{"id":39792,"date":"2026-06-03T15:40:58","date_gmt":"2026-06-03T20:40:58","guid":{"rendered":"https:\/\/planview1s.wpengine.com\/?page_id=39792"},"modified":"2026-06-08T14:31:45","modified_gmt":"2026-06-08T19:31:45","slug":"professional-services","status":"publish","type":"page","link":"https:\/\/www.planview.com\/functions\/professional-services\/","title":{"rendered":"Professional Services"},"content":{"rendered":"<section class=\"generic \">\n  <section class=\"spd-hero functions\">\n  <div class=\"container\">\n               <h1 class=\"lead\">Professional Services<\/h1>\n            <h2 class=\"l1-heading\">Grow services revenue and margins.<\/h2>\n    <p class=\"subtext\">Planview is the platform for professional services execution and outcomes. It sits above the tools where services work happens, bringing engagements, resources, and financials into one connected model. So services leaders can plan engagements intelligently, deliver profitable work, and prove the margin on every project.<\/p>\n  <a class=\"button primary has-subtext\" href=\"https:\/\/info.planview.com\/psa-_demo-on-demand_psa_en_reg.html\">\n                Watch Demo\n                <span class=\"subtext\">Protect your margins. See how.<\/span>\n            <\/a>  <\/div>\n<\/section>\n<section class=\"spd-logos functions\">\n  <div class=\"container\">\n    <p class=\"award-text\">Trusted by 3,000+ of the world&#8217;s leading enterprises<\/p>\n  <\/div>\n\n  <div class=\"scroller\" data-direction=\"forwards\" data-animated=\"true\">\n    <ul class=\"items\">\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/natwest-logo-scroller-dark-bg.png\" alt=\"NatWest\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerFannie-Mae-ColorNo-scroller-dark-bg.png\" alt=\"Fannie Mae\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJPMorgan-Chase-Co.-ColorNo-dark-bg.png\" alt=\"JPMorgan Chase\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerHSBC-ColorNo-dark-bg.png\" alt=\"HSBC\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerProcterGamble-ColorNo-dark-bg.png\" alt=\"Procter and Gamble\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Unilever_text_logo-min-dark-bg.png\" alt=\"Unilever\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIKEA-ColorNo-dark-bg.png\" alt=\"IKEA\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerConagra-ColorNo-dark-bg.png\" alt=\"Conagra\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIMB-ColorNo-dark-bg.png\" alt=\"IBM\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDell-ColorNo-dark-bg.png\" alt=\"Dell\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/volvo-black-dark-bg.png\" alt=\"Volvo\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDow-ColorNo-dark-bg.png\" alt=\"Dow\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/siemens_energy-200x100-removebg-preview-dark-bg.png\" alt=\"Siemens\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/fluor-min-dark-bg.png\" alt=\"Fluor\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJaguar-ColorNo-dark-bg.png\" alt=\"Jaguar\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDHL-ColorNo-dark-bg.png\" alt=\"DHL\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerCargill-ColorNo-dark-bg.png\" alt=\"Cargill\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/ups_white-dark-bg.png\" alt=\"UPS\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerBlue-Cross-Blue-Shield-of-Michigan-ColorNo-dark-bg.png\" alt=\"Blue Cross Blue Shield\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/abbott-180x100-dark-bg.png\" alt=\"Abbott\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNovartis-ColorNo-dark-bg.png\" alt=\"Novartis\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerAbbvie-ColorNo-dark-bg.png\" alt=\"AbbVie\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerSanofi-ColorNo-dark-bg.png\" alt=\"Sanofi\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerThermo-Fisher-ColorNo-dark-bg.png\" alt=\"Thermo Fisher\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/exxon-min-dark-bg.png\" alt=\"ExxonMobil\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerChevron-ColorNo-dark-bg.png\" alt=\"Chevron\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNationwide-ColorNo-dark-bg.png\" alt=\"Nationwide\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/metlife-min-dark-bg.png\" alt=\"MetLife\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/allianz-2-dark-bg.png\" alt=\"Allianz\"\/><\/li>\n      <li><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerZurich-ColorNo-dark-bg.png\" alt=\"Zurich\"\/><\/li>\n      <!-- duplicates -->\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/natwest-logo-scroller-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerFannie-Mae-ColorNo-scroller-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJPMorgan-Chase-Co.