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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

Description

ShieldPSA is a Professional Services Automation (PSA) solution tailored for Managed Service Providers (MSPs) and IT service teams, unifying crucial service management and business operations within a single interface. This platform streamlines the handling of customer inquiries, support tickets, service level agreements (SLAs), project management, contract oversight, time logging, billing processes, and comprehensive reporting. By offering tools that cover the entire service lifecycle—from the initial intake and prioritization of service requests to their resolution, alongside time tracking, contract handling, and invoicing—ShieldPSA ensures a seamless experience. Furthermore, it features automation of workflows, service catalogs, management of customer and contact details, insightful reporting, a client portal, and various integrations to enhance daily operations for MSPs. With a focus on helping MSPs consolidate their service functions, the platform enhances visibility into both technician and customer interactions, standardizes workflows, and optimizes the management of recurring services for greater efficiency. Additionally, ShieldPSA is available as a free PSA platform, with optional professional services designed to support advanced needs and further enhance productivity. This combination of features makes it an invaluable tool for teams striving to improve operational effectiveness and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Atlassian Clover Yes 
BambooHR Yes 
Box Yes 
Dayforce Yes 
FreshBooks Yes 
GitHub Yes 
JD Edwards EnterpriseOne Yes 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Yes 
Namely Yes 
Oracle Cloud Infrastructure Yes 
QuickBooks Online Yes 
SAP Concur Yes 
SAP SuccessFactors Learning Yes 
Sage 100 Contractor Yes 
Workday Extend Yes 
Wrike Yes 
Xero Yes 
Zendesk Yes 

Integrations

Asana No 
Atlassian Clover No 
BambooHR No 
Box No 
Dayforce No 
FreshBooks No 
GitHub No 
JD Edwards EnterpriseOne No 
MYOB AccountRight No 
Microsoft Dynamics 365 No 
Namely No 
Oracle Cloud Infrastructure No 
QuickBooks Online No 
SAP Concur No 
SAP SuccessFactors Learning No 
Sage 100 Contractor No 
Workday Extend No 
Wrike No 
Xero No 
Zendesk No 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Vendor Details

Company Name

Vembu Technologies

Country

United States

Website

www.bdrshield.com

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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