Workday Professional Services Automation

4.0
(21)

Workday Professional Services Automation (PSA) helps customers manage the entire lifecycle of their client-facing billable projects. Their sales, resource managers, project managers, and finance teams gain a single source of truth to view and act on every type of data. Rich talent intelligence helps them match the right people with the right project, while flexible billing and revenue recognition enables them to confidently accelerate business transformation. And since all Workday applications across finance, HR, and operations are part of a single system, customers can boost collaboration, increase efficiency and insight, and improve customer service. Workday’s intuitive and highly functional mobile app helps people to be more productive on-the-go and its global footprint enables companies to scale and expand to international markets with ease.

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Workday Professional Services Automation Features

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

82%
(Based on 5 reviews)

Electronic Payments

Accepts electronic payments from clients

78%
(Based on 6 reviews)

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Not enough data available

Project Resource Mgmt.

Budget Tracking

Enables project managers to track and manage time and expense budgets

Not enough data available

Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Not enough data available

Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

82%
(Based on 5 reviews)

Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

90%
(Based on 6 reviews)

Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

85%
(Based on 5 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

94%
(Based on 5 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

94%
(Based on 5 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

100%
(Based on 5 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

93%
(Based on 6 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

Not enough data available

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

85%
(Based on 5 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Not enough data available

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Not enough data available