{"id":25824,"date":"2021-06-14T13:38:02","date_gmt":"2021-06-14T18:38:02","guid":{"rendered":"https:\/\/planview1s.wpengine.com\/?post_type=product&#038;p=25824"},"modified":"2025-04-10T12:48:51","modified_gmt":"2025-04-10T17:48:51","slug":"changepoint","status":"publish","type":"product","link":"https:\/\/www.planview.com\/products-solutions\/products\/changepoint\/","title":{"rendered":"Planview ChangePoint"},"content":{"rendered":"  <section class=\"products-overview-hero\">\n    <div class=\"container\">\n        <h2 class=\"l1-heading\">Power the quote-to-cash lifecycle<\/h2>\n    <div class=\"flex-row\">\n      <div class=\"flex-col-sm-8\">\n        <h1 class=\"l4-heading\">with Planview<sup>\u00ae<\/sup> ChangePoint Services Automation software<\/h1>\n                <div class=\"products-overview-hero__content\"><p>Planview ChangePoint connects all aspects of your services organization using professional services automation to streamline quote-to-cash and drive profitability. <\/p><\/div>\n              <\/div>\n            <div class=\"flex-col-sm-4 button-wrapper\">\n        <span >\n          <a data-uuid=\"\" href=\"https:\/\/info.planview.com\/changepoint-sa-_demo-on-demand_psa_en_reg.html\" class=\"button primary large has-subtext products-overview-hero__button \" target=\"_blank\" rel=\"noopener noreferrer\">\n            Watch Demo\n                        <span class=\"sr-only pv-sl-split SL_split\"> \u2022 with Planview<sup>\u00ae<\/sup> ChangePoint Services Automation software<\/span>\n          <\/a>\n                  <\/span>\n                  <div class=\"heading\">See ChangePoint in action<\/div>\n              <\/div>\n          <\/div>\n        <span id=\"stickyHeaderAnchor\"><\/span>\n  <\/div>\n<\/section>\n\n\n<!-- googleoff: index -->\n<script>\n  window.modalData = [];\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Customer Lifecycle Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Clear, end-to-end view that drives financially successful customer-facing projects<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n\\t<p>\\r\\nServices organizations need software design experiences that logically group important customer project information. Given today\\u2019s pace of business, delivery managers and consultants need to quickly see customer contract status, contact information, assigned resources and more.\\r\\n<\\\/p> \\r\\n<p>Profiles within Planview ChangePoint use carding components, providing views that make it easy to discern and discover services delivery projects in detail\\u2014with less cognitive load and few clicks. The profiles give service professionals the customer lifecycle management oversight they need, at-a-glance, to keep revenue coming in consistently.<\\\/p>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/1-Enhanced-Profile-View-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Profile views in Planview ChangePoint with carding components bring clarity and discoverability to the customer project lifecycle process.\",\"url\":null,\"sl_swap\":null,\"lead\":\"Customer Lifecycle Management\",\"title\":\"Clear, end-to-end view that drives financially successful customer-facing projects\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Contract Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">A flexible approach for tracking elaborate contractual terms and conditions<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>In-depth contract management capabilities in Planview ChangePoint optimize services operations to achieve growth and increase financial opportunities that support billing needs for every scenario and customer. <\\\/p>\\r\\n    <p>Manage complexities such as multiple billing methods, including time and materials, and fixed fee schedules \\u2013 across every services engagement. <\\\/p>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/2-Contract-Management-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Define, automate, and monitor contractual elements to ensure operational success with Planview ChangePoint Contract Management capabilities.\",\"url\":null,\"sl_swap\":null,\"lead\":\"Contract Management\",\"title\":\"A flexible approach for tracking elaborate contractual terms and conditions\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Opportunity Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Improve quote-to-cash success with structured processes<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>Integrating demand and capacity gives organizations the upfront line of sight needed to assign the right resources, to the right engagements, at the right time. <\\\/p>\\r\\n    <p>With demand and capacity capabilities in Planview ChangePoint:  <\\\/p>\\r\\n    <ul>\\r\\n      <li>Ensure opportunities are staffed appropriately based on resource availability, skills and expertise<\\\/li>\\r\\n      <li>Eliminate low utilization, and cost overruns with a multidimensional approach to establish a profitable quote-to-cash customer lifecycle <\\\/li>\\r\\n    <\\\/ul>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/3-Demand-and-Capacity-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Forecast the workload in Planview ChangePoint\\u2014measure forecasted demand against the capacity required for new opportunities.\",\"url\":null,\"sl_swap\":null,\"lead\":\"Opportunity Management\",\"title\":\"Improve quote-to-cash success with structured processes\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Project Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Build project rigor and standardization for profitable services delivery<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>Manage successful delivery engagements and achieve delivery efficiencies. <\\\/p>\\r\\n    <p>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. <\\\/p>\\r\\n    <p>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.