In the competitive landscape of professional services, efficient project management and resource optimization are crucial for success.

By integrating advanced tools for project planning, time and expense tracking, and financial management, Infor Professional Services Automation (PSA) empowers businesses to improve productivity, ensure project profitability, and deliver exceptional client value.

This article explores the key features and benefits of the Infor PSA platform, highlighting how it enables professional services firms to achieve operational excellence and drive business growth.

What is Infor Professional Services Automation?

Infor Professional Services Automation (PSA) offers a comprehensive solution designed to streamline and enhance the management of projects, resources, and finances within professional services organizations.

By providing an intelligent tool for managing client projects and the resources, schedules, and costs associated with each project, Infor PSA empowers users to optimize resource allocation and ensure efficient project delivery.

The Infor PSA platform provides the following suite functions for enterprise users:

  • Project management
  • Project resource management
  • Project portfolio management
  • Project time and expenses
  • Project scheduling (MS Project integration)
  • Project budgeting and forecasting

Key Components of the Professional Services Automation Suite

Infor Professional Services Automation links core project financial data to existing accounting systems, enabling project services firms to optimize margin management, improve data exchange, and facilitate comprehensive oversight of various client projects. Here’s a closer look into its key capabilities:

Service profitability

Infor Professional Services Automation empowers seamless billing, margin analysis, and revenue recognition across the professional services landscape, making it easier for companies to maintain end-to-end project visibility and improve insight for key business strategies.

Portfolio management

By offering a 360-degree view of customer interactions and intuitive performance analysis tools, Infor PSA empowers rich data access, automates core project operations, and compares improvements versus benchmarks.

Project resource management

With drag-and-drop tools for staff assignment screens and cost templates, Infor PSA enables companies to efficiently capture employee time and expenses and ensure effective project allocation and management.

Collaboration tools

Infor PSA provides real-time collaboration tools designed to enhance visibility into projects and service engagements, accelerate reporting activities, and improve knowledge transfer between project managers and internal accounting staff.

Benefits for Infor Customers

Infor PSA provides an exceptionally versatile software solution for maintaining effective project portfolio management, optimizing operational procedures associated with projects, and ensuring a holistic view of project resources and personnel. Here are a few key benefits for project teams:

Real-time visibility and collaboration

  • Analyze work-in-progress delivery costs, timelines, and project execution statuses
  • Manage employee time and expenses through connected staffing software
  • Assign the right resources to the right project or service request
  • Ensure seamless cost tracking, including budgeting, cost allocations, chargebacks, and more

Comprehensive insights

  • Connect human capital management, financials, and procurement in a single solution
  • Configure unique workflows, automation, and notifications
  • Resolve procurement issues with effective source-to-settle strategies
  • Extract data from any source and access live data anytime, anywhere

Productivity and satisfaction

  • Meet project timelines through effective resource allocation
  • Improve visibility and control of all project activities with consulting and client management tools
  • Maintain delivery efficiency for improved customer engagement and satisfaction
  • Leverage advanced technologies for reporting to keep leaders and account managers in the loop

Data-driven decisions

  • Generate role-based content, data models, and best practice KPIs to drive better outcomes
  • Automate core billing processes through a business-ready data store
  • Leverage AI-driven insights to improve engagement, productivity, and performance
  • Access embedded in-context analytics and networked BI and insights to connect project teams and clients

Getting Started with Our Team

From managing an Infor implementation project from start to finish and navigating complex integrations between Infor and non-Infor systems to ensuring effective personnel management and maintaining efficient communication between project teams, Surety Systems has you covered.

Our senior-level Infor consultants have the skills and experience to understand your project needs and prepare your internal teams for continuous improvement over time.

Contact Us

For more information about our Infor/Lawson consulting services or to get started on a project with our team of experts, contact us today.