Professional Services Automation

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.

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.

Sell more services throughout the customer lifecycle

Maximize operational efficiency and customer success

Safeguard the business with better customer retention

Solution demo video

Professional services journey workshop

Integrating PSA systems guide

Case study

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Professional Services Automation