Jun 29, 2020 | Klient Services, PSA New Features
We are excited to share recent product updates from the Spring 2020 Release.
Klient continues to push forward on innovation, user experience, and mobility with these releases, including the addition of many new Lightning Components, and a brand new mobile experience.
Modern Project Management
Klient Project Management is designed to be both simple and powerful, so anyone can get started quickly and take control of any project right away.
The New Project Task Management Lightning Component offers the ability for users to easily create and manage tasks including rapid inline editing support, task resource assignment and drag-drop task management.
Teams can quickly add new members and set up tasks, and then easily switch between grid, board, or timeline (Gantt) charts to track progress
The new Project Board Lightning Component offers a modern Kanban board representing project phases, sprints, or milestones, easily recognizable with drag-drop ease. The Project Board offers project managers and customers an easy and at-a-glance view of the project structure and progress towards completion.
Modern Task Management
The new Task Lightning Components include the ability to add and update task resource scheduling, update and completed task checklists, setup repeating tasks, and enter time against tasks directly from the task record.
Project Timeline Lightning Component
The new Project Timeline Lightning Component provides real-time insight into critical project activities including when project and task hours exceed scheduled, when project budgets exceed actuals, when new resources are assigned to projects, when task statuses are changed, new project notes, issues, and risk are added and more.
Resources can subscribe to these notifications as well (individual notifications or all) and receive an email notification when the event occurs.
Project Activity Lightning Component
The new Project Activity Lightning Component provides the ability to quickly review and create project activity including events, calls, notes, and emails – including the ability to send and tack email replies – directly within the project.
Time Entry Lightning Component
The update Time Entry Component can be plugged into any record and now with the latest updated, record details will default into the component – such as the account, project, and task if the time entry lightning component is added to the task record.
You can even add the time entry lightning component to the Salesforce Case record, where the Case ID will be automatically be associated and tracked against the time entry.
Expense Entry Lightning Component
The new Expense Entry Lightning Component allows rapid expense line creation including the attachement of expense receipts directly from the expense record.
The New Customer External Site
The new Customer External site, available from a link on the project page, enables customers project access without the a user or login required. Customers can simply access the link and start collaborating on projects including viewing and update tasks in the kanban board, accessing the Gantt chart, adding files, and adding project notes.
The new “Task Visibility” setting determines if customers can see all project tasks or only tasks you designate to be customer facing.
You can also determine this site should be read-only for customers, only allowing the addition of notes and attachments.
Modern Work Management – Lightning Design
With the Spring released we are further modernized the user experience of the My Work page – the central area to manage all project tasks from once central location. The updated My Work page is now built on the Lightning Design System.
Template Project Insight
We are now storing the template project and id on created projects so now service leaders can compare template project estimates vs actual project performance.
Xero OAuth 2.0 support
We have now moved the Xero integration to support OAuth 2.0 as required by Xero. All customers including existing Xero integration customers must re-authenticate the Xero integration upon installation.
Apr 1, 2020 | Klient Services, PSA New Features
New Products and Expanded Features Deliver Unmatched Innovation in Professional Services Automation and Client Onboarding Technology.
Klient Software, the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery, today announced new solutions and features as part of the latest release.
Summary highlights of new and expanded features include:
Project Manager Experience
Now Project Managers can create and maintain sophisticated client projects by adding multiple project or task templates in the order specified to stitch together the creation of a project. Additionally templates can be added after project creation to expand projects with additional phases as an example.
New functionality to create recurring tasks now let managers easily create project tasks that repeat during the project lifecycle and need to be scheduled and tracked for resource availability such as a weekly client meeting or weekly training.
The new project board view enables users the ability to view and complete project tasks by defined project phases. An example would be a software implementation with defined task phases including kick-off, requirements gathering, configuration, testing, training, and deployment phases, all delivered in an easy to understand and use drag-drop project kanban board.
Consultant Experience
A new Chrome Extension enables consultants the ability to instantly view, search, and take action upon project tasks without needing to navigate away from a current web page while performing project work.
A new Timesheet Lightning Component is now available to add to any page layout to easily track time without requiring the users to navigate away to the timesheet page. The new timesheet component can be added to any page including projects, tasks, or even support cases to tracking time. The component can be added as a global action, making it available at the top of the navigation bar permanently.
Enhanced timesheet functionality includes the ability to recall submitted timesheets that have yet to be approved to immediately make changes and re-submit. This new functionality is configurable to turn on or off for a subset of users as desired.
