Integrated PSA

Professional Services is a key part of your company’s success.
Transition to fixed priced or managed services delivery, get
the most out of your existing team, and improve your
customer’s project delivery and onboarding experience

Manage Projects

Manage Projects

Create projects from templates and manage schedules, change requests, and issues from a central place
Schedule Resources

Schedule Resources

Manage what projects your team works on and schedule your resources to the maximum utilization
Manage Revenue

Manage Revenue

Generate invoices for T&M, Fixed Price, or Managed Services projects. Forecast services revenue based on project scheduling

Standardized projects make for better results

Buyers want cost certainly but many times the success of your project delivery is too dependent on the Project Manager running the project. TekStack enables you to build project templates, creating a consistent experience for your customer

Improve Profitability

Track Gross Margin with TekStack

For either time based or fixed price projects, TekStack captures the total revenue of the project.  It also captures labor costs that are attached to a resource, or a resource’s role.  From that information, TekStack can tell you Budgeted Gross Margin, Actual Gross Margin, and Estimated Gross Margin at project’s completion.  This allows you to track which projects are hitting a gross margin threshold, and which are not.

The absence of tracking change requests is ultimately the downfall of a project.  Whether or not the change comes by request of the customer, or as a result of an internal issue; any time a project requires more effort than was estimated, that request needs to be tracked and approved.  TekStack makes it easy by providing an approval process, but also by allowing project managers to track variance at a detailed level.

TekStack allows you to track utilization at a resource level.  You will easily identify who is at or under target with color formatting.  Identify what they were scheduled to do against what they actually did.  Was the lack of utilization because they were not assigned work, or because they didn’t do the work assigned?  Track to a project level where the gaps are.

Track your backlog with accuracy

Remaining hours approved by role or project
New backlog that needs to be assigned
Forecasted projects with backlog by role or project

All the reporting you need
to make great decisions

TekStack provides executive dashboards and reports out of the box

  • Services Forecasts
  • Time Entry
  • Project Profitability (Actual v Budget)
  • Customer Sentiment

Collaborate as a Team

TekStack’s advanced integration with Microsoft Teams and SharePoint makes it easy to manage documents and work together. TekStack creates Teams Channels for each project and organizes OneNote files for detailed notes, as well as the document location making them available from every app and on any device.

Empower your Customer

Provide your customers with access to a self service portal where they can:

  • Upload Documents
  • Update Action Items
  • Review Project progress & budget
  • View Invoices
  • Access their support cases