-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerHSBC-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerProcterGamble-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Unilever_text_logo-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIKEA-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerConagra-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerIMB-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDell-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/volvo-black-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDow-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/siemens_energy-200x100-removebg-preview-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/fluor-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerJaguar-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerDHL-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerCargill-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/ups_white-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerBlue-Cross-Blue-Shield-of-Michigan-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/abbott-180x100-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNovartis-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerAbbvie-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerSanofi-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerThermo-Fisher-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/exxon-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerChevron-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerNationwide-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/metlife-min-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/allianz-2-dark-bg.png\" alt=\"\"\/><\/li>\n      <li aria-hidden=\"true\"><img decoding=\"async\" data-skip-lazy class=\"skip-lazy\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/CustomerZurich-ColorNo-dark-bg.png\" alt=\"\"\/><\/li>\n    <\/ul>\n  <\/div>\n\n<\/section>\n<section class=\"spd-text-block\">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Professional services has a margin problem<\/h2>\n    <p>Services revenue grows, but margin leaks between what was sold and what gets delivered. Utilization, scope, and billing live in separate systems, so by the time the numbers reconcile, the quarter&#8217;s margin is already set. The team loses days to manual reporting instead of billable work.<\/p>\n    <p>The Planview Platform was built to fix this. It sits above the CRM, ERP, project, and time-tracking systems where services work happens, connecting engagements, resources, and cost to revenue and margin in one view. Embedded AI forecasts capacity and flags delivery risk early.<\/p>\n        <p class=\"callout\">Staff to demand. Deliver profitably. Prove the margin.<\/p>\n  <\/div>\n<\/section>\n<section class=\"value-driver-module\">\n  <div class=\"container\">\n  <p class=\"lead\">Customer Stories<\/p>\n\n    <h2 class=\"vdm-heading\">\n      How three services leaders grew margins and revenue\n    <\/h2>\n<div class=\"vdm-select-wrap\">\n  <select class=\"vdm-select\">\n    <option value=\"vdm-panel-cognizant\">                 IBM\n\n<\/option>\n    <option value=\"vdm-panel-canadian-tire\">         Tufin\n<\/option>\n    <option value=\"vdm-panel-ups\">                            Bell Integration\n\n\n<\/option>\n  <\/select>\n<\/div>\n    <ul class=\"vdm-tabs\" role=\"tablist\">\n      <li role=\"presentation\">\n        <button \n          class=\"is-active\" \n          role=\"tab\" \n          aria-selected=\"true\" \n          aria-controls=\"vdm-panel-natwest\" \n          id=\"vdm-tab-natwest\">\n          IBM\n        <\/button>\n      <\/li>\n      <li role=\"presentation\">\n        <button \n          role=\"tab\" \n          aria-selected=\"false\" \n          aria-controls=\"vdm-panel-canadian-tire\" \n          id=\"vdm-tab-canadian-tire\">\n          Tufin\n        <\/button>\n      <\/li>\n      <li role=\"presentation\">\n        <button \n          role=\"tab\" \n          aria-selected=\"false\" \n          aria-controls=\"vdm-panel-ups\" \n          id=\"vdm-tab-ups\">\n          Bell Integration\n        <\/button>\n      <\/li>\n    <\/ul>\n\n    <div \n      class=\"vdm-panel\" \n      id=\"vdm-panel-natwest\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-natwest\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2023\/12\/iStock-1688506977-small.png\" \n          alt=\"IBM\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n            <p class=\"vdm-stat__number\">10+ <span class=\"vdm-stat__label\">home-grown forecasting tools<\/span><\/p>\n            \n            <p class=\"vdm-stat__description\">retired, and a monthly operations report cut from a person-week to the press of a button.