<\\\/p>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/4-Project-Worksheet-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Deliver services on time, on budget using a multi-level work breakdown structure that is part of project management capabilities in Planview ChangePoint. \",\"url\":null,\"sl_swap\":null,\"lead\":\"Project Management\",\"title\":\"Build project rigor and standardization for profitable services delivery\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Resource Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Improve resource utilization on the work that best meets the needs of customers<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>A multi-dimensional approach to resource management helps services organizations track work effort to avoid poor resource utilization and cost overruns.<\\\/p>\\r\\n    <p>Planview ChangePoint\\u2019s resource planning capabilities offer the ability to assign the right resources, across the right services engagements, at the right time. <\\\/p>\\r\\n    <p>Robust resource management functionality simplifies resource assignments, giving you a better handle on demand, downstream execution, and the corresponding financial implications. <\\\/p>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/5-Resource-Planner-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Optimize resource allocation with Planview ChangePoint and create a competitive advantage with visibility into your people\\u2019s skills, experience, and work assignments.\",\"url\":null,\"sl_swap\":null,\"lead\":\"Resource Management\",\"title\":\"Improve resource utilization on the work that best meets the needs of customers\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Delivery Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Ensure process adherence that leads to consistent financial success<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>Automate services delivery across the quote to cash process and establish successful, consistent financial outcomes.<\\\/p>\\r\\n    <p>A graphical workflow engine in Planview ChangePoint provides an intuitive framework for developing simple or complex automated processes based on key operational attributes.<\\\/p>\\r\\n    <ul>\\r\\n      <li>Closely configure workflow to your organization\\u2019s unique services processes including time and expense approval, invoice approvals, resource requests, and more <\\\/li>\\r\\n      <li>Simplify revenue generating activities with the ability to automate quote-to-cash lifecycle stages using an intuitive, graphical interface<\\\/li>\\r\\n    <\\\/ul>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\\r\\n\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/6-Graphical-Workflow-Engine-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Identify each state of the services delivery process and identify the right stage owners with quote-to-cash management in Planview ChangePoint\",\"url\":null,\"sl_swap\":null,\"lead\":\"Delivery Management\",\"title\":\"Ensure process adherence that leads to consistent financial success\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Financial Management<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Keep customer engagements profitable by improving cash-flow at every step<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>Effectively monitor and track to your services financial KPIs including budget, cost, and margin. Track the hours and dollars circulating through the services lifecycle. <\\\/p>\\r\\n    <p>Keep track of all billable and non-billable time, and expense, tied to complex services projects and invoice in a manner that keeps revenue flowing.  <\\\/p>\\r\\n    <p>Tie all the financial pieces together to drive financial integrity.<\\\/p>\\r\\n    <ul>  \\r\\n      <li>Analyze, control, and report on time and expense, revenue recognition, and more with multi-currency, taxation and other capabilities <\\\/li>\\r\\n      <li>Executives, delivery managers, and resource managers can understand how to keep top-line revenues aligned with bottom-line profitability with financial management capabilities <\\\/li>\\r\\n    <\\\/ul>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/7-Financial-Management-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Use budget, margin, and revenue capabilities to evaluate variances that are aimed at managing healthy financials in Planview ChangePoint\",\"url\":null,\"sl_swap\":null,\"lead\":\"Financial Management\",\"title\":\"Keep customer engagements profitable by improving cash-flow at every step\",\"has_vidyard\":null,\"video_id\":null})\n    \twindow.modalData.push({\"alternate_slide\":null,\"alternate_lead\":null,\"alternate_title\":null,\"alternate_image\":null,\"alternate_description\":null,\"regular_cta\":null,\"regular_cta_content\":null,\"alternate_link\":null,\"content\":\"<span class=\\\"lead\\\">Kpis, Dashboards, And Self-Service Analytics<\\\/span>\\r\\n<h3 class=\\\"l5-heading\\\">Achieve greater visibility across portfolios with embedded business analytics<\\\/h3>\\r\\n<div class=\\\"description\\\">\\r\\n\\t<div class=\\\"inner\\\">\\r\\n    <p>Services business leaders need to know the overall health of their services delivery engagements, at all times. When scopes change or resources are suddenly unavailable, rear-view visibility doesn\\u2019t help. <\\\/p>\\r\\n    <p>Planview ChangePoint dashboards give executives and delivery managers access to current information when they need it. <\\\/p>\\r\\n    <ul>\\r\\n      <li>Monitor KPIs in real-time, on your own terms<\\\/li>\\r\\n      <li>Explorations and AI capabilities provide actionable insights into time and expense management, risks, and issues, change requests, and more<\\\/li>\\r\\n    <\\\/ul>\\r\\n\\t<\\\/div>\\r\\n<\\\/div>\",\"image\":\"https:\\\/\\\/media.planview.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/8-Project-Management-Dashboard-CHPSA-min.jpg\",\"image_position\":\"top left\",\"alt\":\"Monitor the operational and financial status of services engagements in real-time and uncover trends and opportunities with Planview ChangePoint.