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PROFESsional services automation

All-in-one PSA tool for modern businesses

Get real-time portfolio insights, automate processes, mitigate risks, and deliver greater value to your clients.

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“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

The perfect fit for modern PS teams
Starting at just $19/user/month. Unlimited projects.
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Turn time into money

Eliminate busywork and increase billable utilization. Make accurate forecasts, track cost across projects, make them cost-effective.

Budget management

Rocketlane’s live budget tracker helps you keep your projects on budget and on track.

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Time tracking

Timesheets with intuitive UI, Smart Suggestions, and auto carryovers help your team breeze through logging time.

Calendar integration

Power up your timesheets by integrating with Google Calendar and turn calendar events into billable work.

Put resource planning on autopilot

Automate resource plans, streamline forecasting, maximize your utilization targets while preventing burnout.

Resource management

Ensure the right people are available at the right time to work on the right projects. Every time.

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Capacity planning

Get visibility into the available capacity of different teams in your organization. Anticipate heavy demand and make data-backed hiring decisions.

Skill matching

Rocketlane automatically matches team members  to your projects based on the required roles, skills, and availability.

Streamline project delivery

Take control of project execution and delivery. Bring in automation and consistency. Collaborate with your clients for faster delivery.

Modern project management

Use Rocketlane’s Gantt charts, Kanban boards, real-time notifications, automated status updates, etc. to stay on top of your project delivery.

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Templates

Create templates for projects, documents, and forms just once. Reuse them forever. Offer consistently delightful client experience.

Client portal

Make collaboration effortless for your client and your team. Rocketlane offers white labeled client portals, project chat, and advanced file collaboration options.

Leverage business intelligence for success

Learn from your project portfolio, understand what’s slowing you down, discover untapped opportunities. Make the right decisions faster.

Operations Insights

Uncover key insights and patterns, de-risk projects, fine tune project timelines and deliver a five-star experience each time.

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Customizable reports and dashboards

Manage data your way. Create dashboards that reflect your processes and goals. Access exactly what you want to know, at one easy glance.

CSAT

Set up CSAT surveys at different project milestones. Know client sentiments in real-time. Course correct before things go south.

Why use a ton of tools when you can use just one?
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Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Integrates with your favorite tools

Rocketlane integrates easily with your tech stack

Rocketlane is a leader in Client Onboarding on G2
Rocketlane is a leader in Client Onboarding on G2
Rocketlane is a leader in Client Onboarding on G2

Category leader on G2

96%

Ease of admin

#1

Ease of use

95%

Likely to recommend

1 coffee break

Lasts longer than the time it takes to get your project going on Rocketlane

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What is Professional Services Automation (PSA) Software?

Professional Services Automation software, also known as PSA software, is a powerful tool that streamlines and automates various business processes for professional services organizations.

These businesses include consulting firms, IT service providers, marketing agencies, and many others where services are the primary offering.

PSA software is a comprehensive platform that integrates and manages core business functions such as project management, resource allocation, time tracking, expense management, billing, and customer relationship management (CRM). By consolidating these essential tasks into a single software solution, PSA software provides a centralized hub for managing all aspects of a professional services organization's operations.

One of the key benefits of PSA software is its ability to enhance operational efficiency. With advanced features like project planning and scheduling, resource management, and time and expense tracking, PSA software helps businesses optimize their workflows and ensure smooth project execution. This, in turn, enables teams to deliver projects on time and within budget, leading to improved client satisfaction and increased profitability.

Moreover, PSA software offers real-time visibility into project and resource performance, allowing managers to make data-driven decisions and allocate resources effectively. It also provides accurate and timely data for financial management, enabling businesses to generate invoices, track expenses, and generate reports effortlessly.

In today's fast-paced business landscape, where competition is fierce, implementing PSA software is becoming necessary for professional services organizations. By automating tedious administrative tasks and providing valuable insights, PSA software empowers businesses to optimize their operations, improve productivity, and drive growth. So, if you're looking to take your service-based business to the next level, investing in PSA software is definitely worth considering.

Business Cases for PSA Software


In today's fast-paced business landscape, professional service firms face mounting challenges in managing an array of projects, resources, and client needs, while also striving to achieve sustainable growth. To stay ahead, industry leaders are turning to Professional Services Automation (PSA) software that offers comprehensive solutions to streamline operations, improve collaboration, and enhance overall efficiency. Here are the top five reasons professional service firms invest in PSA software:

1. Streamlined project management


A PSA software allows project managers to effectively monitor and track project progress, automate key tasks, and enforce adherence to project timelines. They can use PSA software for a bird's-eye view of all ongoing projects, and ensure that resources are optimally allocated, and deadlines are met, ultimately improving client satisfaction and project success.

