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PRODUCT OVERVIEW
PROJECT PLANNING & TRACKING
PROJECT PORTFOLIO MANAGEMENT
PROJECT CONTRACTS & BILLING
PROJECT TIME & EXPENSE MANAGEMENT
CUSTOMER COLLABORATION
SALES & BUSINESS DEVELOPMENT
VALUE PRICING & FLEXIBLE DEPLOYMENT
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DID YOU KNOW?

Autotask Works with Microsoft Outlook!
AutotaskInside™ for Outlook® is an extension that provides seamless integration with Microsoft Outlook e-mail, calendar and contacts.

Using the familiar Outlook interface, users have the flexibility to decide which information goes into Autotask and ensures that Autotask captures information on all accounts, deals, projects and customer service issues. No more cut and paste between applications, just more productivity from the tools you already use.


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Product Overview

Autotask picks up where other project management solutions leave off. Autotask includes everything you could expect of a stand-alone Project Management software solution. But, at no extra cost, you get an affordable, all-in-one business management solution that integrates project management, CRM, expense management, billing and help desk solution with sales force automation, contact management, online quoting and automated billing.

Autotask Overview

This completely customizable, powerful suite of web-based tools leverages web technology to effectively integrate the processes that make a business profitable…managing people, time, costs and customers in a secure, scalable, affordable and user-friendly solution.

With Autotask, you get all the features you'd expect to see in a project management and time management software solution; timesheet, skills management, resource allocation, multiple project overviews and real-time reporting for up-to-the-minute overviews of status and profitability. But Autotask doesn't stop there. It also includes:

  • One point access to status and profitability overviews in real-time
  • Robust Project Management tools that optimize efficiency throughout the project cycle
  • Time sheet and tracking and time off approvals
  • Contract management, project tracking and reporting
  • Expense, cost and budget management, with automated billing options
  • Resource management and planning by skill, availability or performance
  • Vendor management tools to keep projects on time and on budget
  • Outlook Integration to streamline existing resources on familiar software
  • Integration to QuickBooks and more robust accounting software solutions
  • MS Project and Microsoft Office Friendly
  • Document Storage for data, contracts and sales material for maximum efficiency
  • Help and Service desk management to facilitate efficient management of requests and tickets
  • CRM to streamline communications for better customer relationships
  • Secure, scalable and completely customizable to the way you do business

It is easy to see why our clients report up to a 20% increase in the number of billable hours just by implementing the software and why our typical customer expands the usage throughout their organization by 30% after initial implementation.

Why An Integrated Solution Is So Important

Having the best tool to run your projects is important. But having the best tool to run your BUSINESS is even more important. Autotask lets you take all of the information you create and collect running your projects, and lets you deploy it at other points in your business: billing, customer service and support, even business development.

To get a better idea of why it is so important to have these functions all integrated, ask yourself if your organization suffers from any of these common problems:

  • Inefficient business processes are holding back growth;
  • Profitability is lacking and you and don't know where to look for improvements;
  • There's no easy way to quickly understand what's due, what's done, what's overdue, who has time or what's at risk;
  • Important implementation deadlines are missed;
  • Billable hours on projects and service tickets are not properly accounted for;
  • Expenses fall through the cracks and never get billed to the customer;
  • You find it impossible to accurately track and bill customers because you use so many different billing methods, rates and rules;
  • Your customers are unhappy about your responsiveness, communication and level of service;
  • Worst of all, you have no efficient way to get a real-time view of your company's overall health.

Because the "pain" hits different parts of the typical company at different times, individual department heads often seek out stand-alone applications, or "point solutions," for their own departmental needs. The professional services team brings in a stand-alone project management tool. The customer support group buys a more robust help-desk package. The head of business development looks for a new CRM package. The business manager buys a time and billing solution. The smaller problems are fixed, but the bigger ones – those that cross departments – get worse.

The Affordable All-In-One Solution

Until recently, the only software available to solve these problems took the form of exorbitantly expensive all-in-one enterprise software solutions, such as Primavera, PeopleSoft, SAP, and the like. These products are specifically designed as integrated business management systems, but are not economical for the typical software company with 20-100 employees.

Autotask is a new breed of affordable software application, delivered on-demand, specifically designed to deal with the key challenges facing companies that create, sell, implement and support software solutions, as well those who integrate third-party software into customized solutions.

There's no large up front charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each user… about the same cost of what you would spend buying them one cup of coffee a day.

Best-of-Breed Functionality

Perhaps the most valuable benefit of implementing the Autotask solution is the automation and integration of all business processes from winning new customers to billing. This gives you a full view of your business metrics, in real time.

With just a few keystrokes, you should be able to instantly:

  • Understand your sales pipeline and performance against goals;
  • Determine what's due, what's done, what's overdue and what's at risk;
  • See all the work that is being done for any given customer, including implementations, custom development, professional services, consulting services, and management services;
  • View the big picture – the complete portfolio of project and customer service work that are in-house;
  • Drill down to any level of detail, to assess which customers or projects are profitable and which are not;
  • View resource and staff availability, resource utilization and billable hour reports;
  • Analyze how individual team members are performing;
  • With all that capability to measure the performance of your business, you can easily see where and how improvements can be made. In addition, it is easy to put that power to work for you. Business Management Software is designed to be flexible. As a result, you can readily configure it to work with your internal workflow and best practices.

Seeing Is Believing

Now's the time to get better control over your company operations. Contact us now and we'll be happy to provide you with a personalized demo of Autotask right on your desktop via the web, at a time that's convenient for you. Then, if you like what you see, we can set you up to try our software with demo data from a sample company.

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