Professional Services Automation to Maximize Profits

Manage projects, resources, time and expenses all in one place with Screendragon.

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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.

Opportunity management

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.

Talent management

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.

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Project management

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 and times.

Easy adoption

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.

Integrations

Work the way you want to with Screendragon. Integrate with 1000’s of apps including Office365, Google Drive, SAP, PeopleSoft, MS Dynamics and many more.

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Why do you need PSA software?

Professional services can no longer manage clients and projects in outdated systems and spreadsheets. Find out how PSA can help you improve client services, manage projects more efficiently and boost your bottom line!

Schedule a demo

Book a 30 minute no-obligation demo with Screendragon