Overview of professional services automation (PSA) software

PSA solutions enable professional services organizations to manage their consultants and project delivery.

View our full article on PSA software here: What is professional services automation (PSA) software?

The top 10 professional services management software options

Once you have identified all the features you want your professional services automation solution to include, the next step is selecting the best one for your company. The following are ten excellent examples of Professional Services automation tools.

We obviously believe Projectworks is the best professional service automation software on the market. However, we also recognise there are a number of other good options out there, and the most important thing is picking the software that works best for your firm.

Due to this, we have compiled a list in no particular order to help you make the right decision for your business.

1. Projectworks

Projectworks will increase your business margins by helping you better manage your team’s time and project financials. Projectworks allows you to manage your professional services team’s time, accurately forecast revenue, remove manual double-entry, gain significant efficiencies, and build your business on a platform that supports your growth.

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2. Autotask PSA by Datto

Automate and manage projects across every aspect of your services firm with Autotask PSA by Datto. From sales through delivery, billing, renewal, and revenue recognition.

3. Kantata

Kantata is a collection of resource planning, financial management, workflow automation, and resource allocation tools.

4. BigTime

A leading PSA (Professional Services Automation) software that helps to scale your business by enabling you to track and act on your operational metrics. Even with remote work, you can easily manage time, expenses, and billing for multiple projects.

5. PSOHub

Their platform integrates with accounting and project execution tools that service delivery organizations already use and acts as the bridge between them.

6. Connectwise

Made for companies that sell, service, and support technology, Connectwise PSA is a leading project management resource platform operating worldwide.

7. Workday

This PSA combines external and Workday information centrally. Starting with large amounts of data, a single service maps, models, and manages all the information in real time.

8. Smartsheet

Configure projects as your customer’s priorities change with Smartsheet. Their software customises reports by documenting best practices for each product or procedure.

9. SuperOps

By adding a layer of automation to your ticketing process, SuperOps reduces the work of incident identification, triage, and assignment. All while helping your staff to focus on problem resolution.

10. Planview

Planview’s services automation enables services organisations to delight customers and improves profitability by connecting people, data and systems to deliver work. A top resource management software for architects.

In Summary

Today’s services organisations must deal with various engagements and contracts and effectively manage resources, multitasking across workstreams, all while protecting margins and driving customer satisfaction.

The best Professional Services automation software with the right features for your company is out there, you just need to find it.

If you need some guidance for managing the change to a new software you can read our article here: Change Management and Software Implementation — Projectworks.