Professional Services Automation

Adaptable project portfolio management to elevate client satisfaction and enhance profitability

Better visibility into client activities

The Infor Professional Services Automation (PSA) suite is an adaptable project portfolio management software solution for tracking and managing client projects. From people and processes to the technologies and finances that fuel their efforts, Infor PSA helps firms generate visibility and centralized control of client bids and sales proposals, project billable and non-billable activities, and optimize resource allocations. Infor PSA gives project managers an intuitive tool for managing all costs, resources, and schedules to achieve outstanding delivery efficiency, all while working in their native systems—right out of the box.


  • Project management
  • Project resource management
  • Project scheduling with MS Project integration
  • Project time and expenses
  • Project budgeting and forecasting
  • Project portfolio assessments

Saving on time and expense

See how Duff & Phelps, a leading global financial advisory and investment banking firm, has kept up with rapid business growth and improved operational efficiency by partnering with Infor.


paper required for reporting with new automated


reduction in time to reimbursement, improving satisfaction


global employee experiences improved by streamlined processes

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

A complete professional services automation tool

By linking critical project financial data to key accounting systems with the Infor Professional Services Automation suite, professional services firms can ensure optimal margin management and information flow—and optimize their entire client project portfolio.

Real-time collaboration

  • Visibility into projects and service engagements
  • Project data shared between project managers and internal accounting
  • Fast and extensive reporting

Portfolio management

  • Performance analysis to track improvements versus benchmarks
  • 360-degree view of customer interactions and needs
  • Rich data access and operational automation

Project resource management

  • Project team management and allocation
  • Drag-and-drop staff assignment screens and cost templates
  • Efficient capture of employee time and expenses

Service profitability

  • End-to-end project financial transparency
  • Visualization of key business drivers and strategies
  • Seamless billing, revenue recognition, and margin analysis
Let’s Connect

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