Polaris PSA Review
What is Polaris PSA?
Polaris PSA is a comprehensive professional services automation platform designed to streamline resource and project management and time tracking. Through artificial intelligence and machine learning technology, the platform aims to help professional services organizations by providing real-time data and recommendations on improving the efficiency of these workflows.
An important feature of Polaris PSA is that the platform uses SmartBeats technology for real-time project management. With this technology, Polaris PSA collects data from project users and provides updates on work done, remaining, work, and expected completion dates on assigned tasks. The software also supports more efficient project planning by allowing users to pull projects from CRM and use historical information to select customer projects more intelligently.
The platform also helps keep projects on track through Project Pulse. Through this feature, users get a real-time view of project progress and resources and data-driven insights into completion estimates.
For easier project management, the software also provides tools such as pre-populated timesheets, time-off tracking, and mobile time tracking. Real-time expense tracking and categorization also help users get full visibility into billing.
Another core capability of Polaris PSA is that it helps users allocate and manage resources more efficiently. The platform comes with SmartMatch technology, which resource managers can use to keep closer track of global resources and current and future allocation levels. Polaris PSA also comes with a recommendation engine to ensure that resources are allocated properly, but project managers can request resources based on factors such as skills, location, and availability.
Polaris also helps optimize pricing and revenue through SmartBudget. Through SmartBudget, users can improve bids by getting total visibility into 100% of costs, factoring in true utilization and real margins. Users can also leverage historical metrics and simulate cost, price, and profitability to make more informed decisions on bids and pricing.
Polaris provides all these productivity features while ensuring more efficient global governance. Through the software, users can better protect organizations’ critical information. The software is also built on secure cloud infrastructure, so users don’t have to worry about the security of their organizations’ data.
The platform also seamlessly integrates with a wide variety of third-party software, including CRM, ERP, and HRMS systems.
Show MoreOverview of Polaris PSA Benefits
More efficient project management
Polaris uses SmartBeats technology to collect and automatically sync data related to projects, resources, and finances. In this way, managers get real-time insights into work already done and remaining work, making it easier to estimate project completion. Managers also get alerts for any potential issues with tasks so appropriate actions can be taken to keep projects on track.
Intelligent resource allocation and management
Polaris also makes it easier to ensure proper allocation of global resources through SmartMatch. A resource recommendation engine also suggests ideal resources for each job. Through SmartMatch, resource managers ensure that people with the right skillsets are assigned to the right projects.
Optimized pricing and revenue
Polaris comes with SmartBudget, which helps professional services organizations optimize revenue plans. The technology accounts for all relevant metrics, including true costs and billing rates, helping businesses improve bids and set better rates. Ultimately, this can help improve profitability. Users can also develop rate cards for the most profitable bidding scenarios.
Improved client management
Polaris also comes with features to help organize databases for clients, vendors, fund sources, and even internal departments. Through the platform, you can create a consolidated view of client-specific projects plus, real-time metrics like billing and profitability. You can also use these features to provide insights into project delivery.
Easy yet robust global governance
The platform makes it easy for organizations to establish and adhere to global governance policies. You can set and track required metrics for all projects and use checklists to ensure standardized project execution. You can also configure settings to make documentation and attachments required for all projects. This can make audits easier and prevent the loss of critical information.
Accurate tracking of relevant business metrics
Through the platform, users can keep a close eye on project data, resource allocation, and billing data. Users can also drill down into specific data sets for a deeper analysis of the numbers. This data also helps users plan and create forecasts about project costs. You also have the option to create shareable dashboards and reports featuring metrics critical to your organization.
Show MoreOverview of Polaris PSA Features
- Beats & Pulse methodology
- Active task management
- Instant feedback
- Informed bids
- Project timelines
- Historical project metrics
- Project KPIs
- View global resources
- Graphical calendar
- Dynamic charts
- Time off and availability tracking
- Resource recommendation engine
- Resource requests
- Resource fulfillment
- Resource forecasts
- Skills and certification management
- Intuitive time capture
- Pre-populated timesheets
- Expense tracking
- Mobile time tracking
- Multidimensional rates
- Rate cards
- Fixed-bid, time & materials, flat rates
- Hourly, daily or monthly billing
- Configurable invoices
- Create and reconcile revenue contracts
- Client management
- Consolidated client view
- SmartBudget for improved revenue plans and bids
- Project metrics
- Project checklists
- Project documentation
- Dashboards
- Built-in templates
- Scheduled reports
- Custom reports
- Integrations
What Problems Will Polaris PSA Solve?
