Professional Services Automation
Professional Services Automation
From traditional to agile projects, Planview’s Professional Services Automation solution lets your teams work their way for any scope or scale of services organization.
Planview’s Professional Services Automation solution helps increase project and financial visibility, resulting in decreased cycle times and higher services margins. By connecting systems and adapting to your processes, the solution grows with your organization to address complexities in opportunity planning, financial management, delivery, revenue forecasting, and resource optimization.
Overview
Planview’s Professional Services Automation (PSA) solution enables all types of services organizations — conventional professional services organizations (PSO), embedded services organizations (ESO), and managed service providers (MSP) — to achieve optimal efficiency across all aspects of the customer engagement lifecycle by:
- Centralizing key processes and optimizing the end-to-end services lifecycle for profitability.
- Increasing delivery confidence and successfully achieving business outcomes for customers.
- Establishing full visibility that drives faster, better decision-making.
Select a stage and find more resources
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 moreMultiple Business Model Support
This capability supports the alignment of professional services processes and structures to multiple business models including time and materials (T&M), fixed fee, subscriptions, and outcomes.
Read more
Opportunity Planning
This capability supports the creation of new engagements out of opportunities by creating visibility into the pipeline, streamlining quotes and statements of work, and accurately capturing billing agreements.
Read moreServices 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
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 moreProfessional 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 moreProfessional 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 moreProject 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 moreAgile 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