Customer Experience
An updated project status report available to customers now displays additional project insight including the ability to define any configurable fields for display including custom fields. Project Statues reports are available to customers online or delivered by email.
A brand new external site available for customers to collaborate on projects is now available requiring no license or login for customer access. Customers can collaborate on task completion, viewing Gantt charts, access project files, and update project notes all from a dedicated project portal.
Service Leadership Experience
A new survey API enables service leaders the ability to drag and drop business rules using Salesforce Process Builder to define when surveys should automatically be distributed to customers.
New analytic reports for services leaders include the new NPS Survey Report and the new Resource Capacity Planning report. The NPS Survey report displays customer NPS trending analysis to gage the health of customer implementations. The Resource Capacity Planning report enables service leaders to forecast supply and demand of resources including projects still in planning.
Finance Experience
Enhanced integration with accounting vendor Accounting Seed includes the ability to synchronize projects and tasks created in Klient to Accounting Seed. Additionally, we have updated the Invoice mapping to send Project and Task data mapped in the Invoice to Accounting Seed.
Expanded integrations with vendors Quickbooks and Xero include updates to multi-currency, multi-company and global taxation support.
About Klient Software
Klient PSA is the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery. Built 100% native on Salesforce®, Klient delivers complete customer visibility from sales through service delivery, a modern and seamless customer experience, fully transparent communication between the project team and client to ensure alignment of expectations, integrated customer feedback, and real-time integration with existing back-office systems for more successful project implementation and greater customer success.
Oct 8, 2019 | PSA New Features
Latest Fall Release Introduces New Features Including Integration with Expensify, Expanded
Xero Integration, Task Constraints, Advanced Capacity Planning, and more.
Klient Software, the customer-centric Professional Services Automation ( PSA) solution developed to build long-term customer relationships through improved customer experiences and better services delivery, today announced new solutions and features as part of the Fall 2019 release.
Summary highlights of major new features in the Fall 2019 release include:
New! – Expensify Integration
The latest release introduces a new integration with expense management vendor Expensify. The Expensify integration includes the ability to import approved expenses from Expensify in real-time, including the mapping of synced projects, taxes, and multi-currency expenses.
Now users of Expensify can import and track billable and reimbursable expenses directly within Klient against projects, and bill clients and vendors for these expenses.
New! – Xero Integrations
The expanded Xero integration now includes the ability to create vendor bills from approved expenses in Klient. In addition, we have released a new integration to create vendor bills directly in Xero from posted Vendor Invoices in Klient. Now service organizations can seamlessly manage vendor partnerships and billing with
Klientand Xero.
New! – Project Management – Task Constraints
The latest release of Klient introduces support for Task Constraints including “As Soon As Possible”, “Start No Later Than”, “Start No Earlier Than”, “Must Start On”, “Must Finish On”, “Finish No Later Than”, and “Finish No Earlier Than”. Historically found in project portfolio management products, now client-facing service organizations can implement sophisticated task constraints within projects, helping service teams better manage resource scheduling and planning.
New! – Advanced Capacity Planning
The new capacity planning features offer innovative new functionality to track and report on the supply and demand of resource availability, including configurability of project and resource status mapping to different buckets including pipeline, hard-booked, and soft-booked assignments for easy reporting and analysis. These new features help service organizations easily look at capacity with the ability to include or exclude certain project and resources at varying stages of delivery without the need for complex report development.
New! – Hours Based Task Scheduling
Now resources can be scheduled on tasks on specific hours within a day. Furthermore, resources can be scheduled at different times on different days during the duration of task assignments. Perfect for client projects that are short in duration and include detailed tasks that need to be scheduled during certain time periods of a day. Resource planners now includes visibility of these specific date times of task schedules.
Additional Enhancements
Additional features included with the Fall release include improved Lightning Experience page layouts, expense exchange rate improvements, a new Gantt “today” marker, project template, and timesheet feature enhancements.
About Klient Software
KlientSoftware is the customer-centric PSA developed to build long-term customer relationships through improved customer experiences and better services delivery. Built 100% native on Salesforce, Klientdelivers complete customer visibility from sales through service delivery, a modern and seamless customer experience, fully transparent communication between the project team and client to ensure alignment of expectations, integrated customer feedback, and real-time integration with existing back-office systems for more successful
project implementation and greater customer success.
https://www.klient.com
Apr 26, 2019 | PSA New Features
Latest quarterly release continues rapid pace of innovation delivering the best experiences for services teams and clients.
