Manage Your Professional Services Organization Like a Profitable Consulting Practice with PSA Software.

SOFTRAX Professional Services Automation (PSA) provides flexible, fully integrated control over your professional services resources. Combining business-critical functionality with tools for software, internet and content companies, it automates critical business processes and enhances delivery of professional services from contract to invoice.

Track time and expenses more completely. Deploy resources and manage projects more effectively. Generate services invoices more promptly and accurately. With SOFTRAX, you have an unsurpassed platform for maximizing the return on your professional services delivery.

Efficiently and Effectively Optimize Your Professional Services Resources.

Improve Control over Time and Expenses.

Rapid and effective time and expense management is essential to any professional services organization. SOFTRAX PSA software simplifies time and expense reporting with a powerful, integrated system that offers a single point of time and expense entry and ensures prompt submission, verification, and approval of individual staff members’ data.

It also allows consultants to enter time and expense information via the Web. And for easier expense management, SOFTRAX PSA lets you quickly route expense reports for approval and ensure that expenses are applied to the appropriate general ledger accounts.

    • Track expenses at the project level
    • Configure expense categories and items with rules and guidelines to enforce adherence to corporate or departmental standards
    • Route expense reports for approval
    • Manage travel expenses and ad hoc requests from managers
    • Provide single entry point for time, expenses and approval workflows
    • Track billable and non-billable hours
    • Monitor time submission compliance at any time
    • Automate voucher creation for reimbursable employee expenses


Maximize Resource Deployment.

SOFTRAX PSA makes it easy to maximize your professional services organization’s most valuable commodity – billable time. It lets you quickly evaluate staff availability, search for a particular skill, and monitor the utilization and productivity of consultants. As a result, you have the information you need to make the most of new and existing opportunities.

    • Scan resource availability by role, department, and name
    • Search resources by workgroup, skills, personal availability, and project workload
    • Provide mobile users with full access to data and functionality via the Internet
    • Foster improved collaboration by allowing team members to create team folders for sharing ideas and documents
    • Automate distribution of role-based information that gives staff members only what they need – and are authorized – to see
    • Enable offline time and expense entry and project management


Deliver Prompt, Accurate Invoices.

Invoice generation can be a time-consuming challenge – but not with SOFTRAX PSA software. Its integrated invoicing capabilities dramatically shorten your payment cycle by including account managers – and even clients, via the Web – in the invoicing process. By providing ongoing visibility into invoice development, it ensures that invoices are prompt, accurate, and, most important, in line with client expectations.

    • Centralize storage of approved time, expenses, company, and billing information
    • Include account managers in the invoicing process
    • Support fixed-fee, time and material, and combined billing
    • Provide appropriate managers with reminders associated with the invoice process
    • Create invoices and process approvals through an easy-to-use interface
    • Monitor payments, invoice status and outstanding approvals


Enhance Your Client Services.

Deliver the best services possible with critical project and information management tools that can be shared with your team -- and your customers. 

    • Define billing arrangements with a single engagement entry
    • Store important engagement information, such as billing rates, fixed-fee schedules, and the client contact with time/expense approval authority 
    • Maintain project-level information, including overall budget, initial start/end dates, and planned hours
    • Require a project task status report with each time submission
    • Define an unlimited number of project tasks, indicating whether each is billable, non-billable, or part of a fixed-fee arrangement
    • Manage projects using a bi-directional link with Microsoft Project
    • Give clients access to project plans, project status charts, and pending invoices
    • Permit clients to join team discussions 


Get Better Data Visibility and Improve Collaboration.

Data visibility is a crucial part of managing an effective business. SOFTRAX PSA makes it easy to summarize and share information across your entire organization.

    • Produce reports for selected individuals or for staff members with specific roles
    • Develop a variety of standard reports, including vacation time taken, project slippage, project profitability and work in progress
    • Create custom reports with simple HTML editors
    • Support multiple billing offices
    • Allow individual billing offices to maintain their own default currencies, billing roles and rates, daily and hourly rates, invoice numbering systems, invoice formats, and approval workflow

Ready to Learn More About SOFTRAX PSA Software?

Download our free product sheet or contact our sales team to set up an in-depth demonstration -- we look forward to hearing from you! 

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