SPI 2022 Professional Services Maturity™ Benchmark Study
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Professional Services Automation

Modernize your business and service delivery

Planview’s professional services automation solution enables professional services organizations to maximize efficiency, sell more services, and drive customer retention.

Gain a competitive edge, adapt with more agility, and drive customer success with Planview’s professional services automation software

How well can you adapt your business models, resource mix, and delivery methods to meet strategic objectives? Whether you need to grow revenue, increase profitability, or improve retention, Planview’s professional services automation software is the only solution built for connecting strategy and work, to dynamically plan engagements, confidently deliver customer work using any method, streamline financial management, and flexibly fit within your existing technology ecosystem.

Planview helps services and finance leaders eliminate inefficiencies, inconsistencies, and delays:


  • Inability to bill in different ways beyond T&M or fixed fee
  • Reactive planning and inaccurate forecasting from fragmented systems, data, and processes
  • Unhappy customers with inconsistent service delivery and invoice accuracy
  • Lower profit margins from late service delivery, billing delays, and rework
  • Wasted time and resources on manual reporting and data entry tasks
  • Audit risks with non-compliant reporting processes

Drive more value for your business and customers

  • Maximize operational efficiency and customer success

    Streamline the quote-to-cash process and improve engagement by proactively assigning people to the right projects and addressing delivery issues earlier.
  • Sell more services throughout the customer lifecycle

    Gain a competitive edge with speed across the lifecycle, predictability in capacity and utilization, and alignment with business partners on outcomes.
  • Safeguard the business with better customer retention

    Delight customers with an integrated customer engagement model, aligned charters, and a shared view into current and future customer engagements.

Professional services automation software capabilities

  • Connect Professional Services to the rest of the company and to new business models.

    • Professional Services Objectives & Key Results

      Clearly outline objectives and key results aligning corporate strategy to professional services efforts.

    • Multiple Business Model Support

      Align Services processes and structures to multiple business models including T&M, Fixed Fee, Subscriptions, and Outcomes.

  • Connect opportunities to engagements for maximum profits and customer success.

    • CRM Integration

      Bi-directional integrations with custom triggers to capture opportunity details for planning.

    • Pipeline and Backlog Management

      Manage incoming sales opportunities and prioritize your backlog with opportunity and project views.

    • Revenue Forecasting

      Gain detailed visibility into expected revenue and plan for future resource needs.

    • Quoting and SOW Management

      Simplify the quote and SOW creation, distribution, and approval processes.

    • Capacity Planning

      Gain detailed visibility into expected opportunities and current work to determine future capacity needs.

    • Contract Management

      Create and execute on contracts that establish the financial, rate and billing structures to drive profits and delivery success.

    • Staff Planning

      Make sure you have the right people hired, contracted, and assigned to the right client engagements by skill, experience, rate, utilization, and other categories.

  • Connect and deliver using multiple ways of working to successfully deliver client engagements profitably.

    • Project Planning

      Clearly outline project plans and work breakdown structures for client engagements.

    • Delivery/Project Templates

      Standardize delivery/project templates by type for more efficient engagement and project creation and execution.

    • Resource Management and Optimization

      View and manage your entire resource pool to assign the right resources at the right time for more efficient and profitable project delivery across all engagements.

    • Collaboration

      Collaborate with clients and delivery team members using built-in chat and email features or through integrations.

    • Change, Risk, Issue Management

      Gain early visibility into requested scope changes, project risks and issues to address them before they affect delivery targets and client satisfaction.

    • Time and Expense Management

      Provide anytime, anywhere access to time and expense tracking and approvals for timely reporting and invoicing.

    • Status Reporting

      Create dashboards and reports by user type from executive to individual contributor to track project and client engagement statuses in near real-time.

    • Hybrid and Agile Work Delivery

      Deliver hybrid and agile work using traditional tasks or Kanban team boards with ease – enabling your teams to continue delivering value without disruption.

  • Connect full lifecycle services data to gain insights into the metrics that matter.

    • Utilization Analytics

      Analyze resource utilization in near real-time to inform key resource optimization decisions.

    • Revenue and Profit Forecast

      See a clear picture of your planned and actual financial performance when you want it.

    • Portfolio Analysis

      Review and analyze your engagements by portfolio groupings such as region, practice, and engagement type.

    • Post-Engagement Survey and Analysis

      Gauge your client satisfaction and analyze where you can improve.

  • Manage critical Professional Services financial processes connected to financial systems of record.

    • Billing and Invoicing

      Deliver billing items such as time and milestones to ERP for invoicing or deliver customer invoices directly from the Planview PSA solution.

    • Revenue Recognition

      Get real-time visibility into revenue and deliver the results to your ERP system. Have Planview PSA perform the revenue recognition process or simply deliver the inputs to your ERP system for processing.

    • Cost Management

      Understand the labor and material costs of your engagements to ensure profitability.

    • ERP or System of Record Integration

      Bi-directional integrations to pass accurate work effort and financial information to your ERP or system of record.

PSA software for every services org

Whether your organization needs to manage client delivery work for better results and profitability or manage your services business end-to-end for complete performance and financial governance, Planview has a PSA solution for you. Reach out and we’ll help you find the best fit for your unique requirements.

Contact Us • Contact

Get up and running fast with our professional services automation experts


From solution implementation to ongoing operational support, Planview offers professional services, training, and support that maximize the value of your technology investment.

Learn more • PSA

“Planview is more a partner to us than our supplier. We get from them advice on ways of working and how to make the most of our solution.”


Joaquim Cols

Director of Operations, Santander Technology UK

Connect the applications you use every day

Integrate Planview PSA software with your existing tools and applications to drive strategy enterprise-wide.

Don’t see what you’re looking for? Contact us to see if your app is supported.

Planview is a recognized innovator and industry leader

Planview has been recognized time and time again for our contributions to Portfolio and Work Management innovation, making us a unique partner for accelerating transformation. See what industry analysts have to say.

Take a tour of our PSA Software for professional services leaders


See how Planview’s professional services automation software can help you consistently delight customers and improve profitability in this on-demand demo.

Watch Demo Deliver successful, profitable services. See how. • Contact

The best professional services automation software for professional services

IBM

“Without (our) PSA, it took one person a week to prepare a monthly management operations report. Now it’s literally available at the press of a button…one of our services project managers calls Planview PSA his ‘cockpit’”


Sharon Burton

Executive Project Manager

Read case study • IBM

Tufin

“Rather than looking at revenue at the end of a project when it completely finished, we could bring this upfront and actually do revenue recognition and invoicing on a milestone-by-milestone basis. A huge transformation from a business perspective. We were able to improve our overall forecasting capabilities to a 90- day window as opposed to a 5-week window that we had previously!”


William Chernock

Director of PMO – Americas and APAC

Read case study • Tufin

Bell Integration

“Even in the fairly small period of time we’ve been live, it’s very clear that Planview PSA is delivering a lot of value. And we can see the value increasing.”

Ricoh Australia

“Now when we deliver a presentation, our customers immediately see that we have control of the situation for them. We have roadmaps, milestones, due dates, resources that can be adjusted on the fly, plans for next steps, and so on. Planview PSA also allows us to demonstrate visibility and transparency, which builds trust and a strong relationship. It opens up a whole new world of confidence from the very start.”


Debbie Collins

PMO Manager

Read case study • Ricoh Australia

Planview’s professional services automation solution delivers results

Our Portfolio and Work Management solutions empower over 4500 customers and 2.6 million users worldwide