Unit4 PSA Suite

(22)
3.6 out of 5 stars

Unit4 is delivering the full PSA Suite required by professional services organizations (PSOs) to improve performance, based on real-time insight and enhanced visibility across all aspects of the business.

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Showing 22 Unit4 PSA Suite reviews
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Unit4 PSA Suite review by Martijn B.
Martijn B.
Validated Reviewer
Verified Current User
Review Source

"While PSA implementation went like a train we ended silent in the dark"

What do you like best?

The PSA Suite in combination with Dynamics 365 gives many configuration possibilities and customisation options. The system is based on some project processes and will work well for big organisations using the same processes.

What do you dislike?

The usability is bad. The system is not intuitive. It takes a long time to get known to all the different fields and functionalities. For example a save button shows sometimes up in another place then it used it be in other screens. Filling your timesheet needs different screens because it functionalities are different in the Calendar and in the Line view. Employees are complaining about long times filling in their timesheets.

Data is not reliable, when trying to implement the financial system. Also reporting is a difficult part with customised reports because the data is not correct and tables in Dynamics are a mass.

Historical data is not stored. If we index prices, or change employee contracts, only the latest version is available.

Recommendations to others considering the product

If your organisation has big strong processes I think PSA Suite will be a good product.

For smaller organisations with lots of custom processes and easy in flexible in changing it might not be the best fit.

When you start implementing reserve time after implementation Aftercare is as important as the implementation phase.

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

We tried to get insights in direct and indirect work resulting in monthly revenue. This should result in reports for the management to be able to better lead our departments towards the given goals.

The benefit we realized is that we could get rid of our old system.

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Unit4 PSA Suite review by Youngha K.
Youngha K.
Validated Reviewer
Verified Current User
Review Source

"Great Professional Services Automation for your Dynamics 365 environment!"

What do you like best?

The software and User Interface is very user friendly and keeps everything in D365. As an APSA Implementation Consultant, the easiest part of the process is getting buy in from the client because it's so easy for them to track time and the software does the rest.

What do you dislike?

There are only few documentations that cover some of the functions of APSA. Unless you are an expert is very scenario, it is sometimes hard to troubleshoot some common issues or cases.

Recommendations to others considering the product

The best part using the Unit4 PSA suite is you'll always have support 24/7 when you need it. They are the type of people that won't go dark on you when something rises up.

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

Accurate Time tracking and reporting with End Users. On top of time tracking - lightweight Project Management. It's very easy to see Profit Margin for Projects and most up to date data.

What Professional Services Automation solution do you use?

Thanks for letting us know!
Unit4 PSA Suite review by Bas B.
Bas B.
Validated Reviewer
Review Source

"The PSA experience within Dynamics 365"

What do you like best?

- Hour Registration (including hourly rates & rates) very user friendly and configurable

- Resource Planning Tools: something you would not be able to configure yourself in Dynamics, but very user friendly and workable

- Gantt Chartt Tools: something you would not be able to configure yourself in Dynamics, but very user friendly and workable

- Invoicing T&M hours: Works perfect to register T&M hours against a project rate, and invoice these hours wihin a chosen timeframe

What do you dislike?

- Creating credit notes: When creating a credit note of a sent invoice, the credit note is instantly 'PSA approved' meaning the credit note is instantly booked, so you cannot first change your credit note bofore approving it.

- Structure of Projects was not very flexible so we had to change it a lot to make it fit our needs, and to automate processes within Projects

- Creating Journal Entries is not very flexible and configurable part of the system, so in order to meet our companies demands, we had to write an own plugin which creates Journal Entries the way we want it

Recommendations to others considering the product

Compare the Unit4 PSA Suite against the standard project suite solution Microsoft Dynamics is offering.

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

- The planning of resources needed for the companies projects

- The project planning of all activities within projects

- The invoicing of T&M projects

Unit4 PSA Suite review by Jacopo M.
Jacopo M.
Validated Reviewer
Verified Current User
Review Source

"Good Dynamics 365 addon for Project Management and budgeting"

What do you like best?

After you understand the logic of project management PSA is a good tool for define project activity, define a budget and cost management.

The tool allow you to easily verify the utilization of human resources and optimise it.

What do you dislike?

Personally dont'like the calendar / appointment management, in particurar for recurrent activity.

Recommendations to others considering the product

If you are not a project manager suite user I suggest a training and an assistance to implementation with Unit4.

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

PSA allow us to define the project activity sequence by drag and drop Gantt chart and assign activity to resurces how have to complete it.

We can check the work progress for each project we are delivering and optimise related costs.

Unit4 PSA Suite review by Seema Y.
Seema Y.
Validated Reviewer
Verified Current User
Review Source

"Assistance PSA provides top quality functionalities when integrated with Microsoft Dynamics CRM"

What do you like best?

