PSA Software Integrations – An Introductory Guide

An integrated technology stack is essential for facilitating the proper attention toward high-priority, revenue-generating tasks. Isolated point solutions often result in professional service organizations devoting too much time to manually compiling reporting and tactical implementations that provide minimal ongoing value.

PSA software sits as a conduit between the “front office” (customer-facing operations) and the “back office” (administrative duties, such as accounting). This connectivity ensures that project managers have a comprehensive perspective of their project pipeline and can make their necessary adjustments to their budgeting and resource plans.

This post will serve as an overview of how Projector’s professional services-specific PSA platform integrates with the most popular CRM, project management, and accounting applications, to drive substantial improvements in profit margins and client satisfaction.

CRM

Salesforce

Projector PSA provides a robust connection with Salesforce, the globally recognized CRM platform that is entrusted by business of all sizes to manage their sales and contact pipelines. Projector enriches opportunity information provided by Salesforce, and also leverages its full set of modules to maximize the value derived from new business opportunities.

The built-in connector seamlessly transmits account, opportunity, and projections data from Salesforce.com into Projector. The Salesforce integration automatically updates client and project status, and control business rules and triggers that define when Salesforce.com opportunities appear in Projector and how they’re modeled.

Projector users also benefit from the ability to pull Salesforce-sourced data directly from the application, providing a consolidated view of booked and potential revenue, utilization, and staffing needs from both systems. As opportunities become more certain, resource allocation can be optimized to align seamlessly with revenue and profit forecasts.

Microsoft Dynamics 365 for Sales

Projector integrates with Microsoft’s signature CRM system connects sales and project delivery teams together through feature sets that support the entire lifecycle of a client relationship. The relationship between Projector and Dynamics is designed to create a single source of truth for organizational performance without dedicating additional technical resources to your technology stack.

Projector’s client service team works closely with professional services firms to accurately model the pre-sales lifecycle in Dynamics CRM and the complementary delivery lifecycle in Projector PSA. Projector then customize the field mappings, triggers, and business rules and turn them into a simple configuration script that facilitates the proper behavior.

Projector users that also utilize Dynamics benefit from seamless incorporation between the CRM and the project management, resource scheduling, and project accounting modules; stakeholders gain a single picture of pipeline, committed, and historical revenue and performance, as well as a fully realized, real-time picture of project health useful for account management discussions. The relationship between the two platforms empowers organizations by effectively forecasting the investment required to win and maintain business.

Project and Resource Management

Microsoft Project

Professional services organizations with Microsoft Project as part of their existing technology stack can leverage Projector to seamlessly integrate project management, time tracking, and resource scheduling in a single powerful system.  Once project managers map out all the individual tasks and resources required to complete a complex effort in Microsoft Project, Projector’s Project Management module can streamline the ensuing operational steps for a successful project delivery.

This bi-directional integration combines the best capabilities of both products. Microsoft Project gives you more powerful planning, display, and sharing capabilities. Projector extends these features with resource scheduling and time tracking, automates the collection of task and completion status, and provides valuable analytics that give insight into your overall progress and profitability. Benefits include the ability to preserve task hierarchies, dependencies, efforts, durations, and start and end dates, and automatically request or assign resources to projects and tasks to resources. Users can also download task plans, including actual and remaining hours and percent complete data from Projector into Microsoft Project.

Accounting and General Ledger

Sage Intacct

Projector’s longstanding integration with Sage Intacct has benefitted many of the fastest-growing professional services firms that are quickly adding scale and complexity to their operations.  This deep connectivity provides robust control over the accounting transactions necessary to sustain the business while providing management with unprecedented visibility over the full scope of a professional services firm’s operations.

Sage Intacct connectivity enables Projector to translate operational activities into accounting transactions and instantly push them to Sage Intacct electronically. This feature empowers users to continue to manage general ledger, AR and AP transactions with Sage Intacct, with the benefit of far more automation, and extends the life of Sage’s platform as an organization scales upward.

Projector’s out-of-the-box connection to Sage Intacct reduces the labor resources devoted to project accounting, and provides finance departments with all of the information they need in an automated and batch driven process without needing to do endless manual or double entry. Organizations also benefit from the ability to allocate job-related responsibilities to project managers and other staff without having to grant them access to Sage Intacct.

QuickBooks

Projector’s direct integration with QuickBooks, one of the world’s most widely used accounting tools, provides a level of financial control that goes beyond simple accounting to bolster organization-wide operational efficiency.

Projector accumulates GL, A/P, and A/R transactions as you use it to approve time and expenses, perform revenue recognition, approve payment vouchers, and issue invoices. Projector can then send those accumulated transactions to QuickBooks on demand. The connector then creates the transactions in QuickBooks and links the two entries in both products. Once complete, Projector marks the sent transactions to prevent accidental duplication.

Projector’s integration extends functionality of QuickBooks by managing the complexities of multi-currency accounting, intercompany transactions, and project-level details in Projector, and reconciles data between two applications quickly using Projector’s pre-built reports and cross-reference numbers.

Microsoft Dynamics GP

Projector clients using Microsoft Dynamics GP are able to move beyond simple job accounting into more in-depth, professional services-focused back office operations. Projector has a built-in connector that can interface with Dynamics GP via Microsoft’s eConnect API, which translates operational activities into accounting transactions and sends them to Dynamics GP electronically with one click.  These transactions allow you to continue managing A/R and A/P aging, pay vendors, and apply cash receipts within Dynamics GP.

Beyond this transactional integration, Projector users gain a wide-ranged of functionality that enables the software to become a comprehensive sub-ledger for Dynamics GP. Integrated feature sets include configurable review and approval workflows for time and expenses, as well as revenue recognition, routing, and accruals for unbilled and deferred revenue balances. Projector also enables users to see the profitability of fixed-price engagement in real time. Taken together, Projector’s connection to Dynamics is a valuable tool for fixing revenue leakage and gaining a stronger insight into ongoing profitability trends.

Projector PSA logo 2020

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