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 waysEnable your teams to consistently work the way your team and customers need, from tickets to traditional projects to Agile.
Operate with speedOptimize the full opportunity-to-revenue lifecycle increasing visibility and decreasing cycle time to operate at the speed of business.
Adapt for growthScale your software to address the complexities in opportunity planning, revenue management, resource optimization, and delivery.
- Visualize and connect your work to strategic priorities. View • a larger version of the imageStrategize Services
Match your services priorities and offerings to corporate strategy and objectives
Your services functions should focus on the high value offerings that deliver expertise to unlock customer value, increase adoption, usage, and revenue and help drive new business models. Therefore, align your professional services objectives with the broader, long term strategic priorities of the business and gain visibility into the work tied to those objectives.
- Professional services objectives & key results
- Support new business models
- Track opportunities, roll-up pipeline forecasts, and analyze key metrics with Planview PSA software. View • a larger version of the imageOpportunity Planning
Build customer-centric delivery plans with full visibility of opportunities
Create value-based strategies, execute customer centric action plans, and deliver profitable services engagements with improved visibility into pipeline opportunities that appropriately meet client work requirements.
- Pipeline dashboard
- Resource capacity
- Account and opportunity management
- View all client and project details that drive successful delivery with Planview PSA Software. View • a larger version of the imageClient Engagement
Manage interactions from contract creation to post-execution activities for consistent, and valuable customer interactions
Go beyond managing contracts. Leverage consistent operational standards that meet your financial, billing, and project reporting requirements. Recognize the value at every interaction, with streamlined engagements between the company and customer that goes far beyond the transaction.
- Collaborate both internally and externally
- Share documentation
- Define, automate, and monitor contracts
- Dashboards available to customers
- Manage services delivery by project and resource from traditional to Agile ways. View • a larger version of the imageFlexible Delivery
Keep client projects on-track and aligned to different ways of working, maintaining both your financial and standard breakdown structures
Deliver predictable, profitable, and valued services for clients, with comprehensive project management capabilities. Streamline your sales, finance, and delivery teams together by collaborating and delivering customer-centric work.
- Traditional to agile task management
- Time and expense management
- Auto assign project templates
- Create process workflows
- Optimize your entire resource pool to improve utilization using Planview PSA software. View • a larger version of the imageResource Optimization
Improve resource assignment, management, and utilization for more efficient and profitable engagements
Generate more revenue and higher profit margins while reducing added costs tied to last-minute resourcing decisions. Improve visibility to efficiently manage and accurately forecast your entire resource pool, assigning the right resources at the right time for more efficient and profitable project delivery across all engagements.
- Capacity planning
- Detailed resource searches
- Real-time capacity insights
- Stay in sync across every financial aspect of your professional services business with Planview’s PSA solution View • a larger version of the imageFinancial Insights
Improve client engagements and client project profitability with better insights
Make more strategic decisions to improve client experiences and services profitability with actionable insights from detailed, real-time, globally oriented profitability, risk, and financial health data
- Interactive dashboards
- Real-time analysis
- Make educated decisions aligned to your goals with full visibility into all aspects of your services business using Planview PSA software View • a larger version of the imageForecasting & Predictability
360-degree view into your services business
Give your team a single source of truth with quick access to project, resource, and financial information for smarter, faster decisions.
- Plan for future client engagements
- Proactively manage client engagements with real-time status updates
- Identify and respond to resource overloads or under-utilization
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.
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.
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.
Gain detailed visibility into expected opportunities and current work to determine future capacity needs.
Create and execute on contracts that establish the financial, rate and billing structures to drive profits and delivery success.
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.
Clearly outline project plans and work breakdown structures for client engagements.
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.
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.
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.
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.
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.
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.
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.”
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.
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- Named a leader in the Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting
- Named a leader in the Gartner® Magic Quadrant™ for Strategic Portfolio Management
- Named a leader in the Gartner® Magic Quadrant™ for Enterprise Agile Planning for 3 consecutive years
- Named a leader in the Gartner® Magic Quadrant™ for Project Portfolio Management for 15 consecutive years
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- Named a Leader in The Forrester Wave™, Value Stream Management, Q4 2022
- Named a Leader in The Forrester Wave™, Strategic Portfolio Management Tools, Q1 2022
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- Named a leader in the IDC MarketScape: Worldwide IT Project and Portfolio Management 2019–2020
- Named a leader in the IDC MarketScape: Worldwide Agile Project and Portfolio Management 2020 Vendor Assessment, Jan 2020
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- Named a Leader and a Fast Mover in the 2022 GigaOm Radar for Value Stream Management.
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- Named a top performer in the Quadrant SPARK Matrix™: Value Stream Management, 2022
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
2022 Professional Services Maturity Benchmark
Successful strategies for optimal execution in the changing world of work and resourcesGet the report • 2022 Professional Services Maturity Benchmark
The Ultimate Guide to Services Automation
Gain crucial insight into the changing services automation landscape.Get the guide • The Ultimate Guide to Services Automation
Professional Services and Customer-Centricity: Bridging the Consumption Gap
Smart services leaders are seeking a well-rounded PSA solution to empower their teams for success.Get the whitepaper • Professional Services and Customer-Centricity: Bridging the Consumption Gap
The best professional services automation software for the world’s most innovative companies
“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.”
Head of SMO
“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.”
Director of PMO –Americas and APAC
“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.”
“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.”
Sr. Project Manager
- Nationwide Building Society
- VW Volkswagen
- UPS United Parcel Service
- Conagra Brands
- De Beers Jewelers
- EA Sports
- BCBS Blue Cross Blue Shield
- Vodafone Group
- Commonwealth Bank
- Abbott Nutrition
- Thermo Fisher Scientific
- ABB Group
- Johnson & Johnson