PSA software for Professional Services Directors
Discover a smarter way to utilise your project management system and enhance project profitability
As a Director of Professional Services, you need to know you’re getting the best value and efficiency out of your people, while keeping your customers satisfied. Agilyx implements the professional services automation (PSA) solutions that give you complete visibility across every project, helping you maintain best practice methodologies and stay ahead of challenges before they become a problem.
How Agilyx supports Professional Services Directors
Are you making the most out of
your people resources?
Get the most out of your people without burning them out
You need a way to ensure you’re utilising your people and resources effectively. Agilyx’s innovative PSA software solutions give you a single view into all your resources, with the ability to view by availability, skill set and future potential, so you can feel confident about getting the right people for the right projects.
Read moreGet the most out of your people without burning them out
Standardisation of methodologies
Allocate the right people to the project
Identify all key stakeholders in one single point of truth
View employees by skill set, availability, current work and future potential
Is a lack of communication slowing down your services delivery process?
Be proactive and exceed your customer’s expectations
Successfully manage your organisation and customer expectations by transforming your project management. Get a project management system with the tools to enforce project management best practices, with a 360° view of all projects, so you know where you need to focus, can stay one step ahead of challenges and drive results.
Read moreBe proactive and exceed your customer’s expectations
Manage project profitability and other key metrics in real time
360° view of all your projects
Visibility into timelines across the organisation
Real time view of project financials at every stage
Identify challenges before they become a problem
Do you want full visibility on what’s coming down the sales pipeline?
Partner with sales and win the right business
Providing all-in-one solutions, Agilyx’s PSA software solutions empower you to proactively align your sales and services delivery. With full visibility across the entire sales pipeline, you get the right insight into projects, so you know when to deploy the right people ahead of time and ensure successful project delivery.
Read morePartner with sales and win the right business
A single point of truth for sales and services delivery
Identify all projects in the sales pipeline
View project status, availability and history
Empower sales and services delivery to communicate openly
Is your project management system giving you the visibility you need to prepare for future problems?
Easily compare KPIs across all projects
Get a system that empowers you with full visibility so you can efficiently view and manage tasks, resources and project financials, at the touch of a button. By seeing every project from start to finish, you can gain key learnings and insights to improve KPIs across your entire organisation.
Read moreEasily compare KPIs across all projects
Maximise project profitability
Access up to date revenue, billing and margin health
Streamline billing and revenue recognition
Easily compare projects to see where you can improve
Standardise and adjust your KPIs as your organisation grows
Gain insight into key learnings to successfully plan for the future
Depending on your needs, let our industry experts find the right solution for you
We choose to work with the following industry-leading partners:
FinancialForce Professional Services Automation
FinancialForce’s Professional Services Automation brings together all your services delivery in a single point of truth. Gain unprecedented visibility into your organisation across sales, services delivery and finance. With intuitive tools, schedule the right people onto the right projects, easily track billing and time, and see into every stage of the services delivery.
Proactively-focused, FinancialForce empowers you to discover valuable learnings from your projects so you can continue to improve the efficiency of your services delivery.
Learn moreFinancialForce provides:
Resource management
Sales engagement
PSA communities
Project management
Project financials
Time and expenses
Billing and revenue recognition
Dashboards and reporting
Trusted Globally
Agilyx delivers unmatched business transformation solutions through the implementation of our leading-edge ERP, PSA, and HCM products and world-class services, helping people transform the way they do business.
Principle Logistics
Principle Logistics
Principal Logistics chooses to implement an integrated suite of solutions provided by Agilyx Group.
Read the case study hereTSA Management
TSA Management
Agilyx delivers a fully integrated Certinia system for TSA Management, with a single platform used across the entire organisation.
Read the case study hereFlashAcademy
FlashAcademy
Agilyx Group Delivers Seamless Salesforce Integrations and Enhanced Reporting for FlashAcademy
Read the case study hereRoyal Roads University
Royal Roads University
Since implementing Vena, the Royal Roads team have improved the ability to automate their manual processes and workflows across multiple streams without the worry of incorrect data.
