Profitably grow your business
Deliver more value for your 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
Sell more services throughout the customer lifecycle
Safeguard the business with better customer retention
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.
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Are you facing these challenges experienced by other professional services leaders?
Planview has helped other professional services leaders overcome these obstacles and drive business growth. We can help you too.
If you said no, 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 wasting time on non-revenue generating administrative tasks, reducing utilization and leading to lower profit margins on projects from delays and reworks. With Planview, processes are efficient, tasks are automated, there is a single view into data, and issues are addressed proactively. They have improved productivity and utilization and delivered more projects on-time and on-budget.
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 and utilization, and deliver work most efficiently while ensuring the right people are working on the right projects at the right time.
Planview’s solution gave Bell the tools they needed to connect and engage their workforce across the entire global enterprise, gain real-time visibility throughout the commercialization process, prioritize work, focus resources, and improve efficiency to deliver greater business impact in one highly adaptable, intuitive system.
Read case studyIf you said no, you are not alone. According to the SPI Research Professional Services Maturity Benchmark, reactive, rearview mirror forecasting and planning is one of the top leadership challenges 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 single pane of glass into their financial performance with accurate forecasting, top-down and bottom-up. This empowers them to proactively plan staffing, optimize utilization, provide accurate revenue reporting, and speed revenue recognition.
Planview gives you an executive level view into your business with readily available insights from which 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 studyIf you said no, you’re not alone. The Professional Services Maturity Benchmark study found that immature processes and technology – inconsistent project methods, disparate systems, lack of tools – are some of the most common issues facing organizations. Before implementing Planview, many of our customers lacked visibility into projects and repeatable standardized processes, relying on heroic project managers to keep projects going. As a result, they often had failed projects, cost overruns, and lower project margins. After implementing Planview, they standardized project delivery, defined metrics and reporting, and gained visibility into data. Our customers can better predict what is going to happen, where there could potentially be problems with projects, and course correct earlier for more successful projects, less cost overruns, and better project margins.
Planview empowers you to visualize, plan, and track every aspect of your customer engagements by aligning all work data from portfolio level down to task level regardless of delivery execution method.
Learn how Planview enabled Tufin to move beyond disparate systems and siloed information into a new world of integrated data and transparency. With a single line of sight across the entire organization, they were able to transition from fixed scope projects to constantly evolving products, empowering teams with the insight to deliver against business outcomes.
Read case studyWhere 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
Tufin
“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!”
Planview solutions empower over 4500 customers and 2.6 million users worldwide
More to explore
THE ECONOMIST IMPACT SURVEY
The report, written by Economist Impact and supported by Planview, reveals five recommendations for executives who want to maximize the return on their company’s digital investments.
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ANALYST REPORT
Download the report to learn more about current SPM trends, and the vendors in the market.
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ANALYST REPORT
Planview named a Leader, receiving the top score in the current offering category.
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BENCHMARK REPORT
What’s driving better business performance at elite organizations?
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ANALYST REPORT
Planview Recognized for its Ability to Execute and Completeness of Vision
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MATURITY ASSESSMENT TOOL
Know your organization’s readiness to face the digital disruption.
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Our recognition
Planview has been recognized time and time again for our vision and ability to deliver innovative solutions. See for yourself what analysts have to say.
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Learn more about Planview solutions
The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.
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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.
See Planview in action
Browse our library of on-demand demos and free trials and see how Planview can help you drive successful transformation and pivot at speed.
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We’re here to help you take the next step in your business and digital transformation journey. Reach out and let us know how we can help.
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