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/ibm-consolidating\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n        <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n          <p class=\"vdm-quote__text\">&#8220;With the Planview PSA solution we have a way to collect and analyze data much more effectively than before and the quality time to do so because people don&#8217;t have to do all that administrative and manual data work. It&#8217;s ended the data chase of going to multiple places to get data and consolidate.&#8221;\n\n<\/p>\n  <p class=\"vdm-quote__author\">Michelle Ginther<\/p>\n  <p class=\"vdm-quote__role\">Executive Sponsor, Cloud and Cognitive Services, IBM<\/p>\n                    <a href=\"\/resources\/case-study\/ibm-consolidating\/\" class=\"vdm-stat__cta button secondary mobile large\">Read Customer Story<\/a>\n\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div \n      class=\"vdm-panel hidden\" \n      id=\"vdm-panel-canadian-tire\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-canadian-tire\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-tufin-min.jpg\" \n          alt=\"Tufin\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n                        <p class=\"vdm-stat__number\">Extended <span class=\"vdm-stat__label\">revenue forecasting<\/span><\/p>\n\n            <p class=\"vdm-stat__description\">from a 5-week window to 90 days, with milestone-based revenue recognition.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/tufin\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n        <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n  <p class=\"vdm-quote__text\">&#8220;There were many things that had been in a fog when we started the project, and being able to visibly see those things and make management choices based on data was a great transformation enabled by our partnership with Planview.&#8221;<\/p>  \n          <p class=\"vdm-quote__author\">William Chernock<\/p>\n  <p class=\"vdm-quote__role\">Director of PMO, Americas and APAC, Tufin<\/p>\n          <a href=\"\/resources\/case-study\/tufin\/\" class=\"vdm-stat__cta button secondary mobile large\">Read Customer Story<\/a>\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div \n      class=\"vdm-panel hidden\" \n      id=\"vdm-panel-ups\" \n      role=\"tabpanel\" \n      aria-labelledby=\"vdm-tab-ups\">\n\n      <div class=\"vdm-image\">\n        <img decoding=\"async\" \n          src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/03\/hero-bell_integration-min.jpg\" \n          alt=\"Bell Integration\"\/>\n      <\/div>\n\n      <div class=\"vdm-content\">\n\n        <div class=\"vdm-stat\">\n          <div>\n                        <p class=\"vdm-stat__number\">Replaced <span class=\"vdm-stat__label\">disconnected spreadsheets<\/span><\/p>\n\n            <p class=\"vdm-stat__description\">with one system of record in about six months, freeing the PMO for revenue-generating work.<\/p>\n          <\/div>\n          <a href=\"\/resources\/case-study\/bell-integration\/\" class=\"vdm-stat__cta button secondary desktop large\">Read Customer Story<\/a>\n        <\/div>\n\n      <div class=\"vdm-quote\">\n  <img decoding=\"async\" \n    class=\"vdm-quote__mark\" \n    src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/icon-quotes.png\" \n    alt=\"\" \n    aria-hidden=\"true\"\/>\n  <p class=\"vdm-quote__text\">&#8220;Even in the fairly small period of time we&#8217;ve been live, it&#8217;s very clear that Planview PSA is delivering a lot of value. And we can see the value increasing.&#8221;<\/p>\n  <p class=\"vdm-quote__author\">Shoib Kahn<\/p>\n  <p class=\"vdm-quote__role\">Head of SMO, Bell Integration<\/p>\n        <a href=\"\/resources\/case-study\/bell-integration\/\" class=\"vdm-stat__cta button secondary mobile large\">Read Customer Story<\/a>\n<\/div>\n\n      <\/div>\n    <\/div>\n\n    <div class=\"vdm-browse\">\n      <a href=\"\/our-customers\/\" class=\"tertiary\">Browse all customer stories<\/a>\n    <\/div>\n\n  <\/div>\n<\/section>\n\n<section class=\"six-signs\">\n  <div class=\"container\">\n\n    <h2 class=\"l2-heading\">Six signs you have a margin problem<\/h2>\n\n    <div class=\"six-signs__list-wrap\">\n      <ol class=\"six-signs__list\">\n        <li>\n          <span class=\"six-signs__number\">1<\/span>\n          <p>Billable utilization sits below target and you find out at month-end, too late to fill the bench.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">2<\/span>\n          <p>Hours get worked but never billed, and the leakage only surfaces after the invoice goes out.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">3<\/span>\n          <p>Customers see inconsistent delivery and invoice errors, and satisfaction slips.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">4<\/span>\n          <p>Margins erode from late delivery, billing delays, and rework.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">5<\/span>\n          <p>The team loses time to manual reporting and data entry instead of billable client work.