Professional Services Automation
Run client delivery from commitment to completion. JibePSA connects scope, staffing, project execution, time, financials, and delivery risk so teams can deliver with confidence and leaders can protect margin.
Run the full services delivery lifecycle
Connect the work that turns customer commitments into delivered outcomes — portfolio visibility, staffing, project execution, time capture, financial control, developer support, and delivery risk across accounts and projects.
See the risk before it impacts the project.
Give leaders an account-centered view of active delivery across projects, initiatives, milestones, functions, budgets, capacity, risks, issues, and commitments. It helps teams decide where attention, staffing, funding, and escalation are needed before delivery problems become client problems.
- Track portfolio health across projects, milestones, risks, issues, blocked work, and executive status
- Connect initiatives, functions, client priorities, and project investment in one leadership view
- Monitor budget, actual cost, planned hours, staffing demand, and capacity exposure across active work
- See upcoming milestones, overdue commitments, delivery risk, and client concentration before review meetings
- Drill into the projects, work, resources, risks, issues, and financial records behind every portfolio signal
Get the right people on the right projects at the right time.
Help resource leaders match project demand to available people before staffing gaps become delivery risk. See roles, skills, availability, capacity, utilization, booking conflicts, and project coverage in one staffing workspace.
- Match project demand to people by role, skill, competency, availability, rate, manager, and capacity
- Capture resource requests by project, role, skill, date, effort, priority, and requester
- See bookings and assignments across committed capacity, partial fulfillment, conflicts, and over-allocation
- Track utilization against targets, billable capacity, underused people, and overloaded teams
- Surface skill, certification, and coverage gaps before staffing becomes urgent
Keep client work on scope, on schedule, and visible.
Give delivery teams a governed workspace for turning sold work into finished work. Scope, requirements, plans, work items, milestones, risks, issues, decisions, quality, training, deployment, documentation, and support stay tied to the project so leaders can see execution health before problems reach the client.
- Track project health through status, milestones, risks, issues, blockers, overdue work, and critical attention lists
- Keep scope, requirements, specifications, designs, decisions, and references connected to delivery execution
- Plan and manage work through workstreams, epics, sprints, assignments, estimates, actuals, due dates, and blockers
- Monitor quality through testing, defects, builds, releases, deployment tasks, and readiness gaps
- Prepare for handoff with training, documentation, support, and adoption readiness tracked before go-live
Capture time once and use it everywhere it matters.
Turn weekly time entry into reliable project, billing, utilization, and management insight. Submitted time, approvals, leave, exceptions, project labor, actuals, and billable hours stay tied to the work they explain.
- Track timesheets and time cards by week, status, resource, project, work item, activity, and billing category
- Monitor submission compliance across draft, missing, late, incomplete, duplicate, or unusual time periods
- Manage approval queues for pending, rejected, corrected, stalled, or manager-owned timesheets
- Give managers visibility into billable utilization, leave, availability, overtime, and exception signals
- Tie project labor and burn back to budgets, estimates, assignments, work items, and delivery plans
Project visibility built in
See the project from the angles that matter most: schedule, scope, staffing, and financial performance. Give delivery leaders visual signals early enough to adjust before risk becomes a client surprise.
