Discover a smarter way to utilise your project management system and enhance project profitability
As a Director of Professional Services, you need to know you’re getting the best value and efficiency out of your people, while keeping your clients satisfied. Agilyx implements the professional services automation (PSA) solutions that give you complete visibility across every project, helping you maintain best practice methodologies and stay ahead of challenges before they become a problem.
How Agilyx supports Professional Services Directors
Are you making the most out of your people and resources?
Get the most out of your people without burning them out
You need a way to ensure you’re utilising your people and resources effectively. Agilyx’s innovative PSA software solutions give you a single view into all your resources, with the ability to view by availability, skill set and future potential, so you can feel confident about getting the right people for the right projects.
- Standardisation of methodologies
- Allocate the right people to the project
- Identify all key stakeholders in one single point of truth
- View employees by skill set, availability, current work and future potential
Is a lack of communication slowing down your services delivery process?
Be proactive and exceed your client’s expectations
Successfully manage your organisation and client expectations by transforming your project management. Get a project management system with the tools to enforce project management best practices, with a 360° view of all projects, so you know where you need to focus, can stay one step ahead of challenges and drive results.
- Manage project profitability and other key metrics in real time
- 360° view of all your projects
- Visibility into timelines across the organisation
- Real time view of project financials at every stage
- Identify challenges before they become a problem
Do you want full visibility on what’s coming down the sales pipeline?
Partner with sales and win the right business
Providing all-in-one solutions, Agilyx’s PSA software solutions empower you to proactively align your sales and services delivery. With full visibility across the entire sales pipeline, you get the right insight into projects, so you know when to deploy the right people ahead of time and ensure successful project delivery.
- A single point of truth for sales and services delivery
- Identify all projects in the sales pipeline
- View project status, availability and history
- Empower sales and services delivery to communicate openly
Is your project management system giving you the visibility you need to prepare for future problems?
Easily compare KPIs across all projects
Get a system that empowers you with full visibility so you can efficiently view and manage tasks, resources and project financials, at the touch of a button. By seeing every project from start to finish, you can gain key learnings and insights to improve KPIs across your entire organisation.
- Maximise project profitability
- Access up to date revenue, billing and margin health
- Streamline billing and revenue recognition
- Easily compare projects to see where you can improve
- Standardise and adjust your KPIs as your organisation grows
- Gain insight into key learnings to successfully plan for the future
Talk to our team today and lets find out how we can enhance your services delivery
FinancialForce Professional Services Automation (PSA)
FinancialForce’s Professional Services Automation brings together all your services delivery in a single point of truth. Gain unprecedented visibility into your organisation across sales, services delivery and finance. With intuitive tools, schedule the right people onto the right projects, easily track billing and time, and see into every stage of the services delivery.
Proactively-focused, FinancialForce empowers you to discover valuable learnings from your projects so you can continue to improve the efficiency of your services delivery.
FinancialForce PSA provides:
- Resource management
- Sales engagement
- PSA communities
- Project management
- Project financials
- Time and expenses
- Billing and revenue recognition
- Dashboards and reporting
Want to learn more? Discover FinancialForce PSA solutions