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Drive project productivity and profitability
With Microsoft Dynamics 365 for IT Services
Drive measurable impact on your business performance
How Professional Services Automation (PSA) for IT Services helps
For an IT Services organization where projects are billed based on the time and resources spent on the project, having a Professional Services Automation (PSA) solution can be a gamechanger. PSA solutions automate each phase of the project planning and engagement lifecycle driving productivity and profitability. With a single source of real-time project data to track time, expenses, resources, and budgets, IT Services organizations can stay on-track and forecast accurately for the future.
Improved project profitability
Greater predictability of performance
Efficient resource utilization
Reduced overheads
Improved cash flow
Enhanced client satisfaction
Five pillars of a predictable, profitable, and progressive
IT Services firm
Download this ebook for a deeper understanding of the value of a Professional Services Automation (PSA) solution.
“The support team at sa.global were very easy to work with and were efficient in responding to and resolving our cases. The consulting team was professional, knowledgeable, and went the extra mile – always looking at alternative methods of improving processes and meeting our requirements.”
– IT Manager, Leading IT solutions provider
Go beyond PSA with evergreen + empower
Imagine having a solution that delivers agility, access to the right information, and continual collaboration – all on a single platform. These advantages barely scratch the surface of what is possible with evergreen + empower, our next-generation, true-cloud solutions for IT Services organizations. evergreen + empower are built from the ground up to leverage Microsoft 365, Dynamics 365, Azure, and Microsoft Power Platform.
A single Microsoft platform that integrates your data, business logic, and processes to derive actionable insights.
The evergreen + empower advantage for IT Services
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
Project Delivery
- Automate business processes wherever possible for greater project efficiency
- Collaborate easily across the project lifecycle
Human Resources
- Ensure the right resources on each project
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
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, staff availability, and more
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
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 managing 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
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
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
The evergreen + empower advantage for IT Services
Drive project financial performance 
Identify opportunities, win more bids 
Accelerate project delivery 
Optimize resource utilization 
Increase business agility 
Simplify time, approvals, and expense
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
Project Delivery
- Automate business processes wherever possible for greater project efficiency
- Collaborate easily across the project lifecycle
Human Resources
- Ensure the right resources on each project
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
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
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
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
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
How the right PSA software can help IT Services companies exceed client expectations and drive profits
Download this ebook to explore the features and capabilities of evergreen + empower for IT Services firms.
evergreen: Now available “On Your Terms”
1. 'Per user basis’ for a fixed monthly price
2. No capital outlay to implement, configure, and run evergreen for your organization
3. sa.global will own capital expenditure and project risk
4. All-inclusive monthly price includes:
- Licences
- Implementation
- Managed Services
- Environment management
- One Version and evergreen solution updates
- Automated testing of future updates
Take the next step to streamline project management
As a business leader, it is important to understand how your business is doing, where it is going, and if you need to re-evaluate your processes to get where you want to be.
At sa.global, we help organizations like yours to gain a better understanding of your current environment to better align key business objectives. Our consultants will:
- Assess your business goals
- Evaluate your technology capabilities and business processes
- Align Microsoft Dynamics applications relevant to your needs
This free assessment 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.
