& Expense Tracking
Estimate with confidence
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.
Improve resource utilization
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.
Intuitive project management
Screendragon’s automation engine can create a complete project environment ready for kick-off complete with pre-populated timelines, budget plan, resourcing and document structures. Our best-in-class UX supports all project types and methodologies. Also, you can leverage project templates to speed up project initiation.
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.
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.
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.
Why do you need PSA software?
Professional services can no longer manage clients and projects in outdated systems and spreadsheets. Find out how Professional Services Automation can help you improve client services, manage projects more efficiently and boost your bottom line!
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