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Development of a Professional Services Automation (PSA) SaaS Platform for Time Management and Operational Reporting

sunscrapers.com

Information technology

Business services

Challenges in Managing Time Tracking and Operational Efficiency for Professional Services Firms

Professional services companies face inefficiencies in managing time allocations, tracking work hours, and generating accurate operational/financial reports due to fragmented systems and manual processes. Existing tools lack integration of time tracking, project management, and real-time reporting capabilities.

About the Client

A software development company seeking to create an internal PSA SaaS solution to manage time tracking, project allocation, and operational reporting for professional services firms.

Key Goals for PSA SaaS Development

Create a centralized platform for time tracking, project allocation, and absence management
Automate generation of detailed operational and financial reports
Implement role-based permissions for team leads, project managers, and administrators
Enable seamless integration with calendar systems and billing platforms
Support scalability for multi-tenant SaaS architecture

Core System Functionalities and Features

Real-time time tracking with start/stop timer and post-factum entry
Project/task hierarchy with billable/non-billable categorization
Customizable time reports with filtering/grouping options
User permission management for approval workflows
Calendar integration for absence management
Multi-currency and multi-language support
Interactive dashboards for operational insights

Technology Stack Requirements

React.js for front-end UI components

Node.js with Express for backend API

PostgreSQL for relational data storage

Redis for caching and real-time features

AWS cloud infrastructure

Third-Party System Integrations

Google Calendar API for scheduling
Stripe API for billing
AWS S3 for document storage
OAuth 2.0 for authentication

Performance and Security Requirements

Support 10,000+ concurrent users with <2s response times
Role-based access control with GDPR compliance
Daily automated backups with 99.9% uptime SLA
Multi-tenancy architecture with data isolation

Expected Business Outcomes

Implementation of this PSA platform will reduce manual administrative tasks by 60%, improve time tracking accuracy to 98%, and enable real-time operational decision-making through centralized reporting. The solution will serve as a single source of truth for time-related data, improving client billing transparency and resource utilization across professional services organizations.