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Polaris- Features, Pricing & Deals

Polaris PSA, developed by Replicon, is a robust Professional Services Automation solution tailored to streamline and enhance the operations of professional services firms. Through its diverse features, Polaris PSA provides real-time insights into all crucial business metrics, ranging from project details and resourcing to financials, empowered by MissionControl for comprehensive visibility and SmartBeats for accurate data collection. These tools ensure that organizations can adapt swiftly and make informed decisions based on live data.

Polaris PSA stands out with its intelligent project and resource management capabilities. The SmartMatch engine ensures optimal resource allocation by aligning skills with project needs, while automated project updates and risk alerts via SmartBeats keep management informed and proactive. Financial management is also simplified with features like SmartBudget, which simulates various bidding scenarios to optimize revenue, and automated synchronization of invoices with preferred financial applications to streamline billing processes.

Client and practice management are made seamless with integrated views of client-specific projects and consolidated client engagements, promoting transparency and performance tracking. Time capture and expense management are optimized through next-gen tools like ZeroTime and integration with popular platforms like MS Teams and Slack.

Polaris PSA ensures governance and standardized processes across the organization with customizable workflows, and it offers seamless integration with existing CRM, ERP, and other essential software, making it a versatile addition to any tech ecosystem. The PSA is designed to support smart decision-making with role-specific data and recommendations tailored by MissionControl.

Polaris PSA is structured to boost revenue and profitability by eliminating inefficiencies and maximizing resource utilization. Although detailed pricing is not publicly available, potential customers are encouraged to contact Polaris Sales for live demo and pricing information.

Features

  • Real-time Insights and Analytics: Provides real-time visibility into metrics needed to manage the organization, including resourcing, financials, and project information. Ensures all business data is accurate and up-to-date through the SmartBeats system.
  • Intelligent Project and Resource Management: Avoids sub-optimal resource allocation using SmartMatch, leverages SmartBeats for auto-updates, and offers efficient project management through logical task roll-ups.
  • Financial Management: Optimize revenue and pricing with SmartBudget, streamline billing with automated financial app sync, and manage cash flow through built-in revenue recognition.
  • Client Management: Provides a consolidated view of client-specific projects and engagements, aids profitability and performance management, and offers transparency into task statuses and project progress.
  • Practice and Program Management: Groups projects by practices to aid in tracking delivery, costs, and billing. Also allows setting of customizable attributes and metrics for tracking practices.
  • Time Capture and Expense Management: Combines powerful time capture through SmartBeats or traditional timesheets, and automates time tracking through ZeroTime.
  • Governance and Standard Processes: Defines and enforces standard processes, formats, data, and workflows across the organization with highly configurable PSA software.
  • Integration with Existing Ecosystem: Seamlessly integrates with leading CRM, ERP, project management, collaboration, accounting, and incident management software.
  • Decision-Making and Recommendations: MissionControl provides specific roles with relevant real-time information for smart decision-making based on live recommendations.
  • Self-Driving PSA: Analyzes real-time data and delivers live recommendations for decision-making.
  • Real-Time Insights: Provides visibility into project status, resources, and finances, enabling agile responses and optimization.
  • Intelligent Resource Management: Uses AI-powered engines to optimize resource allocation and utilization.
  • Comprehensive Financial Management: Includes automated financial app sync, smart invoicing, and revenue recognition.
  • Client and Practice Management: Offers a consolidated view of client projects and practice profitability management.

Pricing

  • Pricing information for Polaris PSA is not directly provided on their website. Instead, interested customers are encouraged to reach out to Polaris Sales for detailed pricing information.
  • To obtain specific pricing details, users can contact Polaris Sales at (877) 762-2519 or email [email protected]
  • Polaris PSA may offer customized pricing based on the unique needs and size of the professional services firm, ensuring a tailored solution for optimal efficiency and profitability.
Last Updated
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September 3, 2024 12:11

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