Choose a PSA Solution Married to Customers, Not Technology

2 minute read

Upland Admin

Beyond the shouting matches, once again recent events highlight the importance of choosing the right vendor for your project management solution. Many vendors are being acquired or are funded by large companies offering specific financial or CRM applications. Examples include NetSuite/Oracle, and FinancialForce/SalesForce which are great applications, but if you are looking for an independent professional services solution that integrates to most systems, check out all the applications available. For Professional Services Organizations (PSOs), the ability to deliver quality and timely projects is more than just nice to have, it’s a must have. It is a core strategic mandate, which must be supported by a best-of-breed solution that mirrors the specific requirements of today’s most demanding customers.

Consequentially, a Professional Services Automation solution (PSA) interacts with many other parts of your enterprise application ecosystem, such as Customer Relationship Management (CRM), for pipeline visibility and forecasting; financials, for billing and receivables; and payroll, just to name a few.

PSA has been providing a PSA solution for over two decades. We have never compromised on our ability to integrate with third-party systems. You might see yourself as a Microsoft shop, or consider that you live and die by the Salesforce ecosystem. The reality is, the application landscape is constantly evolving, and you cannot commit to a single platform or afford to be locked in. Between our productized, certified integrations to different systems mentioned above and our ability to develop and configure new integration points, be it to homegrown solutions or customized to your requirements, we offer a true agnostic PSA platform.

For several years, we have been a part of a stable, growing organization of similarly cloud-based products providing great outcomes: Upland Software. This has extended our worldwide reach and allowed us to keep improving our solution, while keeping an obsessive focus on success for our PSO clients.

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About the Author: Eric Demers has over 10 years of IT experience with end-user, consulting, and vendor organizations, along with extensive expertise in business development and software development, both in North America and Europe. Eric currently holds the position of Senior Solution Consultant with Upland Software, where he covers Professional Services Automation, Project Portfolio Management and IT Financial Management.

To learn more about Upland Software’s Enterprise PSA offering, go to:

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