Projector PSA

(40)
4.7 out of 5 stars

Professional Services Automation software from Projector PSA helps services organizations track time and expenses, manage projects and schedule resources

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Projector review by <span>Ginny B.</span>
Ginny B.
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Verified Current User
Organic
Reviewed On

Business Operations Manager

What do you like best?

Efficiency - within a single system, we could track time & expenses, schedule resources, manage projects, invoice clients, and integrate into our accounting system. Projector gives companies visibility and control of their business in real-time rather than managing through a rear view mirror.

Scalability and flexibility - I worked in a Biz OPS role for 3 small to mid-size companies which initially used Projector to track resources' time and expenses. As the companies grew, we implemented the resource scheduling and project management modules. Management was delighted to use one system that captured all the data to manage their expanding business. Each company customized and displayed their data to gain visibility into their unique operation.

Top Notch Support- Projector support is there for you! The support team's response time is fast. In 10+ years of using Projector, this team has been able to answer every question with a thorough explanation. They encourage you to contact them with any questions. Now, that's customer service!

What do you dislike?

Projector covers all the bases and is a reliable, robust system. I can't say that I dislike anything about the product. However, to fully take advantage of Projector's capabilities, I would recommend adding a full-time administrator to the team who is the in-house Projector expert.

Recommendations to others considering the product

Choose Projector for visibility into your business!

What business problems are you solving with the product? What benefits have you realized?

Business owners' primary objective was to select a system that could provide accurate revenue forecasting and revenue recognition for their company. Prior to using Projector, the 3 small to mid-sized companies had no visibility into revenue forecasting. This feature alone transformed the budgeting and planning processes for these companies. Resource scheduling was a painful process for these companies before Projector. They were not sure when to hire resources and their timing often did not match project demand. Administrative "overload" was a problem in these small companies - many tasks were performed manually prior to using Projector (resource scheduling, client invoices, contractor invoices, expense reports). The operational efficiency gained through Projector allowed these companies to grow without adding significantly to their operations staff.

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Projector review by <span>Alexandru I.</span>
Alexandru I.
Validated Reviewer
Verified Current User
Organic
Reviewed On

It's not about the complexity of the tool, it's about the flexibility and usability.

What do you like best?

The best part about Projector is that even if it is amazingly complex and flexible it still is very user friendly and doesn't scare the users. The complexity it's hidden under layers. The main screens and tabs and windows are not cluttered with hundreds of options - they give you the main and mandatory options. But if you need a bit more from it you can go deeper and you need even more you can go even deeper.

The devil is in the details and it's the same here. We have the pro users of the tool (like the staffing manager or finance manager) that will need all the complexity possible, then you have the less advanced user (like the Project managers in need to create task plans, estimate costs at completion of the project, request resources etc) and then you have no-experience-required users like the resources in need to enter time cards - Projector manages to cater and present itself friendly and usable to all types of users.

All the tools and options are intuitively and logically positioned and accessible. It is futile to talk about its complexity as I've been digging deeper and deeper into what it can do and 1 year later I have not even scratched the surface. The basic of what a company needs is attainable fairly quickly and quite easy. The rest of it however is meant to improve efficiency, control KPIs, save time with automated reports, automated warnings, automated project plan layout based on templates, etc. - the more you learn to use it the more efficient and profitable your business becomes because you'll set it just right to keep things in check and eliminate manual, repetitive, non-productive work. You let Projector do that for you.

What do you dislike?

What I'm not a big fan of is the downloadable part of the software - I would've liked it to be Web Based in order to be able to open multiple tabs and speed up some of the more time consuming tasks. But from what I hear the Web Based version is in the testing phases and will soon replace the downloadable and installable one. Even so, on Windows machines you can open multiple instances of Projector (i've tried it on MacOS and didn't have much success) so you can still go around that. Also the API connectivity I hear will be improved after the web version will be launched which is a part I felt once or twice it could help us more.

Recommendations to others considering the product

Only one recommendation: call the company and ask for an implementation consultant and start asking questions about what the software can and can not do for you. You'll be surprised of 2 things: 1) how few "can not" you'll receive and 2) the quality of support staff training.

There have been numerous times when I wanted something weird and thought they'll give me funny looks when asking for those weird things and everytime that happened I actually discovered not only that they had already thought about that but it was done way better than I hoped for and readily available. In 1 year, starting from scratch I only required 3 hours of total training time via video conferencing.

When considering such a tool, in my experience, the most important metric should be "how much time you'll waste learning it, how much time you'll waste implementing things that are there yet, how much time you'll be wasting teaching others in the company and answering their never-ending questions.

Time is money, especially in a consultancy company. If you have 200 employees and each wastes, let's say, 1 minute per day fiddling with buttons and asking questions, that's 5h per user per year. That's 1000 hours per year. Think of your average rate for your resources and multiply by 1000 and that's how much money you wasted on an app badly designed.

Tools of this caliber are more or less complex and will fit your needs. It's about how easy, friendly and time efficient - and Projector is all of those.