<\/p>\n        <\/li>\n        <li>\n          <span class=\"six-signs__number\">6<\/span>\n          <p>Scope creeps past what was sold, and the over-servicing comes straight out of margin.<\/p>\n        <\/li>\n      <\/ol>\n    <\/div>\n\n    <p class=\"six-signs__closing\">The gap between services sold and margin realized is a visibility problem, not an effort problem. Watch an on-demand demo and see how leading services organizations close it.<\/p>\n\n    <div class=\"six-signs__cta\">\n      <a href=\"https:\/\/info.planview.com\/psa-_demo-on-demand_psa_en_reg.html\" class=\"button primary large\">\n        <strong>Watch Demo<\/strong>\n        <span>Protect your margins. See how.<\/span>\n      <\/a>\n    <\/div>\n\n  <\/div>\n<\/section>\n\n<section class=\"analyst-recognition\">\n  <div class=\"container\">\n    <div class=\"analyst-recognition__inner\">\n\n      <!-- Left col -->\n      <div class=\"analyst-recognition__left\">\n        <p class=\"lead\">Analyst Recognition<\/p>\n        <h2 class=\"analyst-recognition__heading\">The analysts who define the VSM and portfolio management categories name us a Leader, year after year<\/h2>\n\n        <div class=\"analyst-recognition__stats\">\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">3,000+<\/p>\n            <p class=\"analyst-recognition__stat-label\">customers across the globe<\/p>\n          <\/div>\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">3.1M<\/p>\n            <p class=\"analyst-recognition__stat-label\">users on the Planview Platform<\/p>\n          <\/div>\n          <div class=\"analyst-recognition__stat\">\n            <p class=\"analyst-recognition__stat-number\">45%<\/p>\n            <p class=\"analyst-recognition__stat-label\">of the Fortune 100 trust Planview<\/p>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <!-- Right col -->\n      <div class=\"analyst-recognition__right\">\n                          <a href=\"\/analyst-recognition\/\" class=\"analyst-recognition__more tertiary\">See more reports<\/a>\n\n        <a href=\"https:\/\/info.planview.com\/forrester-wave-value-stream-management-_report_vsm_en_reg.html \" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Forrester-white.png\" alt=\"Forrester\"\/>\n          <p>Named a Leader in the Forrester Wave\u2122: Value Stream Management Solutions, Q2 2025<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <a href=\"https:\/\/info.planview.com\/forrester-strategic-portfolio-management-tools-_report_sp_en_reg.html\" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Forrester-white.png\" alt=\"Forrester\"\/>\n          <p>Named a Leader in The Forrester Wave\u2122: Strategic Portfolio Management Tools, Q2 2026<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <a href=\"https:\/\/info.planview.com\/gartner-spm-mq-_report_sp_en_reg.html\" class=\"analyst-recognition__card\">\n          <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Gartner-white.png\" alt=\"Gartner\"\/>\n          <p>Named a Leader in the Gartner\u00ae Magic Quadrant\u2122 for Strategic Portfolio Management*<\/p>\n          <span class=\"tert\">\n            <i><\/i>\n          <\/span>\n        <\/a>\n\n        <div class=\"analyst-recognition__footer\">\n    <a href=\"\" class=\"analyst-recognition__disclaimer\" id=\"gartner-disclaimer-btn\">About Gartner<\/a>\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n  <div id=\"gartner-modal\" class=\"gartner-modal\">\n  <div class=\"gartner-modal__box\">\n    <button class=\"gartner-modal__close\" aria-label=\"Close\">&times;<\/button>\n    <p class=\"gartner-modal__text\">Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner\u2019s Research &#038; Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and\/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and\/or its affiliates and are used herein with permission. All rights reserved.<\/p>\n  <\/div>\n<\/div>\n<\/section>\n\n<section class=\"peer-reviews\">\n  <div class=\"container\">\n    <p class=\"lead\">Peer Reviews<\/p>\n    <div class=\"peer-reviews__footer\">\n      <a href=\"\/product-review-center\/\" class=\"peer-reviews__browse tertiary\">Browse reviews<\/a>\n    <\/div>\n  <\/div>\n\n  <div class=\"scroller\" data-direction=\"forwards\" data-animated=\"true\">\n    <ul class=\"items\">\n      <li><span class=\"badge-buyer\"><\/span><\/li>\n      <li><span class=\"badge-toprated\"><\/span><\/li>\n      <li><span class=\"badge-best\"><\/span><\/li>\n      <li><span class=\"badge-feature-set\"><\/span><\/li>\n      <li><span class=\"badge-price\"><\/span><\/li>\n      <li><span class=\"badge-relationship\"><\/span><\/li>\n      <li><span class=\"badge-reviews\"><\/span><\/li>\n      <li><span class=\"badge-champion\"><\/span><\/li>\n      <li><span class=\"badge-impact\"><\/span><\/li>\n      <!