Assistance PSA can be easily imported into your Microsoft Dynamics CRM 2013 environment. It provides extended features such as Project Estimate, Project Planning & Forecasting, Resource Planning, Time tracking and Invoicing.

It exceeds the expectations for mailings, marketing campaigns, and turning leads into opportunities which are discovered in CRM. It provides the functionality to transform opportunities into projects. You can now calculate your hours or plan your projects just with a few mouse clicks.

Time tracking and the Covered Expenses module gets easily integrated with CRM Outlook client.

Assistance PSA lets you to book the time in a calendar or linear format.

While entering the timesheet you can also perform actions such as Copying multiple time entries, updating project’s item details and activities, and Booking hours to other user.

What do you dislike?

The User Interface is slightly bit complex with many functionalities on a single screen. So, it becomes difficult sometimes to find out a particular thing instantly.

Recommendations to others considering the product

It is strongly recommended for everyone who is using Microsoft Dynamics CRM to get additional functionalities for project management.

It is not a suitable product for startups or small organizations.

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

It is very easy to manage the complete project cycle using only a single screen as Assistance PSA adds various project management functionalities such as project estimation, project management, resource planning, and invoicing.

It gets seamlessly integrated with Outlook providing a familiar interface to the users. Thus, it allows you to book the time/expenses straight from the Outlook calendar itself. It is similar to Outlook appointments being displayed in the timesheet.

It also lets you share, store, and organize the documents as per your own needs. Version management allows you to save any number of versions of the same document in the repository to fit the requirements of the project.

Unit4 PSA Suite review by Wilbert L.
Wilbert L.
Validated Reviewer
Review Source

"Future proof software for professional services"

What do you like best?

The user interface is powerful. You are immediately used to the screens and the way of working. Unit4 also has a vision about where they want to go with the solution. This promises much in the digital and automated future. For example the digital assistant and the self-driving software.

What do you dislike?

There are so many ways to use the software and there's a lot of functionality. Especially now, we are implementing, it is sometimes difficult to estimate what to use and how to use the software. Fortunately, we g=have fine support for that.

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

It really offers us the possibility to improve and simplify processes.

Unit4 PSA Suite review by Luc J.
Luc J.
Validated Reviewer
Review Source

"The best dynamics 365 addon for professional services"

What do you like best?

Our company exist more than 20 years. During these years my profession as a time and material consultancy organization never changed. During these years we had multiple different software vendors to support hour business process but hey all failed. Unit4 PSA suite is buildup from the core of professional services. With the power to execute on innovation they constantly innovate the solution to my customer needs.

What do you dislike?

Sometime the organization is so entousiastic about new possibilities en features there roadmap can shift a bit. But the outcome is still perfect.

Recommendations to others considering the product

Just pilot the software

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

Before we had no overview on our resources. Nether we had a clear overview of our forecasting. With PSA suite our margin growth 45%

Unit4 PSA Suite review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"One stop "

What do you like best?

I liked best the seamless integration with the O365 suite. Singel sign on for your CRM, projects, and billing. User-friendly customization to screens and user-friendly way to customize dashboards and screens for end-users.

What do you dislike?

Response times of screens sometimes are a bit long. Changing layouts for reports (e.g. invoices) requires knowledge of Microsoft reporting service and for most companies, therefore, you need a consultant/developer to implement changes.

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

We consolidated from 3 tools to 1 for project management/billing/CRM. No more mismatch between systems. And retrieving of data is much easier.

Unit4 PSA Suite review by Pierpaolo L.
Pierpaolo L.
Validated Reviewer
Review Source

"PSA system for Dynamics 365"

What do you like best?

Greta way to implement CRM and PSA in a single scalable environment.

Great for time tracking, budgets and forecasts

What do you dislike?

Settings in too many areas and UI a bit complex if not a frequent IT user

Recommendations to others considering the product

Do not considerate if your business is not well structured in terms of Project Management and tracking methodology; strongly considerate and very effective if it is.

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

Great results in terms of time/cost tracking per project and revenue forecast of the entire company

Unit4 PSA Suite review by Ralph J.
Ralph J.
Validated Reviewer
Review Source

"Running a professional services organization smoothly with the PSA Suite"

What do you like best?

The ability to manage our projects from different angles (work breakdown estimations, completion of items, forecasting) and the flexible options for templates.

What do you dislike?

There is not much to dislike, but I think the forecasting features can be further developed.

Recommendations to others considering the product

Start with the basic implementation and grow from there. Don't try to implement everything on day 1.

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

Better insights in project delivery and actionable triggers to improve our processes.

Unit4 PSA Suite review by Ildiko N.
Ildiko N.
Validated Reviewer
Review Source

"PSA for NGO?"

What do you like best?

Good time writing and time management tool.

What do you dislike?

We still use an old version, the integration with Dynamics AX is not the best.

