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PSA ERP Requirements Template

Detail Criteria with Fit-GAP Matrix

Accurate PSA ERP System Requirements Enable Better PSA Software Selection!





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PSA ERP System Requirements Template

Updated Nov. 10, 2021 - Use this to easily Identify All Requirements for a specific Professional Services Automation (PSA) Enterprise Resource Planning (ERP) Software application, including the HIDDEN ones. 3,196 PSA ERP FEATURES INCLUDED!   -

Each category shown below contains many questions about individual PSA ERP system features and functions. 

Professional Services Automation ERP Requirements
Artificial Intelligence (AI) Machine Learning
PSA ERP Ranking Reports Self-Service Capabilities
Machine Learning Dashboards PSA ERP System Modile Apps
Semantic and Text Analytics Dashboard Functions
Executive Dashboards Predictive Modeling
Visualizations Dashboards Intelligent Alerts
Professional Services Automation ERP What-If Analysis PSA ERP System Report Scheduling
Intelligent Data Capture What-If Analysis Dashboards
PSA ERP Software Collaboration Accounts Payable
Professional Services Automation Software ERP Ad-hoc Reports Contract Management
Pre-Configured Dashboards Portfolio/Project Mgmt
Project Costing Sales Orders Processing
Mobile Applications Rates
Costing Inquiries Accounts Receivable
General Ledger Rate Cards
Costing Reports CRM
Fixed Assets Portfolio Maintenance
Human Resources Mgmt Marketing Mgmt
Budget Creation Work Breakdown Structure
Career Portal Web Portal
Budget Modification Project Data Mgmt
Recruitment & Hiring Document Capture
Budget Audit Trails Stage-Gate Facilitation
Employee Data Workflow Processing
Budget Reports Project Tasks
Salary Planning Business Intelligence
Revenue Recognition Project Activity Risks
Benefits Administration Cloud/SaaS Security
Fair Value Calculation Issue Resolution
Manager Self Service Cloud Administration
Recognition Schedules Instant Reminders
Employee Self Service Inventory Management
Time and Attendance Time & Expense Tracking
Task Completion Automated Billing
Compliance Requirements Project Management
Payroll Processing Purchase Order Mgmt
Sales Management Quote Processing
SaaS/Cloud Security Real-Time Capabilities
...And Many More
System Global Issues
Correctly configured operating system functions
is a key to select Business Intelligence system correctly!
  Multiple Companies User Compatibility
  Multiple Locations   Userdefines Fields
  Multiple Currancies   Online Help Issues
  Multiple Languagies   Process Customization
  Operating Systems Software Usability
  Systen Fault Tolerance   User Insterface
  Scalability Issues     Document Database
Vendor Data Center   User Defined Features
General Reporting     Customizable Online Help
Report Setup Data Auditing
Service Level Requiorements     Customizable Screenes
  Service Level Agreements (SLAs)     Field Level Control
External System Integration System Platform Issues
  Data Export Formats   Software Product Identification
  Integration Levels   Proposed Product History
  Web Services Integration   System Functional Categories
Web Enabled Functions   Glodal Performance & Scalability
  Web Site Integration   Data Integration Standards Supported
  Administration End User Environment
  Site Capabilities   Bookmark Data
  Content Management   Bookmark Analysis
  Navigation   Workgroup Capabilities
  Search Functions     Security Measures
  Workflow Data Integration
  Browsers Suported   Integration Development Environment
  Web Security   Integration Connectivity
Cloud Configuration   Metadata Management
Business Process Analysis     Wizard Driven Facility
  Current State Assessment     Metadata Driven Deployment
  Transition Planning     Change Analysis

Determining a complete list of PSA ERP system requirements requires much more than a "software features list".
The key activities required to assemble a full and comprehensive PSA system features list must includes:
  • Collected and analysed a full list of end-user PSA ERP activities and needs.
  • Determine business specifications. Compared the current system to the full needs list - see what works well and what does not.
  • Financial and Revenue Management.
  • Contract Management and Customer Relationship Management (CRM).
  • Project Management with Task Tracking.
  • Time & Expense Management, including task completion and automated billing.
  • Workflow - Document all PSA ERP workflow processes step by step.
  • Compile PSA ERP Reporting and Auditing capabilities in detail. Preparing reports & dashboards.
  • Dashboards and Data Visualization.

Professional Services Automation ERP System Features

This PSA ERP requirements checklist includes 3,196 features, and is designed to cover all industry standard requirements.  The main Table of Contents shown below illustrates the broad range of requirements included.

Professional Services Automation ERP System Features Importances

The "Importance Level" column enables you to easily specify HOW IMPORTANT each requirement is to your company in a consistent and quickly sorted way.  You can choose between the Importance Level options that best fit your project needs. Use 0 - 5, with 0 being not important at all.

PSA ERP System Requirements Categories

The next column to the right, titled "GAP" below, enables you to designate just WHERE, WHEN, and HOW MUCH of a GAP exists between your organization's current PSA enterprise resource planning needs and and the ERP software system currently in use, and just as importantly, WHY. (See HOW Fit-GAP Analysis works and its benefits!)

PSA ERP Software Features Categories

The column titled "CATEGORIES" below, enables you to designate just WHY a GAP exists, i.e., is it because of a PSA ERP software deficiency or a ERP workflow/procedural problem. This knowledge is very useful when integrating a new software system with current business processes.

PSA System Requirements Categories

The column titled "REQUIREMENTS" below, enables you to designate the TYPE of GAP that exists between your organization's current PSA ERP needs and the ERP software and/or the processes currently in use.


Professional Services Automation ERP Requirements Checklist w/Fit-GAP Analysis
This PSA ERP Features Checklist includes ALL functions and processes shown above and listed below
  • 3,196 requirements - Updated 10-10-2021
  • Fit-GAP Analysis
  • User Needs Survey
  • Importants Level
  • Workflow Identification
  • Problem Survey
  • Cost/Savings Rating
and all are available for download. Benefit from ALL the tools required to select the best accounting software. Just click the "Add to Cart" button below. 
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View all available RFP templates for selecting a Software System.

You may also be interested in an Software Requirements Checklist Template for:

HRIS Requirements Checklist.

Contract Management Requirements Checklist.

Return to the TOP of the PSA ERP Requirements Checklist Page.

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"The detailed requirements we found in the RFP template for process manufacturing ERP, as well as Infotivity's effective help, enabled the successful outcome of our ERP software selection project."
      - Diane H., Natural Cosmetics Mfr.

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