\",\"url\":null,\"sl_swap\":null,\"lead\":\"Kpis, Dashboards, And Self-Service Analytics\",\"title\":\"Achieve greater visibility across portfolios with embedded business analytics\",\"has_vidyard\":null,\"video_id\":null})\n  <\/script>\n<!-- googleon: index -->\n<section class=\"eap-carousel  reskin\">\n  <div class=\"eap-carousel-wrapper\">\n    <div class=\"container\">\n    <h3 class=\"l3-heading\"><\/h3>\n    <ul id=\"slides\">\n       <div class=\"nav\" data-len=\"8\">\n      <a class=\"go-back\" href=\"#slides\"><i class=\"icon-chevron-left-regular\"><\/i><span class=\"sr-only\"> Previous<\/span><\/a>\n      <a class=\"go-next\" href=\"#slides\"><i class=\"icon-chevron-right-regular\"><\/i><span class=\"sr-only\"> Next<\/span><\/a>\n    <\/div>\n                              <li id=\"slide_1\" class=\"slide now   \">\n          <div class=\"img-wrapper\">\n                        <div class=\"image\"  style=\"background-position: top left; background-image: url('https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/1-Enhanced-Profile-View-CHPSA-min.jpg')\"><\/div>\n                                                        <div class=\"inner\">\n                  Profile views in Planview ChangePoint with carding components bring clarity and discoverability to the customer project lifecycle process.\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Customer Lifecycle Management<\/span>\r\n<h3 class=\"l5-heading\">Clear, end-to-end view that drives financially successful customer-facing projects<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n\t<p>\r\nServices organizations need software design experiences that logically group important customer project information. Given today\u2019s pace of business, delivery managers and consultants need to quickly see customer contract status, contact information, assigned resources and more.\r\n<\/p> \r\n<p>Profiles within Planview ChangePoint use carding components, providing views that make it easy to discern and discover services delivery projects in detail\u2014with less cognitive load and few clicks. The profiles give service professionals the customer lifecycle management oversight they need, at-a-glance, to keep revenue coming in consistently.<\/p>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_2\" class=\"slide  next  \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/2-Contract-Management-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Define, automate, and monitor contractual elements to ensure operational success with Planview ChangePoint Contract Management capabilities.\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Contract Management<\/span>\r\n<h3 class=\"l5-heading\">A flexible approach for tracking elaborate contractual terms and conditions<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>In-depth contract management capabilities in Planview ChangePoint optimize services operations to achieve growth and increase financial opportunities that support billing needs for every scenario and customer. <\/p>\r\n    <p>Manage complexities such as multiple billing methods, including time and materials, and fixed fee schedules \u2013 across every services engagement. <\/p>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_3\" class=\"slide    \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/3-Demand-and-Capacity-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Forecast the workload in Planview ChangePoint\u2014measure forecasted demand against the capacity required for new opportunities.\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Opportunity Management<\/span>\r\n<h3 class=\"l5-heading\">Improve quote-to-cash success with structured processes<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>Integrating demand and capacity gives organizations the upfront line of sight needed to assign the right resources, to the right engagements, at the right time. <\/p>\r\n    <p>With demand and capacity capabilities in Planview ChangePoint:  <\/p>\r\n    <ul>\r\n      <li>Ensure opportunities are staffed appropriately based on resource availability, skills and expertise<\/li>\r\n      <li>Eliminate low utilization, and cost overruns with a multidimensional approach to establish a profitable quote-to-cash customer lifecycle <\/li>\r\n    <\/ul>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_4\" class=\"slide    \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/4-Project-Worksheet-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Deliver services on time, on budget using a multi-level work breakdown structure that is part of project management capabilities in Planview ChangePoint. \n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Project Management<\/span>\r\n<h3 class=\"l5-heading\">Build project rigor and standardization for profitable services delivery<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>Manage successful delivery engagements and achieve delivery efficiencies. <\/p>\r\n    <p>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. <\/p>\r\n    <p>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.<\/p>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_5\" class=\"slide    \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/5-Resource-Planner-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Optimize resource allocation with Planview ChangePoint and create a competitive advantage with visibility into your people\u2019s skills, experience, and work assignments.\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Resource Management<\/span>\r\n<h3 class=\"l5-heading\">Improve resource utilization on the work that best meets the needs of customers<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>A multi-dimensional approach to resource management helps services organizations track work effort to avoid poor resource utilization and cost overruns.