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Planview Customer Success Center

Professional Services Automation

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Professional services automation

Planview’s professional services automation solution enables professional services organizations to maximize efficiency, sell more services, and drive customer retention.

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Sell more services throughout the customer lifecycle

Deliver outcome-based services, gain a competitive edge with speed across the entire customer engagement lifecycle, and deliver on engagements with more predictability.

Maximize operational efficiency and customer success

Reduce operational costs and streamline service delivery, decrease revenue leakage and project overruns, and proactively manage capacity.

Safeguard the business with better customer retention

Deliver quality engagements consistently, base strategic decisions on data, and protect existing revenue and market share with aligned orgazational charters on adoption and retention.

Your connected services journey

  • Customer project delivery

    Integrate internal team tools and processes while implementing planning and reporting across the lifecycle

  • Traditional services model

    Support critical planning and financial processes; focus on generating profit as a singular business unit

  • Connected services organization

    Multiple ways of working support the delivery of profitable client engagements

Start with the essentials

  • 3-Video.jpg

    Solution demo video

    Learn more about this solution and its supporting capabilities.

    Learn more
  • 9-Workshop.jpg

    Professional services journey workshop

    Map your organization’s journey from traditional to connected services.

    Learn more
  • 5-Guide-UseCase.jpg

    Integrating PSA systems guide

    Choosing the right PSA system is critical for organizational success.

    Learn more
  • 10-CustomerSuccess.jpg

    Case study

    Siemens Energy saved 36,000 in hours worked annually and €2M in cost by connecting at an enterprise level.

    Read now
  • PAFProduct|EnterpriseOne--**--PAFProduct|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ConnectedServicesOrganization--**--Agile Team Delivery
    Execute work according to your team’s preferred methodology and processes.
  • PAFProduct|Clarizen--**--PAFCategory|Results--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|TraditionalServicesModel--**--Billing and Revenue Tracking
    Streamline the customer billing process with an integrated ERP system.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|TraditionalServicesModel--**--Capacity and Staff Planning
    Support flexible staffing and scheduling based on changing demand.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|LeanKit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ConnectedServicesOrganization--**--Objectives and Key Results
    Define, align around, execute, and measure progress toward organizational goals.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|CustomerProjectDelivery--**--Professional Services Resource Management
    View and manage your resource pool for efficient and profitable project delivery.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|CustomerProjectDelivery--**--Professional Services Work Management
    View and manage all work details, and report on project status and health.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|CustomerProjectDelivery--**--Project Team Delivery
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAFSolution|ProductPortfolioManagement--**--Project Team Delivery (Connected)
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|TraditionalServicesModel--**--Revenue Planning
    Manage financial information and performance for professional services engagements.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|ConnectedServicesOrganization--**--Revenue and Cost Management
    Track and control engagement costs and monitor financial performance.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--JourneyStage|TraditionalServicesModel--**--Services Portfolio Planning
    Enable effective planning through a flexible staffing and billing approach.

Browse capabilities

Explore your PSA capabilities and get guidance on connecting all aspects of the engagement process, establishing full visibility across a portfolio of work, and creating an end-to-end services lifecycle that is optimized for profitability.

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