### 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: Certinia PS Cloud
[What is the best way to ramp up as a new admin with little experience?](/discussions/28899-what-is-the-best-way-to-ramp-up-as-a-new-admin-with-little-experience)

Is there a trailhead course or some training that they can take? Also, best practices/recommendations for success. There is so much functionality that it can be overwhelming to a new admin that needs to start with basics and build up.

Enroll in PSA admin course from FinancialForce and spend time on FinancialForce community. Visit this URL and go topic by topic https://en-us.help.financialforce.com/psa/2019.2/Default.htm

Answered: Farhan Khan on March 8, 2022

[Your answer](/discussions/28899-what-is-the-best-way-to-ramp-up-as-a-new-admin-with-little-experience/comments/new?remote=true)

0

Question on: Scoro
[Any plans of creating platform for community to share best practises, tips and knowledge?](/discussions/27411-any-plans-of-creating-platform-for-community-to-share-best-practises-tips-and-knowledge)

good example of such platform is Horizon community: community.visma.com

This is definitely in our future plans. In the meantime, keep an eye on our blog (scoro.com/blog) to see the latest product updates and compelling topics. If you're Scoro's customer, you will also get a monthly newsletter with the newest articles and productivity tips.

Answered: Anett Pero on June 30, 2020

[Your answer](/discussions/27411-any-plans-of-creating-platform-for-community-to-share-best-practises-tips-and-knowledge/comments/new?remote=true)

0

Question on: Avaza
[Are their any plans to have a tab on the left side for a project dashboard on the main screen? Or how about automating project percentages instead of the manual version Avaza has now?](/discussions/27195-are-their-any-plans-to-have-a-tab-on-the-left-side-for-a-project-dashboard-on-the-main-screen-or-how-about-automating-project-percentages-instead-of-the-manual-version-avaza-has-now)

It's most cumbersome to have to run a report to see where you are overall on all your projects, who on your team is working on them, how much of a budget they have left (both in hours & money), what tasks are left as well as the overall percentage of the project that has been completed and that still wouldn't give you all the details other platforms have. A filterable dashboard would be ideal that would include the client, the employees assigned to tasks on each project, the billable rate of each employee, budget synopsis (what has been used/remaining/starting amount in both in hours/money) along with a drill-down option of each employee's time-sheets, automated percentages of project completion and tasks used/remaining/started off with for each project as well as date columns that show when the project was created, when it started, when it's due, how overdue it is, etc. Since that data is already somewhat configured into various reports, it would be advantageous to have a dashboard created from that data.

Hi Vanessa, we are certainly planning to introduce Dashboard widgets for individual projects that will allow you to quickly establish the overall state of the project including budget statistics. For now, I suggest continuing to use Project Dashboard and Project Summary Report for the most important KPI's. 

Answered: Behram Khan on June 9, 2020

[Your answer](/discussions/27195-are-their-any-plans-to-have-a-tab-on-the-left-side-for-a-project-dashboard-on-the-main-screen-or-how-about-automating-project-percentages-instead-of-the-manual-version-avaza-has-now/comments/new?remote=true)

- [&lsaquo; Prev‹ Prev](/categories/professional-services-automation/resources?discussions_page=92)
- [1](/categories/professional-services-automation/resources)
- [2](/categories/professional-services-automation/resources?discussions_page=2)
- …
- [89](/categories/professional-services-automation/resources?discussions_page=89)
- [90](/categories/professional-services-automation/resources?discussions_page=90)
- [91](/categories/professional-services-automation/resources?discussions_page=91)
- [92](/categories/professional-services-automation/resources?discussions_page=92)
- 93
- Next &rsaquo;Next ›

## 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