<\/p>\r\n    <p>Planview ChangePoint\u2019s resource planning capabilities offer the ability to assign the right resources, across the right services engagements, at the right time. <\/p>\r\n    <p>Robust resource management functionality simplifies resource assignments, giving you a better handle on demand, downstream execution, and the corresponding financial implications. <\/p>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_6\" class=\"slide    \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/6-Graphical-Workflow-Engine-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Identify each state of the services delivery process and identify the right stage owners with quote-to-cash management in Planview ChangePoint\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Delivery Management<\/span>\r\n<h3 class=\"l5-heading\">Ensure process adherence that leads to consistent financial success<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>Automate services delivery across the quote to cash process and establish successful, consistent financial outcomes.<\/p>\r\n    <p>A graphical workflow engine in Planview ChangePoint provides an intuitive framework for developing simple or complex automated processes based on key operational attributes.<\/p>\r\n    <ul>\r\n      <li>Closely configure workflow to your organization\u2019s unique services processes including time and expense approval, invoice approvals, resource requests, and more <\/li>\r\n      <li>Simplify revenue generating activities with the ability to automate quote-to-cash lifecycle stages using an intuitive, graphical interface<\/li>\r\n    <\/ul>\r\n\t<\/div>\r\n<\/div>\r\n\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_7\" class=\"slide    \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/7-Financial-Management-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Use budget, margin, and revenue capabilities to evaluate variances that are aimed at managing healthy financials in Planview ChangePoint\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Financial Management<\/span>\r\n<h3 class=\"l5-heading\">Keep customer engagements profitable by improving cash-flow at every step<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>Effectively monitor and track to your services financial KPIs including budget, cost, and margin. Track the hours and dollars circulating through the services lifecycle. <\/p>\r\n    <p>Keep track of all billable and non-billable time, and expense, tied to complex services projects and invoice in a manner that keeps revenue flowing.  <\/p>\r\n    <p>Tie all the financial pieces together to drive financial integrity.<\/p>\r\n    <ul>  \r\n      <li>Analyze, control, and report on time and expense, revenue recognition, and more with multi-currency, taxation and other capabilities <\/li>\r\n      <li>Executives, delivery managers, and resource managers can understand how to keep top-line revenues aligned with bottom-line profitability with financial management capabilities <\/li>\r\n    <\/ul>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                                <li id=\"slide_8\" class=\"slide   prev \">\n          <div class=\"img-wrapper\">\n                            <div class=\"image\" style=\"background-image: url(https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/8-Project-Management-Dashboard-CHPSA-min.jpg)\" style=\"background-position: top left\"><\/div>\n                                                      <div class=\"inner\">\n                  Monitor the operational and financial status of services engagements in real-time and uncover trends and opportunities with Planview ChangePoint.\n                  <a class=\"viewSlide\" href=\"#slideModal\">\n    \t\t\t      \t\t<span class=\"icon-image-light\"><\/span>View\n    \t\t\t      \t<\/a>\n                <\/div>\n                                    <\/div>\n                    <div class=\"scroll-wrapper\">\n            <div class=\"text-wrapper\">\n              <span class=\"lead\">Kpis, Dashboards, And Self-Service Analytics<\/span>\r\n<h3 class=\"l5-heading\">Achieve greater visibility across portfolios with embedded business analytics<\/h3>\r\n<div class=\"description\">\r\n\t<div class=\"inner\">\r\n    <p>Services business leaders need to know the overall health of their services delivery engagements, at all times. When scopes change or resources are suddenly unavailable, rear-view visibility doesn\u2019t help. <\/p>\r\n    <p>Planview ChangePoint dashboards give executives and delivery managers access to current information when they need it. <\/p>\r\n    <ul>\r\n      <li>Monitor KPIs in real-time, on your own terms<\/li>\r\n      <li>Explorations and AI capabilities provide actionable insights into time and expense management, risks, and issues, change requests, and more<\/li>\r\n    <\/ul>\r\n\t<\/div>\r\n<\/div>\n            <\/div>\n          <\/div>\n                            <\/li>\n                  <\/ul>\n    <div id=\"slideModal\" class=\"modal\">\n\t    <div class=\"container\">\n\t      <div class=\"modal__inner\">\n\t        <h2 id=\"modalHeading\" class=\"l3-heading\"><\/h2>\n\t        <a href=\"#slideModal\" class=\"control-close\"><span class=\"icon-times-regular\"><\/span><span class=\"sr-only\"> Close modal<\/span><\/a>\n\t        <div id=\"modalContent\"><\/div>\n\t      <\/div>\n\t    <\/div>\n\t  <\/div>\n  <\/div>\n  <\/div>\n  <\/section>\n\n<section class=\"generic solution-grid\">\n  <div class=\"container\">\n  <h2 class=\"l2-heading\">Planview ChangePoint is a foundational element in Planview&#8217;s PSA solution<\/h2>\n  <ul>\n    <li>\n      <span class=\"icon-prefessional-service-automation\"><\/span>\n      <h4>Professional Services Automation<\/h4>\n      Enables services organizations to connect project, resource, and financial management capabilities in order to gain visibility across the entire opportunity-to-revenue lifecycle.