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Project Service Automation

Greater Profits from your Projects with Dynamics 365 for Project Service Automation

Project service automation is an end-to-end solution that handles projects from the beginning to the end, including the project contract, available resources, budget and costs, project management, and deadlines. This helps your organisation sell projects and make them more profitable through better efficiency, teamwork and knowing your resources

Why use Automation Services for CRM?

1. Assign the best available resources

Managing your resources effectively is the best way to reduce costs across the organization. Your people are your most valuable asset, but they are also your biggest expense. Plan and assign your resources and ensure you have the right people in the right place at the right time.

2. Forecast, plan, and manage demand

Demand can come from anywhere. Manage ongoing demand by using smart tools which give you the ability to estimate, quote, and contract work. These tools help create profitable relationships which earn your customer’s loyalty and allow you increase profits from your ongoing projects.

3. Use key insights to make calculated decisions

Key insights into projects, work, and resources, undoubtedly give us greater ability to make correct decisions. One of the biggest challenges for many organizations is the ability to understand, organize, and display the data that has been assembled. With the Project Service Automation solution, capture time, expense, and progress data for real-time insights and accurate invoicing to stay on top of all work and ensure your organisation maximizes earnings from your projects.

4. Enable productive employees

Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships. Empower teams by enabling team collaboration anywhere on any device. By supplying your team members with more advanced tools, you allow your teams to increase their productive output and this enables your projects to be more fruitful and effective.

5. Innovate to grow

Prioritize innovations in service offerings based on actionable insights and industry trends by fostering a culture of making informed and timely investments. These intelligent insights which you are receiving allow you to set clear, companywide business priorities, make decisions fast, and grow your projects profitably.

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Project Service Automation Features

Opportunity Management

An integrated dashboard that provides visibility into potential opportunities, their cost, duration and projected profit. This capability enables management to better understand the organisations pipeline.

Project Planning

Enable your sales and project managers to collaborate on the work proposed with the visualization of the cost, duration and value offered to the perspective customer or client. Make project creation faster for similar projects where the template pre-defines standard roles and time estimates. Schedule tasks automatically and provide views of relevant information regarding time and expenses.

Resource Management

Provide visibility into the resources so that the best potential fit (in terms of skills, cost, availability, and location) can be brought in to the project work. Particularly important in large organisations where there are multiple on-going projects.

Time and Expenses Management

Enable individual consultants to accurately track their project time and expenses related to specific tasks and deliverables to maintain cost control within the project-based work. Managers can easily approve new entries while understanding the financial implications of the newly-approved ite

Customer Billing

Provide Project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Ensure the Project invoices reflect the terms of the contract and the approved work and expenses and customers have visibility to projected vs actuals budget. Automate generation, approval and distribution of accurate and reconciled invoices in email and on the web. Enable integration with best-in-class back-office applications for financials.

Team Collaboration

Provide powerful, easy-to-use, mobile-ready O365 productivity tools for Project teams and customers to communicate and collaborate. Enable Office groups to access documents and monitor status on project deliverables. Empower project managers by providing real-time status updates for risk management.

Service Analytics

Enjoy a 360-degree view of your organisation through interactive dashboards which provide the infrastructure for management to understand all aspects of the projects delivered, their success, cost, revenue and other critical key performance indicators necessary to successfully run a project–based business.

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