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About Polaris PSA By Replicon

Polaris PSA leverages AI, ML, and other advanced technologies to empower professional services organizations with intelligent engines that reduce revenue leakages and drive efficiency. Build competitive bids while accounting for all the business costs and the true utilization of resources based on historical information and current and future availability. Quickly identify ideal resources for a project based on skills, resource rate, availability, location, or other criteria. Automatically consolidate all business-related costs, including project, non-project, direct, and indirect costs, to calculate the most profitable billing rates. Track project progress in real-time with live resource inputs around effort and completion estimates. Leverage actionable insights fueled by accurate and up-to-date data to make strategic decisions with ease.

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management
  • Workflow Management

Summary

  • Time & Expense: Ensure that no time and expense details ever get missed. Make timesheets submission and approval processes unobtrusive and error-free. Get live visibility into budgets vs. actuals across all resources.

  • Projects: Smart Beats automatically updates information on your projects, resources and business. Get alerts on the true pulse of your business to take necessary action.

  • Resources: Know what your resources are doing, what their skills are and who fits the bill for a requirement. Enable early conversations between managers and set the projects and resources up for success.

  • Financials: Account for every piece of work done and invoice accurately. Manage cash flows with a clear view of WIP, billed, available-to-bill and outstanding amounts. Make sure contract terms get modeled into rates and bill plans.

  • Clients: Group your projects by client as your business tracks them. Set any attributes and metrics you need to track. Manage delivery, costs, and billing with complete transparency.

  • Financial Modeling: SmartBudget makes it easy to optimize professional services revenue and pricing by accounting for all relevant metrics including true resource costs, utilization, margins and more.

  • Governance: Define what your processes, workflows and metrics for projects, resources, and financials should look like. Get everyone on the same page to ensure consistent execution and growth.

  • Analytics: Gain a holistic view of all metrics that you need to get work done. Leverage your Mission Control to visualize key metrics you need to get a live view of the businesses and processes you manage.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. We provide multi-user capabilities, which cover end-users, Supervisors, Payroll Managers, Group users, CEOs, CFOs, COOs, Project Managers, Delivery Heads, and more.

  • Does this service integrate with any other apps?
  • We have our own cloud-based platform, so we build our own applications as well as offer an open web service API, which helps us connect with different ecosystems.

  • What platforms does this service support?
  • We support any application with Payroll, Financing, Accounting, Project Management, HR, and ERP systems.

  • What is this service generally used for?
  • Polaris helps services firms stop losing money by uncovering opportunities to increase utilization & profitability. It constantly harvests data from users & systems, creating a single source of truth that’s 100% accurate & helps you operate in harmony across groups. Polaris makes it easy for you to make tough business decisions by analyzing real-time data & recommending the best possible choices for you to decide from - with exception-based proactive alerts you see only what’s important to you.

  • Does this service offer guides, tutorials and or customer support?
  • Yes! We offer guides, tutorials, and customer support through various mediums such as online support, email support, phone support, datasheets, and webinars.

  • Does this service offer an API?
    • Yes, we offer an open web service API.*
  • What are some applications this service is commonly used in tandem with?
  • We have an open web service API that supports us in connecting with many different ecosystems and business applications, including project management, HR, accounting, and ERP systems.*

  • Who are the main user groups of this service?
  • Polaris PSA by Replicon is a scalable platform. We support numerous industries including Manufacturing, Education, Government, Healthcare, Retail, Finance, Media, Construction, Transportation, IT Technology, and more to support anywhere from 10 to 10,000+ users. The basic user role can be any number of personas, such as end-users, Supervisors, Payroll Managers, Group users, CEOs, CFOs, COOs, Project Managers, Delivery Heads, etc.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
3.49k

Other

Who uses Polaris PSA By Replicon
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Czech, Danish, German, Greek, English, French, Hebrew, Croatian, Japanese, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Chinese
Regional Restrictions:
No restrictions.
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