Solutions Guide

CloudBlue PSA uniquely enables companies to manage time-based services delivered by their employees and streamline the procurement, provisioning and billing of technology products and cloud solutions.

While the key objective of professional services companies is always to leverage their expertise in a range of topics to the benefit of their customers, the manner in which this service is contracted and delivered varies dramatically across a range of company types, industries and operating models. A full service PSA solution like CloudBlue PSA therefore has to be able to model multiple complex billing contract types AND support the tracking of effort to deliver those services, whether through contract or project management. This is underpinned by a strong service desk offering able to support both incident and job management paradigms.

This is the key differentiator CloudBlue PSA delivers. Its product and contract-centric architecture allows you to develop (essentially) unlimited professional services offerings, while ensuring and maintaining clear views of delivery and profitability.

To help you navigate the jargon and terminology that various professional service automation offering use, we have developed a series of solutions pages by business type definition. These pages highlight the benefits of CloudBlue PSA‘s functionality as it relates to the needs of each type.

The definitions below will help you identify which solution page is the best fit for you company.

In doing this, we acknowledge that many businesses, in particular in the technology services space, offer a range of services that cover more than one of these type definitions.

Cloud Solution Providers	The emergence of cloud computing has driven the development of specialist companies to advise, design, deliver and maintain cloud computing environments for SMEs. In many ways, these companies are the natural evolution from the old managed services provider model.
Software Product Vendors	Companies that used to be called ISVs (independent software vendors). These companies sell business software along with implementation and support services.
Managed Services Providers	The industry that began in the 1980s supporting the computing needs of SMEs continues to evolve in response to cloud computing, increasing commoditisation of computing devices and cyber security threats. Differentiation is key to survival in this competitive space.
Value Added Resellers	Companies bundling their own services or features with products from manufacturers, then selling full solutions to end customers.

This is by no means an exhaustive list of professional services business types. However, it hopefully provides enough context for you to align your needs as a business with the range of functionality CloudBlue PSA offers.

	These areas that allow you to create significant service differentiation. They are the ones you will tailor specifically to your needs and so demand more investigation when deciding which solution to purchase
	Functionality that you will make extensive use of and so correct configuration and matching to your processes is key to making the most of your PSA tool. You need to ensure that these areas are workable and fully suit you needs
	Areas that are less important, tertiary in nature to your business where any missing functionality can probably be worked around without major loss of productivity
	Areas that you will probably not need given the scope and purpose of your business

	Cloud Solutions Providers	Software Product Vendors	Software Development Consultants	Managed Services Providers	General Consulting Practices	Specialist Certification Consultants	Cybersecurity Consultants	Planning and Environmental Consultants
Customisable Usability Features
Lead and Opportunity
Quote and Order Management
Contract Management
Service Desk
Job Management (Service Desk)
Asset Management
Project Management
Resource Management
Procurement Management
Time and Expenses
Invoicing and Payments
Balance Sheet Accounting

Professional Services
Solutions Guide

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