SAP Professional Services Automation Software | Guide, Costs &amp; FAQ

SAP Business One

SAP Business One is a comprehensive ERP solution designed for small and medium-sized businesses, including professional services firms. As a Professional Services Automation (PSA) solution, SAP Business One can help manage and streamline various aspects of a professional services organisation, such as project management, resource allocation, time and expense tracking, billing, and reporting.

Here's how SAP Business One can be utilised as a PSA solution:

Project management: SAP Business One offers a robust project management module that allows organisations to create and manage projects, set up project stages, and monitor project progress. Users can track project-related costs, deadlines, and milestones to ensure timely completion and profitability.
Resource allocation and planning: With SAP Business One, professional services firms can efficiently allocate and manage resources, such as personnel and equipment, based on project requirements and resource availability. This helps optimise resource utilisation and reduce the risk of over-committing resources to projects.
Time and expense tracking: SAP Business One enables users to record and track time and expenses spent on projects, facilitating accurate billing and cost management. Employees can easily log their hours and expenses through timesheets, while managers can review and approve these entries.
Billing and invoicing: SAP Business One supports various billing methods, such as fixed-price, time and materials, and milestone-based billing. It automates the invoicing process, ensuring that clients are billed accurately and on time. The solution also integrates with the finance module, streamlining the accounts receivable process.
Financial management: The financial management capabilities of SAP Business One help professional services firms manage their financial operations, including general ledger, accounts payable, accounts receivable, and financial reporting. Real-time financial data and analytics support informed decision-making and ensure compliance with relevant accounting standards and regulations.
Customer Relationship Management (CRM): The integrated CRM module in SAP Business One helps manage client relationships by tracking interactions, sales opportunities, and service requests. This facilitates better client communication and enables firms to identify opportunities for upselling or cross-selling their services.
Reporting and analytics: SAP Business One provides real-time reporting and analytics capabilities, enabling organisations to monitor key performance indicators (KPIs), such as project profitability, resource utilisation, and billable hours. This helps firms make data-driven decisions and improve their overall performance.
Integration and customisation: SAP Business One can be customised and integrated with various third-party applications, such as PSA-specific tools, document management systems, or collaboration platforms. This allows professional services firms to create a tailored solution that fits their unique requirements.

By leveraging SAP Business One as a PSA solution, professional services organisations can streamline their operations, improve resource utilisation, enhance client relationships, and gain better visibility into their financial performance. This ultimately leads to increased efficiency, profitability, and competitiveness in the market.

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★ Platinum

delaware

London, United Kingdom

SAP Platinum Partner and Platinum Reseller. 2024 SAP Pinnacle Award winner for SAP BTP customer value. SAP's leading Digital Supply Chain partner in EMEA. Present in 19 countries.

Large (1,001–10,000)Europe

ConsultingImplementerReseller

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SAP S/4HANA Public CloudSAP S/4HANA Private CloudSAP S/4HANA On-PremiseSAP BTP+2 more

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Birchman

Bracknell, United Kingdom

Birchman is a UK founded business transformation and IT consultancy specialising in SAP and ERP solutions. We're a Global SAP Platinum Partner and the primary UK member of United VARs, the world's largest alliance of SAP solution providers, giving us access to local expertise and delivery capability in 80+ countries. We help organisations plan, migrate to and thrive on SAP Cloud ERP (S/4HANA), whether that's moving off legacy ECC6, running a phased cloud migration or optimising an existing SAP landscape. Our services cover the full transformation lifecycle: strategy and target operating model design, ERP implementation, data analytics, cloud infrastructure, application development, and IT governance. We back this with industry specific accelerator packages for Mining, CPG, and Professional Services, drawing on 20+ years of sector experience. Over that time, we've built a reputation not just for delivering transformation projects but for steadying them. Brought in when a project needs a safe pair of hands to see it through to a successful outcome. It's why so many customers trust us with their most critical digital transformation and SAP work. We measure our success by our customers', helping them get the most out of their SAP investment, not just at go-live but for years afterwards. Our Application Management Services and ongoing consultancy keep that relationship going, with continuous improvement built in as standard. We're big enough to lead complex, global transformation projects and boutique enough to still care about every client we work with.

