Optimize Every Step of Your Service Delivery Process

Here is How Birdview Optimizes Every Step of a Service Delivery Process

From business development to client billing Birdview PSA supports your entire Services Delivery.

Sales Process & Project Intake

Align your Sales and Service Teams

Birdview PSA helps shorten your sales cycle and start delivering services faster by automating data transfer from CRM, making project estimates more accurate and simplifying the proposal creation.

Automate the Sales to Delivery Hand-Off

With the integration between Birdview PSA and the CRM of your choice, new clients and projects are automatically created within Birdview PSA.

Alternatively, the project intake process can be fully automated using Custom Forms or built-in templates.
Get Accurate Estimates

Your sales team needs to be able to quote with confidence in order to close the deal.

With Birdview PSA, project or delivery managers can quickly create a full project plan that includes a budget, timeline, and available resources needed to complete a project.
Automate Proposals

Birdview PSA can automate and simplify your proposal or contract creation processes.

Key project details, including dates, milestones, budget, schedule, etc can be automatically added to the document template from the project plan.

Project & Resources Planning

Create the Ideal Project and Resource Plan to Maximize Profit

With Birdview PSA your team will plan faster and more accurately. Your resource utilization will improve and your profit margins will grow.

Create Projects Faster
Project Plan Templates are perfect for situations that involve similar or repetitive projects.
- Quickly estimate the timeline and budget by reusing your previous project plans.
- Use the Interactive Gantt Chart to quickly create and adjust the project schedules.
- Recacluate the entire project timeline with a single date change thanks to dependencies
Choose Optimal Resources
- Identify the ideal resources based on job role, skills, availability, and fit.
- Optimize the team’s workload to achieve the best result. User Interactive Resource Planning to identify and resolve over- or under-allocation.
- Forecast resource demand with confidence. Compare future demand with current capacity and make proactive resourcing decisions.
Explore Interactive Resource Loading
Set Realistic Budgets
- Get better at setting the right budget based on estimated labor costs, expenses, and historical data
- Understand your project finances in real-time by leveraging additional metrics, such as Cost Variance, Work in Progress, ETA and ETC Costs.
More about Budget Tracking

Execution & Delivery

Deliver Better Results, Faster and More Efficiently

Birdview PSA helps teams deliver amazing results by providing a better product experience, improving collaboration, and streamlining manual work. With these features, teams can work together more efficiently and achieve their goals faster.

Make Your Team More Efficient
PBirdview PSA minimizes the learning curve by offering a personalized experience for each team member
- Customize workflows based on each team's needs.
- Set up a workspace based on user visual preferences (table, Gantt, Kanban, calendar).
Collaborate Better
- Keep the team and clients informed of project progress and upcoming milestones, reducing the risk of misunderstandings.
- Keep project-related files and documents in one location for easy sharing and version control
- Make knowledge transfer easy with centralized project information and versatile global search
Streamline the Approval Workflow
Use powerful approval workflow that adds discipline and an audit trail to the delivery acceptance process.
- Request and track approvals from multiple stakeholders.
- Add annotations and instantly provide feedback when reviewing images
- Support compliance requirements, with all key actions and changes being tracked via the audit log

Click on the Tabs
- Table View
- Gantt Chart View
- Kanban View
- Calendar View

Monitoring & Control

Make Data-Driven Decisions, Stop Guessing

With Birdview PSA you gain real-time visibility into your entire delivery cycle, so you can keep costs, and timelines under control and take proactive steps to deliver results on time and on budget.

Keep Timelines, Resources, and Finances under Control
Birdview PSA comes with a variety of reports, dashboards, and indicators to provide you with real-time insights into all parts of your projects.
- Leverage a variety of built-in Activity Center indicators to get alerts in case of a potential schedule slippage or risk to project health
- Get the most out of available resources by quickly identifying overloaded and underutilized resources in projects.
- Monitor actual project costs, profits, and revenue, compare them against the target baseline, and take corrective actions if needed
Make Corrective Actions Faster
- Use Business Intelligence reports to Identify potential risks before they become major problems.
- Monitor progress and proactively manage risks with real-time project progress tracking
- Always know your “estimated at completion” costs to ensure your projects remain in black
Keep Your Clients Engaged and Happy
Increases customer satisfaction by embedding them into the service delivery process.
- Make it easy for clients to communicate with your team and submit change requests with Client Portal
- Give clients control visibility by sharing project plan snapshots with them
- Speed-up delivery review process by automating and streamlining the approval process

Accounting & Billing

Bill Faster and More Accurately

Birdview PSA helps companies eliminate billing errors, decrease bill-to-cash time and increase billable amounts by making it easy for employees to track time and expenses, supporting any level of billing complexity, and integrating with your existing financial system

