Introducing Unit4 PSA – our Professional Services Automation solution | Unit4
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Introducing Unit4 PSA – our Professional Services Automation solution

In service-based industries, success means offering the best possible level of service to your clients. But rising operational complexity, inflexible tools, and siloed data all stand in the way of achieving this goal. Disconnected processes and working environments have a huge negative impact on the experience of both employees and clients. And as your firm grows, the proliferation of tools, apps, and data becomes harder and harder to manage.

With your teams mired in duplicative work and forced to manage projects reactively and remotely, meeting your clients’ expectations is a real challenge.

But if you’re already using Microsoft Dynamics 365 for CRM, communication and collaboration, and other distinct business needs, you only need one more thing to create a seamless experience from funnel to cash.

Unit4 PSA is a full end-to-end practice management solution built within Microsoft Dynamics. It allows you to fully optimize your operations, manage less, and produce more through process automation, templates, and integrated business insights. Giving you the power to track all communications, spend, expenses, and billable time associated with each project to ensure timely responses, higher rates of utilization, and proactively identify and capitalize on new opportunities for projects as they arise. PSA also provides you with visibility into performance across the whole business, with the ability to more accurately and flexibly forecast for the future.

The case for a robust PSA solution

According to leading professional service industry analysts Service Performance Insight in their 2022 Professional Services Maturity Benchmark report, “Integrated PSA enables organizations to operate at higher levels of efficiency. Perhaps most notable … is the fact that organizations using PSA reported almost double the headcount growth of non-users because they were far more successful throughout the challenging year of 2021.

Organizations with a fully integrated PSA solution experienced a 20% boost to their revenue growth, a 16.6% boost to their win-to-bid ration, and a 17% boost to project margin. The advantages an integrated PSA system bring are so great that SPI now recommends their use to all service-based businesses.

“Because the delivery of services is where PSOs make their money, and because PSA is the primary application used by project managers and others responsible for services delivery, it is easy to understand why the operational and financial benefits are so significant. SPI Research has always recommended organizations with more than 20 employees utilize PSA. With the affordable cloud-based solutions now available, PSA should also be considered by smaller organizations.”

Full integration of your PSA suite across your key operational systems clearly pays off. Let’s explore just a few of the ways in which Unit4 PSA creates efficiency across your organization.

Connected systems = connected experiences

A fully integrated Microsoft ecosystem removes the silos that keep different teams – and even members of the same team – struggling to share data and agree expectations. Especially when remote and hybrid working are likely to be prevalent for the foreseeable future.

PSA creates a unified home for data on all projects from the prospect stage onwards. Giving you real-time visibility and the ability to access customer, project, resource, and financial data in one application.

This in turn gives you the power to assess customer risk profiles, account hierarchies, and needs, and manage how you seek out, accept, or reject client projects based on their likelihood of success and profitability.

This level of data integration also means that your clients can realistically expect a unified experience when dealing with any of your people throughout the project lifecycle. And your people can expect to be able to find the information they need as soon as they need it.

PSA also integrates your client, project, and resources data – including your peoples’ availability, skill sets, and career aspirations including matching talent to projects. Thus tracking and optimizing utilization is made easy.

Single point of data-entry = single source of truth

The Microsoft Dynamics 365 foundation of Unit4 PSA gives it the power to help you fully leverage your investment in other Microsoft products like Office 365.

Unit4 PSA effectively becomes a single point for data entry in your business – creating the foundation of our “funnel-to-cash” approach to the management of projects. This unified visibility of data makes project automation realistic, and Unit4 PSA’s capabilities make it possible. Letting you streamline approval flows across projects, easily visualize performance, and expedite and rationalize project kickoff via preconfigured templates.

Instant integrations = instant efficiency

With this level of integration increasingly becoming a matter of operational necessity, one of Unit4 PSA’s greatest strengths truly comes to the fore. Because it’s based within the existing structure of Microsoft Dynamics, it’s capable of seamless integrations with your other Microsoft applications, like Teams, PowerBI, Outlook 365, SharePoint, at no extra cost.

This opens a range of possibilities that would only be available otherwise with extensive customization. For example, providing you with the ability to complete missing or incomplete timesheet data through existing information within your peoples’ Outlook calendars, automatically flagging outstanding invoices, and keeps running WIP tallies without any manual intervention. Helping you cleanly track and wrap up projects so you can focus your attention on winning new business.

Discover what Unit4 PSA can do for your business

Unit4 have been creating enterprise software for the professional services industries for the past 40 years. We help people-centric businesses that rely on their peoples’ talent to work more effectively by creating a better experience of work and run client projects more smoothly and efficiently.

Check out our full PSA Whitepaper to learn more about what the solution can do for your company, or click here to book a demo.