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What is Unit4 PSA?

Boost your profitability and enhance operational efficacy with the tailored Unit4 PSA Suite, designed specifically for your industry. This sophisticated Professional Services Automation solution effectively manages every facet of your business, starting from client engagement and extending to invoicing and cash flow oversight, all built on the solid foundation of the Microsoft Dynamics 365 platform. Protect your organization by incorporating risk and compliance management that aligns with WWFT/BSA/ASM standards, while efficiently tracking your project hours through a Mobile App featuring a convenient timer. Simplify the process of revenue recognition and monitor Work-In-Progress effortlessly within a unified solution, thereby removing the burden of complex time and expense reporting. You can also refine the scheduling of outsourced resources with the Gantt chart tool, which offers a comprehensive view of resource availability and utilization, ensuring smooth and efficient project execution. By adopting these cutting-edge tools, you can fundamentally reshape your business operations, paving the way for increased success and customer satisfaction while fostering a culture of continuous improvement.

What is KanbanFlow?

A Kanban board serves as an effective visual representation of your current workflow. By displaying tasks in a collaborative format, it enhances communication among team members and leads to improved productivity. It's crucial to limit the number of tasks in progress to optimize your output. To facilitate a more efficient workflow on your Kanban board, focus on completing ongoing tasks instead of starting new ones. Regularly delivering value reduces risks associated with projects and eases the workload of your team, ultimately leading to greater customer satisfaction. In addition, tracking the time spent on tasks is advantageous, which can be accomplished with tools like the Pomodoro technique or a simple stopwatch. You can also choose to keep a manual record of your time. The adaptable Time Spent report allows for the organization and filtering of your recorded time data in multiple ways. Changes made to your Kanban board are instantly visible to all team members, promoting teamwork and operational efficiency. This real-time update functionality plays a vital role in ensuring that everyone remains informed about the project's status and developments. Engaging with this process can significantly enhance overall team cohesion and drive project success.

Media

Media

Integrations Supported

Desktop.com
KonnectzIT
Microsoft Dynamics 365
Pabbly Connect
Stackreaction
Wufoo
Zapier

Integrations Supported

Desktop.com
KonnectzIT
Microsoft Dynamics 365
Pabbly Connect
Stackreaction
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Unit4

Date Founded

1990

Company Location

Netherlands

Company Website

www.unit4.com/industries/professional-services-software

Company Facts

Organization Name

CodeKick

Company Location

Sweden

Company Website

codekick.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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