Professional Services Automation

Professional Services Automation (PSA) software is designed to automate professional services engagements. Common features of PSA solutions include resource management, billing, and project management. Effective use of PSA software enables project-based organizations to improve operational efficiency, connect employees and manage client projects successfully. PSA solutions can be deployed on-premise or hosted (software as a service) and many offer the ability to access the solution through mobile devices. ​

In choosing the right PSA software, it is key to understand the various functionalities offered, as well as whether the software can integrate with your existing enterprise resource planning, customer relationship management, or human resource system. Just as important as choosing the right software is choosing the right implementation partner. SBS Group offers consulting and implementation services for leading PSA solutions including Progressus (built on the Microsoft Dynamics NAV platform), AXIO for professional services (built on the Microsoft Dynamics AX platform), Unanet, Dynamics GP and Dynamics SL. 

​​​Key Features of Professional Services Automation Software​

Project Accounting and Billing

Track, view and analyze costs and revenues with budgeting tools that give project managers and accountants deep visibility into project finances. Forecast utilization by role or resource, and get project budgeting information down to the activity level. Handle all aspects of contract management and revenue recognition from contract initiation to renewals, realignments and billing frequencies. 

Project management

Centralized project management capabilities including project setup, project progress, client invoicing and cost tracking. Assess project risks based on a single, real-time view of over-budget projects, unmet milestones, unpaid invoices and pending proposals. Manage workflows efficiently and gain full visibility over project status, productivity, resource costs, expenses and invoicing with project cost tracking.

​Sales and opportunity management

Manage leads, opportunities and accounts in one inte​grated system. Automate proposal development and statements of work. 

Resource management

Track, schedule and forecast resources including human capital, equipment and inventory items. Human capital management features include the ability to assign talent to projects, track certifications and skills, and streamlines administration functions including talent acquisition, payroll, benefits, onboarding and time and expense ent​ry. ​

Reporting and Dashboards

Monitor the pulse of your projects, and work smarter. View high-level project data and drill down to view underlying project and task information. Dashboards enable project managers to bring data together and create personalized dashboards to analyze and present information more effectively. 

Mobility & Collaboration

Mobile-enabled PSA applications enable access to project information and collaboration anytime, anywhere and on any device. Client portals enable clients to view the progress of a project including budgeting information and act as a repository for project documents and ​​communications.​​​

Choose the right partner for your PSA software ​deployment.​

Choosing the right partner to implement your PSA solution is just as important as choosing the right PSA solution. SBS ​Group draws from over 25 years of experience designing and deploying PSA solutions for hundreds of businesses with var​​ying industry and technological needs. 

We pride ourselves on the ability to deliver PSA solutions on time, within budget, and delivered via our award-winning implementation methodology. Whether you need industry-specific customizations or a solution that can integrate with your existing ERP or CRM, SBS Group can ensure your PSA software deployment offers the ability to support your business an​d client needs. ​​​

Learn more about our PSA solution offerings: ​


Progressus for Professional Services

PSA and ERP built on the Microsoft Dynamics NAV platform.

AXIO for Professional Services

PSA and ERP built on the Microsoft Dynamics AX platform.​


Microsoft Dynamics SL​

Project and financial management for project-based businesses​.



PSA software that helps organizations reliably plan, track and manage people and projects.

​​Contact us for an expert consultation on a PSA solution ​right for your organization. ​