Upland PSA (Tenrox) Review


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Upland PSA, formerly Tenrox, is a professional services automation platform. Its end-to-end functionality enables users to manage projects, teams, and financials from bidding to closing. Its capability of collectively managing timesheets, expenses, resources, and project financials ensures that service teams can spend more time on operations and customers regardless of project budget and complexity, while still maintaining profitability.

Table of Contents

Upland PSA Features and Strengths

Time and Expense Management

Upland PSA provides centralized time and expense tracking for the entire workforce. Users can easily enter, review, approve, and track time and expense entries for every client project. They can invoice clients more accurately, get updated data to make better decisions and realize revenue faster. Upland PSA’s automated time and approval workflows let users configure these critical processes based on how the business runs or the types of services offered.

Teams can capture time and expense entries on the go with native mobile apps for iOS and Android devices. They can compare estimated and entered time against projects to track resource utilization. Other features include interactive dashboards and reports to monitor project profitability, multi-currency and multi-tax support, and full compliance support for DCAA, SOX, and other regulations.

Resource Management

Upland PSA captures information so users can assign the best-matched resources to projects based on skills, cost, and availability. Users are able to assign billable and non-billable resources to deliver what clients need. They can schedule resources based on capacity and demand.

The PSA software lets users search for specific skills, languages, certifications, and expertise levels across the workforce. It allows for project work by the hour, daily, weekly, or monthly depending on the client’s needs and budget. It also has features for monitoring incoming and future project pipelines at the department, role, or individual level, as well as sharing of KPIs with other managers and departments.

Project Financials and Management

Upland PSA provides great details and clear insights so users can maintain strong profit margins from project bid to project close. It has project accounting tools to maximize cash flow. Users can completely configure the system to automate financial forecasts and calculations using inputs from project cost, revenue, margins, and estimate at completion.

Users can create what-if scenarios to discover the best profit margins. The PSA software can recognize revenue from different billing methods like time and material, milestone percent complete, percentage of completion, and ratable contracts. Other features include generating invoices at different levels, running split billing batches spread out across single or multi-company customers, and integrating with other financial, payroll, accounting, and HR systems.

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Upland PSA Pricing

Upland PSA pricing is customized for every company. Interested parties can request for a demo by filling up a form on the website.

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Who Uses Upland PSA?

Upland PSA is for service firms of all sizes in need of professional services automation software to manage projects, teams, and financials with end-to-end functionality. Customers include IBM, GE, Port of Long Beach, Talisman Energy, ConocoPhillips, Eaton, Pioneer Natural Resources, Grass Valley, and DRA Global.

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Upland PSA Supported Languages

Upland PSA supports English and French languages.

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Case Study

Sarel Dercksen is the lead cost control officer for a global engineering, project delivery, and operations management group with headquarters in Perth, Australia. With 4500 staff located in 17 offices around the world working in excess of 150 projects a year, managing its financials has become inefficient and cumbersome. Dercksen and other key stakeholders looked for a single-platform timesheet management solution that the company can use across all locations. It also needed to integrate with HR, ERP, data warehouse, and payroll.

The company chose Upland PSA for its perfect fit in meeting the requirements. It integrates fully with the other applications, providing efficient data transfer between systems. Using timesheet templates, it is able to centralize, automate, and standardize information capture needed to manage revenue. The company now has a unified system that provides a single up-to-date view, which saves employees hours of manual work every month.

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Why Choose Upland PSA?

Upland PSA offers a flexible professional services automation platform with modern integrated features to streamline operations and improve the overall work process. Access to real-time project performance metrics and clearer understanding of resource utilization enable companies to improve operations and increase profitability. With complete visibility into the project lifecycle and work pipeline, users can identify risks and opportunities to make decisions that benefit the company’s bottom line.

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Company Info

Upland PSA, formerly Tenrox, is a product of Upland Software, a publicly traded American company based in Austin, Texas. Tenrox was a Glendale, California company founded in 1995 by Rudolf Melik and Ara Israilian. It provides a cloud-based, workflow-driven project workforce management software. In 2012, Silverback Enterprise acquired Tenrox and PowerSteering, an enterprise PPM software. Silverback changed to Upland Software in 2013, and went public in 2014.

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