Profitably grow your services business

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.

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.