Professional services automation software for operations excellence
One central Cloud solution to manage projects from start to finish
5-Star rating on Capterra
How we find value for professional service teams
Manage your pipeline process the way you want to. With Screendragon’s workflow builder you can adjust the process for exactly your needs. Automated approval routings and alerts ensure the right people get involved at the right time. Excellent cross-functional collaboration will boost your chances of success.
Scopes & Estimates
Digitize your scoping processes empowering customer facing resources to create high quality, accurate estimates. Manage all types of pricing models centrally so projects are costed using the latest rates. Built-in approval workflows ensure sign-off governance. Screendragon’s automation engine will create a complete project environment ready for kick-off complete with pre-populated timelines, budget plan, resourcing and document structures.
Boost productivity by matching the right staff to the right projects. Visual dashboards help quickly and easily identify who is available. ‘Drag n Drop’ assignments to resources and forecast future needs by overlaying pipeline resource needs with current commitments.
Support all your project types and methodologies. Leverage project templates to speed up project initiation. Screendragon’s best in class UX makes it easy for all project team members to collaborate together.
Portfolio & KPI Reporting
Dramatically reduce time spent on status reporting. Screendragon automatically prepares all the key data for you. Create your own personalized portfolio views with key KPI project data and schedule reports to be emailed to key stakeholders at specific dates/times.
Change Management is always a challenge. Why make it harder to achieve by rolling out a complex system? Screendragon’s UX is renowned in the industry and has been continuously improved over 10+ years working with pioneering organizations such as BP, Kellogg, Kimberly Clark and many more.
We integrate with Professional Services
In the Professional Services world, no system can operate in a silo.
Interconnectivity between systems is essential to enable users to achieve maximum efficiency and productivity.
Screendragon provides deep integrations with almost every top enterprise system on the market today, and our road map is filled with more to come.
Professional services can no longer manage clients and projects in outdated systems and spreadsheets. Professional services automation (PSA) is intuitive, modern and scalable to the changing needs of firms. Find out how PSA can help you improve client services, manage projects more efficiently and boost your bottom line!
If you are interested in finding out more about how Screendragon can help your professional services business, we would love to guide you through a product demo!
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