\n      <div class=\"button-wrapper\">\n        <a href=\"\/products-solutions\/solutions\/professional-services-automation\/\" class=\"tertiary\">Learn more<\/a>\n        <a target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\/\/info.planview.com\/psa-_demo-on-demand_psa_en_reg.html\" class=\"button secondary\">Watch Demo<\/a>\n      <\/div>\n    <\/li>\n  <\/ul>\n<\/div> \n<\/section>\n\n<section class=\"products-feature-list \">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Planview ChangePoint features<\/h2>\n    <div class=\"tab-container fade-right\">\n      <ul class=\"tabs\">\n              <li class=\"active\">\n          <a href=\"#tabContent-1\" class=\"tab\">Opportunity Planning<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-2\" class=\"tab\">Project &amp; Work Management<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-3\" class=\"tab\">Resource Management<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-4\" class=\"tab\">Team Delivery<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-5\" class=\"tab\">Financial Visibility<\/a>\n        <\/li>\n              <li class=\"\">\n          <a href=\"#tabContent-6\" class=\"tab\">Analytics &amp; Reporting<\/a>\n        <\/li>\n                  <\/ul>\n\n    <\/div>\n\n    <div class=\"tabs-content-wrapper\">\n      <ul class=\"tabs-content\">\n                <li id=\"tabContent-1\" class=\"tabContent-item active\">\n          <p>Gain early visibility into services opportunities to ensure more accurate forecasted demand\/capacity for services delivery success.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-backlog\"><\/span>\n              <h3>Pipeline and Backlog Tracking<\/h3>\n              <p>Use as your opportunity record or integrate with your CRM, with bi-directional data flow, for full visibility into all aspects of your opportunities. <\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-financial-forecasting\"><\/span>\n              <h3>Workstream Planning<\/h3>\n              <p>Create scenarios for opportunities and resources to see the potential impact of opportunities and to maximize your resource utilization and revenue potential.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-idea-evaluation-expert-reviews-grey\"><\/span>\n              <h3>Capacity Planning<\/h3>\n              <p>Get a full picture of your organization&#8217;s capacity versus demand, with full visibility into your teams&#8217; availability, so that you can better plan and optimize the assignment of resources across engagements. <\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-portfolio-level-visibility1\"><\/span>\n              <h3>Portfolio-level Visibility<\/h3>\n              <p>Create portfolios by teams, projects, departments, regions, and clients to visualize performance and\/or potential impacts across broader groups. <\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-lean-business-cases-and-demand-intake\"><\/span>\n              <h3>Contract Management<\/h3>\n              <p>Create and execute on contracts more efficiently by clearly establishing the financial, rate and billing structures to drive profits and delivery success.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-2\" class=\"tabContent-item \">\n          <p>Enable repeatable delivery success and profitability by taking control of your customer projects and work.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-project-portfolios-grey\"><\/span>\n              <h3>Project and Customer Portfolios<\/h3>\n              <p>Create and manage customer and project KPI focused portfolios to ensure appropriate visibility and performance for real-time management and success.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-project-plan-templates-grey\"><\/span>\n              <h3>Project Templates<\/h3>\n              <p>Build templates for your projects that can quickly be applied to client contracts so you can hit the ground running \u2013 in little to no time.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-enterprise-integrations-grey\"><\/span>\n              <h3>Configurable Workflows<\/h3>\n              <p>Leverage the power of intelligent automation and configurability to drive project consistency and governance.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-analytics-and-reporting-grey\"><\/span>\n              <h3>Project Status Summaries<\/h3>\n              <p>Know your customer project health, immediately, based on the most important KPIs.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-\"><\/span>\n              <h3>Survey Administration<\/h3>\n              <p>Send and analyze surveys to gauge customer satisfaction and evaluate resource performance.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-costs-and-actuals-grey\"><\/span>\n              <h3>Custom Form Management<\/h3>\n              <p>Using Intelligent Forms, create and manage custom or out-of-the-box forms to capture and view relevant engagement information throughout your workflow. <\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-portfolio-financials\"><\/span>\n              <h3>Project Financial Governance<\/h3>\n              <p>View and manage financials by project for a narrower view of revenue and cost.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-3\" class=\"tabContent-item \">\n          <p>Maximize resource allocation and utilization with discipline, reducing cost overruns and delays.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-project-tracking-grey\"><\/span>\n              <h3>Skill and Expertise-Based Views<\/h3>\n              <p>See skills, experience, and more to align resources to the right work.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-gantt-charts-white\"><\/span>\n              <h3>Dynamic Gantt Chart Views<\/h3>\n              <p>View a Gantt timeline distribution of all availability impacting your dedicated resources.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-search-and-filtering-grey\"><\/span>\n              <h3>Services Resource Matching<\/h3>\n              <p>Search for resources based on various parameters like assigned work, qualifications, location, experience etc.