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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 free sample professional cover letter duties


ERP Vendors Venturing into PSA
On February 29, PeopleSoft Inc. took the wraps off its Professional Services Automation (PSA) product, software that aims to help services firms better manage

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

PPM for Professional Services Automation

A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects. 

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Open letter to companies planning on using Social CRM


If you have decided to use social customer relationship management (SCRM) to sell your products or services, you should be ready to adapt to what your customers consider SCRM to be, not vice versa. As I mentioned in my post Social CRM is Dead, Long Live Social Media Flavored CRM, I see the “social” in SCRM as being related to human welfare and not only to social media. Therefore, SCRM should

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Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

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FinancialForce Professional Services Automation (PSA)


FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can administer, customize, and tailor the application themselves or through a partner.

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2014 Professional Services Maturity Benchmark Best of the Best


According to “The 2014 Professional Services Maturity Benchmark,” out of 238 participating organizations, 13 firms significantly outperformed the average, excelling in five service performance dimensions: leadership, client relationships, human capital alignment, service execution, and finance and operations. This white paper focuses on one of this year’s best service organizations and the best practices that differentiate the best of the best from average firms.

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Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca: PPM for PSA Certification Report


Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca is now TEC Certified for online evaluation of product portfolio management (PPM) for professional services automation (PSA) in TEC's PPM for PSA Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Providing Integrated Solutions Through the Life Cycle of Project-based Businesses


Zavanti offers an end-to-end suite of solutions for the real estate, construction (property owners, developers, builders), and professional services verticals, as well as a series of implementation services including consulting and project management. In this report, TEC analyst Raluca Druta spotlights Zavanti, and outlines how the company's integrated suite of solutions helps property developers with their projects at each and every stage of the project life cycle.

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The 2007 Microsoft® Office System in Professional Services


This white paper highlights key challenges facing the professional services industry, and discusses how the 2007 Microsoft® Office system can help professional services firms enhance business performance by maximizing employee contributions. It also offers examples of firms realizing business impact from their early use of the 2007 Office system, which provides innovative and powerful enterprise-scale capabilities that extend far beyond improving personal productivity.

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Making Multi-rater Feedback Work in Professional Services Firms


For many firms, continually moving people to new projects under different leaders is the only possible way to operate. The formal boss on the org chart may only rarely get a chance to observe employees in work situations. This isn’t normally a problem; direction is provided by whoever is leading the project. Where it is a problem is when it comes to performance appraisal—there is no one person who can do that appraisal.

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Expense Management for Professional Services


Professional services organizations rely on their employees to drive business and deliver value to clients. A major factor for these companies is the speed at which clients are billed and the accuracy of information regarding billable time and travel. Download this Aberdeen report to learn why cloud-based expense management is ideal for professional services organizations.

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Advanced project for Microsoft Dynamics AX: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

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