Professional Services Automation

Monitor and Control Time and Expenses

• Provide single entry point for time, expenses and approval workflows
• Track project and non-project related expenses
• Configure expense categories and items with rules and guidelines to enforce adherence to corporate or departmental standards
• Route timesheets and expense reports for approval
• Track billable and non-billable hours
• Monitor time submission compliance at any time

Optimize Consultant Utilization

• Search resources by workgroup, skills, personal availability and project workload
• Scan resource availability by role, department and name
• 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, using a browser

Streamline Invoice Processes and Payment

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

Enhance Client Service

• Define billing arrangements on a per engagement basis
• Store important engagement information, such as billing rates, fixed-fee schedules, and budgets
• Maintain project-level information, including project budget, initial start/end dates and planned hours
• Require a project task status report with each time submission
• Manage projects using a bi-directional integration with Microsoft Project

Comprehensive Reporting

• Provides standard reports including project profitability, project slippage, budget vs. actual, billable utilization, and resource workload
• Produce reports for selected individuals or for staff members based on specific roles
• Create custom reports with a simple HTML editor to augment existing reports