PROFESSIONAL SERVICES AUTOMATION

Gain delivery confidence, generate high returns

Drive Customer Value. See how.

Planview’s professional services automation solution enables services organizations to optimize utilization and enhance visibility, making engagements more predictable and profitable.

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Drive Customer Value. See how.

Improve customer experiences and profitability with Planview’s Professional Services Automation software

For services organizations, people are their differentiators. Today, especially with remote delivery, people need to be connected to the right tools, data, and automation to provide more valuable experiences, streamline processes, and improve productivity. This is at the heart of the business impact the Planview Professional Services Automation solution provides for services organizations. It connects people with the right technology for client engagement, opportunity planning, flexible delivery, financial insights, all empowering services organizations to delight their customers while driving profitable revenue. By connecting systems, data, work, organization, people, and customers, Planview offers the future of connected services today – enabling new ways of working, operating at the speed of business, and adapting to evolving business models.

Deliver exceptional customer experiences, on time, on budget, with greater profitability

Work in new ways
Let your teams consistently work the best way for your customers, from tickets to traditional projects to Agile, and for any scope or scale of services organization.
Operate with speed
Optimize the full opportunity-to-revenue lifecycle increasing visibility and decreasing cycle time to operate at the speed of business.
Adapt for growth
Scale your software to address the complexities in opportunity planning, revenue forecasting and management, resource optimization, and delivery.

Track opportunities, roll-up pipeline forecasts, and analyze key metrics with Planview PSA software. View • a larger version of the image
OPPORTUNITY PLANNING
Build customer-centric delivery plans with full visibility of opportunities
Create value-based strategies, execute customer centric action plans, and deliver profitable services engagements with improved visibility into pipeline opportunities that appropriately meet client work requirements.
Pipeline dashboard
Resource capacity
Account and opportunity management
View all client and project details that drive successful delivery with Planview PSA Software. View • a larger version of the image
CLIENT ENGAGEMENT
Manage interactions from contract creation to post-execution activities for consistent, and valuable customer interactions.
Go beyond managing contracts. Leverage consistent operational standards that meet your financial, billing, and project reporting requirements. Recognize the value at every interaction, with streamlined engagements between the company and customer that goes far beyond the transaction.
Collaborate both internally and externally
Share documentation
Define, automate, and monitor contracts
Dashboards available to customers
Manage services delivery by project and resource from traditional to Agile ways. View • a larger version of the image
FLEXIBLE DELIVERY
Keep client projects on-track and aligned to different ways of working, maintaining both your financial and standard breakdown structures
Deliver predictable, profitable, and valued services for clients, with comprehensive project management capabilities. Streamline your sales, finance, and delivery teams together by collaborating and delivering customer-centric work. Arrange your client work processes to the ways that you work, from traditional to agile, on-site to remote, or hybrid delivery.
Traditional to agile task management
Time and expense management
Auto assign project templates
Create process workflows
Optimize your entire resource pool to improve utilization using Planview PSA software. View • a larger version of the image
RESOURCE OPTIMIZATION
Improve resource assignment, management, and utilization for more efficient and profitable engagements
Generate more revenue and higher profit margins while reducing added costs tied to last minute resourcing decisions. Improve visibility to efficiently manage and accurately forecast your entire resource pool, assigning the right resources at the right time for more efficient and profitable project delivery across all engagements.
Capacity planning
Detailed resource searches
Real-time capacity insights
Stay in sync across every financial aspect of your professional services business with Planview’s PSA solution. View • a larger version of the image
FINANCIAL INSIGHTS
Improve client engagements and client project profitability with better insights.
Make more strategic decisions to improve client experiences and services profitability with actionable insights from detailed, real-time, globally oriented profitability, risk and financial health data.
Interactive Dashboards
Real-time analysis
Make educated decisions aligned to your goals with full visibility into all aspects of your services business using Planview PSA software. View • a larger version of the image
FORECASTING & PREDICTABILITY
360-degree view into your services business
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.

Planview’s Professional Services Automation Solution

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.

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Deliver Successful, Profitable Services. See how.

The best professional services automation software for the world’s most innovative companies

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.”

Shoib Khan

Head of SMO

Read case study • Bell Integration

Priocept

“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.”

Matthew Skelton

Technical Director

Read case study • Priocept

SD Worx

“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.”

Benjamin Verlinden

Sr. Project Manager

Read case study • SD Worx

Browse case studies and product reviews

Featured Webinar
A Modern Approach to Service Delivery: Innovation, Customer Delight AND Profitable Growth
A modern Professional Services Automation (PSA) solution

Keep your customers delighted and ensure every engagement is profitable with a modern PSA solution that supports the entire service delivery lifecycle.
Watch the webinar • A Modern Approach to Service Delivery: Innovation, Customer Delight AND Profitable Growth
The Ultimate Guide to Services Automation
Gain crucial insight into the changing services automation landscape.
Get the guide • The Ultimate Guide to Services Automation
Secret Tools of Smart Services Leaders
Learn the three benefits of leveraging the right PSA solution to equip your team.
Get the whitepaper • Secret Tools of Smart Services Leaders
Professional Services and Customer-Centricity: Bridging the Consumption Gap
Smart services leaders are seeking a well-rounded PSA solution to empower their teams for success.
Get the Whitepaper • Professional Services and Customer-Centricity: Bridging the Consumption Gap
Top Challenges for Services Organizations
Satisfy customers and improve your bottom line.
View the infographic • Top Challenges for Services Organizations

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