Professional Services Automation (PSA)

The solution for production business systems

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Professional services automation (PSA) is a type of software application that provides service business with the core functionalities required to manage projects, people, and finances.

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PSA solutions help professional services firms and agencies improve their business processes and results by combining capabilities in resource planning, project management, time and expense management, and business intelligence into a single platform - available from anywhere.

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Gathering critical information into one system, instead of many, ensures that teams, project managers, and business leaders have an accurate, consistent, real-time view of the organization - from project level to entire business units - at all times.

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With accurate metrics, best practices, and tools to identify resource utilization, project revenues, encourage collaboration, and give centralized visibility throughout the project life cycle, professional service companies can deliver with greater confidence.





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Knowledge Management,
Help Desk,
Wiki and Intranet,
Chat, Website,
Social Media and Sharing

Knowledge Management, Documents, Help Desk,
Wiki and Intranet, Chat, Website, Social Media and Sharing

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By choosing the right PSA platform for your organization, you will improve performance, thus improving business results.

Oracle NetSuite SRP & OpenAir

Run all of your back-office operations and financial processes in the cloud – including accounting, inventory, and order management. Oracle NetSuite helps to cut IT costs, reduce financial close times, and improve quote-to-cash.

Kantata (Mavenlink)

Kantata (Mavenlink) is more than a project management tool; it’s a modern software platform for professional, IT, and marketing services organizations. It is the only solution available today that helps services firms establish an operational system of record that facilitates their business lifecycle. Professional services companies in more than 100 countries around the world are improving their operational execution, increasing agility, and driving improved financial performance with Kantata (Mavenlink).

FinancialForce PSA

Designed to foster collaboration across your departments, FinancialForce is the number one Salesforce native cloud ERP application.
It uses the data in the CRM you already have, eliminating the need to maintain several different systems of record and allowing your business to manage your services projects all on a single cloud-based platform. This results in a highly efficient, error-free, and cost-effective solution that goes far beyond basic bookkeeping.

Procore PSA

Procore is a construction management software that offers solutions for owners, general contractors, and subcontractors. Imagine all roles being able to manage entire projects from a single platform that’s accessible in the palm of your hand. Big Bang partners with Procore as the construction management platform of choice because of its widely recognized success rate in the industry and its ease of use.

Salesforce Field Service Lightning

salesforce field service lightning

Salesforce Field Service Lightning software equips your teams with a suite of tools to tackle field service challenges. Managing your mobile workforce gets a lot easier with features designed specifically with all roles in mind – mobile employees, dispatchers, and managers. Address and solve issues quickly and correctly the first time, all via an app that’s right at your fingertips.

Salesforce Service Cloud

Salesforce service cloud

Service Cloud by Salesforce is one of the world’s most popular and highly-rated customer service software solutions. It enables support agents to connect with customers easily, whether by phone, web, chat, or email, to quickly solve customer problems. Helping streamline service team processes and calls and reduces average call times – this software is key to improving customer experience and problem resolution – not to mention employee satisfaction.

Microsoft Dynamics 365 PSA

MS Dynamics 365 Business Central

With Dynamics 365 Project Operations, your organization will have all the necessary tools to quote, forecast, schedule, and deliver your organization’s services.

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Professional service firms that have invested in a PSA solution have shown to have a 4%-10% higher billable utilization. Think of what that could translate to incremental revenue for your organization.

*2020 SPI Research Professional Services Benchmark Survey

Frequently Asked Questions

How can we help you?

What is Professional Services Automation?
What is a PSA Software?
Who can benefit from using a PSA tool?
What is the best project management software?

Professional services automation (PSA) is the process of automating certain aspects of business, making use of data across business units to improve efficiency and profitability.

PSA is a type of software application for project management, resource management, and business intelligence needs.

Service companies that are project-based, like IT and creative agencies, and where the main KPIs are utilization, billable hours and project profitability, will benefit most from PSA.

It depends on your business needs. Each solution we recommend is to fit the needs of the customer and the other platforms utilized, to ensure information is consistent and operations streamlined.

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Enterprise Resources Planning


The single-source of truth lives here with all cumulative data in one system enabling visibility on reporting, finances, true ROI, operations and the consolidation of all business centers.

Manufacturing Resource Planning


Track visibility and traceability on the shop floor and optimize machine productivity and staff allocation. Maximize production while staying on top of the operating costs and considering demand planning, seasonality and lead time.

Professional Services Automation


Gain visibility in real-time on your customers and projects, including accuracy on staffing (time tracked vs. payments), allocation of resources and skill sets, project profitability and the proper forecast to staff at the right time.

Supply Chain Management


Optimize the layout and productivity of your shop floor and delivery routes for raw and finished goods, taking into consideration the units of measure, bins, purchase patterns, seasonality and other small details. Managing these logistics will keep your production organized and clear.

Human Capital Management


Simplify the retention of your best talent with a 360-degree experience for your employees. Promote your Employee Value Proposition (EVP), track individual career paths and monitor performance reviews from one centralized system.

Customer Relationship Management


Enable your sales force to go from reactive to proactive customer relationship management and clear pipeline forecasting. Dashboards and tasks will drive the customer journey so your team can focus on closing the deal.

Marketing Automation Software


Actively promote your brand and upsell products and services to the right person at the right time with the right message.

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Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.


Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.