### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Topics**](#resources-topics) - [**Reports**](#resources-reports) # Professional Services Automation Software Resources ##### Articles, Discussions, Topics, and Reports to expand your knowledge on Professional Services Automation Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, [topics](#resources-topics) to contrast viewpoints, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Topics**](#resources-topics) - [**Reports**](#resources-reports) ## Professional Services Automation Software Articles [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![Highlights From the G2 Spring 2022 ERP Reports](https://learn.g2.com/hubfs/people%20sitting%20across%20a%20table.jpg "Highlights From the G2 Spring 2022 ERP Reports")](https://www.g2.com/articles/highlights-from-g2-spring-2022-erp-reports) [ ### Highlights From the G2 Spring 2022 ERP Reports ](https://www.g2.com/articles/highlights-from-g2-spring-2022-erp-reports) Enterprise resource planning (ERP) is probably one of the most mature software markets, which usually experiences few significant advancements other than the occasional merger or acquisition. At the same time, many changes in the industry may not be considered groundbreaking but can considerably impact ERP buyers and users. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu ## Professional Services Automation Software Discussions 0 Question on: Workamajig [Where is the best place learn how to use Workamajig more efficiently.](/discussions/34730-where-is-the-best-place-learn-how-to-use-workamajig-more-efficiently) support.workamajig.com & our YouTube channel Answered: Esther Cohen on December 6, 2021 Our BootCamps have become the most popular avenue by far where customers come together to learn the Workamajig Way in-person with our trainers. Customers also benefit from talking to each other and learn from companies like their own. Answered: Esther Cohen on April 29, 2025 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/34730-where-is-the-best-place-learn-how-to-use-workamajig-more-efficiently/comments/new?remote=true) 0 Question on: BigTime [we need an outside bookkeeping VA to do basic things we don't have time skill to do - any referals??](/discussions/we-need-an-outside-bookkeeping-va-to-do-basic-things-we-don-t-have-time-skill-to-do-any-referals) WE are a very small firm and have a VA posting time but need someone that is familiar with the program to generate invoices and templete job progress reports so we can generate them in house. Someone that already knows the program vs. us needed to learn the whole program to generate just the few things we need. Suggestions or referals would be great. I've been using the software since 2017. I also work virtually as a consultant in Finance. I'm happy to discuss my qualifications. Please let me know if you are still looking for assistance. Thank you! Jennifer Answered: Jenn Stewart on March 17, 2020 BigTime is a very user-friendly software. You do not need a deep accounting knowledge to work in the environment. The invoicing is really simple, the billed vs worked progression is also very easy. This software comes with a ton of canned reports, but it is also very easy to do custom reports. It is a great software at a very affordable price. Answered: Renee Domini on March 17, 2020 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/we-need-an-outside-bookkeeping-va-to-do-basic-things-we-don-t-have-time-skill-to-do-any-referals/comments/new?remote=true) 0 Question on: Planview AdaptiveWork [How can I create more automation options at the Configure tab?](/discussions/how-can-i-create-more-automation-options-at-the-configure-tab) We are trying to create some automation processes into Clarizen, but we need to integrate items that are not available at the shown options. Hi Christopher - our Customer Success site is quite well visited by Clarizen team and other customers so you can get good feedback there for questions like this: https://success.clarizen.com/hc/en-us/community/topics/200269528-Customizations Now let's see if we can help you here :) Can you give some examples of types of automation processes you are trying to implement? Answered: David Goulden on October 27, 2019 - Select the appropriate Item Type from the Item Types panel on the left. - Click the 'Create New' button and select the type of automatoin you want to add and then code it out accordingly. Answered: Richard Mann on December 10, 2019 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/how-can-i-create-more-automation-options-at-the-configure-tab/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/professional-services-automation/resources) - [1](/categories/professional-services-automation/resources) - 2 - [3](/categories/professional-services-automation/resources?discussions_page=3) - [4](/categories/professional-services-automation/resources?discussions_page=4) - [5](/categories/professional-services-automation/resources?discussions_page=5) - [6](/categories/professional-services-automation/resources?discussions_page=6) - … - [92](/categories/professional-services-automation/resources?discussions_page=92) - [93](/categories/professional-services-automation/resources?discussions_page=93) - [Next ›Next ›](/categories/professional-services-automation/resources?discussions_page=3) ## Professional Services Automation Software Topics [ Professional Services Automation Software Questions 10 discussions Professional Services Automation Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page... by Clara F. ](https://www.g2.com/topics/professional-services-automation) ## Professional Services Automation Software Reports Mid-Market Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Professional Services Automation Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Professional Services Automation Spring 2026 G2 Report: Momentum Grid® Report