Mid-Market (101–1,000)Global

ConsultingImplementerLicense Reseller

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SAP Cloud ERP (S/4HANA) Public & PrivateBusiness Technology PlatformImplementationValue Added Reseller+5 more

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LeverX

Miami, United States

LeverX is an SAP Gold Partner with SAP as its core area of expertise. Since 2003, we have grown alongside SAP through every major technology shift, from ERP modernization and in-memory computing to Cloud ERP, data-driven architectures, and enterprise AI. Today, our team of 2,200+ professionals has delivered more than 1,500 SAP projects worldwide. We support the full SAP lifecycle, from advisory and implementation to product engineering, managed services, and continuous innovation, across SAP Cloud ERP, SAP Business AI Platform, and other SAP solutions. We contribute to the SAP ecosystem through proprietary accelerators, including SAP IPS, SAP IPD Formulation, BMAX, and LeverX Data Management Platform. AI is embedded throughout our delivery, combining SAP Business AI, Joule, and leading enterprise AI platforms under a governed framework.

Large (1,001–10,000)North America

ConsultingImplementerSellBuild

Products

SAP Cloud ERPSAP Cloud ERP PrivateSAP Business AI PlatformHuman Capital Management+3 more

★ Platinum

TEKROI PRIVATE LIMITED

Hyderabad, India

TEKROI Private Limited is a Hyderabad-based SAP Business One partner operating under SAP PartnerEdge (Sell & Service). Founded in 2020 by Venkata Siva Reddy Polu and Anitha Vennapusa, the firm rests on a founding team whose first SAP Business One go-lives date back to 2005 — more than 20 years of practice and over 350 implementations delivered across roughly 30 countries, spanning India, Nepal, East and Southeast Asia, the Middle East, Africa, the UK and Europe, and the Americas. A team of 60+ consultants, developers and support engineers works from the company's Innovation Hub in Bowenpally, Hyderabad, with a second office in Kathmandu, Nepal. Services cover new SAP Business One implementations on both SQL Server and HANA, SQL-to-HANA migration, cloud subscriptions, post go-live support and AMC, analytics, and IoT integration. Delivery is organised into 32 industry-specific solutions — 25 of them manufacturing verticals — including pharmaceutical API and formulation, chemicals and blending, food and confectionery, cement, steel and natural stone, cables and LED, automotive and two-wheeler CKD assembly, aerospace and defence components, medical devices, pre-engineered buildings, construction and EPC projects, trading and distribution, retail, healthcare services, agri warehousing and logistics, and technology services. TEKROI also develops TEKAI, an AI layer that connects assistants such as Claude, ChatGPT and Perplexity to live SAP Business One data. SAP featured TEKAI in its global AI Partner Innovations playbook as one of only four Generative AI solutions for SAP Business One worldwide, and the only one from an Asia-based partner. The company name captures its approach: TEK for technology, ROI for return on investment.

Mid-Market (101–1,000)Global

ResellerImplementerConsultingSupportCloud Hosting

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SAP Business OneSAP Business One on HANASAP Business One on SQL ServerSAP Business One Cloud+8 more

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SAP Business ByDesign

SAP Business ByDesign is a comprehensive cloud-based ERP solution that can be used as a Professional Services Automation (PSA) solution for professional services firms. It offers a wide range of features to manage and streamline various aspects of professional services organisations, such as project management, resource allocation, time and expense tracking, billing, and reporting.