Klient Software, a leading provider of professional services automation software that is easy to use and deploy
and built 100% native on the Salesforce Platform, today announced new features as part of the Spring 2019
release focused on driving project and customer success.
Summary highlights of major new features in the Spring 2019 release include:
A New Services Team Homepage
Now services team members can manage and take action on their personal projects, tasks, and utilization targets
directly from the homepage.
Services teams can view and sort their assigned projects at a glance with the new My Projects homepage
component, including the ability to navigate directly to the project details.
Services teams can view, sort, and take action upon their assigned tasks, including the ability to multi-select
tasks from the My Tasks homepage component and update task status, as well as navigating directly to task
details.
The new My Utilization homepage component provides real-time insight into their personal utilization targets,
billable, non-billable, and totals hours worked, with the ability to view by day and week directly from the
homepage.
The new homepage components can be added individually, providing a completely configurable homepage
experience for services teams including dashboard and reports, approvals, collaboration feed, and much more.
Enhanced Integration with Sage Intacct
With the latest release, Klient provides the industries most complete PSA integration to Intacct, delivering a
real-time REST API based integration including the integration of Accounts, Projects, Project Assignments,
Tasks, Task Assignments, Billing Rates, Timesheets, Expenses, Invoices, Vendor Payments, and more.
New updates include a significant mapping of new delivered and custom fields in the integration process,
taking advantage of new and delivered Sage Intacct Accounting fields. Additionally, this release greatly
improves support for record update synchronization, in addition to new record creation.
The Klient PSA to Sage Intacct integration offers customers a pre-built solution saving customers the significant
cost of building and maintaining a custom interface, reducing the chance of revenue leakage from the manual
duplication of data across systems.
Project Management Enhancements
The latest release includes significant project management enhancements in the areas of task scheduling, task
checklists, and task templates for customers.
Now with the latest release, a user can choose to have all task dates updated from the project page for
dependent tasks, without requiring navigating to the Gantt chart, enabling the cascading of dependent and
predecessor tasks dates when any task dates are changed.
We have enhanced the features of task templates with this release. When inserting task templates into projects
after project creation, you can now copy task checklists and relative dates against other tasks.
Mobile Time Improvements
A new and improved mobile time entry experience includes the ability to submit weekly timesheets for
approval from a mobile device and an improved user experience for users when selecting projects, tasks, and
milestones when entering time.
Additional Enhancements
Additional new and enhanced features across the PSA suite include an enhanced Gantt drag-and-drop, updates
to Mass Timesheet Approval for better filtering, an enhanced user experience with the addition of task status
color-coding, new tooltip indicators for resource planning, and more.
About Klient Software
Klient provides next generation professional services automation that is easy to use and deploy and built 100%
native on the Salesforce Platform. Klient helps companies transform service delivery and customer success with
our intuitive and modern solution, providing a single application to manage the performance & profitability of
every project, delivering visibility across the entire business.
https://www.klient.com
May 10, 2016 | PSA New Features
New integration connects Slack’s messaging app for business with Klient PSA built on the industry’s leading cloud platform from Salesforce.
Klient Software, a fast growing professional services automation (PSA) vendor built native on the industry’s leading cloud platform from Salesforce today announced a new integration with Slack, delivering real-time communication and collaboration to customer services projects.
The bi-directional integration enables services professionals and customer teams to collaborate and communicate in real-time, providing one central location to all the tools necessary for successful project delivery. Features of the integration include the ability to create, update, and archive projects in real-time, creating Slack channels for each client project and automatically managing project teams as slack project channel members. Klient project tasks are synchronized with Slack when tasks are created or completed, updating Slack on the status of tasks and project completion.
Project communication from Klient using Salesforce Chatter is automatically pushed in real-time to Slack within the appropriate project channel. Users can also search and set reminders on project tasks directly from Slack.
“Clients are demanding real-time visibility into the status of projects, with a desire to communicate and collaborate at a moments notice when required,” said David Vanheukelom, CEO of Klient Software. “The combination of Slack and Klient is a game-changer for services organizations focused increasingly on project success as the key ingredient to lifetime customer value.”
The Slack integration is available immediately at no additional charge to existing Klient Software customers.
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About Klient Software
Klient helps companies transform service delivery and client success with our next-generation Project & Professional Services Automation (PSA) solution built 100% native on the industry’s leading cloud platform from Salesforce, delivering a 10x faster deployment than traditional solutions. Klient provides a single application to manage the performance & profitability of every project, delivering visibility across your business from marketing, sales, and support to services, operations, and finance.
