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Planview Customer Success Center

Professional Services Automation

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.

Professional Services Automation Overview


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 solution 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 individual capabilities that make up this interconnected solution have been organized into four categories below based on their stage within the engagement process.

This stage is focused on creating clearly defined and measurable objectives, aligning corporate strategy to professional services efforts. These objectives enable leaders to effectively track performance, allowing processes to become streamlined and optimized over time, which leads to consistently faster time-to-value and increased margins. Objectives can be set at different organizational levels and tracked at each stage of the engagement process.

In the delivery stage, capabilities leverage the progress made in the planning stage for effective execution. Connected work tools allow teams to operate in traditional, agile, or hybrid methodologies while maintaining consistency and line-of-sight from above. Work and resource assignments are optimized for maximum profit, time and expenses are tracked, and costs are actively managed, giving leaders the ability to quickly identify issues and adjust to changes.

The results stage focuses on effectively tracking engagements through revenue recognition and leveraging that data to further enhance processes. Integrating work and financials allows effort to be effectively captured and sent to customers in a quick and streamlined billing and revenue recognition process. Performance analytics and reporting provide insight into data such as utilization, expenses, and portfolio analysis from the full services lifecycle, allowing for continuous and iterative improvement over time.

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