UNIT 4
UNIT
4 | Know Your Customer
Redefining PSA to help practices Pivot , Strengthen , and Amplify To achieve operational excellence , you must address the following four key areas : Executing profitable projects , optimising resource utilisation , billing with precision , and winning more business . Unit4 PSA gets you there , despite our ever-changing world .
Practices built for the future create an environment that allows their people to focus on what matters most – delivering customer value . By leveraging technology , companies can remove non-valueadd administrative tasks and streamline workflows , and empower their people , providing all the information employees need to be successful at their fingertips .
Remote-work and a global pandemic pose epic challenges , but Singh and his “ team of teams ” are up to the task . Engineered for flawless execution and customer success , Singh sticks to old principles , but like vinyl records , and hipster trends , he has made the old new again by understanding and leveraging their true value .
A unified platform focused on optimising front-end operations with automated setups , seamless data flow and integrations , and built-in intelligence ensures that practices are focused on delivering value to customers timely and profitably . With a clear view of current operations , practices plan for the future by making sure they have the right resources and strategic customers . All this within a simplified IT landscape .
Built on the Microsoft Dynamics 365 Power platform , Unit4 ’ s PSA Practice Management is a full end-to-end solution built for professional services to standardise work , from sales , automation to onboarding your customer , project management , expenses , invoicing , financial transactions , and human competence management .
Singh explains , “ We help practices manage their end-to-end process from the