Who Uses This Software?

Project driven professional services firms such as management consultants, IT consulting firms, and digital marketing agencies.


Average Ratings

11 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Projector PSA
  • www.projectorpsa.com
  • Founded 2003
  • United States

About Projector

Projector is the best-of-breed Professional Services Automation tool for today's face-paced services firms. Designed with a focus on improving profit margins and resource utilization rates, Projector helps services firms manage projects, schedule resources, track time and expenses, and invoice for their work. Projector is a cloud-based, multi-currency, multi-company, PSA solution that is able to scale with the needs of your services firm while integrating openly with existing business systems.


Projector Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Projector Reviews

User-friendly, nice step up from other SaaS based PSA Services

Feb 23, 2015
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: It has a big improvement in ease of use over other Professional Service software and services we had previously used. We use the software globally and have gained great acceptance from the professional staff cross-culture in different regions. It's easy to understand and has plenty of aids to speed up time and expense entry. The SaaS based service has been very reliable over the years we have been a customer. It's above expectation given we are a user of several other SaaS based services. Other key points are the administrative functions of the product are far superior than other systems we use. It has a good report writer that they keep improving. Product support via phone is also a big plus. They have well trained, knowledgeable support staff. The accounting system integration has been reliable and has given us no issues with the cloud-based systems.

Cons: We haven't had many requests for new functions. I would like to see some improvement to credit card transaction input. However, their import function from a credit card transaction file works well and has helped a number of people. A mobile app might be nice but isn't critical given the ability to do offline input.

Recommendations to other buyers: Evaluate the ability to administer the software, change configurations, and integrate easily to other corporate systems. Also, the ease of learning the system is very important. The number of screens needed to perform a function is critical. There are a bunch of PSA products out there, but you will need reliable online SaaS service, easy to use, easy to administer, and consistency of interfacing to other key systems for accounting or billing.

User-friendly, very reasonably priced product

Feb 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: It has an intuitive GUI, especially for those without a heavy-duty project management background.

Cons: The last time I used this product, there was not a very good mobile interface, but that may have changed since.

Recommendations to other buyers: This is a low-cost niche product; there aren't many like it. They are good at personalized training and customization for the way you want to build out the tool. Be sure to take advantage of that and evaluate other software packages on customization and personalized training capabilities.

Projector PSA - A must have tool for professional services firms

Feb 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Projector PSA provides a straightforward approach to Resource Planning and Time Entry, making implementation a breeze and enabling you to reach your full potential quickly. Projector's use of Excel Pivot Tables and easy-to-configure Report Writer also enabled us to train Project Managers and Department Heads to be self-proficient quickly. Through the use of Projector PSA, we have been able to "move the needle" in our professional services firm. Projector PSA has been with us all the way. They have a vested interest in our success and are always open to our input.

Cons: Projector has a no-frills interface that can easily be underestimated by end users. Further use of a graphical user interface would help to get users interested more quickly.

Recommendations to other buyers: If you currently have the disciplines in place to track consultants' time and planning resources for projects, a professional services automation tool is for you. Find one that closely matches how you are doing it today, and you'll soon find there is much more to offer in buying one of these packages rather than going it alone.

Projector Review

Aug 01, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been impressed with the ability of Projector to consolidate the multiple prongs of a project (billing, project management and resource management) into one system. Having everything in one place makes it easy to get a bird¿s eye view of where we are at any given time, from a variety of perspectives.

Projector also gives significant control at a very granular level, which is very helpful for an organization such as ours. We need to make sure that the right people have access to the right information, but without overwhelming them or overextending access to areas that aren¿t relevant to the work they're doing.

And finally, the team at Projector has been great in terms of helping us get the most out of the system. They're quick to answer questions and have a solid understanding of our organization and how we can maximize the functions of Projector.