-- duplicates -->\n      <li aria-hidden=\"true\"><span class=\"badge-buyer\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-toprated\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-best\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-feature-set\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-price\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-relationship\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-reviews\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-champion\"><\/span><\/li>\n      <li aria-hidden=\"true\"><span class=\"badge-impact\"><\/span><\/li>\n      \n      <li aria-hidden=\"true\"><span class=\"badge-buyer\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-toprated\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-best\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-feature-set\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-price\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-relationship\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-reviews\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-champion\"><\/span><\/li>\n<li aria-hidden=\"true\"><span class=\"badge-impact\"><\/span><\/li>\n    <\/ul>\n  <\/div>\n\n\n\n<\/section>\n\n<section class=\"resource-cta\">\n  <div class=\"container\">\n    <div class=\"resource-cta__inner\">\n\n      <div class=\"resource-cta__content\">\n        <p class=\"lead\">ON-DEMAND DEMO<\/p>\n        <h2 class=\"resource-cta__heading\">See how margin gets protected from bid to invoice\n<\/h2>\n        <p class=\"resource-cta__body\">See how Planview connects engagements, utilization, and financials in one model \u2014 so services leaders can forecast accurately, staff to demand, and protect margin on every project.\n\n<\/p>\n        <a class=\"tertiary\" about=\"_blank\" href=\"https:\/\/info.planview.com\/psa-_demo-on-demand_psa_en_reg.html\n\">Watch Demo<\/a>\n      <\/div>\n\n      <div class=\"resource-cta__image\">\n        <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/professional-serv-solution-cta.jpg\" alt=\"How to Adapt to Changing Business Needs... Better whitepaper\"\/>\n      <\/div>\n\n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n<section class=\"generic \">\n  <section class=\"use-case-block\">\n  <div class=\"container\">\n\n    <h2 class=\"use-case-block__heading\">How Planview helps<\/h2>\n\n    <div class=\"use-case-block__inner\">\n\n      <!-- Left nav -->\n      <div class=\"use-case-block__nav\">\n        <p class=\"use-case-block__nav-label\">Your Challenge<\/p>\n\n        <!-- Mobile: select dropdown -->\n        <div class=\"use-case-block__select-wrap\">\n          <select class=\"use-case-block__select\">\n            <option value=\"intent\">Rigid billing and revenue models<\/option>\n            <option value=\"plans\">Reactive forecasting from fragmented systems<\/option>\n            <option value=\"strategy\">Inconsistent delivery and shaky retention<\/option>\n            <option value=\"capacity\">Margin leakage across the engagement<\/option>\n            <option value=\"outcomes\">Manual reporting and audit risk<\/option>\n          <\/select>\n        <\/div>\n\n        <!-- Tablet\/Desktop: sidebar nav -->\n        <ul class=\"use-case-block__nav-list\">\n          <li class=\"is-active\" data-panel=\"intent\">Rigid billing and revenue models<\/li>\n          <li data-panel=\"plans\">Reactive forecasting from fragmented systems<\/li>\n          <li data-panel=\"strategy\">Inconsistent delivery and shaky retention<\/li>\n          <li data-panel=\"capacity\">Margin leakage across the engagement<\/li>\n          <li data-panel=\"outcomes\">Manual reporting and audit risk<\/li>\n        <\/ul>\n      <\/div>\n\n      <!-- Right panels -->\n      <div class=\"use-case-block__panels\">\n\n        <div class=\"use-case-block__panel is-active\" id=\"panel-intent\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>You can bill time-and-materials or fixed fee, but the subscription and outcome-based models the market now expects are hard to support.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>New deals stall because the commercial model can&#8217;t be quoted or billed.<\/li>\n            <li>Revenue recognition is manual and error-prone across model types.<\/li>\n            <li>The business can&#8217;t shift to recurring services revenue with confidence.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Multiple business model support: <\/strong> Quote and bill T&#038;M, fixed fee, subscription, and outcome-based engagements in one model. <\/li>\n            <li><strong>Quoting and SOW management: <\/strong> Simplify quote and SOW creation, approval, and handoff to delivery.<\/li>\n            <li><strong>Revenue recognition: <\/strong> Recognize revenue in Planview or pass clean inputs to your ERP.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-plans\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p><p>Pipeline, capacity, and financials live in separate systems, so forecasts are built by hand and out of date the moment they ship.