Simply PSA & ERP all-in-one, part of everyday working tools

The solution

Progressus PSA

A native extension of Microsoft Dynamics 365 platform

Extension of Dynamics 365 Business Central

Dynamics 365 Business Central is an all-in-one ERP business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions. Designed to streamline and connect business processes, improve customer interactions, and enable growth. Simply put, it’s the centre of your business. Your Business Central.

Progressus PSA is an extension of Dynamics 365 Business Central, providing extensive project & resource management and complete project accounting that helps you to have full control over your projects and overall business.

Together, as a PSA & ERP All-In-One, we enable integrated business processes and process automation.  A comprehensive PSA solution made simple as an integrated part of one’s everyday working tools. Enabling your business to grow and make more money bottom line!

Native to Microsoft power platform

Imagine one app platform for Office 365 and Dynamics 365, making it your own with powerful apps that span productivity and business data. Providing people the power to tailor their own work experiences with familiar tools they already use. Integrating processes to seamlessly flow across apps. That’s Microsoft Power Platform!

One platform, unlimited opportunity. Unlock the potential of Dynamics 365 and Office 365 faster than you ever thought possible. Customise, extend and build all the apps you need using

  • PowerApps | Build the apps your business needs
  • Power BI | Embed intelligence, make sense of your data and discover new insights
  • Microsoft Flow | Automate your apps and guide your users through processes
Integrating processes to seamlessly flow across apps. That’s Microsoft Power Platform!

Why All-In-One?

With the digital revolution in the 1990s, the global economy began to move towards the knowledge and service economy we have today. From a business perspective, this is people-driven organisations who depends on the knowledge and skills of talented resources to sell and deliver a range of services, typically on a project or contract basis.

As traditional ERP systems were not designed to manage projects and resources, specific applications started to emerge during the 90s. To give them a collective name, let’s call them “Project & Services Applications” or PSA (not quite correct but it’s more educational this way). These solutions were initially spreadsheets and home-grown databases, and although more modern solutions have been developed over the years, they are rarely or never sufficiently integrated with the financial backbone (ERP).

While each situation is unique, neither traditional ERP nor PSA solutions offer the full support required for a service company to have full control over its projects and overall business. For this reason, most professional services organisations find themselves in a situation where their business solution(s) limits their opportunities for growth and improved profitability.

Progressus PSA is an All-In-One solution, meaning you combine extensive functionality for Project and Resource Management (PSA) with Financial Management (ERP). You bring people, processes, and data together, End-To-End, resulting in full control over your projects, project financials and your overall business.

The quotes below are not from just a single company, but they could very well be. To what degree do you recognise yourself? If you do, contact us and we will have a chat how we can support your efforts of taking your next step.

PSA < > ERP

You’re lacking system integration and therefore your business processes are split up, dependent on manual execution for completion.

Your organisation spends way too much time on administration and manual work and on top of that you’re lacking business insight to get control over your projects and overall business.

You have a feeling that the business aren’t as competitive as it could be. A feeling confirmed when you hear comments from your co-workers:

  • “It’s too time consuming to setup projects in various systems and done in an inconsistent way.”
  • “It’s difficult to get an accurate overview of work load and the resource planning is hard to update with all changes going on.”
  • “Time & Expense is a burden for consultants, taking time from chargeable work. We don’t charge for all our work as some task are forgotten or missed.”
  • “Invoicing is a time consuming and the amount of time entries makes it easy to miss inaccuracies, resulting in credit memos and customer dissatisfaction.
  • “It’s frustrating to not have full access to project data to secure successful and profitable projects.” If we can’t measure performance & risk indicators, how can we then act and improve?”

Your business solution doesn’t support what the business need to enable growth and improve bottom line profitability.

PSA & ERP all-in-one

You now have a fully integrated PSA solution, facilitating integrated and automated processes, resulting in improved productivity & efficiency and eliminating non-value (and non-chargeable) activities.

Your organisation have time to fully focus on your customers, improving service levels and becoming more competitive.

With a single source of data, you have full control over projects and overall business and you see the results of your continuous improvement throughout your business such as

  • Integrated Project Accounting with full visibility and access to cost & sales tracking and budget & forecasting data
  • Integrated Budget & Planning with complete access to workload and individual calendar planning.
  • Integrated Time & expense making life easier for your consultants and part of their everyday working tools.
  • Integrated Invoicing where time and expense entries seamlessly flow through an electronical approval process into an invoice.
  • Integrated WIP & Revenue Recognition, all with full audit trail and compliant with accounting standards such as IFRS 15

You have enabled the business to prosper and grow, being more competitive and making more money bottom line!

PSA FUNCTIONALITY

PROJECT PRESALES & SETUP

  • Project setup wizard
  • Pre-activities & pipeline probabilities
  • Project and task structure
  • Project portfolio management
  • Milestones
  • Task dependencies
  • Cost & pricing templates
  • Customisable dimensions

BUDGET AND PLANNING

  • Calendar planning with MS Outlook
  • Budget matrix
  • Unlimited budget revisions
  • Estimates & quotes
  • Flexible forecasting
  • Split budget
  • Purchase reservations

TIME & EXPENSE ENTRY

  • Done in Outlook, mobile and other everyday working tools
  • Expense receipts attachments
  • Multiple levels of approval
  • Overtime tracking
  • Flex-time tracking
  • Vacation
  • Standard and actual labor costing

INVOICING & REVENUE RECOGNITION

  • Invoice suggestion
  • Dynamic grouping and summing
  • Customize invoice layouts with MS Word
  • Schedule billings
  • Milestone billing
  • Hour bank
  • Multiple revenue recognition options

CONTROL & ANALYSE

  • Project & resource analytics
  • Advanced forecasting
  • Customizable, role-based dashboards
  • Project real-time data overview
  • Enhanced resource tracking
  • Ad-hoc reporting in Excel with direct access to data
  • Power BI for visualisation and business analytics

ERP FUNCTIONALITY

FINANCIAL MANAGEMENT

  • General Ledger
  • Budgets
  • Fixed assets
  • Receivables & Payables
  • Bank account
  • Audit Trails
  • Dimensions
  • Currencies

CRM

  • Contacts
  • Campaigns
  • Opportunity management
  • Enhanced CRM with Dynamics 365 for Sales and Service

SUPPLY CHAIN MANAGEMENT

  • Sales Order Management
  • Purchase Order Management
  • Supply Planning
  • Locations
  • Item Transfers
  • Warehouse Management
  • Assembly Management

SERVICE ORDER MANAGEMENT

  • Service Orders
  • Service Price Management
  • Service Contract Management
  • Planning Dispatching
  • Advanced Functionality through Dynamics 365 for Field Service

MANUFACTURING

  • Production Orders
  • Version Management
  • Agile Manufacturing
  • Demand Forecasting
  • Capacity Planning
  • Machine Centers
  • Finite Loading
  • Subcontracting

GDPR

Respect your customers’ privacy
Use built-in privacy-by-design and privacy-by-default methodologies to help your business comply with the General Data Protection Regulation (GDPR). Grant and restrict access to personal data on multiple levels and enable audit trails to ensure security and accountability.

Handle, store, and transmit data securely
Move and store personal data freely across your systems while protecting it from unauthorized access with Microsoft datacenters’ automatic encryption.

PROGRESSUS PSA | Advanced Project management

On Microsoft AppSource

Would like to explore yourself? Try it, it’s for free!! If you do, please allow us to provide additional guidance how to setup and walkthrough a typical business scenario.

Go to Microsoft AppSource