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Unit4 PSA

Purposeful automation enabling you to Pivot, Strengthen, and Accelerate your business. Unit4 PSA helps you to be at the forefront of a changing business environment, and focus on People Experience for your customers and employees.

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Unlock Your True Business Potential

Next-generation Practice Management built on Dynamics 365 for Sales. A single application to manage and optimise your end-to-end business from funnel to cash. Discover a better way to work, freeing your people to focus on what matters: their success and yours.

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Customer intimacy
 

Improve customer engagement and deliver proactive advisory packages

Project Profitability
 

Improve margins with reduction of non-billable write-offs, WIP and invoice inaccuracies

Resource Productivity
 

Optimise utilisation with precise planning and provisioning of right skillsets

People Experience
 

Reduce administrative tasks and data duplication with seamless data flows

Set Up for Success

  • Sales Management - Amplify customer engagement and focus to improve win rates. Track customer details and engagement velocity in a safe and easy way.
  • Customer Onboarding - Ensure onboarding strategic customers that fit your sweet-spot. Assess client risk, be aligned to internal customer policies, and compliant with anti-money laundering regulations.
  • Capacity Management - Ensure you are well resourced to deliver on customer engagements. Manage and gain insights into all key people attributes important for your practice.

Execute Flawlessly

  • Budgeting, Planning & Execution - Ensure project plans are setup in line with budgets. Stay on top of project performance, maximise budgets, and prioritise most valuable deliverables for your customers.
  • Resource Management - Optimise resource scheduling and utilisation, with full visibility into current workload and backlog. Make changes in real-time to ensure the right engagements have the right people. 
  • Time and Expense - Improve the accuracy of time and expense tracking. Enable your people with tools that save time and effort required to register time on projects. Never chase a timesheet ever again.

Gain Control

  • Approval Management - Stay on top of changes (resources, time, and expenses) as engagements progress. Gain control with meaningful approval processes.
  • Invoice Management - Maximize your cash position with on-time and precise invoicing. Leverage multiple invoicing options. Reduce WIP, and manage project accounting.
  • Business Central Integration - Our standard integration with Business Central offers your firm the best of both worlds.

Ready to Talk about your Project?

Book a free Discovery Call

A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.
Make your booking today!
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01329 222 800
info@qgate.co.uk
Contact Support:
01329 222 802
support@qgate.co.uk
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