ENABLING ON TIME, ON BUDGET CUSTOMER ENGAGEMENTS

Dynamics 365 for Project Service Automation is an end-to- end solution that extends Dynamics 365 to provide a single system of customer engagement for project sales, resourcing, delivery and billing.

FEATURES

SERVICES & SALES ENGAGEMENT

integrated sales dashboards with visibility to project-based opportunities, and key metrics to help forecast profitability and feasibility. Streamline and integrate the process allowing the Sales manager to quickly create project contracts, track labor rates and generate SOWs.

PROJECT MANAGEMENT

Estimate and define the work using standard project templates. Visualize cost, effort, and sales value of the engagement. Build credibility by collaborating with customers for project planning, estimation and tracking. From the simple to most complex – leverage lightweight Gantt charts, Microsoft Project and the Office 365 Planner to manage your schedules.

RESOURCE CAPACITY & DEMAND

Leverage Azure Machine Learning to recommend right resources for the right work based on updated skills and availability of consultants. Simplify the engagement model between Sales, PM and Resource Managers to forecast demand and resource allocation. Empower consultants to apply directly for open and relevant project roles.

TEAM COLLABORATION

Provide powerful, easy-to-use, mobile-ready, Office 365 productivity tools for Project teams and customers to communicate and collaborate. Enable Office groups to access documents and monitor status on project deliverables. Empower project managers by providing real-time status updates for risk management.

TIME & EXPENSE

Make it simple, effective and efficient to manage and track estimated and billed project time by integrating the tasks and deliverables on the calendars. Expedite billing cycles, reduce revenue leakage and produce happier teams.

MOBILITY

Empower the road warrior. No matter where your work takes you, instantly access project or customer data as well as collaborate with your team via mobile PSA. Connect the right person to the right tool through the right device and right experience to enter time and expense, and update project status and skills profiles. Provide real-time financial insights to customers and empower them to take collaborate on timely corrective actions and get the big picture on your little screen.

CUSTOMER BILLING

Provide Project managers a one-stop-shop dashboard to review, override, track overruns and approve all costs and time impacting their projects. Ensure the Project invoices reflect the terms of the contract and the approved work and expenses and customers have visibility to projected v/s actuals budget. Automate generation, approval and distribution of accurate and reconciled invoices in email and on the web. Enable integration with best-in-class back-office applications for financials.

SERVICE INSIGHTS & ANALYTICS

Solid metrics, resource utilization, trends, forecasts and dynamic data are fundamental to good decisions. Empower management with a unified system with 360 degree visibility to project and portfolio metrics through robust analytics, interactive dashboards, operational reporting, drill down functionality and the ability to surface the data anywhere.

INTEGRATION

Integrate all of your applications together, so they automatically sync and continuously communicate with one another in real time. Connect is specifically architected to easily integrate with other complementary software such as HR, Support Desks and Accounting. Tivite Connect supports integration with various systems such as back-office financial systems including Dynamics ERP, QuickBooks and SAP.

PROJECT SERVICE AUTOMATION PROFESSIONAL SERVICES

Your dedicated partner in optimizing growth, empowering professionals and delivering on your promise.

  • Implementation Services

    • Dedicated to creating the shortest path to value
    • Strategy Workshops
    • KickStart Packages
    • Premier Packages
    • Integration Services

  • Education & Training

    • Tailored training to realize your company potential
    • Online Academy
    • Role-Based Learning Paths
    • On-demand Webinars
    • Instructor Led Courses

  • Customer Success & Support

    • Peace of mind with customer support in reach
    • Access to Experts
    • Self-Service Portal
    • Community
    • Knowledge Library

  • Business Optimization

    • Drive & support continuous improvement
    • PMO Standup
    • Service Process Design
    • Strategic Planning
    • Remote Administration

BY THE NUMBERS: PROCESS MATURITY DRIVES BUSINESS PERFORMANCE

SPI RESEARCH 2016 PROFESSIONAL SERVICES MATURITY BENCHMARK

91

PROJECTS DELIVERED ON TIME

57

HIGHER AVERAGE REVENUE PER EMPLOYEE

67

HIGHER BID TO WIN RATIO

LATEST INSIGHTS

We try our best to bring you up-to-date information on Project Service, industry news, and general Project Management trends.

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