Professional Services Automation

Connect opportunities to engagements for maximum profits and customer success.

• CRM Integration

  Bi-directional integrations with custom triggers to capture opportunity details for planning.

• Pipeline and Backlog Management

  Manage incoming sales opportunities and prioritize your backlog with opportunity and project views.

• Revenue Forecasting

  Gain detailed visibility into expected revenue and plan for future resource needs.

• Quoting and SOW Management

  Simplify the quote and SOW creation, distribution, and approval processes.

• Capacity Planning

  Gain detailed visibility into expected opportunities and current work to determine future capacity needs.

• Contract Management

  Create and execute on contracts that establish the financial, rate and billing structures to drive profits and delivery success.

• Staff Planning

  Make sure you have the right people hired, contracted, and assigned to the right client engagements by skill, experience, rate, utilization, and other categories.

Connect and deliver using multiple ways of working to successfully deliver client engagements profitably.

• Project Planning

  Clearly outline project plans and work breakdown structures for client engagements.

• Delivery/Project Templates

  Standardize delivery/project templates by type for more efficient engagement and project creation and execution.

• Resource Management and Optimization

  View and manage your entire resource pool to assign the right resources at the right time for more efficient and profitable project delivery across all engagements.

• Collaboration

  Collaborate with clients and delivery team members using built-in chat and email features or through integrations.

• Change, Risk, Issue Management

  Gain early visibility into requested scope changes, project risks and issues to address them before they affect delivery targets and client satisfaction.

• Time and Expense Management

  Provide anytime, anywhere access to time and expense tracking and approvals for timely reporting and invoicing.

• Status Reporting

  Create dashboards and reports by user type from executive to individual contributor to track project and client engagement statuses in near real-time.

• Hybrid and Agile Work Delivery

  Deliver hybrid and agile work using traditional tasks or Kanban team boards with ease – enabling your teams to continue delivering value without disruption.

Connect full lifecycle services data to gain insights into the metrics that matter.

• Utilization Analytics

  Analyze resource utilization in near real-time to inform key resource optimization decisions.

• Revenue and Profit Forecast

  See a clear picture of your planned and actual financial performance when you want it.

• Portfolio Analysis

  Review and analyze your engagements by portfolio groupings such as region, practice, and engagement type.

• Post-Engagement Survey and Analysis

  Gauge your client satisfaction and analyze where you can improve.

Manage critical Professional Services financial processes connected to financial systems of record.

• Billing and Invoicing

  Deliver billing items such as time and milestones to ERP for invoicing or deliver customer invoices directly from the Planview PSA solution.

• Revenue Recognition

  Get real-time visibility into revenue and deliver the results to your ERP system. Have Planview PSA perform the revenue recognition process or simply deliver the inputs to your ERP system for processing.

• Cost Management

  Understand the labor and material costs of your engagements to ensure profitability.

• ERP or System of Record Integration

  Bi-directional integrations to pass accurate work effort and financial information to your ERP or system of record.