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Professional Services Automation for IT Services
evergreen + empower: A PSA solution built on Microsoft Dynamics 365
Drive project productivity and profitability with a PSA solution
For an IT Services organization delivering billable work, you benefit the most from a Professional Services Automation (PSA) solution. A PSA solution provides visibility into every aspect of the project delivery process from quote to cash – managing pipeline, financial management, project and resource management, and reporting. With a single source of real-time project data to track time, expenses, resources, and budgets, you can view performance metrics such as revenue, cost, utilization, and profit margins – helping you manage and measure service delivery at scale.
Get insights on your performance metrics with evergreen for IT Services.
Six advantages of evergreen + empower
1 Drive project financial performance
Finance
- Improve cash flow by invoicing clients quickly
- Monitor project budgets to actuals, eliminating overruns
Sales & Marketing
- Integrate customer relationship management tools with proposals, contracts, and billing
- Identify up-sell opportunities into project accounts
Human Resources
- Ensure the right resources on each project
Project Delivery
- Automate business processes wherever possible for greater project efficiency
- Collaborate easily across the project lifecycle
2 Identify opportunities, win more bids
Finance
- Identify new revenue opportunities
- Assess financial performance indicators against strategic plans
Sales & Marketing
- Manage pipeline with a unified sales and marketing dashboard
- Increase ability to identify profitable clients
Project Delivery
- View projects in pipeline and plan resources
- Shorten the project-planning cycle
3 Accelerate project delivery
Human Resources
- Gain increased visibility to improve resource allocation and utilization
- Provide optimized scheduling for long-term or short-term assignments based on skill sets and staff availability
Finance
- Bill clients in the format they desire through flexible billing capabilities
- Establish repeatable business processes to control costs and maximize resources
Project Delivery
- Gain visibility into the status of projects
- Establish consistent and remotely accessible processes
4 Optimize resource utilization
Finance
- Effective time capture and approval process to increase productivity
- Predict revenue per billable employee
Sales & Marketing
- Manage full resource lifecycle from forecasting needs to resource allocations and utilization
- Ensure efficient time-tracking to manage time across different projects
Project Delivery
- Align the right people to the right projects
- Anticipate resource needs with intelligent scheduling
5 Increase business agility
Finance
- Repeatable business processes to optimize costs and resources
- Improve efficiency of billing, collections, and financial operations
Sales & Marketing
- Access easy-to-understand, simplified reports that are conducive to quick action
- Stay focused on driving marketing, sales, and service through automation of everyday tasks
Project Delivery
- Run an end-to-end system that is true cloud
- Access key insights for better decision-making
Human Resources
- Analyze the skills gap to proactively hire or retrain resources and bridge the capacity vs demand gap
- Create learning programs to improve engagement, productivity, and reduce employee attrition
6 Simplify time, approvals, and expense
Finance
- Streamline financial management tasks with integrated applications
- Empower resources with intelligent approval workflows
Sales & Marketing
- Streamline the process of time capture to billing/ invoicing
- Track billable and non-billable hours by project even when resources are mobile with the empower time app
Project Delivery
- Implement automated reporting for repetitive HR tasks
- Implement self-service HR functions to reduce costs and increase employee satisfaction
Take the next step to streamline project management
Sign up for an exclusive Envisioning Session with our experts where we gain an understanding of your current environment and identify areas that can be strengthened in your finance and project management processes.
This free session is a great opportunity for you to rethink your existing systems and see how Microsoft Dynamics applications can strengthen your project management processes – from planning projects to managing time and redefining project profitability.
Agenda: Envisioning Session |
Show and Tell: Overview and business impact of Microsoft Business Applications |
Dynamics 365 for IT Services: Walkthrough of evergreen + empower from sa.global |
Data and Insights: Ready business apps, assistants, and report packs for IT Services |
Quick time to value: Get running in weeks, not months with business-ready evergreen |
What to expect from a PSA solution?
Discover how sa.global’s PSA solution – evergreen + empower optimizes the key performance pillars of an IT Services organization – Finance, Project Execution, Client Relationships, and Talent, to deliver the best business outcomes.
evergreen for IT Services manages core functions like project management, time and billing, scheduling, and onboarding, helping you with on-time and accurate billing, improved resource utilization, and enhanced project profitability.
