Professional Services AutomationTake Solution Tour See PSA software in action
See how professional services automation software can help you operate an efficient, profitable services business in this on-demand demo.
PROFESSIONAL SERVICES AUTOMATION
Gain delivery confidence, generate high returns
Planview’s professional services automation solution enables services organizations to optimize utilization and enhance visibility, making engagements more predictable and profitable.
Deliver profitable services consistently with Planview’s Professional Services Automation software
Gaining clear visibility into on-time and on-budget operations, along with consistent revenue growth, is paramount to services delivery success. Manual processes and disparate systems can make it difficult for professional services organizations to book new business, deliver on time, drive utilization, and meet customer expectations. Planview PSA software gives services leaders real-time data and visibility to guide project initiatives, track financial KPIs, and drive continuous improvements across all key services delivery workstreams.
Deliver professional services projects on time, on budget, with greater profitability
Gain real-time visibilityFrom opportunity to signature – define, monitor, and manage contractual opportunities and elements on-demand including time and expense, fixed-fee schedules and billing methods
Automate the services delivery lifecycleOrchestrate collaborative work with process workflows for complete control of your services delivery processes
Achieve higher billable utilizationAllocate the right resources with the right skills at the right time, resulting in more effective resource management
Grow top-line services revenueSee across the entire services engagement lifecycle and pull the levers necessary to impact revenue growth prior to close of cycle
Increase margins and profitabilityBuild budgets, manage expenditures, support multiple currencies and more with real-time insight and transparency
- Track opportunities, roll-up pipeline forecasts, and analyze key metrics with Planview PSA software. View • a larger version of the imageOPPORTUNITY MANAGEMENT
Forecast opportunity demand to appropriately load balance the work
Improve visibility into pipeline opportunities likely to close. Then get ahead of the curve by forecasting and planning the requirements necessary to deliver profitable services engagements that meet client expectations.
- Line out the contractual requirements upfront that drive successful delivery View • a larger version of the imageCONTRACT MANAGEMENT
Establish business requirements including billing and revenue recognition rules for services delivery engagements
Develop the operational standards for your services contracts that sets you up to deliver in ways that deliver a consistent stream of revenue. Set-up requirements like financial rules, billing rates, fixed fees and more so you can successfully track project execution in real-time.
- Manage services delivery by project and resource, down to the task level View • a larger version of the imagePROJECT MANAGEMENT
Create dependencies, identify milestones, and build a multi-level work breakdown structure
Gain delivery consistency with comprehensive project management capabilities. From quick project creation to highly detailed project and budget management, you will establish a services delivery model with support and controls ideal for building a predictable, profitable, and timely quote-to-cash lifecycle that drives engagement success.
Project management capabilities bring sales, finance, and delivery teams together to collaborate, brainstorm, align strategies, and deliver consistent, consensus-based messaging to customers.
- Assign resources in ways that keep utilization healthy View • a larger version of the imageRESOURCE MANAGEMENT
Improve resource forecasting assignment, management, and utilization
Gain accurate, timely insight suitable for forecasting and managing capacity, availability, utilization, as well as the bench. Get full management of the entire resource pool, while allowing the assignment of people to the right projects, at the right time and skill level.
With this increased level of visibility into what teams are working on and in what capacity, your resourcing capabilities will go from operating in reactive mode to an optimal rate of utilization that generates more revenue and higher profit margin – all while reducing added costs tied to last minute staffing needs.
- Use time and expense management capabilities in Planview’s solution for professional services to capture and track all time and expense information so billing does not slip. View • a larger version of the imageTIME AND EXPENSE MANAGEMENT
Track time and expense, anytime, anywhere
See to it that teams accurately and efficiently record their time and expense information, whenever and wherever they are. Then approve and track all those items in quick, easy fashion. You will reduce revenue leakage and almost guarantee customers are billed on time and accurately.
