with Planview^® ChangePoint Services Automation software

Enable repeatable delivery success and profitability by taking control of your customer projects and work.

• Project and Customer Portfolios

  Create and manage customer and project KPI focused portfolios to ensure appropriate visibility and performance for real-time management and success.

• Project Templates

  Build templates for your projects that can quickly be applied to client contracts so you can hit the ground running – in little to no time.

• Configurable Workflows

  Leverage the power of intelligent automation and configurability to drive project consistency and governance.

• Project Status Summaries

  Know your customer project health, immediately, based on the most important KPIs.

• Survey Administration

  Send and analyze surveys to gauge customer satisfaction and evaluate resource performance.

• Custom Form Management

  Using Intelligent Forms, create and manage custom or out-of-the-box forms to capture and view relevant engagement information throughout your workflow.

• Project Financial Governance

  View and manage financials by project for a narrower view of revenue and cost.

Maximize resource allocation and utilization with discipline, reducing cost overruns and delays.

• Skill and Expertise-Based Views

  See skills, experience, and more to align resources to the right work.

• Dynamic Gantt Chart Views

  View a Gantt timeline distribution of all availability impacting your dedicated resources.

• Services Resource Matching

  Search for resources based on various parameters like assigned work, qualifications, location, experience etc.

• Knowledge Management

  Store, organize, and share relevant information and resources for your people and customers.

• Billing and Cost Rates

  Easily create and manage all billing and cost rates by resource and the product and services you offer.

• Performance Manager

  Set and view key individual performance metrics.

• Real-Time Utilization Views

  View your resource utilization in real-time as projects progress and changes happen so you can optimize as needed.

Orchestrate and deliver work flexibly, in multiple ways for profitable and successful engagements.

• Workspace Collaboration

  With the ChangePoint PLUS add-on, use our ProjectPlace connector to complete all client delivery work with flexibility and ease while maintaining financial integrity.

• Integrated Task Management

  Create, edit, and manage tasks and assignments with financial flexibility and greater control.

• Mobile App

  Anywhere, anytime access for your resources to input time and expenses.

• Agile Software Integration

  Integrate with agile software like Jira and Azure DevOps to gain visibility into your software development teams work.

Build a financial foundation across the lifecycle capturing hours, billing, revenue, margin, and more that impact business financials.

• Revenue Forecasting

  Make predictive estimates on expected revenue and client opportunities to anticipate resources needed to complete client projects.

• Revenue Recognition

  Accurately track recognition revenue based on project or milestone completion.

• Budgeting

  Build budgets to specify the services, products, and expenses anticipated on a project. Allow multiple rates on the same resource on the same project.

• Time and Expense Tracking

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

• Billing and Rate Management

  Accurately define what clients should be billed with clearly defined resource rates based on various factors.

• Global Financial Structure

  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.

• Flexible Billing Structures

  Complete work and bill by multiple business models including T&M, Fixed Fee, Subscriptions, and Outcomes all within one project.

Analyze services delivery data, on your own terms, without relying on reporting teams.

• Interactive Dashboards

  Out-of-the-box, preconfigured visualizations with actionable insights.

• Real-time Drill-through Analysis

  Dive deep into relevant trends that the system automatically provides for you – all on its own using the IBM Cognos analytics engine.

• Real-time Utilization Tracking

  Dive deeper into your resource utilization trends to better plan for future engagements such as determining whether to hire or contract.

• AI and Natural Language Search

  Use natural language questions to explore more about your data and IBM Watson will provide contextual responses