How to Achieve Your Goals Faster With Professional Services Automation

Every company is a system of hundreds of interconnected functionalities and processes. To function in harmony, business departments need access to files and data from other divisions.

Professional services automation (PSA) helps to streamline all the work processes in your company and make all processes highly scalable. You can do it by integrating applications and software and restructuring your organization. As a result, all relevant parties always have the tools and information needed for their work.

Examples of BPA tools and methods:

  • Integrating enterprise applications and tools
  • File transfer automation
  • Event Log Monitoring and Automated Problem Resolution
  • System Monitoring and Automated Problem Resolution
  • Automated report generation
  • Automated data backup

Keep reading to find out what business processes you can automate and how doing so can support your overall business goals.

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Company-wide information flow

By integrating business management software and tools used by various business departments, you build the foundation for company-wide information flow. All files, customer data, projects, etc. are accessible in one central database. Each department and employee have access to certain files according to their user permissions.

Quick information exchange guarantees that everyone’s aware of their tasks and responsibilities. All team members have access to the data they need without spending time contacting other business departments. Your company will end up saving hours of time otherwise wasted on double data entry and searching for information.

For efficient data flow, use file transfer automation, enterprise application integration, and data backup.
Unsure whether your company needs BPA? Read about the activities and areas that should or shouldn’t be automated with professional services automation.

Better overview for executives

Interconnected software and tools give business executives a better overview of all the processes implemented in the company. For example, a sales manager can assess the current month’s sales and leads without the need to collect data from the team. Instead, the different tools that the sales team uses have synchronized with each other.

Professional services automation works well with KPI dashboard software where all the data can be visualized as graphs and metrics.

Shared responsibilities

Frequently, a task needs input from multiple business departments. For example, fulfilling a customer order takes effort from the sales, customer care, product, and delivery team. If all the tools these teams use have been interconnected with PSA, the work becomes increasingly easy.

If the sales team wants to forward a customer’s wishes, they simply need to insert the information into the software they use. Thanks to the BPA, this data reaches other order-related teams in a matter of seconds. As you can see, integrating your organization can benefit the teams with shared responsibilities, making their workflow more structured and organized.

Enhanced collaboration

Efficient collaboration between all business departments and team members is one of the cornerstones of business optimization, leading to innovation and accelerated growth.

As mentioned before, the business automation can bring all your data into a single database. Imagine how effortless it will be to share files with colleagues or find relevant information without the need to contact anyone. Files on desktop and messages in various inboxes in the past. With BPA, they can be kept in a single system and found more quickly.

Moreover, team managers can receive documents that need feedback or a signature via a system in a matter of seconds. All communication in your company gets more agile and timely responses to facilitate everyone’s job.

Report generation and delivery

By integrating all your business applications and tools, you can gather all data into one central database. One of the primary benefits of collected information is the reports that you can compile based on various data. For example, you can use marketing and sales data combined to understand better your customers.

Or complement your regular financial report with the budget data from small business departments to have a better overview of your spendings and earnings. Similar to the files, reports can also be shared among team members for enhanced communication and information flow.

If you’re using a KPI report, you can add there all your reports and KPIs. This way, your data is updated in real-time, and you have a constant overview of what’s happening in your company.


File transfers, contacting other employees for information and using inefficient tools can take hours of time every day. And the only one paying for it is you.

By using file transfer automation and integrating your software tools, you can scale your business processes for higher efficiency.

Professional services automation can save companies huge sums as they facilitate and enhance dynamic work culture. You might even be able to get rid of an intermediary functionality between multiple departments and make them collaborate more closely. If you’re able to implement BPA in your company successfully, you’ll surely save resources and people’s time.

The most widely automated business processes include machine-addressable activities and repetitive tasks. Here are a few examples: status software updates, inventory management, time tracking, order filling, invoicing, etc. To automate these tedious tasks, use software integrations and scale your business for higher efficiency.

If you’re yet unsure whether process optimization could support your business goals, read about the surprising benefits of business automation software.

Everything about your business, one click away