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PSA Software: Reconnect The Disconnect

In this blog, we discuss how PSA Software provides service firms with the ability to make the transition from being disconnected and manual to being integrated, automated, and collaborative.

Service firms still face the same recurring issues in how they operate, preventing them from growing and increasing revenue as a business. One of the legacy and ongoing problems with professional services firms is that they’re often very manual in how they operate, both in terms of back-office and front office administration. There can also be a disconnect between the front and back office, making them inefficient as a business.

As veterans in the world of project management, we hear the same pain points from these firms on a daily basis:

"Each of our departments within our business operates on their own software; sales have their own CRM, time, billing, and procurement are done in our accounting software. We track projects from conception to completion all on spreadsheets. None of our systems speak to each other, leaving our resources and management in the dark!"

In reality, almost all service-based businesses start this way. Coordination and hand-offs between departments are managed with emails and face-to-face conversations. Data from the different systems is re-entered from one system to another or gathered in spreadsheets for job costing and reporting purposes.

Take a moment to consider how many solutions your business is currently using to manage its day-to-day operations. Does this range from individual solutions for CRM, resource management, time tracking, project management, financials, and more? Now, calculate how much you are spending on license fees for each solution and the time you and your team spend re-keying data from one solution to another. The results are likely to be shocking for most of our readers!

Professional Services Automation (PSA) engages the core components of your business and consolidates them into one, allowing the most necessary operations to be run through one central platform. PSA software becomes the heart and engine of your business, serving as the single resource for all your key operational items. Not only does it organize, but it also consolidates processes, streamlining your business from top to bottom.

It's important to note that PSA software is more than just a handful of features grouped together and integrated into one solution. PSA has an underlying business process infrastructure that provides a structured and standardized approach to the delivery of services. PSA software enables you with real-time visibility of your business processes, which in turn improves, eliminates, and streamlines the way in which your team operates.

During your workday, you might find it increasingly difficult to gain control over your projects, accurately invoice your customers, or deliver efficiently. Here are 3 situations that may cause you headaches on a daily basis:

Project & Accounting: Disconnected systems make the crossover of project management and project accounting data a time-consuming, admin-heavy headache in your daily work life. Using different systems to operate your business processes is costly and directly affects your bottom line. You need to adopt a standard, integrated solution in place so project managers can gain on-demand insights into project costs and status when needed.

Revenue Forecasting: For a small service firm starting out, forecasting revenue can be achieved quite easily using spreadsheets and shared among project team members via email. But as your business expands and you start working with larger accounts, this will become much more difficult and important to manage costs and have visibility into financials and delivery. Spreadsheets are mistake-prone, and small errors with large accounts can be very costly and unprofessional. PSA software forecasting provides significant functionality to your project life cycle, enabling you to predict the delivery of services and profitable results.

Time & Expenses: Using spreadsheets along with other tools to track your team's time and expenses is an outdated and unproductive way to operate in 2023. This quickly leads to inaccurate project status and cost/revenue visibility. Spending precious time on cumbersome administrative tasks is a necessary evil, but it doesn't have to be that way. By using an integrated time-sheet management and expense reporting solution like PSA software, your services business can effectively account for project costs, track budget versus actuals, and gain real-time, accurate project time and cost data on demand.

If you can relate to any of the above situations, now is the time to start reviewing strategic goals and figuring out what people, processes, and systems need to be in place to achieve those goals. Professional services firms need to constantly innovate across their value chain to drive profitable growth and be agile in order to support how customers want to acquire, use, and pay for their solutions and services. The end goal is an efficient, highly automated back office running in the background all the time and an agile front office where professionals are freed up to collaborate and innovate, supported by real-time insights.

To learn more about the benefits of PSA software, check out this video:

Trial the PSA Software Built by Service Professionals for Service Professionals!

CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology, making the solution more user-friendly. This results in fewer clicks within the solution and less time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems, seamlessly synchronizing projects and accounting within one unified system.

With decades of experience helping service organizations automate their processes, CrossConcept has worked with clients ranging in size from a handful of people to over thirty thousand. The founder's and team’s real-world experience have driven and shaped the creation of CrossConcept Continuum.

Our solution is a simple yet powerful PSA solution built with the end-user in mind - fast, flexible, powerful, and user-friendly! We are offering all new clients a free 2-week trial with no contract obligations. This is a great opportunity for any business to try out the solution and decide if PSA software is right for you!

Upgrade your service firm to the next level with PSA software. Experience the power of integration, automation, and collaboration in 2023!


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