Drive project productivity and profitability

With Microsoft Dynamics 365 for IT Services

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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
Improved project profitability
Gain visibility into current/ upcoming projects to focus on profitable projects or take timely action on projects over budget.
Greater predictability of performance
Greater predictability of performance
View project demands early, book resources, track effort during project delivery, and ensure timely and consistent closing.
Efficient resource utilization
Efficient resource utilization
Use tools that give an accurate view on availability and scheduling of resources across geographies and skills.
Reduced overheads
Reduced overheads
Automate manual and repetitive tasks such as billing and invoicing, revenue recognition, and reconciliations.
Improved cash flow
Improved cash flow
Automate invoicing processes leading to billing accuracy, timely billing, and fewer payment delays.
Enhanced client satisfaction
Enhanced client satisfaction
Drive better engagement and collaboration with clients during the project lifecycle to deliver in line with client expectations.
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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. 

Professional Services Automation can help IT Services companies drive growth and excellence by offering the right tools to manage the business better. From providing critical analytics to improving resource and capacity planning and managing profitability, this document highlights how PSA helps businesses with a single integrated platform for better visibility and control. 

“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. 

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A single Microsoft platform that integrates your data, business logic, and processes to derive actionable insights.

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A ‘true cloud’ solution that makes it easier to manage projects as information is stored in a secure, accessible, and collaborated manner.
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Design principles that provide a rich, interactive user experience in the browser, Microsoft Teams, or on your mobile device.
Download the Nucleus Report for insights on why Microsoft Dynamics 365 is a Leader in the ERP Technology Matrix 2020.

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

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
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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.

Discover how a single, integrated Professional Services Automation (PSA) solution like evergreen + empower can optimize the four key performance pillars – Finance and Operations, Project Execution, Client Relationships, and Human Capital – to deliver the best business outcomes for any IT Services project.

evergreen: Now available “On Your Terms”

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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

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4. All-inclusive monthly price includes:

  • Licences
  • Implementation
  • Managed Services
  • Environment management
  • One Version and evergreen solution updates
  • Automated testing of future updates

 

Microsoft Dynamics 365 is designed for the most agile operations in the world. It is ultra-modular so you can be too.

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.

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