Best Professional Services Automation (PSA) Software in 2018

Generally used in highly regulated and/or structured industries and legal environments professional services automation (PSA) software aims to reduce manual workload for auditors, contract reviewers, testers and attorneys/solicitors. PSA applications allow users to generate workflows and streamline testing or reviewing processes. This helps bring visibility to highly complex projects and is a specialised alternative to common and general project management solutions that feature document management or automation functionality. Sometimes Professional Services Automation software is used in specific industries with need for customization to optimize service delivery for repetitive manual processes (for example information technology services, consulting, financial and security auditing).  Read the full software guide...

Professional Services Automation (PSA) Software Guide

What is Professional Services Automation (PSA) Software?

Professional services automation (PSA) software is often utilized in significantly regulated industries and legal environments. The primary goal of these solutions is to streamline and reduce the burden of processes for users such as contract reviewers, testers, auditors, and attorneys or solicitors. These processes can usually include service delivery, administration, and new business generation.

In particular, PSA solutions enable users to generate workflows and enhance the testing or reviewing of operations. To achieve these outcomes, PSA solutions can offer a variety of features including project management, time management, resource management, document management, sales management, financial accounting, and billing and invoicing. Through these features, users can benefit from enhanced visibility over their projects.

Furthermore, many PSA solutions are tailored towards the needs of specific business verticals and processes, such as financial auditing, IT services, or consulting to name a few. These specialized solutions can be very useful as they generally provide a range of industry-specific capabilities, therefore, it is certainly worth considering how beneficial a desired solution will be for your business’ unique needs. Additionally, considering that PSA solutions can be used for such a large amount of business processes, it is crucial that users opt for a solution that will easily integrate with their existing software stack.

Common Features of Professional Services Automation (PSA)

API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
Multi-User Supports more than just one user account and generally allows for collaboration with colleagues.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.
Project Management Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.

Latest User Reviews of Professional Services Automation (PSA)

Mike Schmidt, Co-Founder - Dovetale, Inc
"Great and easy to setup"

I love the visual interface. i signed up to zapier a couple years ago and its gotten ...

Matthew Anders, Training Lead - Simplus
"Great App!"

It is easy to use and provides all the insights and tracking needed to make business ...

Eben Marks, Customer Success Manager - SmileBack
"It's like having an extra member of your team"

Zapier makes it simple to connect and automate a whole range of apps so that informat...

Dan Gospe, Chief Operating Officer, and HIPAA Privacy Officer - dmi Networking
"Really slick integration for helpdesk, con..."

Autotask has a large suite of services that you can choose from, and they all integra...

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