2. Improved reporting and analytics


PSA software offers robust reporting and analytics capabilities to gain valuable insights into project performance, resource utilization, and profitability. These tools enable firms to analyze profitability by client or project, identify potential risks, and make data-driven decisions to optimize operations and drive growth.

3. Improved profit margins


A PSA software can play a critical role in improving profit margins for professional services firms. By automating and streamlining core business processes such as time tracking, expense management, billing, and invoicing, PSA tools help reduce administrative burden and increase operational efficiency. This means professionals can spend more time delivering high-quality services to clients, ultimately leading to higher customer satisfaction and repeat business. Moreover, PSA software provides valuable insights into project performance, resource utilization, and profitability. Firms can leverage this data to make informed decisions about resource allocation, pricing strategies, and project profitability analysis, all of which contribute to maximizing profit margins and financial success.

4. Accurate demand forecasting


Demand forecasting is crucial for professional services firms seeking to streamline and optimize their operations. Additionally, it facilitates better client satisfaction by ensuring timely delivery of services and avoiding potential bottlenecks.With the help of a PSA tool, businesses can accurately anticipate future demand patterns and make informed decisions. A PSA software can assist firms with analyzing historical data, market trends, and client behavior, and can generate reliable forecasts that assist in resource planning, project management, and staffing. With deep and actionable insights, firms can proactively refine their strategies, allocate resources efficiently, and optimize profitability. Ultimately, a solid PSA tool empowers professional services firms to stay ahead of the curve and thrive in today's competitive market.

5. Increased revenue recognition


Traditionally, professional services firms have relied on manual methods to track project revenues, leading to errors and inefficiencies. A PSA software streamlines the process and offers advanced features for revenue recognition, such as automated revenue calculations, tracking of contract milestones, and generating accurate financial reports. This enables businesses to ensure timely and accurate recognition of revenues, leading to better financial decision-making. With PSA software, businesses can confidently navigate complex revenue recognition rules and regulations while improving their overall financial health.

6. Resource allocation and optimization


Matching the right talent with the right projects is crucial for professional service companies. PSA software enables efficient resource allocation by providing real-time visibility into staff availability, skills, and availability. By optimizing resource allocation, firms can increase productivity, reduce bench time, and ensure projects are staffed appropriately for the best outcomes.

7. Time and expense tracking


Efficient time and expense tracking will ensure accurate billing and project profitability. PSA software simplifies this process, allowing businesses to accurately record billable hours and expenses while providing real-time visibility into revenue and cost metrics. With streamlined workflows, firms can ensure accurate invoicing, improved cash flow, and higher profitability.

8. Enhanced collaboration and communication


Effective collaboration plays a critical role in professional service firms. PSA software acts as a central repository for project-related information, facilitating seamless communication and collaboration among team members. By providing a platform for real-time document sharing, update notifications, and task assignment, PSA solutions improve teamwork, mitigate communication gaps, and enhance overall project outcomes.

Core features of professional services automation software


When choosing a PSA tool, consider your company's specific needs. However, here is a list of features to look out for that will cover most business needs:

  1. Project portfolio management: Helps you manage multiple client projects simultaneously, prioritize tasks, and ensure projects are completed on time and within budget.

  2. Project automation: This lets you automate tasks and workflows, resource scheduling and allocation, and tracking ad-hoc changes

  3. Time tracking: This helps you track the time spent on each client project, allowing you to improve your billable utilization rate.

  4. Resource management: Helps you find the right people for every project, get a realistic view of the incoming demand and your capacity to deliver, and understand where you're short-staffed to plan for hiring well in advance.

  5. Document and file management: Offers a centralized hub for organizing your firm's documents and files, improving collaboration and reducing the risk of lost information.

  6. CRM integration: Integrating your PSA software with your Customer Relationship Management (CRM) system allows you to accelerate project delivery by automating project creation and configurations based on customer type.

  7. Business intelligence and analytics: A reporting functionality that provides the data you need to measure and improve key business processes, helping you achieve better results and make more informed decisions.

  8. Client collaboration: A dedicated client portal can help your clients collaborate with you easily. This should ideally be easy to use since you don’t want to overwhelm your clients with a complex tool.

