From Execution to Collaboration & All Work in between

Transcription

1 Do the right work. Do the work right. cloud-based project, portfolio and work management software From Execution to Collaboration & All Work in between Kevin Sequeira Director Product Management Matthew Willey Product Manager

2 Agenda Professional Services Automation Making the Connection Demo 2 Connecting PSA with the New Enterprise Work Management Revolution

3 Connecting PSA with the New Enterprise Work Management Revolution Professional Services Automation

4 Do you Often Ask? Are you allocating your resources to low margin projects? How can you increase resource utilization? Are you experiencing revenue leakage due to billing delays and manual billing processes? Do you enter and re-enter data into multiple systems? How can you better manage scope change on fixed bid projects? 4 Connecting PSA with the New Enterprise Work Management Revolution

5 Professional Services Automation (PSA) PSA software supports a company's ability to address and respond to customer-driven demand for services, billable projects or other types of customer-support interactions. PSA software improves service delivery, resource management, project management and collaboration, while ensuring accurate and timely time and expense capture and billing. 5 Connecting PSA with the New Enterprise Work Management Revolution

6 Professional Services Automation (PSA) Increase Project Effectiveness Achieve Better Visibility Improve Planning & Forecasting Top Reasons why services organizations implement PSA Improve Resource Utilization 4 According to a study performed by the National Computing Center 6 Connecting PSA with the New Enterprise Work Management Revolution

7 Enterprise Work Management Cloud Project & Work Collaboration Professional Services Automation Online Timesheet Workflow & Document Automation Project Portfolio Management Financial & Business Management Enterprise Work Management Cloud Coming Soon 3 rd Party Apps Custom Apps & Databases 7 Connecting PSA with the New Enterprise Work Management Revolution 3 rd Party Apps

8 Tenrox PSA Implement consistent project execution based on your methodology and best practices. Increase control over fixed bid projects, scope change and employee-related expenditures. Measure resource utilization and reduce bench time. Automate project compliance with labor and industry regulations. Increase project visibility, workforce productivity and operational effectiveness. Facilitate real-time communication and decision-making. 8 Connecting PSA with the New Enterprise Work Management Revolution

9 Comparison Timesheet.com Resource & Capacity Planning Project Planning Revenue Management Work Process Management 9 Connecting PSA with the New Enterprise Work Management Revolution

10 Connecting PSA with the New Enterprise Work Management Revolution Making the Connection

11 Enterprise Work Management Cloud 11 Connecting PSA with the New Enterprise Work Management Revolution

12 Other Work Management Solutions 12 Connecting PSA with the New Enterprise Work Management Revolution

13 PowerSteering + Timesheet.com Combine the power of top down portfolio analysis with real-time timesheet and billing 13 Connecting PSA with the New Enterprise Work Management Revolution

14 EPMLive + Timesheet.com 14 Connecting PSA with the New Enterprise Work Management Revolution

15 Time Management Timesheet Designer Leave Time Accrual & Usage Full Support for Overtime Calculation Visual Approval workflow simplifies and automates policy enforcement Full DCAA & SOX compliance support 15 Connecting PSA with the New Enterprise Work Management Revolution

16 Expense Management Import credit card transactions Attach scanned receipts Full multi-currency, real-time currency conversion and multiple-tax support Track expenses by category Mark expenses that are billable, capitalized or to be reimbursed 16 Connecting PSA with the New Enterprise Work Management Revolution

17 Financial Management Manage Multiple currencies in all Cost & Billing Rules. Easily identify financially underperforming projects Setup proactive Budget notifications when reaching a specific threshold View financials on the project pipeline Integrate to 3 rd Party Financial Applications 17 Connecting PSA with the New Enterprise Work Management Revolution

18 Connecting PSA with the New Enterprise Work Management Revolution Demo

19 Do the right work. Do the work right. Tell us what you 19 Connecting PSA with the New Enterprise Work Management Revolution