Best Professional Services Automation (PSA) Solutions

What is Professional Services Automation (PSA)?

Professional Services Automation (PSA) is an integrated solution that helps service companies manage core business processes, such as project management, time tracking, billing, and resource allocation, more efficiently.

The top 5 Professional Services Automation (PSA) solutions are Evergreen, ConnectWise PSA, Polaris, Bigtime and Professinal Services Cloud, as ranked by PeerSpot users in November 2024. ConnectWise PSA received the highest rating of 7.5 among the leaders and is the most popular solution in terms of searches by peers, and Evergreen holds the largest mind share of 30.0%.

PSA solutions enable better control and visibility into operations, ensuring that projects are completed on time and within budget. By centralizing information, these systems foster collaboration among team members and enhance decision-making capabilities. Companies can streamline workflows, reduce manual administrative tasks, and improve profitability.

What are the critical features of PSA?

Project Management: Enables efficient planning, execution, and delivery of projects.
Time Tracking: Automates time entries, ensuring accurate billing and payroll processing.
Resource Allocation: Optimizes the use of workforce resources for better productivity.
Billing and Invoicing: Simplifies financial processes, reducing the time to invoice clients.
Reporting and Analytics: Provides insights into project performance and business health.

What benefits and ROI can users expect from PSA?

Increased Efficiency: Reduces administrative overhead and manual tasks.
Improved Accuracy: Minimizes errors in time tracking and billing.
Enhanced Visibility: Offers real-time insights into project statuses and financials.
Better Resource Management: Ensures optimal use of staff and resources.
Higher Profitability: Streamlines processes to improve margins and cash flow.

PSA solutions are implemented in professional services industries such as consulting, IT services, marketing agencies, and engineering firms. These industries benefit from the comprehensive project tracking and resource management capabilities, which lead to improved client satisfaction and project outcomes.

PSA is helpful for organizations as it consolidates multiple business functions into one system, providing a unified platform to manage projects, resources, and finances effectively. This holistic approach leads to improved efficiency, better decision-making, and a stronger competitive edge.

Professional Services Automation (PSA) solutions mindshare

As of December 2024, in the Professional Services Automation (PSA) category, the mindshare of ConnectWise PSA is 20.0%, up from 16.7% compared to the previous year. The mindshare of Polaris is 30.0%, up from 8.3% compared to the previous year. The mindshare of Evergreen is 30.0%, up from 25.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Professional Services Automation (PSA)

Top Professional Services Automation (PSA) products

Rankings through

#1 Ranked

Evergreen

evergreen is a next generation cloud solution for a broad range of professional services such as AEC, Accounting, Advertising and Marketing, IT Consulting, Legal, and CROs. Built on Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, evergreen works as a processing and transactional engine for core professional services functions like project management, time and billing, scheduling, and onboarding. The solution offers much more functionality than legacy ERP and Professional Services Automations (PSA) solutions to drive productivity and profitability through efficient project, accounting, financial, and resource management.

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ConnectWise PSA

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.

7.5

Rating

Reviews

316

Words/ Review

1,694

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Polaris

The Polaris self-driving Professional Services Automation (PSA) uses advanced AI/ML technology to analyze real-time data, and deliver actionable recommendations to keep projects, resources and finances on track.

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Bigtime

BigTime is the operating platform for professional service firms that need real-time insight for long-term success. Our Professional Services Automation (PSA) software supports your entire firm, from people and projects to payments and profit.

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Professinal Services Cloud

Manage your resources, projects, and financials in the same application as your customer interactions with Professional Services Cloud from Certinia.

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Planview ChangePoint

Power the quote-to-cash lifecycle with Planview ChangePoint, an end-to-end Professional Services Automation software. Planview ChangePoint connects all aspects of your services organization to streamline quote-to-cash and drive profitability.

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See which vendors are best for you

Use our free recommendation engine to learn which Professional Services Automation (PSA) solutions are best for your needs.

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824,053 professionals have used our research since 2012.

Kantata

Our breakthrough, resource-centric approach makes better business results your reality. With Kantata, you can scale and smartly deploy teams in real-time, respond to changing business realities, and give your people the power to make more informed decisions.

203

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Screendragon

Screendragon enhances project management and marketing workflows with sophisticated tools aimed at improving team productivity. Its platform offers a customizable environment tailored to streamline operations and foster collaboration within corporate settings.

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Fieldguide AI Platform

Fieldguide AI Platform drives efficiency in audit processes and enhances data accuracy. Users appreciate streamlined workflows, automated tasks, and improved collaboration. Robust analytics and reporting enable better decision-making. Valued for reducing manual efforts and increasing productivity, the platform's intuitive design, reporting capabilities, and seamless integration elevate team collaboration and efficiency.

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Boomi Professional Services

Boomi Professional Services excels in facilitating integration setups and streamlined data management. Customers appreciate its robust data mapping and transformation capabilities. Some areas could benefit from enhancement, such as documentation clarity and expanded customization options for more complex environments.