What business problems are you solving with the product? What benefits have you realized?

We've modeled a lot of processes in Projector: Sales process, resourcing process, time approval, PayRoll, etc. In theory everyone has that but Projector makes you follow those processes. We've set everything up in such a way that you can't skip steps. You have to follow the procedure. What this does is keeping everyone honest and diligent about their tasks and helps us avoid issues in the future.

We're creating Project Templates with tasks predefined so when a new project is sold and estimated to the client we don't guess or approximate, we have a structure and a template that 1) avoids doing the same work twice and 2) makes sure we go through all our checklist before giving a price and an answer. After that it's one click to populate an entire project with hours, timeline, roles needed, etc. A huge economy on time used.

What Professional Services Automation solution do you use?

Thanks for letting us know!
Projector review by <span>Stuart Andrew C.</span>
Stuart Andrew C.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great, light product with powerful features for those who need them

What do you like best?

As a smaller firm, we like the fact it is simple to use and configure. We also have some legacy processes, and we find it very easy to make the choice to either use some advanced functionality or have the option to turn it off or not use it at all. We get great, honest, personal support from Projector - we feel like our voice is being heard, even if we are far from one of their most important customers.

What do you dislike?

The application is currently split into two: there is a PC/Mac compatible "power"/admin module, and the web-based "user" functionality. I would prefer it all in one place, though I know this is being transitioned gradually to ensure a good experience.

Recommendations to others considering the product

Good system that is surprisingly powerful and flexible under the hood. As a company, we advise on optimizing professional services operations; while we do not usually cover PSA technology as part of our advisory work, I have yet to really see big benefits of Netsuite OpenAir and FinancialForce over what I get here - aside from some (very big) integrations. My recommendation is to look into it, even if you think it might be on the small side for your needs.

What business problems are you solving with the product? What benefits have you realized?

We have made it possible for all project managers to take budget ownership of their projects - they now have the tool and insights to see for themselves what everyone is doing, how much time they spend doing it.

Projector review by <span>Allen C.</span>
Allen C.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great tool for a service based business.

What do you like best?

The company is a pleasure to work with and I always receive timely responses to any issues that arise. The tool itself is very easy for our consultants to use for entering time and expenses as well as other casual users to perform basic tasks in the system with minimal training. The other side of that is the flexibility for advanced users to configure the system to accurately record project information and financials in structured environments.

What do you dislike?

There are still a lot of functions that require the client interface. The majority of these are being moved to the web but until that is completed we have users frustrated that they can not exclusively use the web interface. Areas such as managed services and work order assignation fall out of this tool's sweet spot although I am told there is new managed services functionality on the way.

What business problems are you solving with the product? What benefits have you realized?

When we started with Projector we were looking for a tool which allowed us to track time and expenses on a project and group basis as well as allow for capacity planning. We moved on to where our biggest challenge was ensuring we were preparing the financial information correctly for integration into other systems. We are able to map complex contracts into Projector so they are easy for the consultants to work with and yet still transfer accurately to our other systems.

Projector review by <span>Fred B.</span>
Fred B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Insights and Exports

What do you like best?

The Projector team made implementation a breeze by first taking the time to understand our business and then helping us tailor our set-up to fit our needs. The interface for entering time is extremely user friendly and the ability to export Excel-based reporting has really helped us analyze our business in multiple ways. As well, having a dashboard of all active projects allows our management team to track project profitability in real-time.

What do you dislike?

Entering time on a mobile device could be a bit smoother, but it is not a major concern.

Recommendations to others considering the product

Don't hesitate to implement Projector.

What business problems are you solving with the product? What benefits have you realized?

Staff spend far less time preparing timesheets and are 100% more compliant in submitting on time. As well, management has real-time access to project profitability, leading to more proactive involvement by all members of our project teams.

Projector review by <span>Tomasz S.</span>
Tomasz S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Projector lies at the heart of our Services Organization

What do you like best?

Great support team, quick, responsive and always interested in sharing ideas.

Great connectivity, rich SOAP web services allowed us to easily integrate Projector with other corporate systems.

Projector's reporting interface is very flexible and allows us to read the report outputs in a variety of formats (XML, JSON, CSV, Excel, Access) using RESTful Web Services.

In our organization Projector reports are being read by BI tools, system integrations, excel tools …

What do you dislike?

Project Managers in our organization would like to see some improvements in the Task Planning user interface. This functionality is currently only available in the Win / Mac application and hopefully will be improved once the Project Management module moves to the web portal.

What business problems are you solving with the product? What benefits have you realized?

Our organization uses Projector for Resource Scheduling, Project Management, Timesheet entry, Profitability Analysis of our billable projects. Projector lies at the heart of our Services Organization and is integrated with our ERP, HR, Proposal Analysis, BI systems.

The main reason for implementing Projector in our organization was the Resource Scheduling, the goal was to improve the utilization of our Professional Services department. After a successful implementation in the Services Department, Research and Development decided to also switch to Projector, the rest of the company uses Projector for timesheet entry.

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