Professional Services Automation Project Help Product Presentation Challenges

Professional Services Automation Project. Help Product Presentation

Challenges • • • Access for everyone everywhere anytime Quality in timesheets and travel expenses Running several projects in parallell Mix of fixed prices and time&material Keeping track of all variation orders within each project Making sure all resources are fully allocated Producing the correct invoices Providing your customer with detailed information Running according to defined project models Standard way of management reporting Putting all systems together Professional Services Automation

The view from the Professional Services company: The Consultant: ”I need to see my planned tasks, and to quickly report my hours and expenses anytime, anywhere” ? The Senior manager: ”I need to improve the efficiency of my company and ensure that every project earns money” Project. Help is the answer. The Accountant: An easy to use, web-based, The front-end Project system, manager: ”I need to be provided with accurate, ”I need to plan and track my projects in used by the whole organisation quality data, that doesn’t need any detail, with financial information at my reprocessing, so I can quickly create fingertips and powerful reporting tools” Project. Help informative invoices and reports. ” automates the entire project lifecyle, providing the facts behind the business, to deliver improved operational effectiveness and optimised profitability.

The Project. Help application contains many modules Packages Services Modules Integrations Human Resource Management (HRM) Customer Relationship Management (CRM) Document Management Resource Allocation Project Planning. . . and many more Timesheets Travel Expenses Collaboration Tools Invoicing Calendar

Project. Help is sold in carefully defined packages: Packages Modules Integrations PSA Level Includes: Basic One HRM, CRM & Timesheet Professional Two Calendar, Travel Expenses, Invoicing & Reports Enterprise Four Resource Allocation, Skills Management

Project. Help is integrated with many leading systems: Packages Modules Integrations Like. . . ERP systems from Visma, Hogia, Microsoft, SAP & Quickbooks. . . CRM systems from Super. Office, Siebel & Pivotal. . . Payroll systems from Hult&Lillevik, Carat & Hogia. . . running on the Project. Help ILink platform, built on XML technology

Project. Help offer expert complimentary services Services Packages Modules Integrations Hosting & Backup Development Services Implementation & Business Consulting Training Courses Technical Support

Services Packages Modules Integrations The complete Project. Help solution is delivered to customers by our network of certified and authorised partners. Partners and customers are also supported by the Project. Help Consulting Group who deliver implementation, training, support and business consulting services.

Project. Help product platform • 100% web based – all you need is browser • MS SQL Server • • • Configurable user interface Process oriented Easy to use Easy to learn Complete Business system for professional services Professional Services Automation

The User Environment Customer Server Environment ILink Server 100% web -based XML Integration The Project. Help Server Environment Professional Services Automation

Mainpage for a resource. Speedometers displaying performance Professional Services Automation

Process oriented Warnings to early detect abnormal activities Professional Services Automation

Build your own work processes to optimize your business. Professional Services Automation

Panels on the left hand side is displaying all detailed information about: -Resource -Project -Customer -Your own company Professional Services Automation

Financial analysis information about the resource named John. Professional Services Automation

Mainpage for a customer. Details are just a click away in the customer panel on the left hand side. Professional Services Automation

Financial information about the customer Professional Services Automation

Who do we know at this customer? Professional Services Automation

Which projects are we running for this customer? Professional Services Automation

Project mainpage Speedometer diaplaying the current status of the project. Professional Services Automation

Financial information about the project. The project can be fixed price, on account or time&material. Professional Services Automation

Complete project accounting Professional Services Automation

Graphical overview of the financial status in the project over a period of time. Professional Services Automation

Project are broken into activities. Project. Help supports many project models and structures. Professional Services Automation

Projectmembers are assigned to the project with specific prices for this project. Professional Services Automation

Weekly timesheet John needs to fill in all his working time in a project. Professional Services Automation

Detailed description about each time entry can give your customer valueable ifnormation about your work. Professional Services Automation

Calendar for John Fill in your timesheet via the calendar! Professional Services Automation

Lower part of the timesheet reflects the variance in Johns working time for this week. Professional Services Automation

Approval process. 1. The resource himself 2. Projectmanager 3. Manager Professional Services Automation

Professional Services Automation

Produce your invoices directly in Project. Help! Professional Services Automation

Full overview while producing the invoice Professional Services Automation

Data from the project is copied into the invoice module. Here you can easily make changes and sum and group the lines to satisfy your customer. Professional Services Automation

Reports All types of predefined reports for any of your business needs. Professional Services Automation

All reports can be exported to word. , excelor pdf-fromat. Professional Services Automation

Resource allocation Helping you to keep of your resources! Professional Services Automation

Plan for your how much time per week a resource shall work on the projects. Professional Services Automation

See resource plans Professional Services Automation

Search for available resource matching your skills requirements. Professional Services Automation

CRM Utilize your data in the database. Categorize your customers and projects. Professional Services Automation

CRM Actively work with your intelligent search. Professional Services Automation

CRM Send for example an emails to the contactperson matching your search criterias. Professional Services Automation

Project. Help in your organisation • • Easy to fill in timesheets and travel expenses Well-known project structure Project managers with well-defined responsibility Consistency between offer, plan, timesheet, invoice and reporting • Improved, more efficient and respected daily work processes • Invoices sent early to your customer • Complete management overview – Project portfolio – Resource allocation – Project finances Professional Services Automation

Professional Services Automation