ProjectHelp Product Presentation Professional Services Automation
Dec 26, 2015
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
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”
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
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
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
Modules
Integrations
Packages
Services
ProjectHelp offer expert complimentary services
Hosting & Backup
Development Services
Implementation & Business Consulting
Training Courses
Technical Support
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.
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
Professional Services Automation
100% web-based
XML Integration
ILink Server
Customer Server Environment
The User Environment
The ProjectHelp Server Environment
Professional Services Automation
Mainpage for a resource.
Speedometers displaying performance
Professional Services Automation
Process oriented
Warnings to early detect abnormal activities
Professional Services Automation
Build your own work processes to optimize your business.
Professional Services Automation
Panels on the left hand side is displaying all detailed information about:-Resource-Project-Customer-Your own company
Professional Services Automation
Financial analysis information about the resource named John.
Professional Services Automation
Mainpage for a customer.
Details are just a click away in the customer panel on the left hand side.
Professional Services Automation
Financial information about the customer
Professional Services Automation
Who do we know at this customer?
Professional Services Automation
Which projects are we running for this customer?
Professional Services Automation
Project mainpage
Speedometer diaplaying the current status of the project.
Professional Services Automation
Financial information about the project.
The project can be fixed price, on account or time&material.
Professional Services Automation
Complete project accounting
Professional Services Automation
Graphical overview of the financial status in the project over a period of time.
Professional Services Automation
Project are broken into activities.
ProjectHelp supports many project models and structures.
Professional Services Automation
Projectmembers are assigned to the project with specific prices for this project.
Professional Services Automation
Weekly timesheet
John needs to fill in all his working time in a project.
Professional Services Automation
Detailed description about each time entry can give your customer valueable ifnormation about your work.
Professional Services Automation
Calendar for John
Fill in your timesheet via the calendar!
Professional Services Automation
Lower part of the timesheet reflects the variance in Johns working time for this week.
Professional Services Automation
Approval process.
1.The resource himself 2. Projectmanager3. Manager
Professional Services Automation
Professional Services Automation
Produce your invoices directly in ProjectHelp!
Professional Services Automation
Full overview while producing the invoice
Professional Services Automation
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.
Professional Services Automation
Reports
All types of predefined reports for any of your business needs.
Professional Services Automation
All reports can be exported to word., excel-or pdf-fromat.
Professional Services Automation
Resource allocation
Helping you to keep of your resources!
Professional Services Automation
Plan for your how much time per week a resource shall work on the projects.
Professional Services Automation
See resource plans
Professional Services Automation
Search for available resource matching your skills requirements.
Professional Services Automation
CRM
Utilize your data in the database. Categorize your customers and projects.
Professional Services Automation
CRM
Actively work with your intelligent search.
Professional Services Automation
CRM
Send for example an emails to the contactperson matching your search criterias.
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
Professional Services Automation
Professional Services Automation