SPI 2022 Professional Services Maturity™ Benchmark Study
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Professional Services Automation

Delight Customers. Improve Profitability.

Planview’s professional services automation solution enables services organizations to delight customers and improve profitability by connecting people, systems, data, and delivery work.

Improve customer experiences and profitability with Planview’s professional services automation software

In services, people are your differentiators. Your people need to be connected to the right tools, data, and automation to provide more valuable experiences, streamline processes, and improve productivity. This is at the heart of what Planview’s professional services automation software gives services organizations. By connecting systems, data, delivery work, organizations, people, and customers to streamline the services lifecycle, Planview offers the future of connected services today – enabling new ways of working, operating at the speed of business, and adapting to evolving business models.

Deliver exceptional customer experiences, on time, on budget, with greater profitability

  • Work in new ways

    Enable your teams to consistently work the way your team and customers need, from tickets to traditional projects to Agile.
  • Operate with speed

    Optimize the full opportunity-to-revenue lifecycle increasing visibility and decreasing cycle time to operate at the speed of business.
  • Adapt for growth

    Scale your software to address the complexities in opportunity planning, revenue management, resource optimization, and delivery.

Professional services automation software capabilities

  • Connect Professional Services to the rest of the company and to new business models.

    • Professional Services Objectives & Key Results

      Clearly outline objectives and key results aligning corporate strategy to professional services efforts.

    • Multiple Business Model Support

      Align Services processes and structures to multiple business models including T&M, Fixed Fee, Subscriptions, and Outcomes.

  • Connect opportunities to engagements for maximum profits and customer success.

    • CRM Integration

      Bi-directional integrations with custom triggers to capture opportunity details for planning.

    • Pipeline and Backlog Management

      Manage incoming sales opportunities and prioritize your backlog with opportunity and project views.

    • Revenue Forecasting

      Gain detailed visibility into expected revenue and plan for future resource needs.

    • Quoting and SOW Management

      Simplify the quote and SOW creation, distribution, and approval processes.

    • Capacity Planning

      Gain detailed visibility into expected opportunities and current work to determine future capacity needs.

    • Contract Management

      Create and execute on contracts that establish the financial, rate and billing structures to drive profits and delivery success.

    • Staff Planning

      Make sure you have the right people hired, contracted, and assigned to the right client engagements by skill, experience, rate, utilization, and other categories.

  • Connect and deliver using multiple ways of working to successfully deliver client engagements profitably.

    • Project Planning

      Clearly outline project plans and work breakdown structures for client engagements.

    • Delivery/Project Templates

      Standardize delivery/project templates by type for more efficient engagement and project creation and execution.

    • Resource Management and Optimization

      View and manage your entire resource pool to assign the right resources at the right time for more efficient and profitable project delivery across all engagements.

    • Collaboration

      Collaborate with clients and delivery team members using built-in chat and email features or through integrations.

    • Change, Risk, Issue Management

      Gain early visibility into requested scope changes, project risks and issues to address them before they affect delivery targets and client satisfaction.

    • Time and Expense Management

      Provide anytime, anywhere access to time and expense tracking and approvals for timely reporting and invoicing.

    • Status Reporting

      Create dashboards and reports by user type from executive to individual contributor to track project and client engagement statuses in near real-time.

    • Hybrid and Agile Work Delivery

      Deliver hybrid and agile work using traditional tasks or Kanban team boards with ease – enabling your teams to continue delivering value without disruption.

  • Connect full lifecycle services data to gain insights into the metrics that matter.

    • Utilization Analytics

      Analyze resource utilization in near real-time to inform key resource optimization decisions.

    • Revenue and Profit Forecast

      See a clear picture of your planned and actual financial performance when you want it.

    • Portfolio Analysis

      Review and analyze your engagements by portfolio groupings such as region, practice, and engagement type.

    • Post-Engagement Survey and Analysis

      Gauge your client satisfaction and analyze where you can improve.

  • Manage critical Professional Services financial processes connected to financial systems of record.

    • Billing and Invoicing

      Deliver billing items such as time and milestones to ERP for invoicing or deliver customer invoices directly from the Planview PSA solution.

    • Revenue Recognition

      Get real-time visibility into revenue and deliver the results to your ERP system. Have Planview PSA perform the revenue recognition process or simply deliver the inputs to your ERP system for processing.

    • Cost Management

      Understand the labor and material costs of your engagements to ensure profitability.

    • ERP or System of Record Integration

      Bi-directional integrations to pass accurate work effort and financial information to your ERP or system of record.

PSA software for every services org

Whether your organization needs to manage client delivery work for better results and profitability or manage your services business end-to-end for complete performance and financial governance, Planview has a PSA solution for you. Reach out and we’ll help you find the best fit for your unique requirements.

Contact Us • Contact

Get up and running fast with our professional services automation experts

From solution implementation to ongoing operational support, Planview offers professional services, training, and support that maximize the value of your technology investment.

Learn more • PSA

“Planview is more a partner to us than our supplier. We get from them advice on ways of working and how to make the most of our solution.”

Joaquim Cols

Director of Operations, Santander Technology UK

Connect the applications you use every day

Integrate Planview PSA software with your existing tools and applications to drive strategy enterprise-wide.

Don’t see what you’re looking for? Contact us to see if your app is supported.

Planview is a recognized innovator and industry leader

Planview has been recognized time and time again for our contributions to Portfolio and Work Management innovation, making us a unique partner for accelerating transformation. See what industry analysts have to say.

Take a tour of our PSA Software for professional services leaders

See how Planview’s professional services automation software can help you consistently delight customers and improve profitability in this on-demand demo.

Watch Demo Deliver successful, profitable services. See how. • Contact

The best professional services automation software for the world’s most innovative companies

Bell Integration

“Even in the fairly small period of time we’ve been live, it’s very clear that Planview PSA is delivering a lot of value. And we can see the value increasing.”


“There were many things that had been in a fog when we started the project, and being able to visibly see those things and make management choices based on data was a great transformation-enabled by our partnership with Planview.”

William Chernock

Director of PMO –Americas and APAC

Read case study • Tufin


“ChangePoint has given us greater control over our projects and improved insight into project health. And from that we have greater insight into the financial health of our business. It is an incredibly powerful tool and I’d not want to do without.”

Matthew Skelton

Technical Director

Read case study • Priocept

SD Worx

“Expanding our data cube in this way will allow us to make even better-informed decisions by spotting wider trends. Putting this existing data to work will allow us to use ChangePoint to make increasingly intelligent business decisions.”

Benjamin Verlinden

Sr. Project Manager

Read case study • SD Worx

Our Portfolio and Work Management solutions empower over 4500 customers and 2.6 million users worldwide