Professional Services Automation Software - The Experience Is the Service
Professional Services Automation Software: While it's fair to say that all companies think “service” is important, in a service organization, it's the reason everyone – including customers – is there. While buyers delighted with products may forgive a company for service glitches they experience, customers buying services will not. The experience is the service. That's why it's vital to assign the right talent, to the right projects, for the right customers, in a way that effectively balances customer delight and business profit.
Go Beyond Professional Services Automation Limits
Revenue leakage, higher costs, poor resource utilization, slower billing cycles, loose governance and inconsistent execution: All are hazards avoided by automating the complex interrelationships among customers, projects and talent. While Professional Services Automation (PSA) software once seemed to be the answer, experience has led to disappointment in PSA's scope and approach.
PSA focuses primarily on managing billable work and teams. Organizations need a solution that can be used across the entire organization to manage all internal, shared service, and billable project work, expenses and processes. PSA solutions are large, self-contained suites that don’t easily interface with other applications and require a “rip and replace” approach to use. Organizations need a system that can be deployed module by module, and that protects existing IT investments by interfacing with Customer Relationship Management (CRM), accounting, payroll, human resources, or procurement systems.
Tenrox Project Workforce Management for Service Organizations meets the needs for Professional Services Automation and more.
Govern your billable & internal projects on-premises or on-demand. Tenrox Project Workforce Management for Service Organizations is a workflow-driven professional services automation solution with configurable billing & cost accounting, and certified integration with CRM, payroll & accounting. Tenrox PSA automates project initiation, resource management, time & expense reporting, invoicing, & executive dashboards.
- Are you allocating too many resources to low margin projects?
- Are you able to optimize your resource utilization?
- Do you experience Revenue leakage due to billing delays and manual billing processes?
- Do you enter and re-enter data into multiple systems?
- Are you spending too much on managing regulatory requirements?
- Do you experience scope change on your fixed bid projects?
- Do collaboration and meetings take too long and slow down productivity?
The Tenrox Solution
- Govern your projects on-premises or on-demand
- No rip and replace
- Workflow-driven project control
- Configurable project billing and cost accounting processes
- Award-winning integration with payroll, accounting and project management systems
Without requiring a rip and replace strategy, Tenrox leverages Microsoft SQL Server, OLAP and Reporting Services infrastructure to facilitate the phased implementation of PSA (professional services automation) into your operations. The Tenrox solution provides built-in project controls, data quality/consistency at point of entry, active compliance, real-time analytics and live integration capabilities. Key features include: enterprise timesheet management, import of credit card transactions for expense reporting, flexible project cost accounting and billing, budgeting, graphical workflow for approval and request tracking, OLAP and standard reporting using Microsoft reporting services, role-based dashboards, and export employee costs, project status, spending and work-in-progress to accounting and payroll systems.
Benefits of Tenrox Project Workforce Management for Service Organizations software
- Manage resource utilization and reduce bench time
- Increase control over fixed bid projects and employee-related expenditures
- Implement consistent project execution
- Automate project compliance with labor and industry regulations
- Increase project visibility, workforce productivity and operational effectiveness
- Facilitate real-time communication and decision-making
Resource Management
Workforce Planning - Find and schedule best-fit resources to projects. Skill and certification repository - Define skill hierarchy, and attributes such as experience, proficiency, interest, and certifications. Availability tracking and management - Manage employee work calendars. Advanced score based resource matching - Execute queries on the resource pool. Results are scored and sorted based on the search criteria. Real-time resource utilization reports and dashboards.
Tracking Modules
Timesheet - Multiple timesheet views (summary, detailed and work views) to choose from, overtime and work policy setup, timesheet workflow, notifications. Expense Reporting - Import credit card transactions, manage cash advances, and control spending; expense policy setup, expense approval workflow and notifications. Budgeting - Track and report on budgets for users, projects, and tasks. Work Process Tracking - Manage workflows that represent work processes; includes user defined entry forms and fields, and notifications.
Workflow Templates
Workflow Templates - For Collaboration (document approval and status reporting), Incident Management (bugs and incidents), Project Management (milestone review, project initiation, risk reporting, scope change, stakeholder review), and leave and travel request approvals.
Invoicing
Multi-client invoicing capability for time, expense and charges.
Other Modules
Project Tracking - Track actual time and estimates by project, budget control with threshold notifications. Cost & Billing - Track cost and revenue rate rules; many rule types are supported such as hourly, daily, prorated, flat charge, cost plus, and split billing. Multi-Currency - Currency exchange rates, exchange rate history and automatic currency exchange rate updates. Data Security - Provides data filtering and security to define what items users can see; limit client, project, group, and user access to site-specific data within the organization. Workflow Designer - Visually design and track work processes, define role-based auto assignments, notifications and user defined fields without any programming. Offline & Email Access - Enables offline timesheet and expense report entry. Customization & Integration Toolkit - Fully documented programming interface and data model.
Reporting
Analysis Server - Create new or modify existing analysis reports using a Web-based OLAP report designer; includes Tenrox Analysis Central. Executive Dashboards - Consolidated real time view of the projects and processes. Dashboards display operational and compliance information such as budgets, project health indicators, issues, risks and scope changes.
Document Management powered by SharePoint
A powerful document management facility with the ability to add, view, edit, check in/out, and manage documents from within the Tenrox application. Documents can be associated to projects, tasks, requests, timesheets, expense reports, and work processes.
Integration
The Tenrox project management solution integrates and interacts with other enterprise software applications.
Compliance
Tenrox PSA software helps you achieve and maintain compliance with regulations, standards and guidelines in your industry.
Governance
Refer to Tenrox Governance for more information on how Tenrox PSA software helps you achieve and maintain accountability and corporate governance.
Tenrox On-Demand
Tenrox On-Demand provides a convenient alternative for implementing and maintaining Tenrox Project Workforce Management for Service Organizations (PSA) software in-house.
Tenrox Project Workforce Management for Service Organizations – Here’s why it’s more than just a Professional Services Automation software:
Tenrox offers more than just a Professional Services Automation (PSA) software offering its modular, online project workforce management tools help service organizations obtain real-time information on project status, issues, risks, and schedules for successful project management planning and delivery. The Tenrox Project Workforce Management solution for Service Organizations (PSA software) results in immediate business impact for project-based organizations as teams and projects get up and running instantly.
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Testimonials |
"Tenrox is the most robust
and forward -thinking project workforce management product I have seen for addressing our project workforce management, billing and cost accounting needs. We expect a full return on our investment in less than six months, just for the first phase of implementation."
Russ H.
EVP and Co-founder
Synteract |
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