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Resourcing decisions get made late, at premium cost.<\/li>\n            <li>Revenue and margin forecasts miss, eroding leadership trust.<\/li>\n            <li>Every forecast starts with reconciling data instead of deciding.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Revenue and profit forecasting: <\/strong>See planned and actual financial performance in real time.<\/li>\n            <li><strong>Capacity planning: <\/strong> Match current and pipeline demand to your resource pool before commitments are made. <\/li>\n            <li><strong>CRM and ERP integration: <\/strong>Connect opportunity, delivery, and financial data into one model.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-strategy\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>Delivery depends on individual heroics, so quality and timelines vary and customers feel it.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Inconsistent delivery and invoice errors put renewals at risk.<\/li>\n              <li>Scope changes and risks surface too late to protect the engagement.<\/li>\n<li>Customer satisfaction is hard to measure and harder to improve.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Delivery and project templates: <\/strong>Standardize delivery by engagement type for repeatable quality.<\/li>\n            <li><strong>Change, risk, and issue management: <\/strong> Surface scope changes and risks early, before they hit delivery targets.<\/li> \n            <li><strong>Intelligent engagement health: <\/strong> Track sentiment across communications to flag at-risk engagements early.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-capacity\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>Late delivery, billing delays, and rework quietly erode the margin you sold.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Profit leaks between the quote and the final invoice.<\/li>\n            <li>Utilization runs too low or too hot, and neither is visible in time.<\/li>\n<li>Leaders find out a project lost money after it closed.<\/li>\n\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Resource management and optimization: <\/strong>Assign the right people at the right time across all engagements.<\/li>\n            <li><strong>Utilization analytics: <\/strong>Analyze utilization in near real time to protect margin.<\/li>\n            <li><strong>Financial insights: <\/strong>Real-time profitability, risk, and financial health by engagement and portfolio.<\/li>\n            \n          <\/ul>\n        <\/div>\n\n        <div class=\"use-case-block__panel hidden\" id=\"panel-outcomes\">\n          <h3 class=\"use-case-block__panel-heading\">The problem<\/h3>\n          <p>The team spends days on manual reporting and data entry, and non-compliant processes create audit exposure.<\/p>\n          <h3 class=\"use-case-block__panel-heading\">What it costs you<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li>Billable hours are lost to administrative work.<\/li> \n            <li>Reports are late and trusted less each cycle.<\/li>\n            <li>Non-compliant reporting processes create audit risk.<\/li>\n          <\/ul>\n          <h3 class=\"use-case-block__panel-heading\">How Planview delivers<\/h3>\n          <ul class=\"use-case-block__list\">\n            <li><strong>Billing and invoicing: <\/strong>Deliver billing items to ERP or invoice directly from Planview.<\/li>\n            <li><strong>Status reporting: <\/strong>Real-time dashboards by role, from executive to individual contributor. <\/li>\n            <li><strong>Communication and reporting assistant (Planview Anvi): <\/strong>Generate status and executive summaries through conversational AI.<\/li>\n          <\/ul>\n        <\/div>\n\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n<section class=\"generic \">\n  <section class=\"featured-resources function\">\n  <div class=\"container\">\n\n    <h2 class=\"featured-resources__heading\">Resources for professional services leaders: research, reports, webinars and guides<\/h2>\n\n    <div class=\"featured-resources__grid\">\n\n      <a href=\"https:\/\/info.planview.com\/Professional-Services-Maturity-Benchmark-_report_psa_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Benchmark Study<\/p>\n          <h3>2024 Professional Services Benchmarking Report<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/ultimate-guide-_guide_psa_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">eBook<\/p>\n          <h3>The Ultimate Guide to Professional Services Automation<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/secrets-of-smart-services-leaders-_whitepaper_psa_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Whitepaper<\/p>\n          <h3>The Open Secret of