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-document-sharing\"><\/span>\n              <h3>Knowledge Management<\/h3>\n              <p>Store, organize, and share relevant information and resources for your people and customers.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-product-value-and-stream-funding\"><\/span>\n              <h3>Billing and Cost Rates<\/h3>\n              <p>Easily create and manage all billing and cost rates by resource and the product and services you offer.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-performance-manager1\"><\/span>\n              <h3>Performance Manager<\/h3>\n              <p>Set and view key individual performance metrics.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-real-time-work-status-grey\"><\/span>\n              <h3>Real-Time Utilization Views<\/h3>\n              <p>View your resource utilization in real-time as projects progress and changes happen so you can optimize as needed.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-4\" class=\"tabContent-item \">\n          <p>Orchestrate and deliver work flexibly, in multiple ways for profitable and successful engagements.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-cross-team-work-connections-grey\"><\/span>\n              <h3>Workspace Collaboration<\/h3>\n              <p>With the ChangePoint PLUS add-on, use our ProjectPlace connector to complete all client delivery work with flexibility and ease while maintaining financial integrity.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-process-and-work-visualization-grey\"><\/span>\n              <h3>Integrated Task Management<\/h3>\n              <p>Create, edit, and manage tasks and assignments with financial flexibility and greater control.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-mobile-project-management-apps-grey\"><\/span>\n              <h3>Mobile App<\/h3>\n              <p>Anywhere, anytime access for your resources to input time and expenses.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-integrations-and-api-grey\"><\/span>\n              <h3>Agile Software Integration<\/h3>\n              <p>Integrate with agile software like Jira and Azure DevOps to gain visibility into your software development teams work.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-5\" class=\"tabContent-item \">\n          <p>Build a financial foundation across the lifecycle capturing hours, billing, revenue, margin, and more that impact business financials.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-financial-visibility\"><\/span>\n              <h3>Revenue Forecasting<\/h3>\n              <p>Make predictive estimates on expected revenue and client opportunities to anticipate resources needed to complete client projects.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-revenue-recognition-2\"><\/span>\n              <h3>Revenue Recognition<\/h3>\n              <p>Accurately track recognition revenue based on project or milestone completion.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-budgeting-specific-services\"><\/span>\n              <h3>Budgeting<\/h3>\n              <p>Build budgets to specify the services, products, and expenses anticipated on a project. Allow multiple rates on the same resource on the same project.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-time-and-expense-tracking\"><\/span>\n              <h3>Time and Expense Tracking<\/h3>\n              <p>Provide anytime, anywhere access to time and expense tracking and approvals for timely invoicing.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-capacity-planning-grey\"><\/span>\n              <h3>Billing and Rate Management<\/h3>\n              <p>Accurately define what clients should be billed with clearly defined resource rates based on various factors.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-globe\"><\/span>\n              <h3>Global Financial Structure<\/h3>\n              <p>Ability to enable global\/geo\/regional financial structures to support financial differences in currency, tax, rates, and more to bill and maintain compliance with accounting standards.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-application-services-and-products-tco-grey\"><\/span>\n              <h3>Flexible Billing Structures<\/h3>\n              <p>Complete work and bill by multiple business models including T&amp;M, Fixed Fee, Subscriptions, and Outcomes all within one project.<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n                <li id=\"tabContent-6\" class=\"tabContent-item \">\n          <p>Analyze services delivery data, on your own terms, without relying on reporting teams.<\/p> \n          <ul class=\"feature-list\">\n                        <li>\n              <span class=\"icon icon-dashboard-analytics\"><\/span>\n              <h3>Interactive Dashboards<\/h3>\n              <p>Out-of-the-box, preconfigured visualizations with actionable insights.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-advanced-reporting-capabilities-grey\"><\/span>\n              <h3>Real-time Drill-through Analysis<\/h3>\n              <p>Dive deep into relevant trends that the system automatically provides for you \u2013 all on its own using the IBM Cognos analytics engine.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-impact-analysis-grey\"><\/span>\n              <h3>Real-time Utilization Tracking<\/h3>\n              <p>Dive deeper into your resource utilization trends to better plan for future engagements such as determining whether to hire or contract.<\/p>\n            <\/li>\n                        <li>\n              <span class=\"icon icon-guided-user-interface-multi-lingual-support-grey\"><\/span>\n              <h3>AI and Natural Language Search<\/h3>\n              <p>Use natural language questions to explore more about your data and IBM Watson will provide contextual responses<\/p>\n            <\/li>\n                      <\/ul>\n        <\/li>\n              <\/ul>\n    <\/div>\n    \n        \n      <\/div>\n<\/section>\n\n\n\n\n<section class=\"generic product-tour\">\n  <div class=\"container\">\n  <img decoding=\"async\" class=\"\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2021\/07\/Changepoint-demo-min.jpg\" alt=\"Planview ChangePoint Product Demo\" \/>\n  <h2 class=\"l4-heading\">Take a product tour<\/h2>\n  <hr class=\"stubby\" \/>\n  <p>See how Planview ChangePoint can help you go from opportunity to cash, fast and easy in this on-demand demo.