Project Management With Professional Services Automation (psa) Software

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To be successful, a professional services project requires much more than just delivering a set of tasks

. Projects require oversight and governance throughout the entire project lifecycle: from selling services to delivery to billing to developing follow-on business.

However, holistic project management isn't easy. Many organizations or departments are involved, communications are fragmented, and the information that documents customer commitments, project targets and in-project progress resides in different places. All too often, initial discussions involving sales and clients end at the sale. Professional Services is sent in with a remit to deliver a project they had little or no input into defining or selling. The disconnectedness between departments results in unrealistic expectations for the project, lack of comprehensive communication and compromised client satisfaction.

A Professional Services Automation solution like FinancialForce PSA can be the salvation of a project management team battling with difficult communication and tracking challenges.

As a Force.com native application, FinancialForce PSA uses the exact same exact data as the Sales and Services teams. With this type of system in place, project managers no longer have to spend extra time 'managing the seams' or making sure that hand-offs are carried out effectively between project stakeholders. It fundamentally changes the way projects can be managed - with project managers focused more on the high impact issues around successful delivery of client requirements than on the more administrative internal communications.
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In addition to that - projects become social, using Salesforce Chatter, all project members can collaborate in real time wherever they are in the world with a Chatter feed accessible to all project members. Instead of Project Managers acting as a communications hub, they act as a communications facilitator, ensuring that the project team understands roles and responsibilities and is leveraging all of the information at hand in the way that best serves the clients.

Wide open communication channels coupled with a single source of the truth in a shared information platform provide the infrastructure for fundamental improvements in project delivery. Problems are resolved more quickly as everyone involved monitors chatter feeds. It's easier and less expensive to bring on new team members because all of the information is in one place. With time and expenses entered into the same platform that houses scope estimates and contract values, tracking is simplified. As a result, customers have the benefit of greater project visibility and management is empowered to monitor, report and forecast on real-time information.

Improvements in the project management process result in more projects being delivered on time and on budget. For example, one FinancialForce PSA customer is now able to close projects 30% faster due to the project management efficiencies gained through the solution. Some of the key capabilities that contributed to project acceleration were: consultants entering time and expense directly instead of a project manager doing it, executive visibility into real-time project status and reporting, an accurate view of resource requirements and availability globally, and improvements in invoicing and billing processes.

by: Val Stepanova

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