Successful Services Organizations\n<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n      <a href=\"https:\/\/info.planview.com\/bridging-the-consumption-gap-_whitepaper_psa_en_reg.html\" class=\"featured-resources__card\">\n        <div class=\"featured-resources__card-content\">\n          <p class=\"lead\">Whitepaper<\/p>\n          <h3>Professional Services and Customer-Centricity: Bridging the Consumption Gap\n<\/h3>\n        <\/div>\n        <span class=\"featured-resources__arrow\">\n          <i><\/i>\n        <\/span>\n      <\/a>\n\n    <div class=\"featured-resources__footer\">\n      <a href=\"\/resource-center\/?resource_solution%5b%5d=digital-product-development\" class=\"tertiary\">Browse more resources<\/a>\n    <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n<section class=\"final-plea\">\n  <div class=\"container\">\n    <div class=\"final-plea__grid\">\n\n      <div class=\"final-plea__card\">\n        <img decoding=\"async\" class=\"final-plea__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/circle-play.png\" alt=\"\"\/>\n        <h2 class=\"final-plea__heading\">See Planview in action<\/h2>\n        <hr class=\"stubby\">\n        <p class=\"final-plea__body\">Explore on-demand demos to see how Planview helps you decide faster, execute as one, and prove outcomes.<\/p>\n        <a href=\"\/demos\/\" class=\"final-plea__cta btn btn-outline-white\">Browse all demos<\/a>\n      <\/div>\n\n          <div class=\"final-plea__card\">\n        <img decoding=\"async\" class=\"final-plea__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/user-headset.png\" alt=\"\"\/>\n        <h2 class=\"final-plea__heading\">Ready to go deeper?<\/h2>\n        <hr class=\"stubby\">\n        <p class=\"final-plea__body\">Tell us where your portfolio decisions are breaking down. We&#8217;ll show you exactly where Planview fits and what it typically delivers for organizations at your scale.<\/p>\n        <a href=\"\/contact-us\/\" class=\"final-plea__link\">Contact us<\/a>\n      <\/div>\n\n    <\/div>\n  <\/div>\n<\/section>\n<section class=\"solutions-grid functions\">\n  <div class=\"container\">\n\n    <h2 class=\"solutions-grid__heading\">Explore the Planview Platform<\/h2>\n    <p class=\"solutions-grid__subtext\">The right solution for professional services teams<\/p>\n\n    <div class=\"solutions-grid__grid\">\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-1.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">Professional Services Automation<\/h3>\n        <p class=\"solutions-grid__card-body\">Connect engagements, resources, and financials in one model with embedded AI, so services leaders can forecast capacity, deliver profitably, and grow services revenue. <\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/professional-services-automation\/ \" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/psa-_demo-on-demand_psa_en_reg.html \" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-2.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">Project Portfolio Management<\/h3>\n        <p class=\"solutions-grid__card-body\">Centralize project intake, capacity, and execution under one model, and give services teams the visibility to commit, deliver, and prove value every cycle. <\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/project-portfolio-management\/ \" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/portfolio-and-resource-management-_demo-on-demand_prm_en_reg.html\" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n      <div class=\"solutions-grid__card\">\n        <img decoding=\"async\" class=\"solutions-grid__icon\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2026\/06\/Solutions-icon-3.png\" alt=\"\"\/>\n        <h3 class=\"solutions-grid__card-heading\">Strategic Portfolio Management<\/h3>\n        <p class=\"solutions-grid__card-body\">Connect strategy, investment, capacity, and outcomes across the enterprise, and prove what every bet delivered at the portfolio level. <\/p>\n        <div class=\"solutions-grid__card-ctas\">\n          <a href=\"\/products-solutions\/solutions\/strategic-portfolio-management\/\" class=\"button primary large\">Learn More<\/a>\n          <a href=\"https:\/\/info.planview.com\/spm-solution-demo-_demo-on-demand_sp_en_reg.html \" class=\"tertiary\">Watch demo<\/a>\n        <\/div>\n      <\/div>\n\n    <\/div>\n\n\n  <\/div>\n<\/section>\n\n<section class=\"faq\">\n  <div class=\"container\">\n\n    <h2 class=\"faq__heading\">Frequently Asked Questions<\/h2>\n    <hr class=\"stubby\">\n\n    <div class=\"faq__list\">\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>What is professional services automation (PSA)?