PSA ERP Software Requirements Checklist with Fit/Gap Analysis

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.

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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

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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.

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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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PSA ERP Requirements Template

Detail Criteria with Fit-GAP Matrix