Review of Projector PSA

February, 2015

Rating: 4/5

Projector PSA provides accounting, resource scheduling and enhanced project management combined with visibility, control and integration to offer a successful professional service business.

Projector PSA has 3 different modules and 3 separate layers, each to provide information and answers about different parts of your business. You can use the project accounting module to track time and expenses to date and bill clients for all time invested.

The resource scheduling module can be used to search for qualified people to assign to an important project, and Projector’s project management module delivers the capability to control every detail of your projects.

Some of Projector’s key features include:

Project Accounting module helps you track the time and expense you’ve invested in a project. It manages client invoicing to ensure you capture every hour and every dollar invested in a project. Projector will also acting as an accounting sub-ledger to your accounting system, seamlessly syncing transactions of each project with your main accounting program.

Resource Scheduling module helps you effectively match the perfect person for the job. Project managers have the ability to describe the sort of resources that specific projects will need based on skill sets, certifications, physical locations and required hours.

It also gives resource managers the ability to match up resource needs with staff availability, and make strategic tradeoffs among potentially competing needs. The Resource Scheduling module is critical to helping manage future projects, revenue and profitability as well as hiring needs.

Project Management module provides the power to plan, track and execute projects at a detailed level. It provides a simpler alternative to Microsoft Project if desired, or integrates directly with Microsoft Project, if needed, and allows project managers the ability to assign tasks and track project stability in detail. It also provides project workspaces to encourage communication and collaboration with your team and your clients when you deliver the project.

Ease of use

Projector PSA is a fully integrated suite of professional services automation tools that helps service businesses with project management, resource scheduling, time and expense tracking and client invoicing.

Projector integrates seamlessly with accounting systems such as QuickBooks and Great Plains, CRM applications like Salesforce.com and other applications such as Microsoft Project and Excel. It was designed to act as a core operational system to help services organizations more efficiently deliver projects to their clients.

Customer Service

Projector PSA offers several different ways to receive help and customer support. You can speak to a live person and receive quick and efficient help or you can give one of their many other options a try.

Projector offers a free trial, tours that include the option of exploring their user interface through an online screen tour. There are videos and online demos containing key Projector features.

Projector offers the ability to schedule a live demo of the system. There is a wealth of info to be found in Case Studies and White Papers. To be honest, where customer support is concerned, Projector offers a plentiful amount of help and support. They seem to have all the bases covered to fit anyone’s method for learning.

Add-Ons and Integration

Projector PSA offers integration with some truly effective systems, including:

Microsoft Dynamics is a part of Microsoft Dynamic family which was designed for small and midsize business. It offers a combination of business intelligence, collaboration and communication tools that connects the many moving parts of your organization, giving you better visibility into and control over what’s going on in your business.

QuickBooks Online allows full capabilities to up to five users and limited functionalities (entering timesheet hours and viewing reports only) to an unlimited number of users. It is primarily used by small business owners, solopreneurs, finance officers, accountants and bookkeepers.

Sage 50 U.S. is an easy-to-use desktop accounting solution suite that’s tailored for growing small businesses. With a wide range of solutions designed to meet the accounting and invoicing needs of a single entrepreneur to a thriving business with up to 40 users.

Microsoft Project allows businesses to get started, prioritize project investments and deliver with the intended business value. It is a flexible solution for project portfolio management (PPM) and everyday work, delivered through Office 365.

Salesforce Sales Cloud has been ranked the most innovative company in America every year since 2011 by Forbes magazine. It is best known for its CRM product.

Problems and Complaints

The main complaint I have with Projector PSA is that it’s powerful and complex, and combined with a slightly confusing interface makes for a steep learning curve before users become effective with the app, so quite a bit of training is required.

In Conclusion

No matter which module or modules you choose, Projector provides foundational layers for each one to provide visibility, control and integration.

Projector’s Visibility layer includes a powerful analytical reporting engine that lets you design and create reports in Excel pivot tables, allowing you to perform ad-hoc analysis on the data without requiring an advanced degree in quantitative analytics. When combined with Projector’s e-mail alerts and interactive dashboards, you’ll always have an up-to-the-minute, accurate view of how your organization is doing.

The Sales Pitch

A PSA with a Difference

Projector’s professional services automation suite is a product that is designed by professional services professionals explicitly for professional services firms.

This means that it includes features that actually have an impact on your bottom line. This means that it allows you to model your business as you think about it, as opposed to how we think you should think about it. This means that we’ve figured out a way to implement Projector quickly so that you don’t have to wait months or years to start reaping the benefits. This means that we’ve worked hard to build the power of an enterprise-class solution into an efficient, intuitive interface that can support companies ranging from the small start-up to the complex, global organization.

Best of all, Projector lives in the cloud. It’s delivered in a hosted, on-demand, Software as a Service (SaaS) model in which we think about the technology so that you can concentrate on your business.

Features

Project Accounting module, Resource Scheduling module, Project Management module, Visibility layer, Control layer, Integration layer

Customers
19,000 users

iCrossing, Tribal DDB London, BuzzBee, W2 Group, Logical Design Solutions, Electronic Ink, Prolifics, Optaros, CustomWare, Advocate Networks, Avasant

Tech Information
Service Name
Projector PSA
Parent Company
Projector PSA
No. of Staff maintaining this service (estimated)
Tiny (10-24 people)
Compliance
U.S. - E.U. & U.S. - Swiss Safe Harbor, SAS 70 Type II
Service-level
99.99%
Support
Telephone, Online, Email, 10x5
Mobile Devices
Yes, Android App, iPhone App, iPad App, BlackBerry App
Head Office
USA
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