Professional Services Finance Leaders

Profitably grow your services business

Deliver more value from your professional services business by maximizing operational efficiency, customer satisfaction, and speed across the service delivery lifecycle.

Planview provides chief financial officers and other finance leaders working with professional services organizations the data and control they need to make confident customer and people decisions, and to deliver on revenue, profit, and customer satisfaction and retention objectives.

  • 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.

How to Adapt to Changing Business Needs…Better

Do you have enough visibility to confidently forecast revenue, profit, and resources? The answer is often dependent on the technology supporting your professional services function.

Download eBook


“Rather than looking at revenue at the end of a project when it 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 PMO Director, Americas and APAC Read case study
William Chernock

Watch Case Study

Are you facing these challenges experienced by other professional services finance leaders?

Planview has helped other finance leaders overcome these obstacles and drive services business growth. We can help you too.

Are your people wasting valuable time curating data and reporting on services performance?

If you said yes, you are not alone. According to a study by Harvard Business Review, companies lose more than 20% of productive capacity because of processes that consume valuable time and prevent people from getting things done. Before implementing Planview, many of our customers were spending days – even weeks – generating reports, therefore sending invoices late, unable to close the books quickly, consequently eroding revenue and profits, and upsetting customers. With Planview, they curate accurate financial data and reports quicker, automate reporting and financial processes to invoice quicker and more accurately, and spend less time on administrative work for more time strategizing with services leaders.

Planview fits within your quote-to-cash technology ecosystem to capture, track, and report on project financials, enabling you to deliver accurate pro forma billing, time and expense reporting, and revenue and profit data to your financial system of record to invoice, recognize revenue, and report on earnings faster.

Suffering from a combination of system limitations in the form of data reliability issues, inconsistent user adoption, and incomplete visibility into crucial project financial data, Macadamian was wasting time, dealing with consistent project delays, and struggling to grasp their resource needs. They underwent a transformational initiative with Planview to achieve complete visibility into revenue, profitability, and resourcing to drive more growth for the business.

Read case study

Are you confident in your forecasts?

If you said no, you are not alone. According to the SPI Research Professional Services Maturity Benchmark, reactive, rearview mirror forecasting and planning is a top leadership challenge of professional services organizations. Before implementing Planview, many of our customers lacked the clear view into financial performance that they needed to make decisions about their business – affecting staffing, utilization, revenue reporting, and recognition. With the adoption of Planview, our customers operate with a real-time view into financial forecasts for professional services, top-down and bottom-up, and a single view into key performance indicators like revenue and profits, utilization, and project statuses so they can proactively improve revenue, profits, utilization, and more.

Planview gives you an executive level view into the professional services business with readily available insights to make decisions. We increase the accuracy, frequency, and time horizon of forecasts by aggregating all the data across customer engagements – health, status, risk, project financials, staffing, project log, and project progress – from disparate systems.

While IBM Cloud and Cognitive Services (C&CS) was helping customers modernize their businesses, the organization faced modernization challenges of its own. Diverse financial forecasting and project management tools, along with disconnected systems and data, made it difficult to predict the future and make strategic business decisions.

Read case study

Are you struggling to proactively plan and adjust professional services resources?

If you said yes, you’re not alone. According to the SPI Research Professional Services Maturity Benchmark, inability to staff projects quickly and easily, skills imbalances, and poor financial performance are common leadership challenges from having poor systems and tools, inconsistent processes, and overall poor visibility into the business. Before implementing Planview, many of our customers were reactively managing resources with difficulty viewing cost of resources and impacts to margins, what resource capacity and skills are needed, and what their utilization rates were. After implementing Planview, they were able to quickly view resource – FTEs, Contractors, etc. – rates, costs, utilization, and impacts to margins, and proactively plan and allocate resources effectively. As a result, they experience happier employees, happier customers, and have more control to optimize financial performance.

Planview combines resource data and project data to help you visually model your plans’ effect on people, time, and financials simultaneously, in real-time, to adjust resource allocations, utilization, and deliver work most efficiently and ensure the right people are working on the right projects, at the right time.

Ricoh’s professional services division struggled to be effective and efficient and had to overcome several key project management-related challenges, including controlling projects that grew in duration and complexity, excessive manual overhead and administration to avoid resource shortages, and lack of visibility and transparency to critical data, instead of meeting notes and memory.

Read case study

Where is your professional services organization on your maturity journey?

Request a maturity assessment and explore ways to drive momentum towards profitable growth. Assessments are led by our team of enterprise experts who will combine their practical experience with our exclusive benchmarks to:

  • Review focus areas to scale operations while maintaining profitability
  • Compare benchmarks of each key area of your business against your peers
  • Detail recommendations on accelerating achievement of your outcomes
Learn More

Our solutions empower over 4500 customers and 2.6 million users worldwide

Learn more about Planview solutions

The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

  • Value Stream Management

    Enables creation of an end-to-end control plane that accurately integrates and distills data from the entire product development cycle to create definitive, board-ready visibility into software delivery.
  • Strategic Portfolio Management

    Empowers executives, transformation and strategy leaders, finance, and EPMOs to drive business outcomes across multiple functions, create dynamic plans to adapt with change, and accelerate on-strategy delivery.
  • Software Toolchain Integration

    Enables IT and software delivery teams to improve efficiency in software delivery by connecting complex tool environments to foster seamless collaboration.
  • Project Portfolio Management

    Helps PMOs optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver work that drives value to the business.
  • Enterprise Agile Planning

    Empowers executives, software development, Agile and transformation leaders to embrace new ways of working, connect strategic plans and funding to Agile delivery, and scale Agile on their terms and timeline.
  • Product Portfolio Management

    Empowers R&D leaders and product organizations to prioritize high-value products, identify risks and opportunities, optimize resource capacity – balancing the product mix to achieve target revenue and profitability.
  • Professional Services Automation

    Enables services organizations to connect project, resource, and financial management capabilities in order to gain visibility across the entire opportunity-to-revenue lifecycle.

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.

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’s Research & 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.


Moving from Project to Product

Join Mik Kersten, Planview CTO and author of Project to Product, as he sits down with software delivery leaders and innovators and delves into how they deliver value and drive digital transformations in their organizations.

Browse Podcasts • Moving from Project to Product
Mark Fields

Dr. Mik Kersten

Chief Technology Officer, Planview

Take the next step!

Spark your organization’s transformation today and unlock the capacity you need to deliver outcomes that matter.

Request a Meeting