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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 Microsoft Dynamics 365 Project Operations?

Achieving success in projects while maximizing profitability can be effectively accomplished through robust Project Operations. By ensuring necessary visibility, fostering collaboration, and maintaining flexibility, organizations can significantly enhance their performance from the initial stages of prospects to the final stages of payments and profits. Implementing improved management practices along with precise project estimates, forecasting, and scope definitions can help in securing more contracts. Overseeing projects becomes more efficient with user-friendly features from Microsoft Project, including Kanban boards and Gantt charts, which streamline the entire process. Optimal team allocation is made possible by utilizing insights into resource availability, scheduling, governance, and the alignment of skills. Additionally, the ability to facilitate the submission, approval, processing, and reconciliation of time and expense reports while on the move accelerates both reimbursement processes and client invoicing. Ensuring accuracy in project accounting allows for revenue recognition in line with International Financial Reporting Standards. Moreover, being able to respond quickly to market fluctuations by leveraging actionable insights from a consolidated view of sales and financial metrics is essential. This thorough and comprehensive approach not only safeguards your organization’s competitive edge but also enhances its agility in a constantly changing environment, ultimately leading to sustained growth and success.

Media

Media

Integrations Supported

Microsoft Dynamics 365
AXtension Content Gate
Azure Marketplace
Lyftrondata
Microsoft 365
Microsoft Project
Salesbuzz
The Asset Guardian EAM (TAG)
TrueCommerce
UMT360
XTendLink
appRules Portal
proMX 365 Project Portfolio Management
proMX Time Tracking

Integrations Supported

Microsoft Dynamics 365
AXtension Content Gate
Azure Marketplace
Lyftrondata
Microsoft 365
Microsoft Project
Salesbuzz
The Asset Guardian EAM (TAG)
TrueCommerce
UMT360
XTendLink
appRules Portal
proMX 365 Project Portfolio Management
proMX Time Tracking

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$95 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

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/project-operations/overview/

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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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