools and solutions. This package contains workflow and automation tools, productivity apps/assistants, and data-driven, subscription-based business intelligence and analytics products. The suite offers role-based data that can assist you in assessing and forecasting the cashflow condition of the company, delivering insightful financial analysis, improving HR procedures, streamlining the onboarding of new clients, and offering client analytics. With the help of a number of connectable adapters, these apps may be combined with Evergreen or any other current finance, billing, and CRM software you may be using, saving you the time and effort of switching between several platforms. Empower can provide "one version of the truth" across all of your tools and apps in addition to evergreen by sa.global and assist with optimization.

PSA software is not all created equal. Harmony is an intelligent contract system. One that can understand the revenue and costs associated to each action. This will make your business run more smoothly and allow you to analyze your business performance automatically and continuously. In real-time. Harmony, the next generation of PSA tools, was created in the cloud with a responsive user interface, and a commercial model that will help you future-proof your company.

CMap eliminates the need for complicated spreadsheets and other disconnected software programs. Instead, all that data and functionality will be available in a single, accessible system. Professional service companies are unique. There aren't many career sales people who are responsible for new business. Instead, you have people with a background as delivery who are busy with a multitude of other things. There are many approaches to job costing in professional services. All agencies, accountants, consultants, and architects will quote differently. Most resourcing software's problem is not the initial setup of resourcing data. It's maintaining a constant track of changes. Live budget vs. actuals is automatically generated from timesheet and expense data for all projects. This gives you instant feedback on how your projects are doing.