- Stay in sync across every financial aspect of your professional services business with Planview’s PSA solution. View • a larger version of the imageFINANCIAL MANAGEMENT
Run your professional services organization more profitably
Keep revenue coming in the door, services engagements thriving, and clients satisfied with detailed, real-time insight with additional, globally oriented capabilities if required, like sophisticated budgeting, multi-currency support and taxation – all in one solution.
- Bring clients and delivery teams together – increase efficiency, collaborate to increase customer engagement, and improve project outcomes with Planview’s PSA solution. View • a larger version of the imageCOLLABORATION
Share ideas and get the broader team on the same page
Give clients a dedicated space to collaborate and communicate with the services team, suppliers, and partners.
- Self-service access lets clients review project status, collaborate with internal team members, and provide real-time feedback on shared documents
- Automatically associate emails, documents, comments, and other communications in a single place, and turn confusing chatter into clear, organized, and structured conversations
From decision-making transparency to sharing key information, stakeholders have real-time access to the project to speed time to value. Ensure your team and services are aligned with customer expectations.
- Dashboards and reports in Planview’s solution for professional services automation let you view all the details you need to keep services on track and in scope. View • a larger version of the imageFULL VISIBILITY
Improve delivery confidence with full visibility into project health
Give your team a single source of truth so they have quick access to information for smarter, faster decisions.
Planview’s PSA solution centralizes all data and activities associated with the appropriate project or request to get real-time visibility into project status and progress.
- Seeing operations from a 360-degree view means you can identify and respond to resource overloads or under-utilization.
- Real-time visibility into services project tasks is what ensures services engagements launch with the right process and resources required for successful delivery.
- Proactively manage deployments with real-time status and know, at any time, which customer engagements are succeeding or at risk.
- Organize tasks, break down silos across departments and stakeholders, and take productivity to the next level, ensuring that the delivery team is always on track with Planview PSA software. View • a larger version of the imageAGILE TASK MANAGEMENT FOR SERVICES DELIVERY
Align, collaborate, and manage all types of project and task-level details
Planview’s PSA solution empowers teams to work the way they work best and lets them spend more time on work that drives business results instead of wasting time on redundant status reports that don’t. Delivery team members understand what they need to work on with capabilities for visualizing work and the latest status of customer engagements.
Manage client delivery tasks while centralizing important information so that everyone’s always on the same page. Your delivery teams are then able to juggle multiple accounts while constantly evaluating business metrics to track profitability.
Take a tour of our software for professional services leaders
See how Planview’s PSA solution can help you consistently deliver on your services projects in this on-demand demo.
The best professional services automation software for the world’s most innovative companies
Mosaic Consulting Group
“The main benefit of Clarizen is that it helps our people manage their workload more efficiently so they can focus on delivering excellent service to our clients with a platform that can support our significant growth rate.”
Chief Strategy Officer
“Clarizen professional services automation helps us automate our project portfolio management to let us quickly scale our consulting team and project delivery.”
VP of Consulting
“Changepoint has given us greater control over our projects and improved insight into project health. And from that we have greater insight into the financial health of our business. It is an incredibly powerful tool and I’d not want to do without.”
“Expanding our data cube in this way will allow us to make even better-informed decisions by spotting wider trends. Putting this existing data to work will allow us to use Changepoint to make increasingly intelligent business decisions.”
Sr. Project Manager
A Modern Approach to Service Delivery: Innovation, Customer Delight AND Profitable Growth
With a modern Professional Services Automation (PSA) solution — one that supports the entire service delivery lifecycle — your business can keep your customers delighted and ensure every engagement is profitable.Watch the webinar • A Modern Approach to Service Delivery: Innovation, Customer Delight AND Profitable Growth
Planview for Professional Services
Accelerate your services success from delivery confidence to financial growth.Read the solution brief • Planview for Professional Services
Top Challenges for Services Organizations
Satisfy customers and improve your bottom line.View the infographic • Top Challenges for Services Organizations
Take the next step! See Planview’s PSA software in action.Watch Demo • Planview’s Professional Services Automation Solution • triangles
Deliver Efficient, Profitable Services. See how.