with Planview Changepoint Services Automation software

Integrating demand and capacity gives organizations the upfront line of sight needed to assign the right resources, across the right services engagements, at the right time.

With demand and capacity capabilities in Planview Changepoint:

• Drive a standard practice for establishing rigor around your services delivery methodology
• Ensure opportunities are staffed appropriately based on resource availability, skills, and experience
• Eliminate low utilization, and cost overruns with a multi-dimensional approach critical for establishing a profitable quote-to-cash customer lifecycle

Manage successful delivery engagements and achieve delivery efficiencies.

Plan and adapt across a variety of activities including integrated task management, project tracking, and subscription services (and the underlying process workflows) as well as process workflows.

Project management within Planview Changepoint merges critical services delivery capabilities within a single grid style interface that supports multiple billing elements. Easily create, edit, and manage services project tasks and assignments leading to an effective and profitable services engagement lifecycle.

A multi-dimensional approach to resource management helps services-first businesses track work effort to avoid poor resource utilization and cost overruns.

Planview Changepoint’s resource planning capabilities offer delivery managers and resource managers the ability to assign the right resources, across the right services engagements, at the right time.

Robust resource management functionality simplifies resource assignments, giving you a better handle on demand, downstream execution, and the corresponding financial implications.

Establish successful, consistent financial outcomes. Automate services delivery by engineering workflow efficiency, continuity, and governance into your quote-to-cash process.

A graphical workflow engine in Planview Changepoint provides an intuitive framework for developing simple or complex automated processes based on project type and other key operational attributes.

• Closely configure workflow to your organization’s unique services delivery processes such as time and expense approval, invoice approvals, resource requests, and more
• Simplify revenue generating activities with the ability to automate quote-to-cash lifecycle stages using an intuitive, graphical interface

Effectively monitor how well your services business is tracking to financial KPIs. Knowing past and present budget, cost, and margin figures helps track both the hours and dollars circulating through the services delivery operation.

Keep track of all billable and non-billable time, and expense, tied to complex services projects then invoice in a manner that keeps steady streams of revenue coming in.

Organizations can evaluate time and expense to drive financial integrity.

• Analyze, control, and report on time and expense, revenue recognition in conjunction with things like multi-currency support and taxation
• Executives, delivery managers, and resource managers understand how to keep the enterprise’s top-line revenues aligned with bottom-line profitability with financial management capabilities