Problem #1: Missed deadlines, manual updates, and incomplete timesheets hurt a project’s profitability
Solution: Polaris PSA comes with features to help optimize any project’s profitability. Through the SmartBudget feature, project managers can simulate profit and revenue scenarios based on different goals, such as utilization, margin, average billing rate, and revenue. Moreover, the platform’s SmartBeats feature continuously collects data from users to provide real-time insights into the progress of projects and tasks. This continuous monitoring helps managers identify potential issues and resolve these before they affect project completion.
Problem #2: Project progress and potential issues are not always easy to identify
Solution: To improve visibility into projects, Polaris PSA comes with the Project Pulse feature. This feature provides real-time visibility into critical project metrics, including resource requirements, costs, hours, and task progress. In this way, Pulse serves as a centralized platform for project health information, making it easier for managers to spot potential problems that could derail projects and make the best decisions for project completion.
Problem #3: Inadequate resource management causes project failure
Solution: Polaris PSA offers a resource recommendation manager called SmartMatch, which helps resource managers match tasks with candidates with the right skills. This feature helps ensure that resources are always properly allocated. SmartMatch also provides real-time visibility into an organization’s resource pool to help resource managers make the right decisions.
Awards & Quality Certificates
Polaris PSA Position In Our Categories
Because businesses have specific business needs, it is only rational that they steer clear of buying an all-in-one, ideal software product. Just the same, it would be almost impossible to find such a software system even among popular software solutions. The practicable thing to undertake can be to narrow down the varied significant factors which necessitate consideration including major features, price plans, skill levels of the users, organizational size, etc. The second step is, you should double down on your product research thoroughly. Have a look at some of these Polaris PSA analyses and scrutinize the other solutions in your shortlist more closely. Such well-rounded research can make sure you keep away from ill-fitting software solutions and choose the one which meets all the function your company requires in sustaining growth.
Position of Polaris PSA in our main categories:
TOP
50
Polaris PSA is one of the top 50 Project Management Software products
TOP
20
Polaris PSA is one of the 20 Resource Management Software products
There are popular and widely used systems in each software category. But are they essentially the best fit for your company’s unique needs? A trendy software application may have thousands of users, but does it present what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Polaris PSA Professional Services Automation Software - PSA reviews and consider the factors that you desire in the software such as the fees, main tools, available integrations etc. Then, shortlist a few systems that fit your requirements. Try out the free trials of these apps, read online opinions, get explanations from the maker, and do your investigation systematically. This in-depth groundwork is certain to help you find the best software application for your firm’s specific needs.
How Much Does Polaris PSA Cost?
Polaris PSA Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are Polaris PSA pricing details?
Polaris PSA Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Contact Polaris PSA for pricing information.
User Satisfaction
Positive Social Media Mentions
47
Negative Social Media Mentions
2
We realize that when you decide to purchase a Professional Services Automation Software - PSA it’s vital not only to find out how experts rank it in their reviews, but also to find out whether the actual users and companies that use these solutions are genuinely happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Polaris PSA reviews across a vast range of social media sites. The information is then featured in an easy to understand form indicating how many customers had positive and negative experience with Polaris PSA. With that information at your disposal you will be ready to make an informed business choice that you won’t regret.
Technical details
Devices Supported
- Windows
- Linux
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
- Chinese
- German
- Japanese
- Spanish
- French
- Russian
- Italian
- Dutch
- Portugese
- Polish
- Swedish
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Polaris PSA?
Polaris PSA offers seamless integrations with a wide variety of third-party software, including CRM, ERP, and project management platforms. Some of these integrations are:
CRM
- JD Edwards
- Lawson
- MS Dynamics
- Oracle
- Salesforce
- Workday
Project Management/Collaboration
- MS Project
- Slack
- Asana
- Box
- Wrike
Accounting/Invoicing
- QuickBooks
- MYOB
- Xero
- Sage
- Sage Intacct
- MS Dynamics
- Workday
- FreshBooks
Incident Management
- Atlassian
- Servicenow
- Zendesk
- Github
Others
- ADP
- BambooHR
- Ceridian
- Namely
- Paychex
- SAP Concur
- SAP SuccessFactors
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