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- PSA for Software Implementation Partners
- Implementation
How a PSA for Software Implementation Partners rollout works
Start with one client engagement and rehearse delivery through collection.
Map the account
Agree the client owner, billing terms and owning practice. Enter a real client and check its primary contact.
Set the engagement
Record manager, engagement type, contract value, budget hours and delivery dates. Review the baseline before moving work from Proposed to Active.
Enter delivery
Set consultant rates and capacity. Record time, expenses and a configuration deliverable against the engagement.
Review exceptions
Submit a valid service line and one line missing a required input. Examine the resulting decisions and operation receipts.
Run milestone billing
Approve a milestone with an amount and engagement, inspect the invoice result, then follow a billing through receipt.
Review the outcome
Compare delivered, invoiced and cost amounts in the Implementation Margin Desk and open the source engagement.
What the customer provides
Provide active client and practice records, the named engagement manager, consultant rates and capacity, contract value, budget hours, delivery dates, milestone amounts and invoice identity rules. Choose the Service Reviewer and Billing Manager for the rehearsal. Bring one paid and one unpaid billing case to test collection follow-up. Agree where linked contracts and receipts will be stored.
Changing it afterwards
When an engagement scope or rate changes, review the affected delivery and billing records before editing the source. Keep the earlier operation receipt and review decision available. Recheck the engagement margin and milestone amount after the correction. Give the person responsible for the next handoff a clear explanation of the change.
Set up PSA for Software Implementation Partners your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.