The system is slow, entered data is not saved all the time.

Recommendations to others considering the product

Determine clear requirements before choosing the system, do not use customized solution. Implementation and adaption takes a lot of time.

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

Keeping track of the projects and the time of our employees

Unit4 PSA Suite review by Alexander R.
Alexander R.
Validated Reviewer
Verified Current User
Review Source

"Easy, user friendly PSA tool"

What do you like best?

I like the integration with CRM software. Accurate tracking with a simple UI. An entire business can make use of this product and improve efficiency of billings.

What do you dislike?

Simplistic UI is a pro, but at times it appears a bit lackluster.

Recommendations to others considering the product

A worthwhile investment depending on company size.

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

Reduction of paperwork for billing.

Unit4 PSA Suite review by Amanda P.
Amanda P.
Validated Reviewer
Review Source

"Pretty App! Functional!"

What do you like best?

I love the accessibility of it. It's crisp looking design is appealing. It's pretty universal, so, having that capability on your resume is wonderful.

What do you dislike?

Very. Very. Very. Slow. Clunky. It's easily manipulated via code. Far too many settings In multiple places.

Recommendations to others considering the product

Be patient. Research the software yourself.

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

I've realized it's beneficial for keeping track of clients, supplies, and personal work necessities.

Unit4 PSA Suite review by Carina  L.
Carina L.
Validated Reviewer
Review Source

"Review PSA"

What do you like best?

All parts in 1 package, HRM, Projects, Hours and Financials

What do you dislike?

The English manual. I would like to have the manual and other documents in Dutch.

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

We use PSA Suite for our project administration, time registration, account management, HRM and financial administration.

Unit4 PSA Suite review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Professional Services Automation"

What do you like best?

Possibilities to support different types of projects, - of calculation.

What do you dislike?

Not possible to simplify time management (e.g. only show planned activities in period, applicable types and activities)

Recommendations to others considering the product

Do not underestimate time needed for adoption of user community

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

Renew application portfolio

Unit4 PSA Suite review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Every company should implement it!"

What do you like best?

I like that I am able to effectively manage resources which helps me to keep track of what I am doing. Also, it is user friendly.

What do you dislike?

I had no issues using this software. It was easy to use especially since my professor showed me how to use it.

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

I've used it in a classroom setting so I can understand how PSA can be beneficial to companies by properly managing budget which could help to reduce cost.

Unit4 PSA Suite review by Ardoni S.
Ardoni S.
Validated Reviewer
Review Source

"Functional tool for corporate"

What do you like best?

seamless integration with Microsoft dynamic CRM

What do you dislike?

not really having a low ball, just need to improve a little bit on the UI

Recommendations to others considering the product

do your research

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

CRM function to tracking customer, suppliers

Unit4 PSA Suite review by Stjepan M.
Stjepan M.
Validated Reviewer
Review Source

"Nice PSA tool"

What do you like best?

Excelent PSA tool for microsoft CRM, allows people to be efficient and accurate with their timings and billings, covers the business as a whole including time tracking and invoicing.

What do you dislike?

Noting really, it's a nice tool that sometimes could react faster.

Recommendations to others considering the product

If you use Microsoft Dynamics CRM this PSA is definately the way to go.

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

Time tracking for our employees and covering expenses

Unit4 PSA Suite review by Paul G.
Paul G.
Validated Reviewer
Review Source

"Good product but tricky to use in d365"

What do you like best?

The rich functionality and fully integrated timesheets, projects, expenses.

What do you dislike?

Hard to use in the Microsoft platform and can be not intuitive.

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

Mostly companies running projects as a business.

Unit4 PSA Suite review by G2 Crowd User in Non-Profit Organization Management
G2 Crowd User in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Good project management tool"

What do you like best?

Good tool for project management and organization especially with timesheets and budgeting.

What do you dislike?

The UI is not the most intuitive but it worked.

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

Allowed us to share and store documents easily resulting in less paperwork. Also, integration with Outlook was helpful.

Unit4 PSA Suite review by Administrator in Accounting
Administrator in Accounting
Validated Reviewer
Verified Current User
Review Source

"Just absolutely atrocious, it's truly unbelievable"

What do you like best?

The UI isn't completely broken, only mostly.

What do you dislike?

Terrible UI, Buggy and unmanageable code. Ridiculously terrible support team.

Recommendations to others considering the product

don't consider it

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

I would not trust this to solve my business problems . It's not worth even attempting.

Unit4 PSA Suite review by Executive Sponsor in Business Supplies and Equipment
Executive Sponsor in Business Supplies and Equipment
Validated Reviewer
Review Source

"Enjoyable experience"

What do you like best?

It's ease of use and the functionality of the program

What do you dislike?

Happy with it and would suggest it to other businesses.

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

It's been very helpful in our business

Kate from G2 Crowd

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