  9. Templates (for documents, forms, projects, status updates): A tool that helps you pre-build your templates for documents, forms, projects, and status updates allows you to save precious time and improve efficiency.

  10. Privacy and security: Your PSA tool shouldn’t be the weakest link in your security chain. Ensure the provider offers robust security for your data

Choosing a professional services automation (PSA) software

  1. Understand your needs: Consider the size of your firm, the number of employees, the type of services offered, and the type of clients you work with. All these factors will help determine the kind of tool you need.

  2. Research and compare: Look into the tools available in the market and compare their features, cost, and software reviews. Shortlist the tools that meet your needs and do an analysis to pick the best PSA tool for your organization. Use the features we’ve listed above to check for the features you want in your tool.

  3. Time tracking: This helps you track the time spent on each client project, allowing you to improve your billable utilization rate.

  4. Ease of use: Choose a user-friendly tool. It should have an intuitive interface. A tool with a steep learning curve can cause frustration and result in a low adoption rate among your team.

  5. Get a trial: Most PSA tools offer a free trial. Use the tool before making a decision.

  6. Support offered by vendor: The best vendors always offer stellar customer support and thorough training for your teams.

Who uses PSA software?

Consulting firms find PSA software indispensable. They can use it to manage projects, track time and expenses, and generate accurate invoices. The software serves as a centralized hub for all critical project data, ensuring that consultants can deliver high-quality services within budget and on schedule.

Additionally, IT service providers rely on PSA software to optimize their operations. These companies can efficiently manage and allocate resources, monitor service level agreements, and improve overall customer satisfaction. By leveraging the software's capabilities, IT service providers can enhance productivity and efficiency, leading to better client outcomes.

Moreover, marketing agencies and professional design firms also benefit greatly from PSA software. They can streamline their creative processes, track project progress, and manage client relationships effectively. With the software's collaboration features, teams can work harmoniously, resulting in seamless project execution and outstanding deliverables.

In conclusion, PSA software caters to a wide range of professional service organizations, including consulting firms, IT service providers, marketing agencies, and design firms. By harnessing its capabilities, these industries can elevate their performance, enhance customer satisfaction, and ultimately drive business growth.

PSA integrations

Integrating your PSA software with other tools in your tech stack enables your business to leverage the existing software investments and create a seamless workflow. PSA software can integrate with popular project management tools like Trello or Asana to ensure efficient task management and project tracking. It can also integrate with financial software like QuickBooks or Xero to provide accurate invoicing and financial reporting. It can integrate with CRM software such as Salesforce and HubSpot to help automate manual project processes such as customer information handoff, project pipeline creation, etc. With these integrations, businesses can maximize the benefits of their PSA software, enhancing productivity and improving collaboration across different departments.

FAQs

What is PSA software?

A PSA software is a comprehensive platform designed to help companies in the professional services industry manage their projects, resources, and finances effectively. It enables organizations to automate and streamline critical processes, including project management, resource allocation, time tracking, and invoicing.

What are the key benefits of using PSA software?

PSA software offers numerous benefits to businesses. It helps improve operational efficiency by automating workflows and eliminating manual tasks. Additionally, it enhances project visibility and enables better resource management, leading to more accurate project planning and timely delivery. PSA software also enables effective collaboration and communication among team members, boosting overall productivity.

How does PSA software streamline financial management?

PSA software provides real-time insights into project costs, budgets, and profitability. It automates invoicing processes, enabling prompt and accurate billing. By integrating with accounting systems, PSA software ensures seamless financial management, including expense tracking, revenue recognition, and financial reporting.

Can PSA software integrate with other business tools?

Yes, PSA software can integrate with various other business tools and systems, such as customer relationship management (CRM), enterprise resource planning (ERP), and project management solutions. This integration facilitates data consistency and eliminates the need for manual data entry across multiple platforms.

Is PSA software suitable for businesses of all sizes?

PSA software caters to organizations of all sizes, from small startups to large enterprises. It offers scalability, allowing businesses to adapt and grow while keeping their operations streamlined and efficient.In conclusion, PSA software is vital in enhancing the professional services industry by automating processes, improving resource management, and streamlining financial operations. By embracing this technology, businesses can optimize their operations, deliver exceptional services, and drive success in today's competitive landscape.

Can I pay per project rather than per user?

Please drop us a note at care@rocketlane.com with your request and reasoning, and we’re willing to have some flexibility on our pricing method if it makes business sense for us and for you.

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