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Professional services automation (PSA) is software that runs the services business end to end \u2014 opportunity and resource planning, project delivery, time and expense, billing, and revenue recognition \u2014 in one connected system. It replaces the patchwork of CRM exports, spreadsheets, and ERP workarounds most services teams rely on, so utilization, margin, and forecast live in one place.<\/p>\n          <p>Planview&#8217;s professional services automation solution connects engagements, resources, and financials with embedded AI, so services leaders can forecast capacity, detect delivery risk early, and streamline quote-to-cash.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/ibm-consolidating\/\" class=\"tertiary\">Read the IBM story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How do services organizations improve project margins?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Margin improves when the gap between what was sold and what gets delivered closes. That means matching the right resources to the right work, catching scope changes and risks before they cause rework, billing accurately and on time, and seeing utilization and profitability while an engagement is in flight rather than after it closes.<\/p>\n          <p>Planview gives services leaders real-time utilization analytics, resource optimization, and engagement-level financial insight, so margin is managed during delivery instead of explained afterward.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/tufin\/\" class=\"tertiary\">Read the Tufin story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>What billing models should a modern PSA support?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Services buyers increasingly expect more than time-and-materials or fixed fee. A modern services business needs to quote and bill subscription, retainer, milestone, and outcome-based engagements, often within the same account, and recognize revenue cleanly across all of them.<\/p>\n          <p>Planview supports T&amp;M, fixed fee, subscription, and outcome-based models in one system, with revenue recognition handled in Planview or passed to your ERP.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/bell-integration\/\" class=\"tertiary\">Read the Bell Integration story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>Why is resource forecasting so hard for services teams?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Forecasting breaks when pipeline, capacity, and financial data live in different systems. Sales sees opportunities, delivery sees projects, finance sees actuals, and no one sees the connected picture in time to act. Forecasts get rebuilt by hand and are stale on arrival.<\/p>\n          <p>Planview connects opportunity, delivery, and financial data into one model with real-time capacity and revenue forecasting, so resourcing decisions are made early instead of at premium cost.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/ibm-consolidating\/\" class=\"tertiary\">Read the IBM story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How does PSA connect to CRM and ERP systems?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>PSA sits between the systems services teams already run on. It pulls opportunities from CRM to plan capacity, and passes work effort, billing, and revenue data to ERP or the financial system of record, so quote-to-cash runs without manual re-entry.<\/p>\n          <p>Planview offers bi-directional CRM and ERP integration, delivering billing items and revenue recognition inputs to your system of record.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/resources\/case-study\/bell-integration\/\" class=\"tertiary\">Read the Bell Integration story<\/a><\/p>\n        <\/div>\n      <\/div>\n\n      <div class=\"faq__item\">\n        <h3 class=\"faq__question-heading\">\n          <button class=\"faq__question\" aria-expanded=\"false\">\n            <span>How does Planview use AI to support services delivery?<\/span>\n            <span class=\"faq__icon\" aria-hidden=\"true\"><\/span>\n          <\/button>\n        <\/h3>\n        <div class=\"faq__answer\">\n          <p>Planview&#8217;s embedded AI, Planview Anvi, acts as a delivery partner for project managers. It tracks sentiment across project communications to flag at-risk engagements early, answers natural-language questions about project data, and drafts status reports and stakeholder updates.<\/p>\n          <p>The result is earlier risk detection and less time lost to administrative work, so managers spend more time on client outcomes.<\/p>\n          <p><a href=\"https:\/\/www.planview.com\/ai\/\" class=\"tertiary\">Read more about Planview Anvi<\/a><\/p>\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n<\/section> \n<\/section>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":26209,"featured_media":0,"parent":39765,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-39792","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - 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