Professional Services Automation (PSA)

Professional Services Automation Software (PSA)

Boost project efficiency, consistency, and profitability
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How do we know running your professional services business is a lot like herding cats some days? Because we run one ourselves. You have to manage a lot of moving parts, and it can be hard to achieve the results you want every time. If you’re ready to deliver successful, profitable projects—we’ve got the professional services automation (PSA) solution and proven expertise to get you there.
With PSA software, you’ll have project management, resource management, real-time analytics, integrated financial management, collaboration tools and much more in one place, driving productivity from any location and device. DSWi can connect your entire business to improve life for your people and profit for your projects.  

INCREASE PROFITABILITY

Mobile time and expense entry, accurate budget vs actuals, and visual performance dashboards enable proactive decisions and profitable outcomes. 

MANAGE RESOURCES

Leverage business intelligence, employee skills profiles, and simplified scheduling to allocate the right resources to the right project.

STAY ON TRACK

Use integrated financial management and analytics to stay under budget while helping team members collaborate to deliver on time.
Stay under budget, deliver projects on time, and ensure customer satisfaction 

Professional Services Automation

Does your current project management involve juggling a slew of different applications, navigating complicated spreadsheets, and reading through never-ending email chains? 
It can be challenging enough to keep clients happy and deliver successful projects, much less create accurate quotes, stay on top of time and expenses, and remain under budget. Then there’s the challenge of keeping your employees happy by scheduling the right people and resources at the right times, encouraging collaboration and innovation, and keeping morale up. 

Connect and analyze your data

Use embedded intelligence, multidimensional reporting, and customized visuals to make strategic business decisions.

  • Real-time dashboards
  • Accurate budgeting and forecasting 
  • Secure data storage 

Automate project tasks

Use interactive resource assignments and Gantt charts to make sure tasks get done on time.

  • Real-time project status
  • Customizable workflows
  • Budget control and modification

Find and engage the right customers

Use cutting-edge sales and marketing tools to boost revenue across multiple channels.

  • Assisted sales and lead prioritization
  • Personalized customer service
  • Laser-focused sales forecasting

AUTOMATED FINANCIALS

Streamline accounts payable and receivable, mitigate risk and errors, and speed up your financial processes from end to end.

DATA SECURITY

Protect customer privacy and maintain compliance with secure data storage, safe mobile access, and role-based user access.

TEAM COLLABORATION

Communicate with your teams, customers and vendors on any device, from any location, using familiar Microsoft Office applications.

Build your reputation for outstanding project delivery with a PSA solution by DSWi

There’s no one-size-fits-all technology solution for professional services companies like you. Here at DSWi, we believe in a personal approach to help you define your goals, explore your options, and choose the best software applications to fit your needs. We have the industry experience to understand the barriers to growth that project-based businesses face. 

No matter how much we automate, business is still about people. DSWi professionals work closely with your employees to train, support, and empower them to be self-sufficient. By connecting both your systems and your people, we’ll help your business gain more than just new technology. You’ll have the knowledge and inspiration to use your technology in a way that transforms your operations.  

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