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Professional Services Automation 2009

Overview

Manage for your projects, resources, time & expenses for your professional services team. Increase project visibility. Gain insight into resource utilization and your skills/experience inventory. Facilitate collection of time & expenses.

1 of 2

  • Improve visibility into projects and calendars

  • Increase resource utilization

  • Decrease billing cycle as well as the ramp-up time for new hires

This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes. Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices. Dashboards are available for managers and consultants. More reports and dashboards are soon to come. Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.

Categories

Business Needs
Project Management
Industries
Professional Services
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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