Professional Services Automation

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Manage people, customers, projects and financials
in one integrated application

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Professional Services Automation (PSA) software by FinancialForce gives you unprecedented visibility into your services operations and delivery. Leveraging the power of Salesforce, it helps unify your business across sales, services delivery, and finance. Easy to use mobile and social solutions keep projects on time, customers happy and reports up to date. See who is working where and when. Edit schedules by the day, week or month with a click. Resolve staffing situations before they become problems. Resource and project planners make managing a breeze. Your team is better connected for better resource management and customer satisfaction.

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Highlights

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Resource Management

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Talent Management

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Project Management

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Time and Expenses Management

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Project Financials

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Billing and Revenue Recognition

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Reporting and Dashboards

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Sales Engagement

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Mobility and Collaboration

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Professional Services Communities

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PSA Implementation

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Smart Start

Professional Services Automation software is designed for quick implementation into your services organization. Our customer-centered approach means our consultants guide you through an value-driven business analysis and deployment schedule, aimed at helping you migrate resource management to the cloud. [/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”3905″ img_size=”medium” alignment=”center” qode_css_animation=””][vc_empty_space][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=”element_from_fade” transition_delay=”250″][vc_column width=”1/6″][/vc_column][vc_column width=”1/3″][vc_column_text]

Enhance

Once the software has been deployed, our team of business consultants, and applications specialists and developers, are available for ongoing consultation or system configuration to further align system performance according to ongoing business evolution. We will guide you through the latest features, user adoption, custom reports and more.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”3906″ img_size=”medium” alignment=”center” qode_css_animation=””][vc_empty_space][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=”element_from_fade” transition_delay=”250″][vc_column width=”1/6″][/vc_column][vc_column width=”1/3″][vc_column_text]

Extend

Deploying Professional Services Automation software is just the beginning. Our team of certified Salesforce platform experts are positioned to help you explore the range of possibilities. Our applications developers can create custom objects, workflows, or even identify and implement other pre-built apps to improve your productivity with the Salesforce platform. Have you considered Financial Management, Human Capital Management, or other apps? We can help you evaluate which ones are right for you.[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”3907″ img_size=”medium” alignment=”center” qode_css_animation=””][vc_empty_space][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_empty_space height=”64px”][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=”element_from_fade” transition_delay=”250″][vc_column][vc_column_text]

Why nubik

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As a professional services organization, we understand what it takes to implement a system that is easy-to-use, robust, and bridges the Salesforce experience. Aligning Sales, Services, Finance and Executives, we’re able to break down the silos between the teams, for a collaborative internal process and a flawless customer experience. Our experience with the Salesforce platform is coupled with FinancialForce best practices to ensure that your deployment is efficient and takes full advantage of system interactivity.

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  • FinancialForce best practice methodologies
  • Senior project managers to guide you through implementation
  • Track record of successful Professional Services project deployments

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  • Team with experience and training in all the FinancialForce products, including Professional Services Automation, Financial Management, Human Capital Management
  • Certified Salesforce developers and consultants will ensure inter-system efficiencies between Professional Services Automation software and the Salesforce platform

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Want More Insight?

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ANALYST REPORT

Grow or Fade Away: Why High Growth Firms are the Most Successful.

 

[button size=” style=” text=’Download Your Free Report’ icon=” icon_color=” link=’http://info.nubik.ca/l/82062/2016-04-13/2dmf19/82062/41918/FFDC_SPI_Research_CRM_and_PSA_2015.pdf’ target=’_self’ color=” hover_color=” border_color=” hover_border_color=” background_color=” hover_background_color=” font_style=” font_weight=” text_align=” margin=”][/vc_column_text][/vc_column][vc_column width=”1/4″][vc_single_image image=”4225″ img_size=”large” alignment=”center” qode_css_animation=””][/vc_column][vc_column width=”1/4″][vc_column_text]

E-BOOK

6 Reasons Why Professional Services Automation is Better on the Salesforce Platform.

 

[button size=” style=” text=’Download your ebook’ icon=” icon_color=” link=’http://erp.financialforce.com/2015-PSA-SFDC-eBook.html?ffdc_source=Nubik&utm_medium=partner&utm_site=nubik.ca’ target=’_blank’ color=” hover_color=” border_color=” hover_border_color=” background_color=” hover_background_color=” font_style=” font_weight=” text_align=” margin=”][/vc_column_text][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” background_color=”#d5d5d6″ css_animation=””][vc_column][vc_empty_space height=”64px”][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” background_color=”#ffffff” css_animation=””][vc_column][vc_empty_space][vc_column_text]

Some of our Customers

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Nubik customers are moving their professional services operations to the cloud. 

From established enterprises to small organizations, they put their trust in Nubik.

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How Can We Help You?

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