Best Professional Services Automation Software for Microsoft SharePoint

Project Insight is a project and portfolio management software for growing companies. It centralizes project data from across expanding teams and multiplying software systems to streamline workflows, automate processes, and help you make confident, data-driven decisions about your business. Project Insight also empowers you to manage work at the project, program, and portfolio levels–simultaneously. Identify priorities and keep work aligned with strategic objectives. Track cross-level progress, resources, budgets, and risks & take immediate action from a centralized hub that automatically notifies teams of adjustments. Integrate & sync project data between the software tools you are already using like Azure DevOps, Jira, Microsoft Project, and ServiceNow. Optimize cross-team workflows, reduce double-entry, and get a clear picture of capacity, progress, budgets, and risks across your organization.

Replicon's time-tracking platform is scalable and configurable to support the diverse needs of small, mid & large businesses with a remote and globally distributed workforce. Replicon’s Time Tracking is a cloud-based, enterprise-grade solution that tracks employee time across projects, tasks, presence, and absence to facilitate client billing, project costing, and compliant payroll processing. The scalable and configurable platform offers seamless integration with common business technology stacks, such as ERP, CRM, Accounting, and payroll solutions. With AI-powered time capture, mobile apps, and labor compliance as a service, Replicon makes time tracking hassle-free. A purpose-built professional services automation solution for IT services, management consulting, media and marketing, engineering and construction, financial, audit, and legal services organizations. From intelligent bid management, real-time project management, AI/ML-powered smart resourcing, and smart project risk analysis to comprehensive billing and revenue workflows, Replicon is the single source of truth for any project-based business.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

KeyedIn Solutions is transforming the way Project Management Office (PMO), teams work through its cloud-based solution for project portfolio management. KeyedIn's interface is simple and helps businesses improve project selection, resource allocation, portfolio-level reporting, and more. KeyedIn offers a unique combination of tools to manage portfolios, financials, deliverables and financials.

The best PSA software to optimize your contract-to-invoice workflow. TimeLog gives you valuable insights into the project's time, resources, and earnings. You can achieve greater productivity through more accurate billing and higher profits. You can track time and expenses at your own pace. Do not waste time invoicing using a lot of spreadsheets. Instantly see which projects will be profitable and on-track. You can plan better and stick to your deadlines with a complete overview.

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

Imagine a comprehensive platform that eliminates handoffs, modules, data re-entry, and the risk of outdated information, ensuring that nothing is overlooked. This professional services automation (PSA) software maximizes process automation, requiring user input solely for value addition rather than administration. Empower your business systems analysis with the necessary data to enhance decision-making. The cloud-based PSA software is designed to be flexible, catering to your unique requirements. With our complimentary mobile applications for Android and Apple, you can access CloudBlue PSA from any location you prefer. Elevate customer service with a top-notch service desk that enables your services organization to operate at its full potential. CloudBlue PSA features fully customizable and tailored Kanban boards that span the entire system, from Sales to Finance. Core business processes can be quickly visualized, shared with teams, or kept confidential, depending on your preference. With updates driven by process changes, you can always trust that the information is accurate and up to date, fostering a more efficient working environment. Ultimately, this solution transforms how you manage your professional services, making it easier and more effective than ever before.