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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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Zavanti ERP Is TEC Certified for ERP for Services and PPM for PSA Evaluation
TEC is pleased to announce that Zavanti ERP by Zavanti is now TEC certified in the enterprise resource planning (ERP) for services and project portfolio

ppm for psa solution  ERP for Services and PPM for PSA Evaluation TEC is pleased to announce that Zavanti ERP by Zavanti is now TEC certified in the enterprise resource planning (ERP) for services and  project portfolio management and professional services automation (PPM for PSA) software spaces.   Zavanti was founded in 2001 and is based in Sydney, Australia. Zavanti offers an end-to-end suite of solutions for the property development, building and construction, property management, and professional services

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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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TEC 2012 ERP for Services Buyer's Guide


ERP for services solutions are changing the way professional services companies do business by combining powerful project- and resource-management tools with essential back-office functionality. Learn all about these solutions in TEC's 2012 ERP for Services Buyer's Guide. Plus get detailed product comparisons, a comprehensive vendor directory, customer success stories, and thought leadership from industry experts.

The scope of this guide makes it practically impossible to describe all the software requirements and offer existing solutions for services organizations of all types and sizes in an extremely diversified and highly specialized market. But the good news is that there are some commonalities among services-oriented companies, and the software solutions that address their needs can be suitable for a broad range of services-based organizations. The majority of services-based businesses, regardless of their market niche, will find their typical business processes covered in this guide. We will discuss the business challenges and pain points that services organizations face in fulfilling their objectives and the need for a specialized enterprise resource planning (ERP) software system to help them address these challenges and enable better decision making.

The primary audience for this buyer’s guide is services organization managers, business subject matter professionals at all levels, IT managers and experts, and consultants in the software selection market space who are directly or indirectly involved in corporate software selection processes, or, at least, influence those who make such decisions. This guide addresses the software needs of services-based companies that fall under the following example categories:

  • Managerial and/or specific consulting services companies
  • Financial services and auditing firms
  • Research organizations
  • Law firms
  • Advertising, public relations, and marketing agencies
  • Customer-specific software development companies
  • Recruitment and staffing companies



Table of Contents


Preface

2012 ERP for Services Buyer’s Guide

Definition of a Services Company

Business Challenges of Services-Oriented Companies

The Need for ERP for Services Software

Conclusion

Product Comparison

TEC Resources

Casebook

Counter-economy Factors Driving North American Steel Fabricator: While Landscape of Energy, Abundance and Employee Competition Defies Prevailing Market Trends, Waiward Steel Taps UNIT4 ERP/Business Change Support to Add $700k (5%) New Annual Profits

IFS Customer Success Story Todd Pacific Shipyards Chart a Course for Success with IFS Applications

Project Insight Customer Success Story NFI Industries

Epicor Customer Success Story Portenntum de Mexico Uses Epicor to Help Streamline Business Process

Thought Leadership by Epicor Increase Enterprise Visibility to Provide a Competitive Edge in Professional Services

KeyedIn Solutions Customer Success Story Pharmaceutical and Health Care Leader Solves Project Control and Health Problems at Division and Country Level


Vendor Directory


Download the full copy of the TEC 2012 ERP Buyer’s Guide for services.



Report Preview


Business Challenges of Services-oriented Companies


The services provided by services-based organizations as described above are commonly referred to as professional services. Consequently, the software market segment that caters to such businesses and provides specific application products is known as professional services automation (PSA). Another cluster of software packages is very similar in design—project portfolio management for professional services automation (PPM for PSA). This type of software is intended to support business activities similar to those addressed by PSA; it usually originates from a simpler project portfolio management (PPM) system that is expanded with the addition of billing, time tracking, and other PSAspecific activities. Usually PPM for PSA systems lack or do not offer extensive support for back-office processes—financial management of the entire organization, human resources management, purchasing, and so on—as these systems are more focused on project delivery to clients. ERP for Services software, on the other hand, is a broader type of solution that includes support for both project delivery business procedures and backoffice processes that are not visible to clients but are still essential for running a company.

Because of the project-based and people-oriented nature of services organizations, this business segment requires software applications that are capable of supporting servicesoriented business processes and adequately handling multiple internal challenges that are intrinsic to this industry.



Download the full copy of the TEC 2012 ERP Buyer’s Guide for services.

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Yet Another Branding Debacle (This Time, It's ERP for Services)


Organizations providing billable services to their clients can benefit from an enterprise resource planning solution. But what makes ERP for services different from solutions known as product portfolio management for professional services automation? And which is best for your organization?

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NetSuite OpenAir PPM for PSA Certification Report


NetSuite OpenAir is now certified by TEC in the project portfolio management for professional services automation (PPM for PSA) software space.

To achieve TEC certification, NetSuite provided an extensive demonstration on the latest OpenAir version to TEC. During the first part of the product demonstration, NetSuite was asked to demonstrate OpenAir’s user interface, usability, customization, and underlying business platform support (including reporting, document management, and workflows). In the second part of the demonstration, NetSuite performed the live execution of a suite of real-world business process scenarios, covering project definition and management, enterprise portfolio management, resource management, time and expense management, and project accounting.

TEC Senior ERP Analyst Ted Rohm takes an in-depth look at NetSuite OpenAir in this report on the certification, including product history, product highlights, a comprehensive functionality review, business platform support, and more. Detailed functionality graphs comparing NetSuite OpenAir to competitor solutions are also included for seven major functionality areas for PPM for PSA solutions.

After a thorough analysis, TEC concludes that OpenAir provides all the key functionality needed by a professional services organization to support its business operations, including comprehensive project management, resource management, time and expense management, and project accounting functionality. In 2014, NetSuite OpenAir PSA received the CODiE Award for "Best Project Management Solution" from the Software and Information Industry Association (SIIA). Find out why in the full NetSuite OpenAir certification report, available now.

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NetSuite OpenAir Is TEC Certified for PPM for PSA Evaluation


OpenAir by NetSuite is now TEC certified in the project portfolio management and professional services automation software space. TEC's Ted Rohm takes a look at NetSuite OpenAir's user experience, created with users in professional services organizations in mind, and other graphical and interactive elements that make OpenAir stand out in the PPM for PSA software space.

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Commsoft Technologies Fidelio (v.6) for ERP for Discrete Manufacturing Certification Report


The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the ERP 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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Infor VISUAL for ETO Manufacturing Scores Maximum for Quality Management [Infographic]


Check out this infographic to see how Infor VISUAL stacks up against other enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing.

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Technology Evaluation Centers and the Vendor Shootout™ for ERP Team Up for Another Two Years of Premium ERP Software Assessment and Comparison Events


The Vendor Shootout for ERP is North America’s first and longest running event focused on simplifying enterprise resource planning (ERP) software evaluation and selection. Technology Evaluation Centers (TEC) returns as the moderator for the events in 2015 and 2016, featuring six or more of the world’s leading software vendors presenting their ERP solutions head-to-head, live, under one roof.

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Microsoft Windows Services For Unix - SFU = DOA?


Microsoft is about to start charging US$149 for its limited collection of Unix-compatible utilities for Windows NT/2000 clients. We forecast a minimal market for this product.

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9 Things to Look For in Lean Accounting Software for Manufacturers


I attended the Lean Accounting Summit in Orlando in September, and I’m still struck by the totally different attitudes of companies that choose lean transformation versus conventional non-lean companies. Lean thinking certainly isn’t new to the business community, but many managers and business influencers still have no clear understanding of lean. They typically pick and choose their lean

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10 Strategies for Choosing a Midmarket ERP Solution


Find out in 10 Strategies for Choosing a Midmarket ERP Solution.

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