Here's how SAP Business ByDesign can be utilised as a PSA solution:

Project management: SAP Business ByDesign offers a robust project management module that enables organisations to create and manage projects, set up project phases, and monitor project progress. Users can track project-related costs, deadlines, and milestones to ensure timely completion and profitability.
Resource allocation and planning: With SAP Business ByDesign, professional services firms can efficiently allocate and manage resources, such as personnel and equipment, based on project requirements and resource availability. This helps optimise resource utilisation and reduce the risk of over-committing resources to projects.
Time and expense tracking: SAP Business ByDesign allows users to record and track time and expenses spent on projects, facilitating accurate billing and cost management. Employees can easily log their hours and expenses, while managers can review and approve these entries.
Billing and invoicing: SAP Business ByDesign supports various billing methods, such as fixed-price, time and materials, and milestone-based billing. It automates the invoicing process, ensuring that clients are billed accurately and on time. The solution also integrates with the finance module, streamlining the accounts receivable process.
Financial management: The financial management capabilities of SAP Business ByDesign help professional services firms manage their financial operations, including general ledger, accounts payable, accounts receivable, and financial reporting. Real-time financial data and analytics support informed decision-making and ensure compliance with relevant accounting standards and regulations.
Customer Relationship Management (CRM): The integrated CRM module in SAP Business ByDesign helps manage client relationships by tracking interactions, sales opportunities, and service requests. This facilitates better client communication and enables firms to identify opportunities for upselling or cross-selling their services.
Reporting and analytics: SAP Business ByDesign provides real-time reporting and analytics capabilities, enabling organisations to monitor key performance indicators (KPIs), such as project profitability, resource utilisation, and billable hours. This helps firms make data-driven decisions and improve their overall performance.
Integration and extensibility: SAP Business ByDesign can be extended and integrated with various third-party applications, such as PSA-specific tools, document management systems, or collaboration platforms. This allows professional services firms to create a tailored solution that fits their unique requirements.

By leveraging SAP Business ByDesign as a PSA solution, professional services organisations can streamline their operations, improve resource utilisation, enhance client relationships, and gain better visibility into their financial performance. This ultimately leads to increased efficiency, profitability, and competitiveness in the market.

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SAP-S4HANA

SAP S/4HANA

SAP S/4HANA is a powerful, intelligent ERP solution that can be utilised as a Professional Services Automation (PSA) solution for professional services firms. It offers a wide range of features designed to manage and streamline various aspects of professional services organisations, such as project management, resource allocation, time and expense tracking, billing, and reporting.

Here's how SAP S/4HANA can be utilised as a PSA solution:
1. Project management: SAP S/4HANA offers a robust project management module that enables organisations to create and manage projects, set up project phases, and monitor project progress. Users can track project-related costs, deadlines, and milestones to ensure timely completion and profitability.
2. Resource allocation and planning: With SAP S/4HANA, professional services firms can efficiently allocate and manage resources, such as personnel and equipment, based on project requirements and resource availability. This helps optimise resource utilisation and reduce the risk of over-committing resources to projects.
3. Time and expense tracking: SAP S/4HANA allows users to record and track time and expenses spent on projects, facilitating accurate billing and cost management. Employees can easily log their hours and expenses, while managers can review and approve these entries.
4. Billing and invoicing: SAP S/4HANA supports various billing methods, such as fixed-price, time and materials, and milestone-based billing. It automates the invoicing process, ensuring that clients are billed accurately and on time. The solution also integrates with the finance module, streamlining the accounts receivable process.
5. Financial management: The financial management capabilities of SAP S/4HANA help professional services firms manage their financial operations, including general ledger, accounts payable, accounts receivable, and financial reporting. Real-time financial data and analytics support informed decision-making and ensure compliance with relevant accounting standards and regulations.
6. Customer Relationship Management (CRM): The integrated CRM module in SAP S/4HANA helps manage client relationships by tracking interactions, sales opportunities, and service requests. This facilitates better client communication and enables firms to identify opportunities for upselling or cross-selling their services.
7. Reporting and analytics: SAP S/4HANA provides real-time reporting and analytics capabilities, enabling organisations to monitor key performance indicators (KPIs), such as project profitability, resource utilisation, and billable hours. This helps firms make data-driven decisions and improve their overall performance.
8. Integration and extensibility: SAP S/4HANA can be extended and integrated with various third-party applications, such as PSA-specific tools, document management systems, or collaboration platforms. This allows professional services firms to create a tailored solution that fits their unique requirements.
By leveraging SAP S/4HANA as a PSA solution, professional services organisations can streamline their operations, improve resource utilisation, enhance client relationships, and gain better visibility into their financial performance. This ultimately leads to increased efficiency, profitability, and competitiveness in the market.

