Project Management

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Recommend a PSA Tool for a growing organisation

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Anil Shahu Project Manager| Codal Inc Chicago, Il, United States
Hi,

I work for a small software services company that has 150+ employees and have about 20 projects at any given time, we are planning to expand to 400+ over the next two years and are in a process of start using a PSA (Professional Services Automation) software. can anyone in this group recommend a SAAS/Cloud software that they have experience with and found it useful in their organization.

We have started reviewing a lot of them right now but it is impossible to know 100% what we are getting into without actually adopting them. the demos from their sales team won't give us the required understanding of the tool we need.

Some of the tools we are evaluating:
- Mavenlink
- Projector PSA
- Kimble PSA Software
- Big Time
- Financial Force PSA
- Netsuite Open Air PSA
- Replicon PSA
- Forecast
- Accelo
- Miester Plan
- Cloud Coach

Some key features we are looking for in this tool:

- Resource Management (Visually with Gantt chart or similar)
- Scope management with CR tracking
- Time Tracking (ideally with JIRA integration)
- Project profitability and delivery management
- Billing (multiple currencies)
- Sales Integration (ideally salesforce)


I am looking for suggestions from fellow community members who had to make a similar choice or are using a PSA tool that they can recommend.
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Aaron Porter
Community Champion
IT Director| Blade HQ Payson, UT, United States
I don't have experience in this, but have you checked out the Tool Finder?

https://www.projectmanagement.com/tools/
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1 reply by Anil Shahu
Oct 25, 2020 6:32 AM
Anil Shahu
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no, didn't know about this page, thanks.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
I have used different tools from time ago up to date. The point is not the tool. The point is the process.
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1 reply by Anil Shahu
Oct 25, 2020 6:33 AM
Anil Shahu
...
Agree, that's what we did with JIRA few years back and shall be focusing when we start using the PSA tool, we just need something that's flexible enough. thanks for the input.
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Oumar Niang Consultant & Manager| OSALYM Dakar, N/A, Senegal
Hello. You may try Odoo

https://www.odoo.com/page/project-management
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Anil Shahu Project Manager| Codal Inc Chicago, Il, United States
Oct 23, 2020 10:11 AM
Replying to Aaron Porter
...
I don't have experience in this, but have you checked out the Tool Finder?

https://www.projectmanagement.com/tools/
no, didn't know about this page, thanks.
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Anil Shahu Project Manager| Codal Inc Chicago, Il, United States
Oct 24, 2020 5:24 PM
Replying to Sergio Luis Conte
...
I have used different tools from time ago up to date. The point is not the tool. The point is the process.
Agree, that's what we did with JIRA few years back and shall be focusing when we start using the PSA tool, we just need something that's flexible enough. thanks for the input.
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Oumar Niang Consultant & Manager| OSALYM Dakar, N/A, Senegal
demo in this video (and much more on their youtube channel)

https://www.youtube.com/watch?v=3ckiPd1X-e...aThI5W&index=19

the start of the video was a bit laborious, so you can skip to 4:40

Hope it helps.

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