Drive Better Decisions Sooner with Kimble PSA

Perfect the sales to delivery hand-off

• Fully integrated with CRM, allowing seamless forecasting of existing and pipeline projects
• Use templates to apply predefined team profiles and work breakdown structures
• Align sales and delivery teams around one view of the project

Balance resource supply and demand

• Easily find the best fit for an assignment based on required skills and availability matching
• Maximize utilization using Kimble’s combined view of pipeline and in-flight projects
• See and proactively take action on upcoming gaps in capacity

Keep projects on time, on scope, and on budget

• Surface key risks and issues before they happen, driving consistency and protecting profitability
• Get a real-time view of actual and forecast effort with interactive engagement and portfolio dashboards
• Increase timesheet compliance through suggested time entries

See the financial impacts of the work you’ve done, in real time

• Track and burn down purchase orders so that invoices are undisputed and paid promptly
• Generate invoices with ease, either through a step-by-step process or automatically via batch processes
• Streamline month end processes, finalizing actual revenues and costs while forecasts update automatically

Build predictability through foresight

• Drive real-time forecasting of revenue, margin and cash flow
• Guide users towards key actions that need attention
• Provide instant visibility into key metrics

Keep your customers in the loop throughout the project lifecycle

• Provide a portal for your customers to review project progress and approve time, expenses and invoices
• Share only the information you want while being able to collaborate on all appropriate documents
• Allow customers to easily request new resource assignments where framework agreements are in place