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 <span>Martijn B.</span>
Martijn B.
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Verified Current User
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"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 <span>Youngha K.</span>
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 <span>Bas B.</span>
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 <span>Jacopo M.</span>
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 <span>Seema Y.</span>
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 <span>Wilbert L.</span>
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.

Kate from G2 Crowd

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