ProjectHelp Product Presentation Professional Services Automation

Challenges Access for everyone everywhere anytime Quality in timesheets and travel expenses Running several projects in parallell Mix of fixed prices and time&material Keeping track of all variation orders within each project Making sure all resources are fully allocated Producing the correct invoices Providing your customer with detailed information Running according to defined project models Standard way of management reporting Putting all systems together

ProjectHelp is the answer. An easy to use, web-based, front-end system, used by the whole organisation ProjectHelp automates the entire project lifecyle, providing the facts behind the business, to deliver improved operational effectiveness and optimised profitability. The Accountant: ”I need to be provided with accurate, quality data, that doesn’t need any reprocessing, so I can quickly create informative invoices and reports.” The view from the Professional Services company:     The Consultant: ”I need to see my planned tasks, and to quickly report my hours and expenses anytime, anywhere” The Project manager: ”I need to plan and track my projects in detail, with financial information at my fingertips and powerful reporting tools” ? The Senior manager: ”I need to improve the efficiency of my company and ensure that every project earns money”

Modules Integrations Services Packages The ProjectHelp application contains many modules Human Resource Management (HRM) Customer Relationship Management (CRM) Document Management Resource Allocation Project Planning... and many more Timesheets Travel Expenses Collaboration Tools Invoicing Calendar

Modules Integrations Packages ProjectHelp is sold in carefully defined packages: Includes:PSA Level Resource Allocation, Skills ManagementFour Enterprise Calendar, Travel Expenses, Invoicing & ReportsTwo Professional HRM, CRM & TimesheetOne Basic

Modules Integrations Packages ProjectHelp is integrated with many leading systems: Like... ERP systems from Visma, Hogia, Microsoft, SAP & Quickbooks... CRM systems from SuperOffice, Siebel & Pivotal... Payroll systems from Hult&Lillevik, Carat & Hogia......running on the ProjectHelp ILink platform, built on XML technology

Modules Integrations Packages Services ProjectHelp offer expert complimentary services Hosting & Backup Development Services Implementation & Business Consulting Training Courses Technical Support

Modules Integrations Packages Services The complete ProjectHelp solution is delivered to customers by our network of certified and authorised partners. Partners and customers are also supported by the ProjectHelp Consulting Group who deliver implementation, training, support and business consulting services.

Professional Services Automation ProjectHelp product platform 100% web based – all you need is browser MS SQL Server Configurable user interface Process oriented Easy to use Easy to learn Complete Business system for professional services

Professional Services Automation 100% web-based XML Integration ILink Server Customer Server Environment The User Environment The ProjectHelp Server Environment

Professional Services Automation Mainpage for a resource. Speedometers displaying performance

Professional Services Automation Process oriented Warnings to early detect abnormal activities

Professional Services Automation Build your own work processes to optimize your business.

Professional Services Automation Panels on the left hand side is displaying all detailed information about: -Resource -Project -Customer -Your own company

Professional Services Automation Financial analysis information about the resource named John.

Professional Services Automation Mainpage for a customer. Details are just a click away in the customer panel on the left hand side.

Professional Services Automation Financial information about the customer

Professional Services Automation Who do we know at this customer?

Professional Services Automation Which projects are we running for this customer?

Professional Services Automation Project mainpage Speedometer diaplaying the current status of the project.

Professional Services Automation Financial information about the project. The project can be fixed price, on account or time&material.

Professional Services Automation Complete project accounting

Professional Services Automation Graphical overview of the financial status in the project over a period of time.

Professional Services Automation Project are broken into activities. ProjectHelp supports many project models and structures.

Professional Services Automation Projectmembers are assigned to the project with specific prices for this project.

Professional Services Automation Weekly timesheet John needs to fill in all his working time in a project.

Professional Services Automation Detailed description about each time entry can give your customer valueable ifnormation about your work.

Professional Services Automation Calendar for John Fill in your timesheet via the calendar!

Professional Services Automation Lower part of the timesheet reflects the variance in Johns working time for this week.

Professional Services Automation Approval process. 1.The resource himself 2. Projectmanager 3. Manager

Professional Services Automation

Produce your invoices directly in ProjectHelp!

Professional Services Automation Full overview while producing the invoice

Professional Services Automation Data from the project is copied into the invoice module. Here you can easily make changes and sum and group the lines to satisfy your customer.

Professional Services Automation Reports All types of predefined reports for any of your business needs.

Professional Services Automation All reports can be exported to word., excel- or pdf-fromat.

Professional Services Automation Resource allocation Helping you to keep of your resources!

Professional Services Automation Plan for your how much time per week a resource shall work on the projects.

Professional Services Automation See resource plans

Professional Services Automation Search for available resource matching your skills requirements.

Professional Services Automation CRM Utilize your data in the database. Categorize your customers and projects.

Professional Services Automation CRM Actively work with your intelligent search.

Professional Services Automation CRM Send for example an s to the contactperson matching your search criterias.

Professional Services Automation ProjectHelp in your organisation Easy to fill in timesheets and travel expenses Well-known project structure Project managers with well-defined responsibility Consistency between offer, plan, timesheet, invoice and reporting Improved, more efficient and respected daily work processes Invoices sent early to your customer Complete management overview –Project portfolio –Resource allocation –Project finances

Professional Services Automation