Dialog Manager is unique in the professional services (PSA) industry — we exclusively help billable services professionals overcome the challenges they face on a daily basis. We eliminate the inefficiency of trying to manage multiple spreadsheets, emails and whiteboards, by streamlining processes within a single solution.
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DM Software offers Billable Services Organizations a single, comprehensive solution which fully integrates with leading SFA, CRM, project management, accounting and financial applications.
Project Management Made Easy
The Project Management tool acts as the central repository for all project information — providing a single, detailed view into the operations of your entire services organization. With the Professional Services Automation solution, project planning, setup and tracking are easy. Project cloning and re-usable templates give services organizations valuable insight to essential information shared between similar engagements, greatly increasing project efficiency.
Optimizing Resource Utilization
DM Software provides professional services organizations with a powerful set of resource management tools that enable project managers and resource managers to quickly search for and assign the right resources to projects. Resources can easily be identified and assigned to an engagement based on their job roles, skill sets, bill rates, certifications, location and availability. As resources are assigned, personal calendars can be updated in a few simple steps through one central, searchable archive.
More Effectively Capture Billable Time
The solution streamlines the capture of billable time and expenses — either on or offline — and enables rapid and accurate customer billing for hourly, fixed bid, or retainer-based projects. With multi-currency capabilities enable companies to better manage their global operations. The credit card integration, enables users to download expenses from online credit card accounts, automatically populating their expense cards.
Unprecedented Visibility Into Your Services Operation
Whether you need a tactical project profitability report or a strategic view of your company-wide utilization, DM Software offers increased visibility into your professional services organization. Our online report generator and exclusive analytics reporting enable services professionals to gain unprecedented insight into their business analytics.
