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PSM (Pro-active Service Management) is an application that covers the entire life-cycle of management of all key processes in a Professional and Enterprise office. It is available both online and offline.


PSM


Pro Active Service Management (PSM) software facilitates management of services including compliances by professionals whether they are working as CA firms or within an enterprise. In the e-World of today, every professional is a knowledge worker dealing with electronic information and using information systems for performing their work. The capabilities of a professional is enhanced by using the right information system. Chartered Accountants whether employed for self or for enterprises deal with multiple stakeholders and hence need to use right information system to perform, manage and monitor the work as per set deadlines.


CA firms have to become IT savvy so as to deploy the optimum level of IT within their firm and also to have the required working knowledge of IT to audit/consult for their clients. There are no ready-made solutions/training courses which can meet all the requirements of CA firms. CA firms have to use right information systems to provide timely service and to remain relevant with the times. PSM range of software facilitate CAs and CXOs to manage work pro-actively and ensure delivery of services on time.


The key features of PSM are:

  1. Manage your Enterprise by configuring organisation structure with specific access rights, working days/holidays/leave request and approval, attendance and resources.
  2. Manage Services life cycle with deliverables and task-list.
  3. Manage client life cycle including inquiry, creation, service request, delivery of service and invoicing based on time or fixed.
  4. Manage assignments of services/compliances with detailed task-list, timelines and deliverables and monitor execution
  5. Timely reminders through escalation and notification.
  6. Manage your clients, staff, services / compliances through timely notifications.
  7. Dashboard of staff utilisation, resource utilisation, services provided/to be provided, status of assignments, invoicing/receipts and dues.

PSM enable CA firms and CXOs to successfully harness the power of technology by facilitating Pro Active Compliance and Service Management.


PSM is available in following Modules:

PCMP: Pro-active Compliance management for professionals/CA Firms helps management of enterprise, clients, staff and compliances services.


PCME: Pro-active Compliance management for Enterprises helps management of staff and timely completion of compliances as per pre-defined schedule.


PSME: Pro-active Service management for Enterprises helps management of staff and timely completion of services including compliances as per pre-defined schedule.


PSM: Pro-active Service management for professionals/CA Firms helps management of enterprise, clients, staff and service including compliances services as per pre-defined schedule.

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