Wish we had moved to Projector earlier

Sep 11, 2012
5/5
Overall

Comments: As CEO of a small consulting firm (~50 team members), we knew we had long outgrown our spreadsheet-based methods for team members to report time and expenses, and to generate invoices. After spending over a year evaluating options to migrate to, we made the move to Projector and completed a migration within 2-3 weeks. The system has totally transformed our operations, and excited our team members and customers. Team members highlighted our switch to Projector as one of their top "satisfiers" in a recent employee survey - they love it. Customers have responded to the improvements in our invoices. However, the visibility into our current engagements and resource utilization has been the most important achievement for our management team. The dashboarding and flexibility of reports and real-time visibility has been incredible. The problems with historical records that we found as a result of the migration pointed out the risks & issues that we were not even aware of with our previous "platform." We have complete confidence and audit-ability of our records now. Needless to say, we are satisfied and enthusiastic customers of Projector!

using the tool to optimize resource utilization

Jun 15, 2012
5/5
Overall

Comments: Our organization has been using Projector PSA since April 2012. Our primary requirement was to integrate employee time-booking with project planning and invoicing. We conducted a careful search of candidate solutions and finally chose Projector because of its ease of use and tightly integrated feature set. Our initial expectations were quickly exceeded and we¿re now using the tool to optimize resource utilization. Since implementation we¿ve noticed our PMs are spending less time counting hours and more time managing our clients.

Pros: Ease of use and tightly integrated feature set

this product addressed our issues beyond expectation

May 17, 2012
4/5
Overall

Comments: Overall my organization is very happy with the Projector PSA application. We had a very specific need and this product addressed our issues beyond expectation. The application is intuitive, the support is attentive and knowledgeable, and compared to other similar applications I believe we get significant value from the product. Our goal prior to installing the Projector PSA tool was to gain tighter control of our employee resource pool and leverage these resources most efficiently on client engagements. Projector has deep, easy to use functionality that allowed us to realize these goals. We have been able to have data driven conversations with clients to improve billing rates, supported by easy to understand out of the box Projector reporting.

Pros: * Intuitive User Friendly Interface * Product evolution driven by very smart professional service best practices * Robust reporting * Setup and Implementation very manageable

Cons: * Excellent as an adjunct system but no integrated general ledger package - (although there is import /Export functionality with some GL packages

Excellent product with great customer support

May 05, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Very comprehensive set of capabilities, carefully thought-through in design and implementation.
Workflow using Projector is much smoother and more efficient than other PS automation tools I've used previously.
Reporting mechanisms are very flexible.
Customer support is always quick, friendly and to the point.
Completely reliable over the six-plus years we've been using it.

Cons: Management application requires MS Windows.

Overall: Projector is a fundamental part of the way we run our business at Pebble Bay and I couldn't imagine being without it.

Quick deployment, great service

May 04, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: My expierence with Bill Robinson, our implementation consultant, was nothing short of exemplary. Bill and everyone else from the Projector team took the time to understand our business model and shape the solution to fit our needs. I was particularly impressed by the way Projector was able to accomodate hourly billing engagements and complex integration projects with billing and revenue recognition milestones. The reporting engine is easy to use and great for executive level and mid-level management reporting.

Cons: The implementation required a great deal of manual data entry for historical data, customer information, and project data. This is time consuming and takes away from time that could be spent on implementation strategy and planning.

Overall: Overall, projector is easy to use and deploys quickly. I beat my deadline for go live and stayed under budget. It is easy to customize and the learning curve is not very demanding. My only recommendation to make the process better is to put together a plan for data migration into Projector from old systems in a way that will not overburden the implementer with non-value add work.

Why I love Projector

May 04, 2012
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easy installation, easy maintenance, easy to understand(mostly), comprehensive feature set

Cons: Management app can be a little overwhelming for new users.

Overall: Superb product, and without any shadow of a doubt, the best support people I have worked with on over 20 years in IT.

You'd be a fool not to.

Manager of Administration

Apr 24, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Good project management
easy input from Employee Portal
Lots of options for reporting and invoicing
great customer support

Cons: Wish i could customize reports more
time cost not pushed over to financial system as expenses are

Overall: Good product, ease of use-fits our needs. May out grow at a later date but at this point, an integral part of our project management.