Infor Professional Services AutomationGreater visibility for project-based businesses
Infor Professional Services Automation
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Gain visibility into resources, projects, and margins
Many leading professional services firms are looking to build stronger competitive advantage with new service offerings and a service methodology that requires more complex use of ERP technology. To deliver client satisfaction, while also meeting financial, strategic, and operational objectives in a unique project-based market, these firms need to realize the full value of their ERP solutions.
The Infor Professional Services Automation Suite (Infor PSA) is an end-to-end professional services suite and a flexible project portfolio management solution for managing tasks and resources required for client projects. From people and processes to the technologies and finances that fuel their efforts, Infor PSA is an innovative and fully-integrated software solution that bridges the work of client-facing project managers and internal accounting and staffing managers.
We’re helping professional services firms lead through digital transformation.
Infor PSA at a glance
- Assign the right resources to client opportunities
- Manage work-in-progress delivery costs, timelines, and project execution
- Capture employee time and expenses promptly and efficiently
- Deliver seamless billing, revenue recognition, and margin analysis
This innovative platform supports all the demands of service required to keep your clients happy, while also keeping costs in check and giving you visibility across your business.
Streamline service delivery
Enable both project managers and project accounting managers to access project information for real-time decision making, while also allowing data to flow back and forth seamlessly from account management.
Maximize resource utilization
Give your staffing, resource, and project managers the tools and resource visibility they need to achieve higher utilization and realization for all billable and non-billable hours.
Improve client billing
Optimize your client billing process, from time card to client invoice. By linking your critical project billing data to key financials systems, you can reduce billing errors and your time for collecting cash, which can help improve your cash flow.
Infor offers more than technology or a tool. They have a team of business and technology experts who are helping us leverage and adapt their technologies along with our entire family of ERP tools to become a more innovative and efficient business.
Matt Henry Director of Technology
Duff & Phelps
Highlights and core features
Identify the best opportunities, generate competitive business proposals, and deliver what you promise. Infor PSA lets you take advantage of flexible project pricing models, so you can quickly estimate potential costs and resource requirements. It also provides a view of your existing commitments, so that you can check for available resources and estimate delivery dates before closing business. Its focus is on tracking progress and measuring revenue-based engagement proposals, helping your organization chase "good" versus "bad" revenue in the context of your capacity and backlog.
Manage engagement projects and other work across multiple projects. At the organization level, Infor PSA streamlines the work approval process; takes advantage of best practices; integrates reported time and expense information; and supports project-based reporting across departments and customers. In essence, it provides a place to see the big picture—all work and resources—so you can lead the workforce.
Project budgets can be created manually or from best-practice templates that use past project performance to provide stronger estimates. Budgets can also be created at any level within the project plan with hours, costs, and revenues based on resource assignments or manually estimated time and materials. Forecasts are tracked as a separate entity, with visibility into costs and revenues. You can maintain multiple versions of both budgets and forecasts, so users can adjust to the ever-changing world of project management.
Better monitor your relationships with outside contractors associated with your billable engagements and improve visibility and collaboration. You can use statements of work and incorporate the negotiated rates you have established with your vendors. Additionally, you can track your third-party consultants with a new level of detail around roles and skills. You can use this information to perform weighted resource searches across your vendors, to assure you have best resources for your projects and can keep your customers happy.
Optimize your workforce proactively to meet future demand. With Infor PSA—a fully-integrated work and resource management system—you can view capacity, estimate delivery dates, and even reserve resources when work is requested. And, resource managers can view the services pipeline and procure, train, and deploy resources in a way that maximizes productivity.
Infor PSA delivers out-of-the-box, bi-directional integration to Microsoft Project. You can create and manage Work Breakdown Structures (WBS) in either tool. Resource teams from Infor PSA can be downloaded into Microsoft Project for assignments and tracking. Actuals recorded in Infor PSA can update project timelines and dates in Microsoft Project. And, users can take advantage of more complex scheduling methods within Microsoft Project and the strong resource management capabilities within Infor PSA, so they get the best of both worlds.
Make time and expense reporting an integral part of how managers and staff communicate about assignments, status, and performance. Combine that with browser-only access from virtually anywhere, and your participation and compliance is bound to improve. Your time and expenses can be processed more quickly and information will be more current, when you automatically streamline new assignments, time and expense sheets, and real-time information for approval and status reporting.
Deliver in-context visibility to all opportunities—planned and cadence projects—with personalization and flexibility. Rich interactive graphics, tailored to each portfolio, provide quick insight to your project plans and financials, including historical trends and powerful what-if analysis. All portfolios can be personally configured with thresholds and tolerances. And, you can manage and create portfolio teams and portfolio templates.
Infor PSA solution map
The Infor Professional Services solution map is built on a modern foundation consisting of pre-integrated, micro-vertical suites and cross-industry applications; in-context business intelligence; and an intuitive user experience, available on mobile devices, that empowers meaningful business collaboration.
Windows based and ready for the Infor Xi platform
Infor PSA is a Windows-based solution that takes advantage of Infor’s Xi platform to enable a rich user collaborative experience and open integrations across your mission-critical applications.
Discover how global financial advisory and investment banking firm Duff & Phelps generates widespread process improvements, increases efficiency, optimizes reporting, and reduces costs.
Learn how you can overcome the daily challenges you face as a project-based business with Infor ProServ.