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SAP Professional Services Automation Competitors & Alternatives

NetSuite

NetSuite is a cloud-based business management software that offers a range of integrated functionalities to streamline daily operations, manage financials, and enhance customer relationships. One of the many modules that NetSuite offers is the PSA (Professional Services Automation) module, which helps professional services organisations automate and optimise their business processes. The PSA module provides a centralised platform for project management, resource allocation, time and expense tracking, invoicing, and revenue recognition.

Sage Intacct

Sage Intacct is a comprehensive cloud-based financial management solution that streamlines accounting processes for small to mid-size businesses. It offers a wide range of features, including accounts payable and receivable, cash management, and general ledger. Additionally, Sage Intacct offers a Professional Services Automation (PSA) module that enables businesses to manage their projects, resources, and finances in one place.

SAP Business One

SAP Business One is a powerful and comprehensive business management software designed specifically for small and medium-sized enterprises. With its robust suite of tools, SAP Business One enables organisations to streamline their operations, improve efficiency, and gain valuable insights into their business performance. One of the key capabilities of SAP Business One is its Professional Services Automation (PSA) functionality. This feature allows businesses to manage their entire project lifecycle, from resource planning and project management to billing and invoicing.

Acumatica

Acumatica is a cloud-based enterprise resource planning (ERP) software that provides businesses with a comprehensive suite of financial, distribution, CRM, and project management tools. Acumatica's PSA (Professional Services Automation) capabilities enable businesses to manage their projects, resources, and finances in a single, unified platform. With Acumatica PSA, project managers can track and manage project schedules, budgets, and expenses, while also optimising resource utilisation and billing processes.

Infor CloudSuite Industrial

Infor CloudSuite Industrial is a powerful and comprehensive software solution designed for manufacturers to streamline and manage their operations. With its advanced PSA (Professional Services Automation) features, CloudSuite Industrial enables manufacturers to optimise their resources, increase productivity, and enhance profitability. The software offers a range of tools and functionalities, including project management, resource planning, time and expense tracking, invoicing, and reporting, all accessible through a single platform.

Oracle ERP Cloud

Oracle ERP Cloud is an all-in-one cloud-based software solution that offers a range of modules designed to streamline and automate business processes. One of its standout modules is the Project Portfolio Management module, also known as the PSA module. This module provides organisations with a comprehensive set of tools to manage their projects and resources effectively. With the PSA module, businesses can plan, budget, and track their projects in real-time, ensuring that they are completed on time and within budget.

SAP PSA User Interface

In recent years, SAP has refreshed the user interface for many SAP ERP and professionals services automation software products including SAP Business One, SAP Business ByDesign, SAP ECC6 and SAP S/4HANA. Many of these ERP solutions now leverage Fiori, which is SAP's award winning user interface, or use a design very similar to this. All of these SAP ERP software solutions also provide dedicated mobile applications or native mobile access via your mobile web browser.

SAP Professional Services Automation Software Videos

What is SAP Professional Services Automation?

SAP Professional Services Automation (PSA) is a suite of software tools and modules designed to help professional services organisations automate and streamline their business processes. These organisations typically provide services such as consulting, engineering, marketing, legal, IT, and other professional services. SAP PSA solutions aim to improve project management, resource allocation, time and expense tracking, billing, reporting, and customer relationship management, among other aspects of professional services businesses.

