Vertec’s PSA software for consultants – because off-the-shelf isn’t enough
With more than 1,200 customers worldwide, Vertec is one of the leading providers of professional services automation (PSA) solutions. Experts at Vertec explain how its solutions support consultants in streamlining processes such as project management, time tracking, expenses, invoicing, and controlling.
Vertec is a Swiss software provider that designs and develops PSA software specifically for project-based businesses, including consulting firms. Its cloud-based solution integrates ERP, CRM, and DMS functions to provide a comprehensive platform for end-to-end process management, project delivery, and collaboration.
Efficient processes from a single platform
The integrated CRM and ERP software allows consulting companies to map and manage processes as efficiently as possible, saving time and significantly increasing profitability. By replacing stand-alone software solutions, Vertec optimizes workflows and boosts productivity.
Accurate time tracking
In many consulting firms, billable hours go unrecorded. Work is completed, but the time is not tracked. Vertec addresses this challenge by ensuring that all hours worked are captured and accounted for.
Vertec can deliver up to a 25% increase in chargeable hours through intelligent features such as calendar-based time entry for fast and intuitive tracking, advanced reporting for project managers and fee-earners, and automated alerts for unassigned hours.
By centralising processes and enhancing visibility, Vertec improves transparency and efficiency – key factors for the success of consulting firms.
Other features
Other notable features of Vertec’s PSA product suite include:
CRM: Manage your contacts and the entire relationship history clearly in one place and with a seamless Outlook integration.
Sales: Manage your sales cycle efficiently and keep track of your sales.
Resource Planning: Plan human capacity on a project basis to avoid bottlenecks.
Services and Expenses: At the heart of the Vertec software sits the accurate entering of time, services and expenses.
Project Management: Control your projects perfectly and always keep track of budgets and deadlines.
Procurement: Efficiently map your purchasing processes and save valuable time.
Invoicing: Create invoices easily, quickly and error-free.
HR: Manage standard hours, absences & skills of your employees in one place.
Controlling: Keep an eye on all important business KPIs for optimal economic steering.
Globally, more than 1,200 customers with a combined user force of over 35,000 work with the solutions of Vertec. The software can be operated on-premises or as a SaaS cloud solution.
