Professional Services Automation
Planview’s Professional Services Automation solution streamlines the engagement process from opportunity to revenue recognition, reducing operational costs and delivery time. An integrated technology ecosystem allows for dynamic engagement planning that creates visibility across the portfolio, maintains alignment with business partners, and can be optimized for any type of business model.
Services organizations of all types face the difficulty of delivering quickly and consistently while utilizing different types of business models and work methodologies. Planview’s Professional Services Automation journey focuses on connecting all aspects of the engagement process and establishing full visibility across a portfolio of work. This creates a delivery process that is flexible and tailored to the business model, simultaneously increasing margins and decreasing cycle time. The result is an end-to-end services lifecycle that is optimized for profitability, with accurate forecasting that drives consistent delivery and effective decision-making, giving your services organization the competitive edge. The journey has been organized into three progressive stages, with corresponding capabilities, based on the current and desired level of maturity.
Project delivery is the foundation of any services organization, with the focus being confident and consistent delivery. Start here if you’re using one of Planview’s products, along with other disconnected tools, while relying on meetings and other communication to understand the status of engagements. The goal of this stage is to integrate internal team tools and processes while implementing planning and reporting across the lifecycle.
Ricoh Australia increased productivity by 40% with Planview’s PSA solution. Read the case study
Professional Services Work Management
This capability provides managers the ability to develop a services work plan, view and manage all work details, define and classify risks, issues, and change requests, and standardize delivery and project templates to create repeatable engagement success.Read more
Professional Services Resource Management
This capability supports the viewing and managing of the entire resource pool, enabling the assignment of the right resources at the right time for more efficient and profitable project delivery across all engagements.Read more
Project Team Delivery
This capability provides teams a collaborative, productivity-focused workspace with integrated Kanban boards, as well as a centralized document management solution. Key project status and KPI information is sent to project managers and the portfolio for reporting and analysis.Read more
To build the framework for a traditional services model, the organization develops a planning process that begins at the opportunity phase and connects revenue forecasting, staff planning, work delivery, and financial management. This allows the organization to generate profit as a singular business unit. The focus of this stage is establishing the ability to accurately forecast the entire services lifecycle, assign resources to the work that best utilizes their skills, and operate as a consistent profit center.
Tufin increased their forecasting window from 35 days to 90 days with Planview’s PSA solution. Read the case study
This capability supports the planning and management of financial information for professional service engagements and the monitoring of their financial performance.Read more
Services Portfolio Planning
This capability enables effective planning for service organizations through revenue forecasting and a flexible staffing approach, so that the right resources are assigned to the right projects and delivery occurs on customer timelines.Read more
Capacity and Staff Planning
This capability supports flexible staffing and scheduling based on changing demand, analysis of how active and incoming projects impact staffing and capacity, and visibility into the resource requirements for upcoming opportunities and projects to ensure a balanced and efficient work capacity.Read more
Billing and Revenue Tracking
This capability supports streamlining the customer billing process by handing off financial data captured from work items to an integrated enterprise resource planning system for revenue recognition and invoicing.Read more
In the final stage, the services organization is connected into the greater enterprise as a partner in strategic planning, creating a lifecycle that is collaborative, integrated, and optimized from end to end. Opportunities are planned at the portfolio level, work is tailored to the business model, and delivery moves beyond projects into hybrid methods. Financial insights allow leadership to maximize margins and provide an early warning system, along with relevant data for informed decision-making, if work plans change.
Siemens Energy saved 36,000 in hours worked annually and €2M in cost by connecting at an enterprise level. Read the case study
Objectives and Key Results
This capability provides a framework for defining, aligning around, executing, and measuring progress toward key organizational goals, linking organizational and team goals to measurable outcomes in a hierarchical way.Read more
Revenue and Cost Management
This capability supports the continuous monitoring of costs and revenue associated professional services engagements, allowing project managers to track their margin against both the original budget estimate and current revenue forecast.Read more
Agile Team Delivery
This capability empowers your team to execute work according to their preferred methodology and processes with customizable Kanban boards. Integration of agile team tools is supported so your team can work how they want while seeing all planned and pre-planned work.Read more
- This solution demo gives an overview of Planview’s Professional Services Automation solution and its supporting capabilities.
- Map your organizations journey to becoming connect using this self-guided Professional Services Journey Workshop.
- Learn how to connect your services organization in this integrating PSA systems article.