<\/p>\n  <div class=\"button-wrapper\">\n  \t<a class=\"button secondary dark\" href=\"https:\/\/info.planview.com\/changepoint-sa-_demo-on-demand_psa_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\">Take <span class=\"sr-only\"> a ChangePoint <\/span>Product Tour<\/a>\n  \t<a href=\"https:\/\/info.planview.com\/changepoint-sa-_demo-on-demand_psa_en_reg.html\" rel=\"noopener noreferrer\">See Planview ChangePoint in action<\/a>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"generic \">\n  <div class=\"product-awards\">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Planview delivers award-winning products<\/h2>\n    <hr class=\"stubby\">\n    <div class=\"flex-awards\">\n\t\t<div class=\"top-grid\">\n       <div class=\"card\">\n          <span class=\"badge-trust-top\"><\/span>\n          <strong>TrustRadius<br>Top Rated<\/strong>\n          <p>Planview AdaptiveWork<br>Planview Portfolios<br><\/p>\n        <\/div>\n \n        <div class=\"card\">\n          <span class=\"badge-toprated\"><\/span>\n          <strong>TrustRadius<br>Top Rated<\/strong>\n          <p>Planview Portfolios<br>Planview PPM Pro<\/p>\n        <\/div>\n\n                   <div class=\"card\">\n          <span class=\"badge-buyer\"><\/span>\n          <strong>TrustRadius<br>Buyer&#8217;s Choice<\/strong>\n          <p>Planview AdaptiveWork<br>Planview Portfolios<br><\/p>\n        <\/div>\n        <div class=\"card\">\n          <span class=\"badge-best\"><\/span>\n          <strong>TrustRadius<br>Best Of &#8211; Overall<\/strong>\n          <p>Planview AdaptiveWork<br>Planview Portfolios<br>Planview PPM Pro<br>Planview ProjectPlace<\/p>\n        <\/div>      \n  \n\n      <\/div>\n       \n      <div class=\"bottom\">\n         <div class=\"card\">\n          <span class=\"badge-feature-set\"><\/span>\n          <strong>TrustRadius<br>Best Feature Set<\/strong>\n          <p>Planview AdaptiveWork<br>Planview Portfolios<br>Planview PPM Pro<br>Planview ProjectPlace<\/p>\n        <\/div>\n        <div class=\"card\">\n          <span class=\"badge-price\"><\/span>\n          <strong>TrustRadius<br>Best Value for Price<\/strong>\n         \n          <p>Planview AdaptiveWork<br>Planview Portfolios<br>Planview PPM Pro<br>Planview ProjectPlace<\/p>\n        <\/div>\n        <div class=\"card\">\n          <span class=\"badge-relationship\"><\/span>\n          <strong>TrustRadius<br>Best Relationship<\/strong>\n          <p>Planview AdaptiveWork<br>Planview Portfolios<br>Planview PPM Pro<br>Planview ProjectPlace<\/p>\n        <\/div>\n      <\/div>\n      <\/div>\n\n\n\n\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"products-integration \">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">Connect Planview ChangePoint with the applications you already use<\/h2>\n    <p><\/p>\n    <ul class=\"integrations\">\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 SalesForce<\/span><span class=\"logo sales-force\"><\/span><\/li>\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 Microsoft Dynamic 365<\/span><span class=\"logo m-dynamic\"><\/span><\/li>\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 sap<\/span><span class=\"logo sap\"><\/span><\/li>\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 NetSuite<\/span><span class=\"logo netsuit\"><\/span><\/li>\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 oracle-gateway<\/span><span class=\"logo oracle\"><\/span><\/li>\n              <li><span class=\"sr-only pv-sl-split SL_split\"> \u2022 ADP<\/span><span class=\"logo adp\"><\/span><\/li>\n          <\/ul>\n      <\/div>\n<\/section>\n\n\n<section class=\"home-testimonial-columns company-lead\">\n  <div class=\"container\">\n         <h2 class=\"l2-heading\">Hear what our customers say about Planview ChangePoint<\/h2>\n        <div class=\"flex-row\">\n                           <div class=\"flex-col-sm-6 home-testimonial-column\">\n                  <section class=\"home-testimonial\">\n                    <div class=\"block-wrapper \">\n            <div class=\"block-content\">\n                              <p class=\"lead\">Global 500 Electronics Firm<\/p>\n                                          <p class=\"customer-quote\">&#8220;At the start of COVID-19, ChangePoint SA helped with rapid rescheduling of projects, and we were able to de-assign contractors to keep our internal employees busy.&#8221;<\/p>\n                                            <img decoding=\"async\" class=\"customer-image\" width=\"90\" height=\"90\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2022\/11\/logo-case-study.png\" alt=\"logo-case-study\" \/>\n                            <div class=\"home-testimonial-information\">\n                <hr class=\"stubby\">\n                                      <p class=\"customer-name\">Anonymous<\/p>\n                                      <p class=\"customer-title\">PMO Leader<\/p>\n                                                                <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n      <\/div>\n                                 <div class=\"flex-col-sm-6 home-testimonial-column\">\n                  <section class=\"home-testimonial\">\n                    <div class=\"block-wrapper \">\n            <div class=\"block-content\">\n                              <p class=\"lead\">SD Worx<\/p>\n                                          <p class=\"customer-quote\">&#8220;We have older sets of data, such as revenue figures and business information, which we plan to integrate with what we have on ChangePoint. 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.