Looking to improve project delivery & revenue operations?
A Microsoft powered PSA (Professional Services Automation) built for B2B Tech companies.
Too good to be true?
Find out how we can help in a 30 min intro call.
Running a services team is hard work!
Constant billing pressure, wishy-washy scope requirements, revenue leakage, increasing labor costs. Running all this on a spreadsheet is insanity.
You need more than project task tracking
Tools like Asana, Wrike, or Monday.com are great at managing task completion. But that’s not enough for today’s growing services team. You need resource scheduling, utilization tracking, integrated billing and milestone release, and the ability to forecast your department.
What does a PSA tool do?
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Fully integrated into Microsoft stack like Teams, SharePoint, OneNote, Outlook, Word, Excel. |
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Track Projects using Gantt visualization |
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Track Resources and costs |
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Schedule Resources |
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Invoice Time & Material projects |
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Invoice Fixed Price projects |
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Operate Managed Services projects |
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Track Revenue Recognition |
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Generate Project status reports |
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Track User Stories |
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Full client portal integration |
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Time Sheets with pre-populated entries |
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Get running quickly |
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Easy to use |
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Optional Integration to Business Central accounting |
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Out of the box features…
Are you a services team of 20-200 resources?
Odds are that you are leaking hours every day.
Even finding an extra 5-10 hours of billable hours will pay for this tool.
On a 20 person team that’s a utilization improvement of 0.2%
Who’s busy and who isn’t?
Odds are you are too reliant on a select few resources. A utilization board will allow you to better allocate work across lower cost resources.
Should I hire?
These are typically gut decisions. However, with a dynamic backlog that tracks incoming projects and approved hours remaining on existing projects, you can get a handle on your backlog in real time, giving you the confidence you need to make hiring decisions.
Am I making money on this project?
Compare budgeted hours and costs by role against actual and projected; at a task level! See the impact of overstaffing project tasks to more senior resources. Find out where your projects are failing on the margins.
Can I jump to fixed price or managed service projects?
More and more, companies are trying to reduce services revenues and tilt toward recurring revenues. This requires changes to how you comp your people, and how you manage your projects. TekStack can help you do a better job with both.
Powered by
If your business is already using Microsoft productivity apps like Outlook, Word, Excel; why not extend your CRM to a Microsoft based platform that includes collaboration, document management, and reporting
Microsoft’s stack is a Leader in
every category.
Microsoft’s technology stack is cut right across the
enterprise; offering productivity and information security. What do you think you are giving up by going to Microsoft?
Getting Started is Easy
We are industry experts that have built a PSA specifically for companies in the IT Services and Software industry. The nature of software and IT makes your projects unique from other industries. We make it easy to get value within 90 days of start.
Simplified Data Migration
We have pre-built data migration templates to get the data out of your existing tools into TekStack
All the insights you need
Because we only focus on your industry, we can pre-build all the reports and views you need to make timely decisions. And you can trust the data is accurate because there is no sidecar manipulation in spreadsheets.
Instant productivity
Every business process needed by a B2B tech company is preconfigured and fully supported with reports and views.
Find out how we can help your business
Let’s have a call today to see how TekStack can contribute to your business success