Improve Billing Accuracy
Accurate time and expense tracking can be a determining factor between a highly profitable project and one that loses money
- Make it easy for your team to track time in the office or on the go
- Review, approve and lock timesheets to ensure historical accuracy
- Streamline expense tracking categorized by projects, activities, OPEX/CAPEX or any other criteria
Explore Time and Expenses Tracking
Handle any Billing Complexity
Birdview PSA supports various billing requirements:
- Time and Material
- Fixed Cost projects
- Role-based Rate Cards
- Resource or Project-based
- and more.
Explore Project Billing
Invoice Faster, Get Paid Quicker
By integrating Birdview PSA with your financial, ERP, or accounting software you will:
- Streamline and shorten the delivery-to-cash timeline
- Get paid faster to ensure that your team, contractors, and vendors are paid on time
- Eliminate redundant efforts and manual data-entry errors
Explore Invoicing

Project Closure

Learn from the Past, Improve for the Future

Use Birview PSA to document, analyze and leverage lessons learned. As a result, your company can optimize the existing portfolio of projects, ensuring that you can select and execute projects that align with their strategic objectives, have a higher likelihood of success, and deliver maximum value.

Get Better at Risk Management
- Compare schedule and financial baseline targets with actuals to improve your future estimates
- Review Business Intelligence reports to analyze what went wrong during a project and develop strategies to mitigate them in the future
- Analyze the project’s resource utilization to find and fix inefficiencies and close skill gaps
Strengthen Continuous Improvement and Operation Excellence Motionsy
- Re-optimize portfolios based on lessons learned, to increase the likelihood of selecting and executing projects that are more likely to succeed
- Identify and resolve process bottlenecks across the entire organization using project closure scorecard reports and other BI insights
- Optimize resource allocation by identifying areas where resources were underutilized or over-utilized in past projects.
Improve Organizational Learning
- Improve the company’s service delivery success rate, by creating a centralized knowledge base of lessons learned shareable with all project leaders
- Build a culture of continuous learning by making it easy to create, review and analyze past project performance reports
- Simplify and shorten new employee onboarding through shareable project communication history and central file repository

We were able to standardize our processes through every stage of the project life cycle

Read Full Success Story

“By leveraging Birdview PSA, we were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs. By having all of our business systems and information integrated into one enterprise system source of truth, we can leverage powerful business analytics through custom Power BI reports.”

Erika Brown,
Director of Project Assurance and Controls

Streamline Every Stage of your Services Delivery Process

Here is How Birdview Optimizes Every Step of a Service Delivery Process

Sales Process & Project Intake

Automate the Sales to Delivery Hand-Off

Get Accurate Estimates

Automate Proposals

Project & Resources Planning

Create Projects Faster

Choose Optimal Resources

Set Realistic Budgets

Execution & Delivery

Make Your Team More Efficient

Collaborate Better

Streamline the Approval Workflow

Monitoring & Control

Keep Timelines, Resources, and Finances under Control

Make Corrective Actions Faster

Keep Your Clients Engaged and Happy

Accounting & Billing

Improve Billing Accuracy

Handle any Billing Complexity

Invoice Faster, Get Paid Quicker

Project Closure

Get Better at Risk Management

Strengthen Continuous Improvement and Operation Excellence Motionsy

Improve Organizational Learning

Grow Faster and Increase Profit Margins with Birdview PSA

Related Resources

Nice! You just took the first step to achieving game-changing results.

Nice! You just took the first step
to achieving game-changing results!

Streamline Every Stage of your Services Delivery Process

Here is How Birdview Optimizes Every Step of a Service Delivery Process

Sales Process & Project Intake

Automate the Sales to Delivery Hand-Off

Get Accurate Estimates

Automate Proposals

Project & Resources Planning

Create Projects Faster

Choose Optimal Resources

Set Realistic Budgets

Execution & Delivery

Make Your Team More Efficient

Collaborate Better

Streamline the Approval Workflow

Monitoring & Control

Keep Timelines, Resources, and Finances under Control

Make Corrective Actions Faster

Keep Your Clients Engaged and Happy

Accounting & Billing

Improve Billing Accuracy

Handle any Billing Complexity

Invoice Faster, Get Paid Quicker

Project Closure

Get Better at Risk Management

Strengthen Continuous Improvement and Operation Excellence Motionsy

Improve Organizational Learning

Grow Faster and Increase Profit Margins with Birdview PSA

Related Resources

Nice! You just took the first step to achieving game-changing results.

Nice! You just took the first step to achieving game-changing results!

Nice! You just took the first step
to achieving game-changing results!