Read the case study hereCuscal
Cuscal
Cuscal put people first with the help of Agilyx by implementing a new human capital management system using Cornerstone.
Read the case study hereForest Research
Forest Research
With Unit4 ERP, Forest Research was one of the first Government organisations to achieve accounts sign-off, despite the Covid-19 restrictions and lockdown.
Read the case study here3Bridges
3Bridges
3Bridges partners with Agilyx to implement Lumary, Skedulo, and 2cloudnine Payroll to address challenges around inefficient processes for rostering, time sheets, and payroll.
Read the case study hereKinetic IT
Kinetic IT
Agilyx has provided a platform that resulted in greater consistency and predictability in financial performance, allowing the executive team to focus on the company's growth.
Read the case study hereAllen + Clarke
Allen + Clarke
Allen + Clarke have achieved a fully integrated system across their entire organisation, with a single source of the truth across their customer service, product delivery & financial data.
Read the case study hereGumtree
Gumtree
Commerce Giant, Gumtree Group realises digital transformation with Agilyx Group and Certinia ERP in record time.
Read the case study hereWhitehaven Coal
Whitehaven Coal
Whitehaven Coal finds a way to increase efficiency and accuracy through the Agilyx Integration Machine (AIM).
Read the case study hereThe British Museum
The British Museum
By partnering with Unit4 and Agilyx Group, The British Museum transitioned from an older desktop on-premise system to a state-of-the-art cloud based SaaS platform.
Read the case study hereA unified, global Unit4 ERP solution gave Currie & Brown the consistent, quality, global knowledge base they needed to drive growth and empower their teams.
Read the case study hereKiwibank
Kiwibank
After their separation from NZ Post, Agilyx delivered a completely independent ERP solution for Kiwibank, giving them full control over their systems.
Read the case study hereUnit4 ERP delivers transformation for STADIO, integrating their finance, procurement and HR needs and connecting systems for clear data flows.
Read the case study hereT W Ward
T W Ward
T W Ward choose to work with Agilyx Group and extend their existing Salesforce solution by implementing Certinia Accounting.
Read the case study hereShort's Travel Management
Short's Travel Management
Recognising the challenges of their existing system, Short’s Travel Management made a strategic decision to implement Certinia Accounting with Agilyx.
Read the case study hereBirmingham Metropolitan College
Birmingham Metropolitan College
Our Unit4 solution offered Birmingham Metropolitan College strong services-centric ERP, featuring flexible configuration and deeper project-based capabilities.
Read the case study hereThe Salvation Army
The Salvation Army
Unit4 gave The Salvation Army a transformation project aimed to reduce administrative costs, reliance on paper-based systems and duplication of tasks.
Read the case study hereCatholic Mission
Catholic Mission
Since implementing Unit4 Catholic Mission is able to give donors confidence that their money is not being wasted and can prove where their money is going.
Read the case study hereTailored to Cambridge Healthcare Research’s unique needs, Certinia provides the company with useful insights into their workflows, helping them identify potential future modifications.
Read the case study hereMedical Teams International
Medical Teams International
Medical Teams International selected Unit4 ERP to create a global ERP solution that will bring consistency and efficiency to the organisation wherever they operate.
Read the case study hereEssex Shared Services
Essex Shared Services
Essex Shared Services organisation implmented Unit4 system to establish a single back-office finance, payroll, procurement function to serve two institutions.
Read the case study hereOneSchool
OneSchool
The roll-out of Unit4 ERP solution has effectively produced a fully functional school administration system that provides tools to administer the interactions between schools.
Read the case study hereShootsta
Shootsta
Shootsta utilises Certinia's single, fully integrated solution for enhanced financial management, supporting the business in future growth and developments.
Read the case study here