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Projector PSA

Software by Projector PSA

Professional Services Automation Software

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• 4.8
• 5 reviews
• 93 followers
• 37 likes

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Key Features of Projector PSA

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Overview of Projector PSA

Projector PSA is a fully integrated suite of Professional Services Automation tools that helps services organizations with project management, resource scheduling, time and expense tracking, and client invoicing. Projector integrates seamlessly with accounting systems such as QuickBooks and Great Plains, CRM applications like Salesforce.com, and other applications such as Microsoft Project and Excel. It was designed to act as a the core operational system to help services organizations more efficiently deliver projects for their clients. Projector gives your organization the visibility and control that it needs to make informed decisions and intelligently manage projects from start to finish. Try a free 30-day trial of Projector and see for yourself.

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Projector was designed with three distinct but integrated modules, each of which is designed to give you answers about a different part of your business.

Projector's Project Accounting module is all about the past. It helps you track the time and expenses you've invested to date to deliver your projects. It manages the process of invoicing your clients to ensure you bill them for every hour invested and every dollar disbursed on their behalf. Finally, it can act as the project accounting sub-ledger for your general ledger, seamlessly sending transactions to your accounting system to always keep it in sync.

Our Resource Scheduling module helps you efficiently match the perfect person to the right project. It lets project managers describe what sort of resources they need on their projects based on skill sets, certifications, physical locations, and required hours. It also gives resource managers the ability to match up resource needs with staff availability, and make strategic tradeoffs amongst potentially competing needs. The Resource Scheduling module is central to helping manage future-looking utilization, revenue and profitability, and hiring needs.

Projector's Project Management module gives you the power to plan, track, and execute projects at a detailed level. It provides a simpler alternative to Microsoft Project if desired or integrates directly with Microsoft Project if needed and allows project managers to assign tasks and track project health at a detailed level. It also provides project workspaces to encourage communication and collaboration with your team and your clients as you deliver the project.

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Specifications

Projector PSA Pricing

Benefits

No matter which module or modules you choose, Projector provides foundational layers for each one to provide visibility, control, and integration.

Projector's Visibility layer includes a powerful analytical reporting engine that lets you design and create reports in Excel pivot tables, allowing you to perform ad-hoc analysis on the data without requiring an advanced degree in quantitative analytics. When combined with Projector's e-mail alerts and interactive dashboards, you'll always have an up-to-the-minute, accurate view of how your organization is doing.

The Control layer manages workflows and user permissions, giving you the ability to control who is allowed to do and see what and when. Full audit trails will show you who actually did what and when.

Our Integration layer allows you to integrate Projector with the other critical systems your organization uses. Whether you take advantage of Projector's pre-built interfaces to applications such as QuickBooks, Great Plains, SalesForce, and Microsoft Project, or use the web services to build integrations with other systems, Projector's open architecture provides the advantages of best-of-breed thinking with fully integrated systems.

User Reviews for Projector PSA

  Pragmatic tool for professional services automation

For companies that either need more than ad-hoc software to manage professional service projects or that have sophisticated requirements but don’t want the cost or complexity of an all-embracing suite, Projector is a compelling choice. Its feature set delivers the advanced functionality needed for project forecasting, planning and management. Its simple interface makes it easy to use, not only for individual end users but also for people in finance, management and the executive suite. The results speak for themselves. Companies that use Projector have better utilization rates than people who use competing professional services automation tools (76% versus 72%) and much better results than companies who don’t use anything (and manage to achieve just 66% utilization). This is worth an extra 1.3 months a year of billability for every resource, easily justifying the cost of a system like Projector. Given Projector’s competitive price, companies can achieve a rapid and substantial return on their investment and address the most pressing business issues facing professional services firms. In short, the critical path to success runs through Projector.

— Matt (22nd of February)

  Making Your Professional Service Firm Work in Difficult Times

I liked Projector because it combines multiple aspects of project management with resource scheduling and accounting. It turns all the microscopic, day-to-day activities involved in managing and delivering projects into enterprise-level perspective about the health of the organization as a whole. Instead of trying to be all things to all people, Projector PSA integrates with third-party solutions to achieve focus and simplicity. In turn, this enables employees and management to focus on tasks and initiatives that really matter. Whether or not your organization actually does a lot of fixed price work, Projector brings the focus, the discipline, the visibility, and the automation to let you get the most out of your resources and more specifically your PS team.

— Rakesh Sharma (18th of January)

  Wish we had moved to Projector earlier

As CEO of a small consulting firm (~50 team members), we knew we had long outgrown our spreadsheet-based methods for team members to report time and expenses, and to generate invoices. After spending over a year evaluating options to migrate to, we made the move to Projector and completed a migration within 2-3 weeks. The system has totally transformed our operations, and excited our team members and customers. Team members highlighted our switch to Projector as one of their top "satisfiers" in a recent employee survey - they love it. Customers have responded to the improvements in our invoices. However, the visibility into our current engagements and resource utilization has been the most important achievement for our management team. The dashboarding and flexibility of reports and real-time visibility has been incredible. The problems with historical records that we found as a result of the migration pointed out the risks & issues that we were not even aware of with our previous "platform." We have complete confidence and audit-ability of our records now. Needless to say, we are satisfied and enthusiastic customers of Projector!

— Jim Hennessy (11th of September, 2012)

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Integrations

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