Skip to main content
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 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.

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

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

Additional Resources