Professional services automation

The right PSA advice and solutions for your project-centric organization

The right tools for project and resource management success

Many project-centric organizations have challenges gaining real-time visibility into project health and actionable data to optimize services. Professional services automation software provides an integrated suite of solutions for your company to help provide operational visibility and automate business processes for service delivery.

PSA software consolidates project management, resource management, project accounting, budget management, time and expense tracking, and reporting into a single intuitive application. To draw a parallel, PSA for professional services is what enterprise resource planning is to manufacturing—a comprehensive solution to help drive organizational success.

Some benefits of implementing a PSA application for your project-centric organization include:

  • Improved utilization of billable employees
  • Decreased revenue leakage
  • Increased revenue per billable employee
  • Faster and more accurate invoicing
  • Automated service billing and revenue recognition
  • Increased project margin
  • Real-time reports


Professional services automation includes HCM, ERP, CRM, Business Intelligence, and more
Professional services automation overview

Professional services automation selection guide

Metrics that matter:
Measuring PSA businesses

Six Steps to build your skills tracking and RM program

PSA solutions offered by RSM

desktop showing software, mobile phone
NetSuite OpenAir
gears, automation, checklist, handshake
Dynamics 365 Project Service Automation
cogs and gears icons
Optimization and efficiency
charts and graphs, money, handshake
Kantata OX
cloud data, security, alert
Kantata SX
Meet our team
Solution and process optimization leaders