&#8221;<\/p>\n                                            <img decoding=\"async\" class=\"customer-image\" width=\"90\" height=\"90\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2021\/06\/SDWorx-removebg-preview.png\" alt=\"SDWorx-removebg-preview\" \/>\n                            <div class=\"home-testimonial-information\">\n                <hr class=\"stubby\">\n                                      <p class=\"customer-name\">Benjamin Verlinden<\/p>\n                                      <p class=\"customer-title\">Sr. Project Manager<\/p>\n                                                                    <p><a class=\"tertiary\" href=\"\/resources\/case-study\/sd-worx\/\" >\n                  Read case study<span class=\"sr-only pv-sl-split SL_split\"> \u2022 SD Worx<\/span><\/a><\/p>\n                              <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n      <\/div>\n                <\/div>\n          <div class=\"cta-wrapper\">\n        <a class=\"tertiary\" href=\"\/our-customers\/?resource_product%5b%5d=changepoint\">Browse case studies and product reviews<\/a>\n      <\/div>\n      <\/div>\n<\/section>\n\n<section class=\"generic product-security\">\n  <div class=\"container\">\n  <h2 class=\"l2-heading\">Planview keeps your data private and secure<\/h2>\n  <ul class=\"icon\">\n    <li>\n      <span class=\"logo-security\"><\/span>\n      <h4 class=\"l4-heading\">Security<\/h4>\n      Planview adopts a culture of security and holds confidentiality of customer information as its highest priority.\n    <\/li>\n    <li>\n      <span class=\"logo-compliance\"><\/span>\n      <h4 class=\"l4-heading\">Compliance<\/h4>\n      Planview adheres to stringent standards and regulations and undergoes independent validation of compliance.\n    <\/li>\n    <li>\n      <span class=\"logo-privacy\"><\/span>\n      <h4 class=\"l4-heading\">Privacy<\/h4>\n      Planview\u2019s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care.\n    <\/li>\n    <li>\n      <span class=\"logo-reliability\"><\/span>\n      <h4 class=\"l4-heading\">Reliability<\/h4>\n      Planview\u00ae SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it\u2019s needed.\n    <\/li>\n  <\/ul>\n  <a href=\"\/trust\/\" class=\"tertiary\" target=\"_blank\">Visit the Planview Trust and Security Center<\/a>\n<\/div> \n<\/section>\n\n<section class=\"bs-resource-grid \">\n  <div class=\"container\">\n    <h2 class=\"l2-heading\">More to explore<\/h2>\n    <div class=\"card-grid\">\n              <a class=\"card\" href=https:\/\/info.planview.com\/secrets-of-smart-services-leaders-_whitepaper_psa_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/yellow-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\">Guide<\/p>\n          <l2 class=\"l2-heading\">Secrets of Smart Services Leaders<\/l2>\n          <p class=\"subheading\">Automating processes at your Services Organization may be your secret to success.<\/p>\n          <\/div>\n          <p class=\"tertiary\">Get the whitepaper<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/ultimate-guide-_guide_psa_en_reg.html target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/red-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\"><\/p>\n          <l2 class=\"l2-heading\">The Ultimate Guide to Services Automation<\/l2>\n          <p class=\"subheading\">Prepare your Services Organization with The Ultimate Guide to Services Automation.<\/p>\n          <\/div>\n          <p class=\"tertiary\">Read the guide<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/solving-top-challenges-service-org_infographic.pdf target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/orange-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\"><\/p>\n          <l2 class=\"l2-heading\">Solving Top Challenges for Services Organizations<\/l2>\n          <p class=\"subheading\">Services Automation = Efficient Services Delivery and Improved Business Profitability<\/p>\n          <\/div>\n          <p class=\"tertiary\">View the infographic<\/p>\n        <\/a>\n              <a class=\"card\" href=https:\/\/info.planview.com\/rs\/456-QCH-520\/images\/Planview-Changepoint-PLUS-DS-EN.pdf target=\"_blank\" style=\"background: url(https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/blue-grid-card.jpg)\">\n          <div class=\"text-items\">\n              <p class=\"lead\"><\/p>\n          <l2 class=\"l2-heading\">Planview ChangePoint PLUS  <\/l2>\n          <p class=\"subheading\">Deliver better quality work using the ChangePoint and ProjectPlace connector  <\/p>\n          <\/div>\n          <p class=\"tertiary\">View the datasheet<\/p>\n        <\/a>\n          <\/div>\n    <a href=\"\/resource-center\/?resource_language%5b%5d=english&amp;resource_product%5b%5d=changepoint\" class=\"button secondary large\" >Browse more resources<\/a>\n  <\/div>\n       <\/section>\n\n<section class=\"products-demo\">\n  <div class=\"inner\">\n    <div class=\"container\">\n      <span class=\"badge badge-changepoint\"><\/span>\n            <hr class=\"stubby\">\n            <p class=\"l2-heading\">Take the next step!<\/p>\n                    <span >\n                      <a href=\"https:\/\/info.planview.com\/changepoint-sa-_demo-on-demand_psa_en_reg.html\" class=\"button primary large  has-subtext\" target=\"_blank\" rel=\"noopener noreferrer\">Watch Demo<span class=\"sr-only pv-sl-split SL_split\"> \u2022 Planview ChangePoint<\/span><span class=\"sr-only pv-sl-split SL_split\">  \u2022 Planview changepoint<\/span><\/a>\n                  <\/span>\n                    <div class=\"more-info\"><h2><small>See Planview ChangePoint in action<\/small><\/h2><\/div>\n          <\/div>\n  <\/div>\n<\/section>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-25824","product","type-product","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planview ChangePoint: Services Automation software<\/title>\n<meta name=\"description\" content=\"See how Planview ChangePoint helps professional services organizations streamline quote-to-cash and drive profitability.\" 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