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- PSA for Managed Service Providers
- Process
- Margin review
Margin review
Use agreement delivery, billing and engineer hours to decide where management attention belongs.
Step by step
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Open active agreements Service Delivery Manager
Service Delivery Manager reviews agreements with current delivery responsibility and checks their term and budget hours.
- Sets contract and hours context
- Updates Managed service agreements
-
Compare delivered work Service Delivery Manager
Service Delivery Manager inspects service lines, time and expenses behind delivered amount and cost.
- Explains delivery and cost
- Updates Recurring service entries, Time entries, Expenses
-
Check billing position Finance Manager
Finance Manager compares invoiced service amount with approved service amount and contract value.
- Explains invoiced and remaining value
- Updates Managed service agreements, Milestones, Monthly billing
-
Review capacity Service Delivery Manager
Service Delivery Manager checks billable and total logged hours beside weekly capacity for the engineers doing the work.
- Compares actual hours and capacity
- Updates Engineers, Time entries
-
Decide follow-up Service Delivery Manager
Account Owner and Service Delivery Manager discuss scope or staffing when margin, realization or hours burn call for action.
- Assigns a commercial or staffing conversation
- Updates Clients, Managed service agreements
Who does what
Roles and permissions- Service Delivery Manager
- Reviews delivery and capacity; Finance Manager checks billed value and margin; Account Owner handles client scope.
Set up PSA for Managed Service Providers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.