Professional Services Automation Software Resources
Articles, Discussions, Topics, and Reports to expand your knowledge on Professional Services Automation Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, discussions from users like you, topics to contrast viewpoints, and reports from industry data.
Professional Services Automation Software Articles
What Is ERP Implementation? Steps, Strategies, and Risks
The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows.
by Piper Thomson
Highlights From the G2 Spring 2022 ERP Reports
Enterprise resource planning (ERP) is probably one of the most mature software markets, which usually experiences few significant advancements other than the occasional merger or acquisition. At the same time, many changes in the industry may not be considered groundbreaking but can considerably impact ERP buyers and users.
by Gabriel Gheorghiu
Professional Services Automation Software Discussions
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Question on: Kantata Professional Services Cloud (formerly Mavenlink + Kimble)
Can I invite clients into my project? What does that cost?Clients can be invited to projects at no additional cost.
Mavenlink makes it easy to deliver work to your clients. We let you invite an unlimited number of clients into your project workspaces for free. When invited to a project, clients can create their free accounts, which do not count as billable user accounts. Mavenlink is designed so that your client relationships are clearly identified in each Mavenlink project workspace. Your clients cannot access certain features (e.g., time tracking) and internal information (e.g., cost rates).
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Question on: Planview AdaptiveWork
How can I create more automation options at the Configure tab?We are trying to create some automation processes into Clarizen, but we need to integrate items that are not available at the shown options.
Hi Christopher - our Customer Success site is quite well visited by Clarizen team and other customers so you can get good feedback there for questions like this: https://success.clarizen.com/hc/en-us/community/topics/200269528-Customizations
Now let's see if we can help you here :)
Can you give some examples of types of automation processes you are trying to implement?
- Select the appropriate Item Type from the Item Types panel on the left.
- Click the 'Create New' button and select the type of automatoin you want to add and then code it out accordingly.
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Question on: Scoro
DO YOU HAVE MANUALS/VIDEOS?Manuals
Yes, Scoro has an extensive Help Center that includes manuals and videos: https://help.scoro.com/
Professional Services Automation Software Topics
Professional Services Automation Software Reports
Mid-Market Grid® Report for Professional Services Automation
Winter 2025
G2 Report: Grid® Report
Grid® Report for Professional Services Automation
Winter 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Professional Services Automation
Winter 2025
G2 Report: Grid® Report
Momentum Grid® Report for Professional Services Automation
Winter 2025
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Professional Services Automation
Winter 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Professional Services Automation
Fall 2024
G2 Report: Grid® Report
Small-Business Grid® Report for Professional Services Automation
Fall 2024
G2 Report: Grid® Report
Mid-Market Grid® Report for Professional Services Automation
Fall 2024
G2 Report: Grid® Report
Grid® Report for Professional Services Automation
Fall 2024
G2 Report: Grid® Report
Momentum Grid® Report for Professional Services Automation
Fall 2024
G2 Report: Momentum Grid® Report