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ProjectHelp Product Presentation Professional Services Automation
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Page 1: ProjectHelp Product Presentation Professional Services Automation.

ProjectHelp Product Presentation

Professional Services Automation

Page 2: ProjectHelp Product Presentation Professional Services Automation.

Professional Services Automation

Challenges

• Access for everyone everywhere anytime• Quality in timesheets and travel expenses• Running several projects in parallell• Mix of fixed prices and time&material• Keeping track of all variation orders within each project• Making sure all resources are fully allocated• Producing the correct invoices • Providing your customer with detailed information• Running according to defined project models• Standard way of management reporting• Putting all systems together

Page 3: ProjectHelp Product Presentation Professional Services Automation.

ProjectHelp is the answer.

An easy to use, web-based, front-end system,used by the whole organisation

ProjectHelp automates the entire project lifecyle, providing the facts behind the business,

to deliver improved operational effectiveness and optimised profitability.

The Accountant: ”I need to be provided with accurate, quality data, that doesn’t need any reprocessing, so I can quickly create informative invoices and reports.”

The view from the Professional Services company:

The Consultant: ”I need to see my planned tasks, and to quickly report my hours and expenses anytime, anywhere”

The Project manager: ”I need to plan and track my projects in detail, with financial information at my fingertips and powerful reporting tools”

?

The Senior manager: ”I need to improve the efficiency of my company and ensure that every project earns money”

Page 4: ProjectHelp Product Presentation Professional Services Automation.

Modules

Integrations

Services

Packages

The ProjectHelp application contains many modules

Human Resource Management (HRM)Customer Relationship Management (CRM)Document ManagementResource AllocationProject Planning

... and many more

TimesheetsTravel ExpensesCollaboration ToolsInvoicingCalendar

Page 5: ProjectHelp Product Presentation Professional Services Automation.

Modules

Integrations

Packages

Packages

ProjectHelp is sold in carefully defined packages:

Includes:PSA Level

Resource Allocation, Skills ManagementFourEnterprise

Calendar, Travel Expenses, Invoicing & ReportsTwoProfessional

HRM, CRM & TimesheetOneBasic

Page 6: ProjectHelp Product Presentation Professional Services Automation.

Modules

Integrations

Packages

Packages

ProjectHelp is integrated with many leading systems:

Like... ERP systems

from Visma, Hogia, Microsoft, SAP & Quickbooks...CRM systems

from SuperOffice, Siebel & Pivotal...Payroll systems

from Hult&Lillevik, Carat & Hogia...

...running on the ProjectHelp ILink platform, built on XML technology

Page 7: ProjectHelp Product Presentation Professional Services Automation.

Modules

Integrations

Packages

Services

ProjectHelp offer expert complimentary services

Hosting & Backup

Development Services

Implementation & Business Consulting

Training Courses

Technical Support

Page 8: ProjectHelp Product Presentation Professional Services Automation.

Modules

Integrations

Packages

Services

The complete ProjectHelp solution is delivered to customersby our network of certified and authorised partners.

Partners and customers are also supported by the ProjectHelp Consulting Group who deliver implementation,

training, support and business consulting services.

Page 9: ProjectHelp Product Presentation Professional Services Automation.

Professional Services Automation

ProjectHelp product platform

• 100% web based – all you need is browser• MS SQL Server

• Configurable user interface• Process oriented• Easy to use• Easy to learn• Complete Business system for professional services

Page 10: ProjectHelp Product Presentation Professional Services Automation.

Professional Services Automation

100% web-based

XML Integration

ILink Server

Customer Server Environment

The User Environment

The ProjectHelp Server Environment

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Professional Services Automation

Mainpage for a resource.

Speedometers displaying performance

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Professional Services Automation

Process oriented

Warnings to early detect abnormal activities

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Professional Services Automation

Build your own work processes to optimize your business.

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Professional Services Automation

Panels on the left hand side is displaying all detailed information about:-Resource-Project-Customer-Your own company

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Professional Services Automation

Financial analysis information about the resource named John.

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Professional Services Automation

Mainpage for a customer.

Details are just a click away in the customer panel on the left hand side.

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Professional Services Automation

Financial information about the customer

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Professional Services Automation

Who do we know at this customer?

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Professional Services Automation

Which projects are we running for this customer?

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Professional Services Automation

Project mainpage

Speedometer diaplaying the current status of the project.

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Professional Services Automation

Financial information about the project.

The project can be fixed price, on account or time&material.

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Professional Services Automation

Complete project accounting

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Professional Services Automation

Graphical overview of the financial status in the project over a period of time.

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Professional Services Automation

Project are broken into activities.

ProjectHelp supports many project models and structures.

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Professional Services Automation

Projectmembers are assigned to the project with specific prices for this project.

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Professional Services Automation

Weekly timesheet

John needs to fill in all his working time in a project.

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Professional Services Automation

Detailed description about each time entry can give your customer valueable ifnormation about your work.

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Professional Services Automation

Calendar for John

Fill in your timesheet via the calendar!

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Professional Services Automation

Lower part of the timesheet reflects the variance in Johns working time for this week.

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Approval process.

1.The resource himself 2. Projectmanager3. Manager

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Professional Services Automation

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Professional Services Automation

Produce your invoices directly in ProjectHelp!

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Professional Services Automation

Full overview while producing the invoice

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Data from the project is copied into the invoice module. Here you can easily make changes and sum and group the lines to satisfy your customer.

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Professional Services Automation

Reports

All types of predefined reports for any of your business needs.

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Professional Services Automation

All reports can be exported to word., excel-or pdf-fromat.

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Professional Services Automation

Resource allocation

Helping you to keep of your resources!

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Professional Services Automation

Plan for your how much time per week a resource shall work on the projects.

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Professional Services Automation

See resource plans

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Professional Services Automation

Search for available resource matching your skills requirements.

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Professional Services Automation

CRM

Utilize your data in the database. Categorize your customers and projects.

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CRM

Actively work with your intelligent search.

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Professional Services Automation

CRM

Send for example an emails to the contactperson matching your search criterias.

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Professional Services Automation

ProjectHelp in your organisation

• Easy to fill in timesheets and travel expenses• Well-known project structure• Project managers with well-defined responsibility• Consistency between offer, plan, timesheet, invoice and

reporting• Improved, more efficient and respected daily work

processes• Invoices sent early to your customer• Complete management overview

– Project portfolio – Resource allocation– Project finances

Page 45: ProjectHelp Product Presentation Professional Services Automation.

Professional Services Automation

Professional Services Automation