SAP offers several products that can be utilised for PSA, including SAP S/4HANA, SAP Business ByDesign, and SAP Business One. These ERP solutions can be tailored to the needs of professional services organisations and can provide them with the necessary tools to manage their operations more efficiently and effectively.

Key features of SAP Professional Services Automation solutions include:

Project management: SAP PSA solutions provide robust project management tools, allowing organisations to create and manage projects, set up project phases, and monitor project progress. Users can track project-related costs, deadlines, and milestones to ensure timely completion and profitability.
Resource allocation and planning: SAP PSA solutions enable professional services firms to efficiently allocate and manage resources, such as personnel and equipment, based on project requirements and resource availability. This helps optimise resource utilisation and reduce the risk of over-committing resources to projects.
Time and expense tracking: SAP PSA solutions allow users to record and track time and expenses spent on projects, facilitating accurate billing and cost management. Employees can easily log their hours and expenses, while managers can review and approve these entries.
Billing and invoicing: SAP PSA solutions support various billing methods, such as fixed-price, time and materials, and milestone-based billing. They automate the invoicing process, ensuring that clients are billed accurately and on time. The solutions also integrate with the finance module, streamlining the accounts receivable process.
Financial management: SAP PSA solutions help professional services firms manage their financial operations, including general ledger, accounts payable, accounts receivable, and financial reporting. Real-time financial data and analytics support informed decision-making and ensure compliance with relevant accounting standards and regulations.
Customer Relationship Management (CRM): The integrated CRM module in SAP PSA solutions helps manage client relationships by tracking interactions, sales opportunities, and service requests. This facilitates better client communication and enables firms to identify opportunities for upselling or cross-selling their services.
Reporting and analytics: SAP PSA solutions provide real-time reporting and analytics capabilities, enabling organisations to monitor key performance indicators (KPIs), such as project profitability, resource utilisation, and billable hours. This helps firms make data-driven decisions and improve their overall performance.
Integration and extensibility: SAP PSA solutions can be extended and integrated with various third-party applications, such as PSA-specific tools, document management systems, or collaboration platforms. This allows professional services firms to create a tailored solution that fits their unique requirements.

By leveraging SAP Professional Services Automation solutions, professional services organisations can streamline their operations, improve resource utilisation, enhance client relationships, and gain better visibility into their financial performance, ultimately leading to increased efficiency, profitability, and competitiveness in the market.

How much does SAP PSA cost?

The cost of SAP Professional Services Automation (PSA) solutions can vary significantly depending on several factors, including the specific SAP product you choose, the size of your organisation, the complexity of your business processes, and the level of customisation and support required.

SAP offers multiple products that can be used for PSA, such as SAP S/4HANA, SAP Business ByDesign, and SAP Business One. Each of these products has different pricing structures and licensing options.

Here's a general overview of the factors that can influence SAP PSA solution costs:

Licensing and subscription fees: SAP offers various licensing models, such as perpetual licences or subscription-based pricing. The cost of licences or subscriptions depends on the number of users, the specific modules required, and the chosen product.
Implementation costs: Implementing an SAP PSA solution often requires the assistance of SAP consultants or partners. The cost of implementation can vary depending on the complexity of the project, the level of customisation required, and the duration of the implementation.
Customisation and integration: Customising the SAP PSA solution to fit your organisation's unique requirements or integrating it with other third-party applications can add to the overall cost. The extent of customisation and integration required will determine the additional expenses.
Training and change management: Ensuring that your employees are trained to use the SAP PSA solution and managing the change in business processes can incur additional costs. These costs depend on the number of employees to be trained and the complexity of the training programme.
Ongoing support and maintenance: SAP offers various support and maintenance packages, which can include software updates, technical support, and access to SAP resources. The cost of support and maintenance will depend on the chosen package and the level of support required.

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