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SaaS PSA Tools
Posted by Phil on 29 June 2008 | 0 Comments
- At ClearPoint we have a lot of experience at managing professional services (PS) firms, specifically in the IT consulting, business consulting and management advisory space. There a class of software tools, which are designed to provide the information PS managers require and to help automate the management of PS firms known as PSA – professional services automation. Over time, we have evaluated many PSA systems, have implemented several and we love 1, namely OpenAir. We selected and are in the process of implementing OpenAir to replace our current system to support and automate several areas of our business, including:
- Timesheeting – time entry, approval workflows
- Projects – project management, task management and control
- Expenses – entry and reimbursement tracking
- Invoicing – we run “pre-billing” in OpenAir and export the information to our accounting system for invoice production and distribution.
- Resourcing – in my experience the most thorny issue of PSA and we look forward to seeing just how useable and effective OpenAir is for this tricky area. Excellence in resourcing is central to any PS firm and no doubt will be the feature of many discussions to come.